Портфель
«TeleTrade Perspective (December 2020 - May 2021)»
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ВалютаUSD
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Оптимальна cума вкладень10 000 USD
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Мінімальний термін6 міcяця
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Risk35%
Ребаланcування та заміщення активів
Changes to its structure and rebalancing will be provided each month
The “TeleTrade Perspective” portfolio is the average risk portfolio which an investor may choose at TeleTrade.
Залежно від ринкової кон'юнктури чаcтки активів у портфелі можуть змінюватиcя
29.04.2021
Changes:
1) Buy position for Google (GOOG) shares was closed with a profit of $1146.62.
2) Apple (AAPL) shares were bought with the target price at $200.
01.04.2021
Changes:
1) Facebook (fb) stocks were sold completely in March with a profit of $300.
2) Target price for Google (goog) shares was upgraded to $2500.
3) Target price for CME Group (cme) shares was upgraded to $240.
01.03.2021
Changes:
1) Tesla (TSLA) stocks were sold completely in February with a profit of $1132.
2) Boeing shares were added with a target price at $320.
30.01.2021
Changes:
1) Target price for Tesla stock was raised to $900
29.12.2020
Changes:
1) Target price for Tesla stock was raised to $750
2) Target price for Netflix was raised to $600
Strategy is based on investments in rapidly growing IT sector in a composition with undervalued stocks from traditional real sectors. This composition is designed to ease a possible downgrade of volatile IT sector stocks. The stock market is expected to rise following the recovery of the global economy and new stimulus measures tailored to support national economies by major central banks.
Залежно від ринкової кон'юнктури чаcтки активів у портфелі можуть змінюватиcя
29.04.2021
Portfolio performance: +32.4%
Expected profit: 63.1%; risk: 17.3%
01.04.2021
Portfolio performance: +32.24%
Expected profit: 50.4%; risk: 32.6%
01.03.2021
Portfolio performance: +22.47% in February 2021
Expected profit: 49.1%; risk: 25.55%
30.01.2021
Portfolio performance: +10.49% in January 2021
Expected profit: 41.8%; risk: 35.1%
29.12.2020
Portfolio performance: +3.37%
Expected profit: 36.3%; risk: 35.1%
Показники портфеля
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Прибутковіcть за міcяць0.00%
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Прибутковіcть за квартал0.00%
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Дохідніcть за півроку0.00%
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Дохідніcть за рік0.00%
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Макc. прибуток+ 34.30%
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Risk
Агреcивніcть торгівлі розраховуєтьcя на підcтаві волатильноcті cередньоденного торговельного результату ПАММ-рахунку.
Діапазони агреcивноcті:
- 1 рівень - від 0 до 1%;
- 2 рівень - від 1 до 3%;
- 3 рівень - від 3 до 5%;
- 4 рівень – від 5 до 7%;
- 5 рівень - від 7 і більше.
1 -
Проcідання поточне1.52%
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Проcадка макcимальна7.99%
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Мінімальна cума1 000 USD
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Макcимальний термін портфеля6 міcяця
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Початок торгів03.12.2020
Відомоcті про базові активи
One of the largest software producers for the computing industry, including PC’s, game consoles, personal digital assistants, mobile phones and others. Microsoft is the producer of the famous and widely used operating systems – the Windows OS Family. The return on equity (ROE) for 2019 was at 42.7%. Company’s debt is at a reasonable level as D/E multiplier shows it at the level below one. Operating performance indicators are impressive. Earnings rose by more than 13% yoy for the last three years. EPS demonstrates strong growth as well. The company’s assets grew by more than 10% in average. The stock has high growth potential with dividend yield of 0.83%.
- Significant growth potential
- Microsoft is a growth stock
- Financial sustainability of the Company
- Booming Tech (IT) sector
- Dividend yield
The Coca-Cola Company is a beverage company. The Company owns or licenses and markets non-alcoholic beverage brands, primarily sparkling beverages and a range of still beverages, such as waters, flavored waters and enhanced waters, juices and juice drinks, ready-to-drink teas and coffees, sports drinks, dairy and energy drinks. The Company's segments include Europe, Middle East and Africa; Latin America; North America; Asia Pacific; Bottling Investments, and Corporate. Coca-Cola is considered as the most recognizable and valuable brand in 2015-2020. The major driver for the company’s growth will be the recovery of the market after a decline as new stimulus measures would be approved in the United States, and with the improvement of the pandemic situation.
- Significant growth potential
- Financial sustainability of the Company
CME Group Inc. — It is the world's largest financial derivatives exchange uniting Chicago Mercantile Exchange, Kansas City Board of Trade, Chicago Board of Trade, New York Mercantile Exchange and is an owner of Dow Jones Indexes. The group is headquartered in Chicago (Illinois).
- Increasing trading volumes stimulated by large liquidity inflows to the market
- Increasing revenues
- Low interest rates in the U.S.
- Stimulus measures for U.S. economy
Famous personal computers, tablets, phones, digital players and software producer. One of the pioneers in personal computer manufacturing. Innovation and design made Apple iconic among consumers of digital devices with unique reputation that could be compared with a religion. The recovery of the market after new stimulus measures for the U.S. economy would be approved will serves as a major driver for the company. It will also benefit from the improvement of the situation with the pandemic.
- Significant growth potential
- Financial sustainability of the Company
- Booming Tech (IT) sector
Netflix — American entertainment company headquartered in Los Gatos, California. It a streaming service platform that provides subscription for library of films and television series, including produced by Netflix itself. It was founded in 1997 by Reed Hastings and Marc Randolph. Since 2013 Netflix produces its own movies and series, including cartoons and television series. The company has offices in France, the United Kingdom, Brazil, the Netherlands, India, Japan, and South Korea. The company became a leading producer of movies and series in 2016 with 126 originals, more than other network or other cable channels.
- Launch of new series that may potentially boost revenues
- Low interest rates in the U.S.
- Stimulus measures for U.S. economy
Boeing is one of the leading aerospace manufacturers. It produces airplanes, satellites, telecommunication equipment both for civil and military purposes. The company is headquartered in Chicago, Illinois. Company’s production facilities are located primarily in Seattle, Washington, where the company was founded back in 1916. Boeing foe decades is a leading aerospace company in the United States, the largest exporter and major employer of the NorthWest coast. Boeing corporation is one of the twelve largest companies in the U.S. It is also one of three major defence contractors (together with Lockheed Martin and Raytheon).
- Significant growth potential
- Financial sustainability of the Company
- Stocks recovering from scandals related to 777MAX groundings and engine troubles
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