Portfolio
«TeleTrade Perspective (December 2020 - May 2021)»
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CurrencyUSD
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Optimal investment amount10 000 USD
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Term6 months
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Risk35%
Rebalancing and asset replacement
Changes to its structure and rebalancing will be provided each month
The “TeleTrade Perspective” portfolio is the average risk portfolio which an investor may choose at TeleTrade.
Depending on market conditions, the share of assets in the portfolio may vary.
30.01.2021 Changes: 1) Target price for Tesla stock was raised to $900 29.12.2020 Changes: 1) Target price for Tesla stock was raised to $750 2) Target price for Netflix was raised to $600
Depending on market conditions, the share of assets in the portfolio may vary.
Strategy is based on investments in rapidly growing IT sector in a composition with undervalued stocks from traditional real sectors. This composition is designed to ease a possible downgrade of volatile IT sector stocks. The stock market is expected to rise following the recovery of the global economy and new stimulus measures tailored to support national economies by major central banks.
Depending on market conditions, the share of assets in the portfolio may vary.
30.01.2021 Portfolio performance: +10.49% in January 2021 Expected profit: 41.8%; risk: 35.1% 29.12.2020 Portfolio performance: +3.37% Expected profit: 36.3%; risk: 35.1%
Depending on market conditions, the share of assets in the portfolio may vary.Portfolio indicators
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Monthly growth4.20%
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Quarterly growth22.00%
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Growth for 6 months22.00%
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Growth for the year22.00%
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Max. profit+ 22.00%
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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.
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Cur drawdown0.08%
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Max. drawdown7.99%
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Minimum amount1 000 USD
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Maturity of the portfolio6 months
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Opening03.12.2020
Information about the underlying assets
One of the largest software producers for the computing industry, including PC’s, game consoles, personal digital assistants, mobile phones and others. Microsoft is the producer of the famous and widely used operating systems – the Windows OS Family. The return on equity (ROE) for 2019 was at 42.7%. Company’s debt is at a reasonable level as D/E multiplier shows it at the level below one. Operating performance indicators are impressive. Earnings rose by more than 13% yoy for the last three years. EPS demonstrates strong growth as well. The company’s assets grew by more than 10% in average. The stock has high growth potential with dividend yield of 1.13%. The $10 billion contract with US defense ministry to develop cloud technology will serve as one of the major drivers for the Company and its stocks.
- Significant growth potential
- Microsoft is a growth stock
- Financial sustainability of the Company
- Booming Tech (IT) sector
- Dividend yield
The largest social network in the world. Facebook is among TOP-5 websites by visits. Facebook’s audience surpassed 2 billion. Its average daily audience reached 720 million. Facebook Inc. is an umbrella for popular services like Instagram and WhatsApp. The company has a high multiplier of return on equity (ROE) = 21.5%, and a debt that is almost at zero as to D/E multiplier that is equal to zero. It also has a long-term growth of EPS. EPS in 2019 was 6.43$. The social media giant also has rapidly growing revenue every year. The revenue growth totaled 26,61% in 2018-2019. Company’s assets grow permanently as a result of cash accumulation on the FB accounts and investments in property and equipment. Several projects on the Facebook platforms could serve as drivers for Instagram and WhatsApp platforms, and for Facebook itself.
- Business expansion of Facebook, Instagram and WhatsApp
- New projects development
- Regular dividends
- Low interest rates in the U.S.
- Stimulus measures for U.S. economy
The Coca-Cola Company is a beverage company. The Company owns or licenses and markets non-alcoholic beverage brands, primarily sparkling beverages and a range of still beverages, such as waters, flavored waters and enhanced waters, juices and juice drinks, ready-to-drink teas and coffees, sports drinks, dairy and energy drinks. The Company's segments include Europe, Middle East and Africa; Latin America; North America; Asia Pacific; Bottling Investments, and Corporate. Coca-Cola is considered as the most recognizable and valuable brand in 2015-2020. The major driver for the company’s growth will be the recovery of the market after a decline as new stimulus measures would be approved in the United States, and with the improvement of the pandemic situation.
- Significant growth potential
- Financial sustainability of the Company
CME Group Inc. — It is the world's largest financial derivatives exchange uniting Chicago Mercantile Exchange, Kansas City Board of Trade, Chicago Board of Trade, New York Mercantile Exchange and is an owner of Dow Jones Indexes. The group is headquartered in Chicago (Illinois).
- Increasing trading volumes stimulated by large liquidity inflows to the market
- Increasing revenues
- Low interest rates in the U.S.
- Stimulus measures for U.S. economy
Google is an American multinational technology company that is now a part of conglomerate called Alphabet Inc. The company specializes in Internet-related services and products, which include online advertising technologies, a search engine, cloud computing, software, and hardware. It is one of largest Tech giants in the United States together with Amazon, Facebook, Apple and Microsoft. Google generates most of its revenues from advertising.
- Growth of revenues and business
- Low interest rates in the U.S.
- Stimulus measures for U.S. economy
Netflix — American entertainment company headquartered in Los Gatos, California. It a streaming service platform that provides subscription for library of films and television series, including produced by Netflix itself. It was founded in 1997 by Reed Hastings and Marc Randolph. Since 2013 Netflix produces its own movies and series, including cartoons and television series. The company has offices in France, the United Kingdom, Brazil, the Netherlands, India, Japan, and South Korea. The company became a leading producer of movies and series in 2016 with 126 originals, more than other network or other cable channels.
- Launch of new series that may potentially boost revenues
- Low interest rates in the U.S.
- Stimulus measures for U.S. economy
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