The total net income of the Esperio investment portfolios “Optimal” (for 6 months) and “First Steps” (for 12 months) amounted to 15.07% and 11.89%, respectively. Due to the expiration date, the “Optimal” and “First Steps” investment portfolios are closed on December 20, 2023. Esperio analysts plan to open new portfolios in early January 2024.
Read more about the final performance of investment portfolios.
- “Optimal” (June - December 2023)
The total net income on the investment portfolio for 6 months amounted to $1,507.72, or 15.07% of the initially invested funds.
The largest income in the amount of $1022.65 (58.9% of total income) came from transactions on ADBE - $470.85 (27.1%), CME - $277.7 (16%) and TNOTE - $274.2 (15.8 %). Dividends received (total $30.17) on shares of AAPL – $1.92, CME – $22, EBAY – $5 and INTC – $1.25. $241.7 was allocated to pay commissions and swaps.
- “First steps” (December 2022 - December 2023)
The total net income on the investment portfolio for 12 months was $1189.14, or 11.89% of the initially invested funds.
The largest income in the amount of $1248.71 (83.6% of total income) came from transactions on GOLD – $630.15 (42.2%), ADBE – $373.64 (25.0%) and TSLA – $244.92 (16 ,4%). Dividends received (total $14.73) on shares of AAPL – $5.23, CME – $5.5 and QCOM – $4. $312.36 was allocated to pay commissions and swaps.
The decisions of the US Federal Reserve on monetary policy were important for the results of investment portfolios. The trend of tightening observed throughout the year in December, against the backdrop of a continuing decline in inflation, expectedly changed. According to Esperio analysts, as early as March 2024, with a probability of up to 65%, the Fed will decide on the first reduction in the key interest rate from 5.25-5.5% to 5-5.25%. This circumstance will be taken into account by Esperio managers when creating new investment portfolios in January 2024.
The 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