TeleTrade High-Yield
High-Yield
INVESTMENT PORTFOLIO
Benefits
  • Protection of your savings from inflation
  • The currency of the portfolio (USD) is the most stable
  • Passive income from the financial markets without any hassle
  • Since this is a highly liquid asset, you may be able to get it whenever you wish
  • More than you can get from your bank deposit
Target
Overall earning yield at 77.9% quarterly
with maximum portfolio volatility
Advantages
  • Minimum investment
  • High liquidity of assets in the portfolio
  • Low credit risk of assets in the portfolio
  • Professional management
  • Easy to follow
Portfolio Dynamics
Total profit 13.6%
* In order to invest in this portfolio you have to connect your account to the account «TeleTrade High-Yield 12.20» in the service «TeleTrade Invest»
Description
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 portfolio rebalancing approach where a proper sector diversification is conducted.
Strategy
This portfolio strategy aims at choosing the most potential growth sectors from the American stock market: technology with a mix of oil supermajors.
Market conditions could cause the change of assets share in portfolio structure.
Portfolio Profile
Currency:
US Dollar
Optimal deposit:
$10 000
Expected yield:
77.9%
Risk:
38.1%
Minimum duration
3 months
Rebalancing and replacing assets:
upon monthly review
Assets
Instrument Ticker Order Price Target price Growth potential Share Dividend yield
Adobe Systems Inc. ADBE buy 477.5 650 36% 18.94% -
BP plc BP buy 21.92 35 60% 4.35% 5.89%
HP Inc HPQ buy 24.41 35 43% 2.91% 3.22%
JD.com Inc. JD buy 83.92 130 55% 13.32% -
Microsoft Corp MSFT buy 218.59 265 21% 17.34% 1.01%
NVIDIA Corp. NVDA buy 543.74 660 21% 43.14% 0.12%
ADBE
Order
buy
Price
477.5
Target price
650
Growth potential
36%
Share
18.94%
Dividend yield
-
BP
Order
buy
Price
21.92
Target price
35
Growth potential
60%
Share
4.35%
Dividend yield
5.89%
HPQ
Order
buy
Price
24.41
Target price
35
Growth potential
43%
Share
2.91%
Dividend yield
3.22%
JD
Order
buy
Price
83.92
Target price
130
Growth potential
55%
Share
13.32%
Dividend yield
MSFT
Order
buy
Price
218.59
Target price
265
Growth potential
21%
Share
17.34%
Dividend yield
1.01%
NVDA
Order
buy
Price
543.74
Target price
660
Growth potential
21%
Share
43.14%
Dividend yield
0.12%
* The portfolio structure was created on 29.12.2020
Expected yield 77.9%
Risk 38.1%
Growth Stock
  • Significant growth potential
  • NVDA is a growth stock
  • Financial sustainability of the Company
  • Booming Technology sector

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the Graphics Processing Unit (GPU) and Tegra Processor segments.

NVIDIA last released its earnings results on November 17th, 2020. The computer hardware maker reported $2.91 earnings per share for the quarter, topping the consensus estimate of $2.57 by $0.34. The business had revenue of $4.73 billion for the quarter, compared to the consensus estimate of $4.42 billion. NVIDIA has generated $4.59 earnings per share over the last year and currently has a price-to-earnings ratio of 84.4.

  • Significant growth potential
  • NVDA is a growth stock
  • Financial sustainability of the Company
  • Booming Technology sector
Growth Stock
  • Significant growth potential
  • JD is a growth stock
  • Financial sustainability of the Company
  • Booming Tech (IT) sector

JD.com, Inc., through its subsidiaries, operates as an e-commerce company and retail infrastructure service provider in the People's Republic of China. It operates in two segments, JD Retail and New Businesses.

JD.com last released its quarterly earnings results on November 16th, 2020. The information services provider reported $3.42 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $0.36 by $3.06. The business had revenue of $25.66 billion for the quarter, compared to analyst estimates of $24.93 billion. JD.com has generated $0.68 earnings per share over the last year and currently has a price-to-earnings ratio of 31.2.

  • Significant growth potential
  • JD is a growth stock
  • Financial sustainability of the Company
  • Booming Tech (IT) sector
Growth Stock
  • Significant growth potential
  • MSFT is a growth stock
  • Financial sustainability of the Company
  • Booming Technology sector

Microsoft Corporation develops, licenses, and supports software, services, devices, and solutions worldwide. Its Productivity and Business Processes segment offers Office, Exchange, SharePoint, Microsoft Teams, Office 365 Security and Compliance, and Skype for Business, as well as related Client Access Licenses (CAL); Skype, Outlook.com, and OneDrive; LinkedIn that includes Talent, Learning, Sales, and Marketing solutions, as well as premium subscriptions; and Dynamics 365, a set of cloud-based and on-premises business solutions for small and medium businesses, large organizations, and divisions of enterprises.

Microsoft last posted its quarterly earnings results on October 27th, 2020. The software giant reported $1.82 earnings per share for the quarter, beating the consensus estimate of $1.53 by $0.29. The firm earned $37.15 billion during the quarter, compared to analyst estimates of $35.67 billion. Microsoft has generated $5.76 earnings per share over the last year and currently has a price-to-earnings ratio of 36.5.

  • Significant growth potential
  • MSFT is a growth stock
  • Financial sustainability of the Company
  • Booming Technology sector
Growth Stock
  • Significant growth potential
  • BP is a growth stock
  • Financial sustainability of the Company
  • Gradual recovery of crude demand

BP PLC engages in the energy business worldwide. It operates through three segments: Upstream, Downstream, and renewables. The Upstream segment is involved in the oil and natural gas exploration, and field development and production; midstream transportation, storage, and processing; and marketing and trading of liquefied natural gas (LNG), biogas, power, and natural gas liquids (NGLs). BP last released its quarterly earnings data on November 1st, 2020. The oil and gas exploration company reported $0.03 earnings per share for the quarter, beating the consensus estimate of ($0.04) by $0.07. The company earned $44.20 billion during the quarter, compared to the consensus estimate of $45.84 billion. Its quarterly revenue was down 36.2% on a year-over-year basis. BP has generated $2.95 earnings per share over the last year.

  • Significant growth potential
  • BP is a growth stock
  • Financial sustainability of the Company
  • Gradual recovery of crude demand
Growth Stock
  • Significant growth potential
  • HPQ is a growth stock
  • Financial sustainability of the Company
  • Booming Tech (IT) sector

HP Inc. provides personal computing and other access devices, imaging and printing products, and related technologies, solutions, and services in the United States and internationally. The company operates through three segments: Personal Systems, Printing, and Corporate Investments.

HP last released its earnings results on November 23rd, 2020. The computer maker reported $0.62 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.52 by $0.10. HP has generated $2.28 earnings per share over the last year and currently has a price-to-earnings ratio of 12.2.

  • Significant growth potential
  • HPQ is a growth stock
  • Financial sustainability of the Company
  • Booming Tech (IT) sector
Growth Stock
  • Significant growth potential
  • ADBE is a growth stock
  • Financial sustainability of the Company
  • Booming Technology sector

Adobe Inc. operates as a diversified software company worldwide. Its Digital Media segment provides tools and solutions that enable individuals, teams, and enterprises to create, publish, promote, and monetize their digital content. Its flagship product is Creative Cloud, a subscription service that allows customer to download and access the latest versions of its creative products.

Adobe last issued its quarterly earnings results on December 9th, 2020. The software company reported $2.81 earnings per share for the quarter, topping the consensus estimate of $2.66 by $0.15. The company earned $3.42 billion during the quarter, compared to analyst estimates of $3.36 billion. Its revenue was up 14.4% compared to the same quarter last year. Adobe has generated $8.58 earnings per share over the last year and currently has a price-to-earnings ratio of 46.1.

  • Significant growth potential
  • ADBE is a growth stock
  • Financial sustainability of the Company
  • Booming Technology sector
Revision
In order to evaluate the portfolio’s performance, a comparison with the benchmark index – S&P500 - will be done. In order to get the real return on the investment, the consumer price index (CPI) of the United States will be used accordingly.
Rebalance
Changing of its structure and rebalancing will be provided each month. The structure of the portfolio may be changed by asset classes and within asset classes in particular instruments. The portfolio may be rebalanced more often than once a month in case of higher than expected volatility.