jpmontero88
Edited
Post about: Portfolio Performance Post Nº: 1 Dear Followers & Copiers, Continuing on my previous posts: 1. etoro.tw/3XKvAD5 Where I commented on the shift of strategy we were making for this year, moving from Energy Stocks ( $STNG (Scorpio Tankers Inc) , $RUI.PA (Rubis SCA) , etc) to the best and undervalued companies in Communication Services ( $GOOG (Alphabet) , $BIDU (Baidu, Inc.-ADR) , etc) , Consumer Discretional ( $AMZN (Amazon.com Inc) , $BABA (Alibaba-ADR) , $LOVE (The Lovesac Company) etc) and Information Technology ( $NA9, $PYPL (PayPal Holdings) , $GLOB (Globant SA) etc) Sectors. We also reduce hedge in $GLD and $VIX.FUT 2. etoro.tw/3HPRsrE Where I summarized the investments we made up to that moment and a summary of each companies key figures. 3. etoro.tw/3X0VlOO Why I do believe we are starting a new Bull Market. In that post I’ve mention that there’re still 2 technical signals/flags to confirm that we are really in uptrend (20% above bottom and SMA200 moving upwards). I believe we will see the turn green in the next couple of months, but prices will already be much higher (we should pay a plus for safety) In January, even though everything went up like crazy, we overperform ( @jpmontero88 +11,76%) both main index SP500 (+6,18%) and NASDAQ (+10,68%). Also the $XLC (+14,98%') , $XLY (+18,62%) and $XLK (+13,46%) clearly outperform the $XLE (+5,4%) Invest safe! Cheers, JP