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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Despite the -1% decline in the leading US equity index (S&P 500), BullDude’s portfolios performed well. The best portfolio of the week was “IPOs” up + 4.11% despite the -0.96% decline in the S&P 500 index. The worst portfolio was “Tech Stars” down -2.03% compared to the more moderate decrease ( -0.70%) of its benchmark (Nasdaq composite index).
Once again the “IPOs” portfolio is confirmed as the best since the beginning of the test phase (31 August 2020) with a growth of + 31.31% in 3 and a half months compared to the more moderate growth of the S&P 500 index (+ 4.40%) despite the equal risk. In the image above you can find the current composition of the 15 stocks in the “IPOs” portfolio, with one company gaining over 100% and 4 others exceeding 50% performance.
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As always, below you will find details of all portfolios (including holdings) against benchmarks.
You can find all the daily buying and selling operations in the article “BullDude’s Portfolios: Daily Transactions” which is published in the category “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.
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