Select Page

Category: Portfolio Investment

Portfolio report #5

Portfolio investment results for January 2020. 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. According to the results of January 2020, we...

Read More

Portfolio report #4

Portfolio December 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 December 2019, we have received a holding...

Read More

Portfolio report #3

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...

Read More

Portfolio rebalancing #1

Based on AI expectations here we are going to make portfolio reconstitution. We will add Unum Group and Carnival Corp stocks. And just at the beginning of the month, we have made some rebalancing. Have added more shares of...

Read More

Portfolio report #2

Portfolio September 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 September 2019, we have received a return...

Read More
  • 1
  • 2