Description
The First steps conservative investment portfolio is a low risk portfolio. S&P 500 serves as a benchmark for this portfolio yield.The distribution of investments in various stocks allows to mitigate portfolio risks and get a reasonable returns
Review
11.09.2023
Adobe (ADBE) stocks sold with a profit of $373.64
Apple (AAPL) stocks bought with a target price at $210
Qualcomm (QCOM) stocks bought with a target price at $140
CME stocks bough with a target price at $260
Amazon (AMZN) stocks bought with a target price at $190
Apple (AAPL) dividend of $1.2 received
31.07.2023
No changes to the porfolio's structure were made
29.06.2023
No changes to the porfolio's structure were made
05.06.2023
Brent crude (BRN) trade was closed with a loss of $261.6
Apple (AAPL) dividend of $1.2 received
29.04.2023
No changes to the porfolio's structure were made
05.04.2023
Gold (XAUUSD) hit take-profit and was closed with the profit of $630.51
Brent crude (BRN) was added at $85.244
02.03.2023
Apple (AAPL) dividend of $1.15 received
07.02.2023
Gold (XAUUSD) was added to the porfolio with the target price at $1996 per troy ounce
U.S. 10-year Treasuries (TNOTE) sold with a profit of $8.8
10.01.2023
No changes were made to the protfolio's structure
12.12.2022
Launch of the portfolio
Strategy
Two types of stocks were included in the portfolio in order to meet its targets. First, stocks os sustainable companies with regular dividends were included. These stocks have low potential for their prices to rally. Second, growth stocks with significant upsude potential were included that should become a major upside driver for the portfolio.
Portfolio structure may vary depending on market performance.
Analysis
11.09.2023
Portfolio performance: 8.0%
Expected profit: 15.3%; risk: 3.0%
31.07.2023
Portfolio performance: 7.87%
Expected profit: 17.9%; risk: 2.9%
29.06.2023
Portfolio performance: 7.35%
Expected profit: 14.1%; risk: 2.9%
05.06.2023
Portfolio performance: 5.69%
Expected profit: 14.1%; risk: 2.9%
29.04.2023
Portfolio performance: 4.14%
Expected profit: 13.2%; risk: 2.9%
05.04.2023
Portfolio performance: 6.0%
Expected profit: 13.2%; risk: 2.9%
02.03.2023
Portfolio performance: -1.62%
Expected profit: 12.2%; risk: 9.0%
07.02.2023
Portfolio performance: -1.45%
Expected profit: 12.4%; risk: 9.0%
10.01.2023
Portfolio performance: -1.76%
Expected profit: 8.5%; risk: 10.0%
12.12.2022
Launch of the portfolio