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
Want to know what BullDude’s Portfolios are? click here
The last week of the year ended positively for the main US equity indices. For the first time, the portfolios underperformed their benchmark. After a series of very positive weeks, the “IPOs” portfolio turns out to be the worst of the week falling by 4% compared to the 1% increase in the benchmark (S&P 500). Despite this week, the performance from the start of the test phase (31 August 2020) is positive by 36% compared to the + 7% of the benchmark, with a slightly lower risk.
You can find all the daily buying and selling operations in the article “BullDude’s Portfolios: Daily Transactions” which is published in the category “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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