Portfolio October and November investment results.
Recall that our first goal is to beat the returns of the S&P500 index. The second is to get a portfolio return of 20% or more.
At the end of November 2019, we have received a holding period return of 19%, while a benchmark investment in the S&P500 index brought in only 9.52%. As you can see, the use of Blue Sphere AI predictions made it possible to obtain returns of more than 3 times higher.
As for monthly November return, we have got 4.2% for our portfolio, while a benchmark investment in the S&P500 index brought 3.62%.
Over the past period, there have been changes in the composition of the portfolio. At the start of October, we have deposited an additional 1000$ of cash and bought ADS, ANTM, RHI, CCL, UNM, and CNXM shares. During October we sold BIIB and ANTM shares, as they reached their targets.
In November we bought ADS, MRO, CTSH shares and sold STT, WFC, CMA shares as they reached their targets. Besides, dividends of $ 23.86 were received.
At the end of November, we have 1784$ of free cash.
Table 1. Portfolio 30 November 2019:
Table 2. S&P500 benchmark 30 November 2019: