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 58% 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 11%
* In order to invest in this portfolio you have to connect your account to the account «TeleTrade High-Yield» 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: health care, technology and consumer discretionary.
Market conditions could cause the change of assets share in portfolio structure.
Portfolio Profile
Currency:
US Dollar
Optimal deposit:
$10 000
Expected yield:
58%
Risk:
37%
Minimum duration
3 months
Rebalancing and replacing assets:
upon monthly review
Assets
Instrument Ticker Order Price Target price Growth potential Share Dividend yield
Walt Disney Company DIS buy 134.95 180 33% 14% -
JD.com Inc. JD buy 77.88 130 67% 29% -
Mastercard Incorporated MA buy 335.52 400 19% 14% 0.48%
NVIDIA Corp. NVDA buy 500.26 650 30% 29% 0.13%
Neurocrine Biosciences, Inc. NBIX buy 113.36 180 59% 14% -
DIS
Order
buy
Price
134.95
Target price
180
Growth potential
33%
Share
14%
Dividend yield
JD
Order
buy
Price
77.88
Target price
130
Growth potential
67%
Share
29%
Dividend yield
MA
Order
buy
Price
335.52
Target price
400
Growth potential
19%
Share
14%
Dividend yield
0.48%
NBIX
Order
buy
Price
113.36
Target price
180
Growth potential
59%
Share
14%
Dividend yield
NVDA
Order
buy
Price
500.26
Target price
650
Growth potential
30%
Share
19%
Dividend yield
0.13%
* The portfolio structure was created on 09.09.2020
Expected yield 58%
Risk 37%
Portfolio Structure
Growth Stock
  • Significant growth potential
  • Bristol-Myers 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. The GPU segment comprises of product brands which aims specialized markets including GeForce for gamers; Quadro for designers; Tesla and DGX for AI data scientists and big data researchers; and GRID for cloud-based visual computing users.

NVIDIA last announced its earnings results on May 21st, 2020. The computer hardware maker reported $1.80 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.36 by $0.44.

The firm had revenue of $3.08 billion for the quarter, compared to analyst estimates of $3 billion. Its quarterly revenue was up 38.7% on a year-over-year basis. NVIDIA has generated $4.59 earnings per share over the last year and currently has a price-to-earnings ratio of 68.4.

  • Significant growth potential
  • Bristol-Myers is a growth stock
  • Financial sustainability of the Company
  • Booming Technology sector
Growth Stock
  • Significant growth potential
  • Alibaba 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 issued its earnings data on August 17th, 2020. The information services provider reported $3.51 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $0.28 by $3.23. The business earned $201.10 billion during the quarter, compared to the consensus estimate of $190.02 billion. Its revenue for the quarter was up 33.8% on a year-over-year basis. JD.Com has generated $0.68 earnings per share over the last year and currently has a price-to-earnings ratio of 38.3. JD.Com has not formally confirmed its next earnings publication date, but the company's estimated earnings date is Friday, November 20th, 2020 based off prior year's report dates.

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

Mastercard Incorporated, a technology company, provides transaction processing and other payment-related products and services in the United States and internationally. It facilitates the processing of payment transactions, including authorization, clearing, and settlement, as well as delivers related products and services.

Mastercard last posted its quarterly earnings data on July 30th, 2020. The credit services provider reported $1.36 earnings per share for the quarter, topping analysts' consensus estimates of $1.15 by $0.21. The business had revenue of $3.30 billion for the quarter, compared to analyst estimates of $3.26 billion. Its revenue was down 19.8% on a year-over-year basis. Mastercard has generated $7.77 earnings per share over the last year and currently has a price-to-earnings ratio of 45.6. Mastercard has not formally confirmed its next earnings publication date, but the company's estimated earnings date is Tuesday, November 3rd, 2020 based off prior year's report dates.

  • Significant growth potential
  • Alibaba is a growth stock
  • Financial sustainability of the Company
  • Booming Technology sector
Growth Stock
  • Significant growth potential
  • Gilead is a growth stock
  • Financial sustainability of the Company
  • Recovery of Consumer Discretionary

The Walt Disney Company, together with its subsidiaries, operates as an entertainment company worldwide. The company's Media Networks segment operates cable programming businesses under the ESPN, Disney, and Freeform brands; broadcast businesses, including ABC TV Network and eight owned television stations; and radio businesses.

Walt Disney last issued its quarterly earnings results on August 4th, 2020. The entertainment giant reported $0.08 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of (-$0.70) by $0.78. The firm earned $11.80 billion during the quarter, compared to the consensus estimate of $12.48 billion. Its revenue for the quarter was down 41.7% on a year-over-year basis. Walt Disney has generated $5.77 earnings per share over the last year. Walt Disney has not formally confirmed its next earnings publication date, but the company's estimated earnings date is Thursday, November 5th, 2020 based off prior year's report dates.

  • Significant growth potential
  • Gilead is a growth stock
  • Financial sustainability of the Company
  • Recovery of Consumer Discretionary
Growth Stock
  • Significant growth potential
  • Ebay is a growth stock
  • Financial sustainability of the Company
  • Booming Tech (IT) sector

Neurocrine Biosciences, Inc. discovers and develops pharmaceuticals for the treatment of neurological and endocrine-related diseases and disorders in the United States.

Neurocrine Biosciences last posted its quarterly earnings data on August 3rd, 2020. The reported $0.81 EPS for the quarter, topping analysts' consensus estimates of $0.65 by $0.16. The company earned $302.40 million during the quarter, compared to the consensus estimate of $261.66 million. Its revenue was up 64.8% compared to the same quarter last year. Neurocrine Biosciences has generated $0.39 earnings per share over the last year and currently has a price-to-earnings ratio of 52.0. Neurocrine Biosciences has not formally confirmed its next earnings publication date, but the company's estimated earnings date is Monday, November 2nd, 2020 based off prior year's report dates.

  • Significant growth potential
  • Ebay is a growth stock
  • Financial sustainability of the Company
  • Booming Tech (IT) 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.