Within this article you will find a weekly summary of the 2 BullDude’s Portfolios that are in the testing phase:
- Mid / Large – Cap Portfolio
- IPOs Portfolio
A very volatile week ends for the US stock market with the main S&P 500 index growing by + 1.56%. The last week of the testing phase saw the “Mid / Large – Cap” portfolio grow by + 0.85% and the “IPOs” portfolio fall by -5.85%.
The testing phase lasted 7 months and ends today 28 March 2021. During this time period both portfolios outperformed the S&P 500 index. The “Mid / Large – Cap” portfolio grew by + 17.90% and the portfolio “IPOs” grew by + 29.23%.
Below for each of the 2 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:
*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.
$ 3.8 per week
Up to 44% OFF
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The information in this article is for informational purposes only and does not constitute investment advice. For the full disclaimer click here.