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
An extraordinary week closes with all 6 BullDude’s portfolios that have grown and outperformed their respective benchmarks by around + 2.5%.
The best portfolio of the week was once again “IPOs” up + 5.61% compared to the benchmark (S&P 500 index) which grew by 1.26%. The “IPOs” portfolio since the start of the test phase (31 August 2020) has grown by almost 40% in less than 4 months compared to the + 6% of the S&P 500 index, despite maintaining a lower risk.
Exceptional performance also for the “Mid / Large – Cap” portfolio, up + 17% in the same period despite the low risk.
Looking at the image above which shows the trend of the 6 portfolios since the start of the test phase (31 August 2020), it is clear that they are all achieving excellent performances, despite all having a lower risk than their respective benchmark.
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 “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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