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 44%
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 -4.5%
* 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
44%
Risk
26%
Minimum duration
6 months
Rebalancing and replacing assets
upon monthly review
Assets
Instrument Ticker Order Price Target price Growth potential Share Dividend yield
British Petroleum BP buy 24 40 67% 11.4% 10.8%
Royal Dutch Shell RDSb buy 31.03 50 61% 10.3% 10%
Exxon Mobil Corporation XOM buy 46.28 59 27% 9.1% 8%
S&P 500 US500 buy 3402 3700 9% 69.2% -
BP
Order
buy
Price
24
Target price
40
Growth potential
67%
Share
11.4%
Dividend yield
10.8%
RDSb
Order
buy
Price
31.03
Target price
50
Growth potential
61%
Share
10.3%
Dividend yield
10%
XOM
Order
buy
Price
46.28
Target price
59
Growth potential
27%
Share
9.1%
Dividend yield
8%
S&P 500
Order
buy
Price
3402
Target price
3700
Growth potential
9%
Share
69.2%
Dividend yield
* The portfolio structure was created on 01.09.2020
Expected yield 44%
Risk 26%
Portfolio Structure
Share of Energy Sector
  • Defrosting economies around the world
  • Soaring oil prices

BP plc (formerly The British Petroleum Company plc and BP Amoco plc) is a multinational oil and gas company headquartered in London, United Kingdom. It is one of the world's seven oil and gas "supermajors", whose performance in 2012 made it the world's sixth-largest oil and gas company, the sixth-largest energy company by market capitalization and the company with the world's 12th-largest revenue (turnover).

It is a vertically integrated company operating in all areas of the oil and gas industry, including exploration and production, refining, distribution and marketing, petrochemicals, power generation and trading. It also has renewable energy interests in biofuels, wind power, smart grid and solar technology.

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

Royal Dutch Shell PLC, commonly known as Shell, is a Dutch-British oil and gas company headquartered in the Netherlands and incorporated in England. It is one of the oil and gas "supermajors" and the third-largest company in the world, according to 2018 revenues (and the largest based in Europe). In the 2019 Forbes Global 2000, Shell was ranked as the ninth-largest company in the world (and the largest outside China and the United States), and the largest energy company. Shell was first in the 2013 Fortune Global 500 list of the world's largest companies; in that year its revenues were equivalent to 84% of the Dutch national $556 billion GDP.

  • Defrosting economies around the world
  • Soaring oil prices
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
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
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.