.โญ ๐๐๐๐๐๐ ๐๐๐ ๐ ๐๐๐๐๐๐๐๐๐ ๐๐๐๐๐๐ โญ
.๐ฏ January Portfolio Performance ๐ฏ
๐ฃ๐ผ๐ฟ๐๐ณ๐ผ๐น๐ถ๐ผ >๐๐ป๐๐ฒ๐๐๐ผ๐ฟ ๐ฅ๐ฒ๐น๐ฎ๐๐ถ๐ผ๐ป๐
.โ๏ธ Here we go, January is already over!
On our side, we managed prety well this bear month, with a only -๐ฌ.๐ฏ๐ฌ%, compared to the US indices (NSDQ100: -9.07%, SPX500: -5.86%, DJ30 -3.8%).
.โ๏ธ On February 1st, I will perform my monthly injection as planned, which will allow you to also perform yours if it's not already done.
Simply wait for my tomorrow post after US market open๐
.๐ Ok, numbers!
.โญYou will find attached the @Dividends_Income report from January.
Quickly figures:
January Loss (%): โฒ ๐ฌ.๐ฏ๐ฌ%
Total Gain (%): โฒ ๐ญ๐ฌ.๐ด๐ฑ%
Beta: ๐ฌ.๐ณ๐ฌ (ie 30% less volatile than market)
Yield on Cost: ๐ฏ.๐ฐ๐ญ% (3.13% on inception, +0.28%) Note: this number that concern only I will decrease in the next 4 months due to my "big" DCAs.
Profitability last 12 months: ๐ณ๐ฐ.๐ฒ๐ฌ%
.โญ Your Global Stats vs previous month
.โ๏ธ On ๐ฎ๐ต๐ต smart Investors (+34; +20.61%)
Avg investment duration: ๐ด๐ฐ days (+11)
Avg investment amount: $๐ญ.๐ณ๐ด๐ธ (+0.2k)
Portfolio page view's last 30 days: ๐ฐ๐ฒ.๐ฎ๐ธ (-11.2k)
Investors in positive gain for last 30 days: ๐ด๐ฎ.๐ฌ๐ณ% (-10.5%)
Lowest capital gain: -๐ญ.๐ญ๐ฏ%
Median capital gain: +๐ญ.๐ต๐ญ%
Highest capital gain: +๐ณ.๐ฎ๐ฑ%
Total Investors in latent loss: ๐ญ๐ณ.๐ฌ๐ฑ% (51)
Total Investors in latent gain: ๐ด๐ฎ.๐ต๐ฑ% (248)
.๐ก Note on your latent capital gain: it is "crushed" by the DCA, both up and down.
.๐ก Latent gain does not include capital gains received or dividends, and therefore does not reflect your real performance.
.โ๏ธ Your real performance (that of your statistics), is substantially the same as that of my portfolio.
.๐ Need more details?
etoro.tw/3Ch6t0z
.โญ Few more figures
@Dividends_Income team is:
๐ฐ.๐ฐ๐ธ Investors Interested in This Simple Strategy (+0.4k)
๐ฏ-๐ฐ Average Risk Score
Educational Content with a Simply Target: Learning, Understanding, Applying; for achieving Financial Independence
๐ฑ๐ฏ๐ฏ๐ธ AUM Injected in Simply, Safe strategy ways on long term (+68k)
.๐ก Our portfolio should normally move to the Elite tier between 1 and February 10โ๏ธ
.๐ก I will also soon share with you the direction this portfolio is taking in order to be compatible again with a monthly injection of $200 (currently it's 550$).
.๐ก Of course, dividends will always be paid in a balanced way, every month๐
.๐ด Final word
On these figures, I wish you an excellent new month for the whole team, surpass yourself, and don't forget that February 2 is pancake day๐
#Future is us
.๐๐ป๐๐ฒ๐๐ ๐ฆ๐บ๐ฎ๐ฟ๐ .๐๐ถ๐๐ฒ ๐๐ฒ๐๐๐ฒ๐ฟ
Steeve
.๐ Investor Relations
Learning, Understanding & Applying are the basis of Financial Independence.
.โ๏ธ + ๐ญ๐ญ.๐ญ๐ด% in 2021
.โ๏ธWant to see where we are going together?
etoro.tw/3iMlfFy
.โ๏ธ Elite tier certified
etoro.tw/2WXXzWh
.โ๏ธLast โโReport
etoro.tw/3gf5HaM
.โ๏ธPortfolio Construction Philosophy
etoro.tw/3ltzhgA
.โ๏ธ Copy open trades: Latent gains vs Real Performance
etoro.tw/3Ch6t0z
.โ๏ธFinancial Intelligence, Mindset & eToro tips
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.โ๏ธCompany Review List
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Hola Steeve! Gracias por la publicaciรณn y por explicar siempre cada movimiento tanto del mercado como de la cartera, tengo una duda respecto a la inyecciรณn que debemos realizar, tiene que ser otra vez de 550$ o bien puedo yo en mi caso retirar fondos de la copia inicial(empecรฉ la copia con 550$ de los... Show More Translate
Hi @WayneBeacham, first of all congratulations on your very recent move into action by creating your etoro account, don't give up, the hardest part is at the beginning, we have to work on your mindset to keep control over your investments during market breathing, and ofcourse we gonna work on this together... Show More
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Wed Nov 13 2024 01:36:58 GMT+0000 (Coordinated Universal Time)