TeleTrade "Perspective" investment portfolio’s net profit and yield for June-November 2021 reached $ 2,559.76 and 25.60% respectively. The overall profit was $ 2,800.74 or 28.01% of the initial investment, according to a report by the broker's Analytical Information Center.
According to the report, the largest profit was made by three assets: Apple (AAPL) - $ 790.8 (31% of overall profit), Adobe (ADBE) - $ 780.3 (30.5%) and AMD ( AMD) - $ 551.46 (21.5%). Altogether, these three assets are responsible for 83% profit or $ 2122.56.
During the six month of portfolio management dividends were received on Apple shares (APPL) of $ 6.6, HSBC (HSBC) - $6.9, Exxon Mobil (XOM) - $43.5, JPMorgan Chase & Co (JPM) - $19 and Wells Fargo & Company (WFC) - $8. Thus, the total amount of dividends received is $84 or 3.28% of the overall profit.
TeleTrade’s analysts and portfolio managers consider a relatively small amount for investment (from $ 1000, optimally $ 10,000) among the advantages of the Perspective investment portfolio, as well as portfolio’s assets high liquidity and low credit risk.
S&P 500 index that was serving as the portfolio’s benchmark grew by 8.3% over the same period, which is quite remarkable. The rebalancing and replacement enabled high yield of the portfolio.
The portfolio management strategy was focused on the companies that are benefiting blistering inflation in the United States. “During the period of portfolio management, four new assets were added to the portfolio: General Electric (GE), McDonald's (MCD), Boeing (BA), AMD (AMD). Also, some changes were made to the structure of the portfolio , such as Stop Loss and Take Profit of individual assets, to mitigate risks and according to evolving market conditions, "- said in TeleTrade’s CAI report.
Detailed information about the "Perspective" investment portfolio is available here.
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