Portfolio report, inception.
Our first goal is to beat the S&P500 index. The second one is to get a 20% yield or more.
Based on Blue Sphere prediction here we have built our first portfolio. You can find a list of included stocks below in Table 1.
We will use SPDR S&P 500 ETF Trust (SPY) as a proxy for our benchmark. SPY is the best-recognized and oldest ETF and typically tops rankings for largest AUM and greatest trading volume. The fund tracks the massively popular US index, the S&P 500.
Table 1. Portfolio 29 August 2019:
Table 2. S&P500 benchmark 29 August 2019: