At the beginning of April 2023, the investment portfolios "First Steps" and "Optimal" showed a steady growth of 6.0% and 2.26%, respectively.
The main profit for investors was brought by transactions with gold. As part of both investment portfolios, such transactions were closed by take-profit with a profit of $630.51 and $228.92, respectively.
Also in the investment portfolio "Optimal", the dividends of The Coca-Cola Company (KO) in the amount of $3.68 per share were received, transactions on Tesla (TSLA) and Apple (AAPL) shares of $126.92 and $81.8 respectively were closed with a profit.
In April, Brent oil was added to both portfolios due to the high potential for growth in prices for this asset, which is estimated by managers at $94 per barrel.
According to the results of the reporting period, the overall growth potential of the "Optimal" investment portfolio was 15.5% (with a risk of 7.7%), and the "First Steps" portfolio's growth potential was 13.2% (with a risk of 2.9%).
It is worth noting that the growth potential of the portfolios has increased significantly in the past two months due to the growth in the value of risky assets, with a simultaneous increase in recessionary risks and the US banking crisis in March.
However, in order to minimise the high risks of instability, both portfolios have short positions on the S&P 500 broad market index, which somewhat limits the potential of each portfolio.
Managers of the global broker Esperio develop investment portfolios, taking into account various strategies and accepted risk, and balance them in terms of the investment period and projected profit.
Throughout the entire investment period, Esperio provides full transparency, regular monitoring of performance and rebalancing of portfolios to ensure the stated return and risk, as well as thorough analysis of the results. It also provides investors with detailed reports.