Optimal investment portfolio
Lợi nhuận mong đợi
87.7%
Lợi nhuận hiện tại
-17.4%
Số tiền đầu tư tối ưu
10 000 USD
Rủi ro
65 %
Thời hạn đầu tư
6
tháng
Trong suốt chu kỳ
Chỉ số danh mục đầu tư
Lợi nhuận hiện tại
-17.4%
Lợi nhuận hàng tháng
-17.80%
Khoản treo hiện tại
22.12%
Khoản treo tối đa
25.88%
Ngày hình thành danh mục đầu tư
13.10.2021
Ngày kết thúc danh mục đầu tư
15.05.2022
Miêu tả
Kiểm tra lại
Chiến lược
Phân tích
Miêu tả
Optimal investment portfolio is quite risky portfolio with potentially high profit while maintaning low risk/profit ratio.
Kiểm tra lại
18.04.2022
Series of trades with gold (XAUUSD) were made with a profit of $163.31
CME stocks were sold with a profit of $334.6
Kraft-Heinz (KHC) stocks were sold with a profit of $443.2
Tesla (TSLA) stocks were sold with a profit of $37.57
Dividends from Verizon (VZ) recieved in total of $19.2
18.03.2022
Series of trades with gold (XAUUSD) were made with a profit of $1779.82
Alibaba (BABA) stocks were sold with a loss of $1830
Verizon (VZ) stocks are sold with a loss of $27.9
Dividends from CME and Kraft Heinz (KHC) recieved in total of $42
New trades with gold (XAUUSD) are open at $1997.95
15.02.2022
Disney (DIS) stocks sold at stop-loss with a loss of $431.70
IBM paid dividends of $16.40
Stop-loss on Alibaba (BABA) stocks moved to $107.80
Stop-loss on CME stocks moved to $215.00
Stop-loss on Verizon (VZ) stocks moved to $52.15
Stop-loss on IBM stocks moved to $104.50
Stop-loss on Kraft Heinz (KHC) stocks moved to $28.00
Gold at $1855.59 were bought to balance the portfolio
14.01.2022
CME paid dividends of $41.50
09.12.2021
CISCO (CSCO) stocks were sold with a profit of $62.8
Kraft Heinz (KHC) paid dividends of $32.00
16.11.2021
IBM (IBM) paid dividends of $16.40
Alibaba (BABA) stop-loss was upgraded to $125
Tesla (TSLA) stocks were bought at average price of $1025.49
12.10.2021
Launch of the portfolio
Series of trades with gold (XAUUSD) were made with a profit of $163.31
CME stocks were sold with a profit of $334.6
Kraft-Heinz (KHC) stocks were sold with a profit of $443.2
Tesla (TSLA) stocks were sold with a profit of $37.57
Dividends from Verizon (VZ) recieved in total of $19.2
18.03.2022
Series of trades with gold (XAUUSD) were made with a profit of $1779.82
Alibaba (BABA) stocks were sold with a loss of $1830
Verizon (VZ) stocks are sold with a loss of $27.9
Dividends from CME and Kraft Heinz (KHC) recieved in total of $42
New trades with gold (XAUUSD) are open at $1997.95
15.02.2022
Disney (DIS) stocks sold at stop-loss with a loss of $431.70
IBM paid dividends of $16.40
Stop-loss on Alibaba (BABA) stocks moved to $107.80
Stop-loss on CME stocks moved to $215.00
Stop-loss on Verizon (VZ) stocks moved to $52.15
Stop-loss on IBM stocks moved to $104.50
Stop-loss on Kraft Heinz (KHC) stocks moved to $28.00
Gold at $1855.59 were bought to balance the portfolio
14.01.2022
CME paid dividends of $41.50
09.12.2021
CISCO (CSCO) stocks were sold with a profit of $62.8
Kraft Heinz (KHC) paid dividends of $32.00
16.11.2021
IBM (IBM) paid dividends of $16.40
Alibaba (BABA) stop-loss was upgraded to $125
Tesla (TSLA) stocks were bought at average price of $1025.49
12.10.2021
Launch of the portfolio
Chiến lược
The stratagy of the portfolio imply investments in fast growing IT sector stocks that gave significant growth potential. Undervalued stocks of value companies that generate regular dividends are included in the portfolio. This would allow to cushion the portfolio in case of declining volatile IT sector stocks.
Phân tích
18.04.2022
Portfolio performance: 2.48%
Expected profit: 8.0%; risk: 1.2%
18.03.2022
Portfolio performance: -9.76%
Expected profit: 21.7%; risk: 23.2%
15.02.2022
Portfolio performance: -18.39%
Expected profit: 69.7%; risk: 37.5%
14.01.2022
Portfolio performance: -9.15%
Expected profit: 89.1%; risk: 63.5%
09.12.2021
Portfolio performance: -14.29%
Expected profit: 89.1%; risk: 63.5%
16.11.2021
Portfolio performance: 1.24%
Expected profit: 93.2%; risk: 63.9%
12.10.2021
Launch of the portfolio
Portfolio performance: 2.48%
Expected profit: 8.0%; risk: 1.2%
18.03.2022
Portfolio performance: -9.76%
Expected profit: 21.7%; risk: 23.2%
15.02.2022
Portfolio performance: -18.39%
Expected profit: 69.7%; risk: 37.5%
14.01.2022
Portfolio performance: -9.15%
Expected profit: 89.1%; risk: 63.5%
09.12.2021
Portfolio performance: -14.29%
Expected profit: 89.1%; risk: 63.5%
16.11.2021
Portfolio performance: 1.24%
Expected profit: 93.2%; risk: 63.9%
12.10.2021
Launch of the portfolio
Thông tin
tài sản cơ bản
tài sản cơ bản
Vàng
IBM
Trong lịch sử, vàng được sử dụng như một sự phòng hộ. Trong trường hợp này, nó được sử dụng như một tài sản giảm sốc. Khi thị trường chứng khoán giảm, sự hiện diện của vàng sẽ hỗ trợ nó vì vàng có mối tương quan nghịch với các tài sản rủi ro khác như cổ phiếu và chỉ số chứng khoán
• Tài sản phòng hộ trong thị trường chứng khoán giảm giá
• Tiềm năng tăng trưởng đáng kể so với trái phiếu Kho Bạc Hoa Kỳ
• Xu hướng tăng dài hạn
International Business Machines – world largest supplier of software, IT services and consulting services. The company has offices in most of the countries around the globe. It is founded in 1911. The company has started its production with meat and cheese slicers, tabulators and punched cards. The company manufactured its first computer in 1943, while in 1981 the first personal computer IBM PC was introduced. In 2018 during CES conference IBM has presented its first quantum computer installation. The first quantum computer was claimed to be constructed by IBM in Germany.
• Dividend stock
• Value stock
• Financial sustainability of the Company
• Booming IT-sector