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 90% 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 11.5%
* 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:
90%
Risk:
46%
Minimum duration
3 months
Rebalancing and replacing assets:
upon monthly review
Assets
Instrument Ticker Order Price Target price Growth potential Share Dividend yield
Alibaba Group Holding Limited BABA buy 200.48 293 46% 22% -
The Coca-Cola Company KO buy 46.98 66 41% 11% 3,65%
Gilead Sciences Inc. GILD buy 73.43 95 29% 16% 3,64%
The Bristol-Myers Squibb Company BMY buy 59.56 85 43% 13% 2,83%
eBay Inc. EBAY buy 43.51 77 77% 10% 1,51%
The Walt Disney Company DIS buy 122.83 170 38% 28% 1,51%
BABA
Order
buy
Price
200.48
Target price
293
Growth potential
46%
Share
22%
Dividend yield
KO
Order
buy
Price
46.98
Target price
66
Growth potential
41%
Share
11%
Dividend yield
3.65%
GILD
Order
buy
Price
73.43
Target price
95
Growth potential
29%
Share
16%
Dividend yield
3.64%
BMY
Order
buy
Price
59.56
Target price
85
Growth potential
43%
Share
13%
Dividend yield
2.83%
EBAY
Order
buy
Price
43.51
Target price
77
Growth potential
77%
Share
10%
Dividend yield
1.51%
DIS
Order
buy
Price
122.83
Target price
170
Growth potential
38%
Share
28%
Dividend yield
1.51%
* The portfolio structure was created on 27.05.2020
Expected yield 90%
Risk 46%
Portfolio Structure
Growth Stock
  • Significant growth potential
  • Alibaba is a growth stock
  • Financial sustainability of the Company
  • Booming Tech (IT) sector

ALIBABA GROUP HOLDING LIMITED is a holding company that provides the technology infrastructure and marketing reach to help merchants, brands and other businesses to leverage the power of new technology to engage with users and customers to operate. The Company operates four business segments. The Core Commerce segment provides China retail, China wholesale, International retail, International wholesale, Cainiao logistics services and local consumer services through Taobao Marketplace and Tmall.

Alibaba Group last issued its earnings data on February 13th, 2020. The specialty retailer reported $2.28 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $1.87 by $0.41. The firm had revenue of $161.46 billion for the quarter, compared to the consensus estimate of $156 billion. Its quarterly revenue was up 37.7% in 2019.

Alibaba Group has generated $3.59 earnings per share over the last year and currently has a price-to-earnings ratio of 23.7.

  • 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
  • Recovery of the Consumer Discretionary sector

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.

Coca-Cola last issued its quarterly earnings data on April 21st, 2020. The reported $0.51 earnings per share for the quarter, topping analysts' consensus estimates of $0.44 by $0.07. The business had a revenue of $8.60 billion for the quarter, compared to analysts' expectations of $8.32 billion. Its revenue for the quarter was up 7.2% in 2019.

Coca-Cola has generated $2.11 earnings per share over the last year and currently has a price-to-earnings ratio of 19.8. Coca-Cola has not formally confirmed its next earnings publication date, but the company's estimated earnings date is Tuesday, July 28th, 2020 based on the report dates of previous years. The stock has high growth potential with dividend yield of 1.13%.

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

Gilead Sciences, Inc., a research-based biopharmaceutical company, discovers, develops, and commercializes medicines in the areas of unmet medical needs in the United States, Europe, and internationally. The company's products include Biktarvy, Descovy, Odefsey, Genvoya, Stribild, Complera/Eviplera, Atripla, and Truvada for the treatment of human immunodeficiency virus (HIV) infection in adults; and Vosevi, Vemlidy, Epclusa, Harvoni, and Viread products for treating liver diseases.

Gilead Sciences last released its quarterly earnings results on April 30th, 2020. The biopharmaceutical company reported $1.68 EPS for the quarter, beating analysts' consensus estimates of $1.57 by $0.11. The business earned $5.55 billion during the quarter, compared to analysts' expectations of $5.44 billion. Its revenue was up 5.1% compared to the same quarter шт 2019.

Gilead Sciences has generated $6.14 earnings per share over the last year and currently has a price-to-earnings ratio of 18.8. Gilead Sciences has not formally confirmed its next earnings publication date, but the company's estimated earnings date is Tuesday, August 4th, 2020 based on report dates of previous years.

  • Significant growth potential
  • Gilead is a growth stock
  • Financial sustainability of the Company
  • Booming Health Care sector
Growth Stock
  • Significant growth potential
  • Bristol-Myers is a growth stock
  • Financial sustainability of the Company
  • Booming Health Care sector

The Bristol-Myers Squibb Company is engaged in the discovery, development, licensing, manufacturing, marketing, distribution and sale of biopharmaceutical products. The Company's pharmaceutical products include chemically synthesized drugs, or small molecules, and products produced from biological processes called biologics.

Bristol-Myers Squibb last announced its quarterly earnings data on May 7th, 2020. The biopharmaceutical company reported $1.72 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.49 by $0.23. The firm earned $10.78 billion during the quarter, compared to analysts' expectations of $10.04 billion. Its revenue for the quarter was up 82.1% compared to the same quarter in 2019.

Bristol-Myers Squibb has generated $4.69 earnings per share over the last year and currently has a price-to-earnings ratio of 75.8. Bristol-Myers Squibb has not formally confirmed its next earnings publication date, but the company's estimated earnings date is Thursday, July 23rd, 2020 based on report dates of previous years.

  • Significant growth potential
  • Bristol-Myers is a growth stock
  • Financial sustainability of the Company
  • Booming Health Care sector
Growth Stock
  • Significant growth potential
  • Ebay is a growth stock
  • Financial sustainability of the Company
  • Booming Tech (IT) sector

eBay Inc. operates commerce platforms connecting various buyers and sellers worldwide. The Company's Marketplace platforms include its online marketplace at ebay.com and the eBay suite of mobile apps; and StubHub platforms comprise its online ticket platform at stubhub.com, and the StubHub mobile apps that connect fans with their favorite sporting events, shows, and artists, as well as enabling them to buy and sell tickets.

eBay last announced its earnings results on April 29th, 2020. The e-commerce company reported $0.77 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.72 by $0.05. The business had revenue of $2.37 billion for the quarter, compared to the consensus estimate of $2.32 billion. Its revenue for the quarter was down 1.6% compared to the same quarter in 2019.

eBay has generated $2.32 earnings per share over the last year and currently has a price-to-earnings ratio of 7.1. eBay has not formally confirmed its next earnings publication date, but the company's estimated earnings date is Wednesday, July 15th, 2020 based on report dates of previous years.

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

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 released its quarterly earnings data on May 5th, 2020. The entertainment giant reported $0.60 EPS for the quarter, missing the consensus estimate of $0.83 by $0.23. The business had a revenue of $18.01 billion for the quarter, compared to analyst estimates of $17.49 billion. Its quarterly revenue was up 20.7% in 2019.

Walt Disney has generated $5.77 earnings per share over the last year and currently has a price-to-earnings ratio of 39.5. Walt Disney has not formally confirmed its next earnings publication date, but the company's estimated earnings date is Tuesday, August 4th, 2020 based on report dates of previous years.

  • Significant growth potential
  • Disney is a growth stock
  • Financial sustainability of the Company
  • Recovery of the Consumer Discretionary 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.