Within this article you will find a weekly summary of the 6 BullDude’s Portfolios that are in the testing phase (6 months) and a news regarding the end of the test phase:
- Mid / Large – Cap Portfolio
- Small – Cap Portfolio
- IPOs Portfolio
- Tech Stars Portfolio
- Growing Business Data Portfolio
- Greater Strength Portfolio
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A week characterized by several sell-offs ends, especially on technology stocks. The S&P 500 index closed the week down by 2.43%, the Russell 2000 down by -2.90% and the Nasdaq even down by -4.9%. The BullDude’s portfolios most affected were the 2 riskiest, namely “IPOs” (-10.22%) and “Small-Cap” (-7.67%). Despite this complicated week, since the start of the test phase (31 August 2020) they are up by 47.46% and 32.65% respectively.
As originally planned, the end of February coincides with the end of the 6-month testing phase of the 6 BullDude’s portfolios. Given the strong interest aroused in the “Mid / Large Cap” and “IPOs” portfolios, we have decided to extend their testing phase for an undefined period of time. The testing phase of the other 4 portfolios ends and we can be satisfied given the performances achieved in these 6 months:
- Small-Cap: +32.65%
- Greater Strength: +13.70%
- Tech Stars: +10.08%
- Growing Business: +4.77%
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.