Portfolio
«TeleTrade Conservative (June 2021 - May 2022)»
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CurrencyUSD
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Optimal investment amount1 000 USD
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Term12 months
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Risk27%
Rebalancing and asset replacement
upon monthly review
The “TeleTrade Safety” investment portfolio is the most conservative investment among the other investment portfolios TeleTrade offers. S&P500 serves as an investment benchmark for this portfolio yield. Distribution of the investments in several asset classes allows for the mitigation of risks within the portfolio and the expectation of reasonable returns.
Depending on market conditions, the share of assets in the portfolio may vary.
05.04.2022
Gold (XAUUSD) deals were closed with a loss of $252.54
Nvidia (NVDA) paid dividends of $0.12
Target price on gold (XAUUSD) was set at $2037.25
01.03.2022
Gold (XAUUSD) was bought at $1908.50
Apple (AAPL) paid dividends of $0.44
02.02.2022
Amazon (AMZN) stocks hit the stop-loss and were sold with a loss of $449.2
Microsoft (MSFT) stocks hit the stop-loss and were sold with a loss of $917.7
Verizon (VZ) stocks were sold with a loss of $93.9
Coca-Cola (KO) stocks were sold with a profit of $94
S&P 500 index (US500) was bought to the portfolio at 4563.9
Apple (AAPL) stocks were added tot he portfolio at $174.80
NVidia (NVDA) shares were bought at $248.69
AMD stocks were bought at $122.69
30.12.2021
Tesla (TSLA) stocks hit the stop-loss and were sold with a loss of $270.56
02.12.2021
Alcoa (AA) stocks were sold with a profit of $232.50
Procter & Gamble (PG) stocks were sold with a profit $116.70
American International Group (AIG) stocks were sold with a profit of $33.90
Boeing (BA) deal was closed on stop-loss with loss of $568.10
Tesla (TSLA) stock were bought at $1081.74
Amazon (AMZN) stocks were bought at $3449.20
Microsoft (MSFT) stocks were bought at $330.40
Coca-Cola (KO) stopp-loss is down to $40
Coca-Cola (KO) paid dividends of $8.40
28.10.2021
Verizon Communications (VZ) and Procter & Gamble (PG) paid dividends of $27.9 in total
No changes to the structure of the protfolio were made
04.10.2021
Coca-Cola (KO) and American International Group (AIG) paid dividends of $18 in total
No changes to the structure of the protfolio were made
02.09.2021
No changes were made
02.08.2021
No changes were made
01.07.2021
No changes were made
08.06.2021
Launch of the portfolio
Rising inflation in the United States and the rest of the world could become a sustainable long-term trend. This trend eventually would force Federal Reserve to tighten its monetary policy and raise interest rates. Such actions would certainly lead to rising funding costs for corporates, and slowing down of average incomes growth. This portfolio is balanced considering such trends with value stocks that may benefit from high inflation. Market conditions could cause the change of assets share in portfolio structure.
Depending on market conditions, the share of assets in the portfolio may vary.
05.04.2022
Portfolio performance: -27.34%
Expected profit: 1.5%; risk: 31.8%
01.03.2022
Portfolio performance: -20.37%
Expected profit: -14.1%; risk: 28.1%
02.02.2022
Portfolio performance: -14.9%
Expected profit: 18%; risk: 27.5%
30.12.2021
Portfolio performance: -3.4%
Expected profit: 27.2%; risk: 27.1%
02.12.2021
Portfolio performance: -4.71%
Expected profit: 34.6%; risk: 27%
28.10.2021
Portfolio performance: -2.11%
Expected profit: 31.9%; risk: 27%
04.10.2021
Portfolio performance: -0.47%
Expected profit: 31.9%; risk: 27%
02.09.2021
Portfolio performance: -0.76%
Expected profit: 31.9%; risk: 27%
02.08.2021
Portfolio performance: -3.31%
Expected profit: 31.9%; risk: 27%
01.07.2021
Portfolio performance: -3.6%
Expected profit: 31.9%; risk: 27%
08.06.2021
Launch of the portfolio
Portfolio indicators
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Monthly growth0.00%
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Quarterly growth0.00%
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Growth for 6 months-9.60%
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Growth for the year-35.00%
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Max. profit0.00%
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Risk
The aggressiveness of trading is calculated based on the volatility of the average daily trading result of PAMM-account.
Ranges of aggressiveness:
- 1st level - from 0 to 1%;
- 2nd level - from 1 to 3%;
- 3rd level - from 3 to 5%;
- 4th level - from 5 to 7%;
- 5th level - 7% or more.
2 -
Cur drawdown36.22%
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Max. drawdown36.22%
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Minimum amount10 000 USD
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Maturity of the portfolio12 months
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Opening08.06.2021
Information about the underlying assets
Gold is historically used as a hedge. In this case it is used as a shock-absorbing asset. When the stock market is falling the presence of gold will cushion it as the gold has negative correlation with other risky assets such as stocks and stock indices
- • Hedge asset in the falling stock market
- • Significant growth potential compared to U.S. Treasuries
- • Upward breakthrough
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