Description
This porfolio has a moderately low risk profile with optimized yield. S&P 500 is designated as a becnhmark for this investment portfolio
Review
06.06.2023
The portfolio is expired
02.05.2023
No changes to the porfolio's structure were made
05.04.2023
Coca-Cola (KO) dividend of $3.68 received
Gold (XAUUSD) was sold at take-profit with the profit of $228.92
Apple (AAPL) stocks were sold with the profit of $81.8
Tesla (TSLA) stocks were sold with the profit of $126.92
Brent crude (BRN) was bought at $85.300
02.03.2023
Apple (APPL) dividend of $0.92 received
McDonald's (MCD) dividend of $6.08 received
07.02.2023
Gold (XAUUSD) was added to the porfolio with the target price at $1996 per troy ounce
11.01.2023
Tesla (TSLA) stocks hit the stop-loss and were sold with a loss of $82.2
Tesla (TSLA) stocks were bought at $123.04
12.12.2022
Launch of the Portfolio
Strategy
Investments in stable dividend stocks with a mix of IT sector stocks. The S&P 500 index will be traded short to balance possible losses. In case of a market recovery more IT sector stocks would be added to the portfolio to maximize growth potential.
Analysis
06.06.2023
The portfolio is closed
02.05.2023
Portfolio performance: 0.69%
Expected profit: 15.5%; risk: 7.7%
05.04.2023
Portfolio performance: 2.26%
Expected profit: 15.5%; risk: 7.7%
02.03.2023
Portfolio performance: -2.34%
Expected profit: 12.4%; risk: 13.6%
07.02.2023
Portfolio performance: -1.46%
Expected profit: 12.4%; risk: 13.6%
11.01.2023
Portfolio performance: -2.4%
Expected profit: 10.1%; risk: 11.3%
12.12.2022
Launch of the Portfolio