TeleTrade Perspective
Perspective
Investment Portfolio
Benefits
  • Protection of your savings from inflation
  • Growth stocks from undervalued sectors
  • Passive income from the financial markets without any hassle
  • Create fundamentals of your future welfare and independence
  • 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 24.7%
with medium portfolio volatility
Advantages
  • More than you can get from your bank deposit
  • Minimum investment
  • High liquidity of assets in the portfolio
  • Low credit risk of assets in the portfolio
  • Professional management
  • Hedge instruments
  • Easy to follow
Portfolio Dynamics
Total profit 9.9%
* In order to invest in this portfolio you have to connect your account to the account «TeleTrade Perspective» in the service «TeleTrade Invest»
Description
The “TeleTrade Perspective” portfolio is the average risk portfolio.
Strategy
Strategy is based on the economic situation in the United States. Most investment banks assume a slow frostbite of the US economy, which is why the portfolio includes companies from the fuel sector.
Market conditions could cause the change of assets share in portfolio structure.
Portfolio Profile
Currency:
US Dollar
Optimal deposit:
$10 000
Expected yield
24.7%
Risk
31.5%
Minimum duration
6 months
Rebalancing and replacing assets
upon monthly review
Assets
Instrument Ticker Order Price Target price Growth potential Share Dividend yield
S&P 500 US500 buy 3390 3800 12% 100% -
S&P 500
Order
buy
Price
3390
Target price
3800
Growth potential
12%
Share
100%
Dividend yield
* The portfolio structure was created on 02.11.2020
Expected yield 24.7%
Risk 31.5%
S&P 500 Key Portfolio
  • Highly diversified instrument
  • Significant growth potential
  • Historic uptrend

The S&P 500 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&P 500 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
Growth Stock
  • Significant growth potential
  • Apple is a growth stock
  • Financial sustainability of the Company
  • Booming Tech (IT) sector

Famous personal computers, tablets, phones, digital players and software producer. One of the pioneers in personal computer manufacturing. Innovation and design made Apple iconic among consumers of digital devices with unique reputation that could be compared with a religion.

Its return on equity (ROE) was recorded at 64,5%. The Company has a substantial debt according to D/E multiplier - at 1,4. However, large outstanding debt is covered by huge amounts of cash on company’s accounts. EPS for 2019 stands at $11.89. Operating performance has slowed down. However, the release of new products may trigger the recovery of operating performance indicators.

Products of the company are major drivers of the company’s stocks. Apple has already released some of its novelties for 2020 like the new affordable Iphone SE. Releases of new products for 2020 are expected to generate steady cash flow.

  • Significant growth potential
  • Apple is a growth stock
  • Financial sustainability of the Company
  • Booming Tech (IT) sector
Coca-Cola
  • Significant growth potential
  • Financial sustainability of the Company

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
Share of Energy Sector
  • Defrosting economies around the world
  • Soaring oil prices

Exxon Mobil Corporation, doing business as ExxonMobil, is an American multinational oil and gas corporation headquartered in Irving, Texas. It is the largest direct descendant of John D. Rockefeller's Standard Oil and was formed on November 30, 1999 by the merger of Exxon (formerly the Standard Oil Company of New Jersey) and Mobil (formerly the Standard Oil Company of New York). ExxonMobil's primary brands are Exxon, Mobil, Esso, and ExxonMobil Chemical.

One of the world's largest companies by revenue, ExxonMobil from 1996 to 2017 varied from the first to sixth largest publicly traded company by market capitalization. The company was ranked ninth globally in the Forbes Global 2000 list in 2016. ExxonMobil was the tenth most profitable company in the Fortune 500 in 2017. As of 2018, the company ranked second in the Fortune 500 rankings of the largest United States corporations by total revenue.

As of March 2019, ExxonMobil's largest shareholders include The Vanguard Group (8.15%), BlackRock (6.61%), and State Street Corporation (4.83%).

  • Defrosting economies around the world
  • Soaring oil prices
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Revision and Rebalance of the Portfolio
Changes to 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.