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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An excellent week ends with 3 out of 6 BullDude’s Portfolios growing by around 9% (IPOs, Small-Cap and Greater Strength). The worst portfolio of the week (Tech Stars) however grew 3.41%.
In the image above, the trend from the beginning of the test phase (31 August 2020) of the 6 portfolios. It’s been 5 months now and the results are really interesting. Below is the performance of each individual portfolio:
- Mid / Large – Cap
- Performance: +20.03%
- Max Drawdown: -4.95%
- Small – Cap
- Performance: +42.77%
- Max Drawdown: -6.84%
- Performance: +63.29%
- Max Drawdown: -9.01%
- Tech Stars
- Performance: +15.44%
- Max Drawdown: -7.37%
- Growing Business Data
- Performance: +7.28%
- Max Drawdown: -7.28%
- Greater Strength
- Performance: +18.49%
- Max Drawdown: -8.11%
As always, below you will find the details of the performance and composition of the 6 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.