Within this article you will find a weekly summary of the 6 BullDude’s Portfolios that are in the testing phase (6 months):
- Mid / Large – Cap Portfolio
- Small – Cap Portfolio
- IPOs Portfolio
- Tech Stars Portfolio
- Growing Business Data Portfolio
- Greater Strength Portfolio
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A week ends with the major US equity indices rising. The best BullDude’s portfolio of the week was “Small-Cap” up + 2.38% compared to + 2.01% in its benchmark (Russell 2000). The worst portfolio of the week was “Mid / Large – Cap” down slightly (-0.47%).
The “IPOs” portfolio closed the week up + 1.62%, which brings the performance from the start of the test phase (31 August 2020) to + 26.13% compared to the + 5.42% of the S&P 500 index. “Mid / Large – Cap” which in the same period grew by + 12.92%, clearly outperforming the S&P 500 index.
Below you will find all the details for each of the 6 BullDude’s Portfolios.
You can find all the daily buying and selling operations in the article “BullDude’s Portfolios: Daily Transactions” which is published in the category “BD-Portfolios”
Below for each of the 6 BullDude’s Portfolios you will find the “Current Holdings” screen which contains the positions currently open in the portfolio, indicating for each the size in dollars (and the weight as a percentage of the total portfolio) and the profit / loss (%) since it was opened. Furthermore, the percentage not invested (liquidity) is indicated.
In addition, there is another screen containing the following 4 types of information:
*all-time performance refers to the start of the test phase (31 August 2020). Only the “Tech Stars” portfolio started the testing phase about 1 month later (28 September 2020).
*profit and loss data refer to all open and closed positions
“Mid / Large-Cap” Portfolio
Risk Level: Medium
Benchmark: S&P 500 index
The “Mid / Large-Cap” portfolio will only contain companies with a market capitalization of more than $ 5 billion, with no limitations in terms of industry or sector.
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