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 great week ends for BullDude’s Portfolios. The best portfolio of the week was “Small-Cap”, up by 6.87% to clearly outperform the performing Russell 2000 index (+ 2.15%). The second best portfolio of the week was “IPOs”, marking yet another excellent week growing by + 4.08% and bringing the overall performance from the start of the test phase (31 August 2020) to + 59.60%. The worst portfolio of the week was “Growing Business” which was up + 2.06% but still outperformed the benchmark (S&P 500, + 1.94%).
The image above shows the returns of each portfolio since the start of the test phase (31 August 2020). The first thing that emerges is that they are all positive and almost all with double-digit performance. The 2 best performing are “IPOs” (+ 59.60%) and “Small-Cap” (+ 34.01%), both with high performance and low risk with a max drawdown of -9.01% and -6.84% respectively.
Below are the details of all 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.
The information in this article is for informational purposes only and does not constitute investment advice. For the full disclaimer click here.