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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The week ends with all BullDude’s portfolios rising. The best of the week was “Small-Cap”, up 5.68%, outperforming the Russell 2000 index (+ 2.52%). Among the best of the week the “IPOs” portfolio (+4.72%), which remains the best since the beginning of the test phase having grown by more than 70%. The worst of the week was “Mid / Large Cap” up 1.04%.
As you can see from the image above, which shows the returns of the 6 portfolios since the start of the test phase (31 August 2020), all the portfolios are strongly up and all show a Max Drawdown lower than their respective benchmark (visible below in the article). In addition to the “IPOs” portfolio, the “Small-Cap” portfolio also grew significantly (+ 50.88%) outperforming the Russell 2000 index which has historically performed very well.
As always, below you will find the statistics and the companies that make up each portfolio, with the relative weight.
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.