Description
The First steps conservative investment portfolio is a low risk portfolio. S&P500 serves as a benchmark for this portfolio yield.The distribution of investments in various stocks alows to mitigate portfolio risks and get a resonable returns
Review
19.05.2022
Gold (XAUUSD) trade was open at $1946.14
18.04.2022
Caterpillar (CAT) stocks were sold with a profit of $170.80
Series of trades with gold (XAUUSD) were made with a profit of $455.29
18.03.2022
Coca-Cola (KO) stocks were sold with a profit of $73
Apple (AAPL) stocks were sold with a profit of $91.6
Series of trades with gold (XAUUSD) were made with a profit of $650.86
Alibaba (BABA) stocks were closed with a loss of $645.6
Dividends from 3M(MMM) and Kimberley-Clark (KMB) recieved in total of $26.5
New trades with gold (XAUUSD) are open at average price of $1939.48
14.02.2022
FaceBook (FB) hit the stop loss and was closed with a loss of $260
Caterpillar (CAT) paid dividends of $8.88
Apple (AAPL) paid dividends of $2.20
Stop-loss on Apple (AAPL) stocks was moved to $153.5
Stop-loss on Coca-Cola (KO) stocks was moved to $58.46
14.01.2022
Kimberly-Clark Corporation (KMB) paid dividends of $11.40
09.12.2021
3M (MMM) paid dividends of $14.80
Coca-Cola (KO) paid dividends of $8.40
16.11.2021
Tesla (TSLA) stocks were sold with a profit of $251.72
AMD (AMD) stocks were sold with a profit of $432.4
Caterpillar (CAT) paid dividends of $8.88
Apple (AAPL) paid dividends of $2.20
11.10.2021
Launch of the portfolio
Strategy
The portfolio is structured on two major types of stocks: stocks of large stable companies that regulary pay dividends, but have no significant growth potential. The second type is growth stocks that have such significant growth potential. And the latter one should become a major driver for portfolio value.
Market conditions could cause the change of assets share in portfolio structure.
Analysis
19.05.2022
Portfolio performance: 6.83%
Expected profit: 26%; risk: 0.4%
18.04.2022
Portfolio performance: 8.37%
Expected profit: 20.9%; risk: 3%
18.03.2022
Portfolio performance: 4.46%
Expected profit: 23.0%; risk: 7%
14.02.2022
Portfolio performance: 2.25%
Expected profit: 37.7%; risk: 12%
14.01.2022
Portfolio performance: 10.72%
Expected profit: 42.2%; risk: 23%
09.12.2021
Portfolio performance: 6.73%
Expected profit: 42.2%; risk: 23%
16.11.2021
Portfolio performance: 9.64%
Expected profit: 41.8%; risk: 23%
11.10.2021
Launch of the portfolio