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
Want to know what BullDude’s Portfolios are? click here
Another great week ends for BullDude’s portfolios, where the 2 best portfolios of last week were reconfirmed. The “Mid / Large-Cap” portfolio grew by + 3.23%, while the “IPOs” portfolio grew by + 8.63% compared to + 2.27% in the S&P 500 index. The worst portfolio of the week was “Small-Cap” which despite the + 2.79% increase was exceeded by the + 3.93% of the Russell 2000 index.
Observing the performance of portfolios since the start of the test phase (30 August 2020), the best is “IPOs”, which grew by 24% in just under 3 months, outperforming the S&P 500 index by over 20%, maintaining a lower risk despite the fact that the companies making up the portfolio are volatile.
The second best portfolio is “Mid / Large-Cap” up + 13% in the same period and, although this portfolio is also clearly outperforming the S&P 500 index, it maintains a level of risk that is about half of the S&P 500 ( Max Drawdown Portfolio -4.95% vs Max Drawdown S&P 500 -9.62%).
Below are the details of all portfolios.
You can find all the daily buying and selling operations in the article “BullDude’s Portfolios: Daily Transactions” which is published in the category “BD-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 Risk – Max Drawdown
Chart comparison of the portfolio / benchmark and Risk / Reward ratio
*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.
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