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 35%
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 1.8%
* 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
35%
Risk
23%
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 66% 19% 10.83%
Royal Dutch Shell RDSb buy 31.03 50 61% 18% 10.15%
Apple AAPL buy 319.24 360 13% 10% 1.03%
Exxon Mobil Corporation XOM buy 46.28 59 28% 14% 7.58%
Palladium XPDUSD buy 1942,71 2250 16% 39%
BP
Order
buy
Price
24
Target price
40
Growth potential
66%
Share
19%
Dividend yield
10.83%
RDSb
Order
buy
Price
31.03
Target price
50
Growth potential
61%
Share
18%
Dividend yield
10.15%
XOM
Order
buy
Price
46.28
Target price
59
Growth potential
28%
Share
14%
Dividend yield
7.58%
AAPL
Order
buy
Price
319.24
Target price
360
Growth potential
13%
Share
10%
Dividend yield
1.03%
XPDUSD
Order
buy
Price
1942.71
Target price
2250
Growth potential
16%
Share
39%
Dividend yield
* The portfolio structure was created on 29.05.2020
Expected yield 35%
Risk 23%
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
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
Palladium
  • Defrosting economies around the world
  • Low interest rates to be maintained in the coming years

More than half the supply of palladium and its congener platinum is used in catalytic converters, which convert as much as 90% of the harmful gases in automobile exhaust into less noxious substances.

Palladium is also used in electronics, dentistry, medicine, hydrogen purification, chemical applications, groundwater treatment, and jewelry. Palladium is a key component of fuel cells, which react hydrogen with oxygen to produce electricity, heat, and water.

  • Defrosting economies around the world
  • Low interest rates to be maintained in the coming years
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.