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Global Stocks/Shares Portfolio

Global Stocks/Shares Portfolio, Q1 2024

The portfolio serves as an educational tool for investors or students to understand investment principles such as diversification, asset allocation, risk management, and the importance of a long-term approach to investing. Allocation in Q1 2024: In the first quarter of 2024, $6659 was allocated from a total equity portfolio $10897. This represents 61.1% of the total equity portfolio. Growth and Return: Over the 9 months, the investments made in the portfolio yielded a growth of 11,62% and a total return on equity of 7.1%. I made a profit in the following investments: Enel ($21.41); British American Tobacco ($32.27) Tthe following investments were added to the portfolio : Lufthansa (8 shares), Marathon Oil (5 shares); Snapchat ( 5 shares); Valeo ( 1 share); ING ( 4 shares); BNP Paribas (1 share); SEB (1 share); Verizon (1 share); United Airlines ( 1 share); Telefonica (14 shares); HSBC ( 7 shares); Renault ( 1 share); Mercedes ( 1 share); Carrefour ( 3 shares)

Stocks/Shares Portfolio, August 2023

This information is only for educational purposes. These information does not contain investment advice or investment recommendation, or an offer or solicitation for a transaction in any financial instrument. We have built a portfolio of 25 companies with $10000. Our goal is to educate people how to invest smart in their future. We will publish the new updates every month. With this portfolio, we are trying to educate investors on how to correctly approach a long-term investment. The portfolio is composed of our own valuation and risk methods. For detailed information about the methods, you can contact us to provide you with the necessary education to understand the long-term investment strategy. Below are the new positions in August. The assets of this portfolio have an increase of 2.55% in 3 months.

Global Stocks/Shares Portfolio, Q4 2023

This information is only for educational purposes. These information does not contain investment advice or investment recommendation, or an offer or solicitation for a transaction in any financial instrument. We have built a portfolio of 25 companies with $10000. Our goal is to educate people how to invest smart in their future. We will publish the new updates every quarter of the year. With this portfolio, we are trying to educate investors on how to correctly approach a long-term investment. The portfolio is composed of our own valuation and risk methods. For detailed information about the methods, you can contact us to provide you with the necessary education to understand the long-term investment strategy. Portfolio contains 60% stocks 40% Etfs. Were allocated $5441, i.e 52.58%. $5441 (52.58%) increased the portfolio by $307 (5.64%). Return on the amount in just 6 months on total equity it is 2.95%. Below you have investment in last quarter of 2023. I sold Schlumberger (SLB) and take $5.91 profit from $200 investment. I bought ENEL; Posche AG; Telefonica SA; Volkswagen AG; Lufthansa AG; HSBC Plc; Halliburton; BNP Paribas; SEB Sweden; Totalenergies; Seagate; United Airlines; American Airlines; Snapchat; Verizon; ING; Mercedes Benz; Carrefour; British American Tobacco Plc.

Stocks/Shares Portfolio July 2023

This information is only for educational purposes. These information does not contain investment advice or investment recommendation, or an offer or solicitation for a transaction in any financial instrument. We have built a portfolio of 25 companies with $10000. Our goal is to educate people how to invest smart in their future. We will publish the new updates every month. With this portfolio, we are trying to educate investors on how to correctly approach a long-term investment. The portfolio is composed of our own valuation and risk methods. For detailed information about the methods, you can contact us to provide you with the necessary education to understand the long-term investment strategy. This month I bought another share in Valero (VLO) and 6 shares in Carrefour (CA.FR) and i sold the company Sirius XM (SIRI) from the portfolio with 3,8% profit. So far I have used 29.69% of the margin. Depending on the earnings,i will buy or sell more. Next month I will publish the following screenshot with the evolution of the portfolio.

Global Stocks/Shares Portfolio, September 2023

This information is only for educational purposes. These information does not contain investment advice or investment recommendation, or an offer or solicitation for a transaction in any financial instrument. We have built a portfolio of 25 companies with $10000. Our goal is to educate people how to invest smart in their future. We will publish the new updates every month. With this portfolio, we are trying to educate investors on how to correctly approach a long-term investment. The portfolio is composed of our own valuation and risk methods. For detailed information about the methods, you can contact us to provide you with the necessary education to understand the long-term investment strategy. The amount invested in this portfolio (margin used) is $3210, i.e. 31.56%. $3210 (31.56%) increased the portfolio by $168 (1.68%). I sold Eastman Chemical (EMN) from the portfolio and bought Renault (RNO-1 share); Deutsche Bank (DBK-5 shares); Skandinaviska Enskilda Banken (SEB-5 shares); British American Tobacco Plc (BATS-1 share). Below are the orders in October.

Stocks/Shares Portfolio June 2023

We have built a portfolio of 25 companies with $10000. Our goal is to educate people how to invest smart in their future. We will publish the new updates every month. With this portfolio, we are trying to educate investors on how to correctly approach a long-term investment. The portfolio is composed of our own valuation and risk methods.

For detailed information about the methods, you can contact us to provide you with the necessary education to understand the long-term investment strategy.

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This information is only for educational purposes. These information does not contain investment advice or investment recommendation, or an offer or solicitation for a transaction in any financial instrument.

 

 

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