Portfolio
«TeleTrade High-Yield (March 2021)»
-
CurrencyUSD
-
Optimal investment amount10 000 USD
-
Term3 months
-
Risk39%
Rebalancing and asset replacement
upon monthly review
The “TeleTrade High-Yield” portfolio is the high risk portfolio which an investor may choose at TeleTrade. The S&P500 is the benchmark index of the portfolio from which the portfolio is compared. Moreover, despite the fact that this portfolio has a medium risk-taking strategy, it does not disregard a correct sector evaluation where stocks are chosen based on a thorough research.
Depending on market conditions, the share of assets in the portfolio may vary.
29.04.2021
Changes:
1) Buy position for Citigroup (C) shares was closed with a profit of $25.90
2) Buy position for Ford (F) shares was closed with a profit of $11.00
3) Stop-loss for S&P 500 sell order moved to 4400 points
01.04.2021
Changes:
1) Deal for AT&T (t) stocks was closed with $53.30 profit
2) Deal for DuPont (dd) stocks was closed with $48.75 profit
3) Deal for Wells Fargo (wfc) stocks was closed with $19.00 profit
4) Target price for S&P 500 index revised to 3400
This portfolio strategy aims at choosing the most potential growth sectors from the stock market: banking, basic materials, communications and consumer durables.
Depending on market conditions, the share of assets in the portfolio may vary.
29.04.2021
Portfolio performance: -18.5%
Expected profit: 21.5%; risk: 29.8%
01.04.2021
Portfolio performance: -6%
Expected profit: 29.8%; risk: 26.2%
Portfolio indicators
-
Monthly growth0.00%
-
Quarterly growth0.00%
-
Growth for 6 months0.00%
-
Growth for the year0.00%
-
Max. profit0.00%
-
Risk
The aggressiveness of trading is calculated based on the volatility of the average daily trading result of PAMM-account.
Ranges of aggressiveness:
- 1st level - from 0 to 1%;
- 2nd level - from 1 to 3%;
- 3rd level - from 3 to 5%;
- 4th level - from 5 to 7%;
- 5th level - 7% or more.
1 -
Cur drawdown20.20%
-
Max. drawdown21.36%
-
Minimum amount1 000 USD
-
Maturity of the portfolio3 months
-
Opening04.03.2021
Information about the underlying assets
The S&P500 stock index is a key element in the portfolio. S&P 500 is a highly diversified financial instrument and is represented as futures contract in the portfolio. S&P 500 is recovering from the plunge in March caused by the coronavirus pandemic. S&P500 has significant potential that will be released as the US economy recovers along with the US Federal Reserve support and interest rates close to zero.
- Highly diversified instrument
- Significant growth potential
- Historic uptrend
© 2000-2024. All rights reserved.
This site is managed by Teletrade D.J. LLC 2351 LLC 2022 (Euro House, Richmond Hill Road, Kingstown, VC0100, St. Vincent and the Grenadines).
The information on this website is for informational purposes only and does not constitute any investment advice.
The company does not serve or provide services to customers who are residents of the US, Canada, Iran, The Democratic People's Republic of Korea, Yemen and FATF blacklisted countries.
Making transactions on financial markets with marginal financial instruments opens up wide possibilities and allows investors who are willing to take risks to earn high profits, carrying a potentially high risk of losses at the same time. Therefore you should responsibly approach the issue of choosing the appropriate investment strategy, taking the available resources into account, before starting trading.
Use of the information: full or partial use of materials from this website must always be referenced to TeleTrade as the source of information. Use of the materials on the Internet must be accompanied by a hyperlink to teletrade.org. Automatic import of materials and information from this website is prohibited.
Please contact our PR department if you have any questions or need assistance at pr@teletrade.global.
Bank transfers
