Note: let’s assume we bought all the stocks in this portfolio in the same proportions as in the spreadsheet some time ago (3 years, 1 year, beginning of 2022) and held them until today without rebalancing.
Here’s how the portfolio compares with S&P 500 and Nasdaq. And just like Humphrey said, crypto is a ‘magnifier of risk, but the potential upside is also great,’ so it did. However, according to the test, it played out well. The portfolio already seems quite ‘techy’, since we had 25% in growth stocks but then 5% in Apple and Google, and another 5% in crypto, which turns into 35% in rather risky and one-themed assets. And pay good dividends, for example, Home Depot and Bank of America (Warren Buffet’s favorite stock). The other stocks mentioned here are also great and diversified, and they are less risky than growth stocks because they’ve been on the market for a long time and generate big, stable revenues. Good move!īut the future is digital, so then we have five growth stocks with exposure to all major trends: EV, fintech, cybersecurity, and e-commerce. We know that investing is a difficult game of beating the market, but instead of competing with it he uses it as a stabilization point.
No cash balance or cash flow is included in the calculation.The first and the largest individual position is in VOO, which is an ETF for S&P 500. Please note all regulatory considerations regarding the presentation of fees must be taken into account. Backtested results are adjusted to reflect the reinvestment of dividends and other income and, except where otherwise indicated, are presented gross-of fees and do not include the effect of backtested transaction costs, management fees, performance fees or expenses, if applicable. Actual performance may differ significantly from backtested performance.
Further, backtesting allows the security selection methodology to be adjusted until past returns are maximized. Since trades have not actually been executed, results may have under- or over-compensated for the impact, if any, of certain market factors, such as lack of liquidity, and may not reflect the impact that certain economic or market factors may have had on the decision-making process. Specifically, backtested results do not reflect actual trading or the effect of material economic and market factors on the decision-making process. Backtested performance is developed with the benefit of hindsight and has inherent limitations. This information is provided for illustrative purposes only. No representations and warranties are made as to the reasonableness of the assumptions. Certain assumptions have been made for modeling purposes and are unlikely to be realized. Changes in these assumptions may have a material impact on the backtested returns presented. General assumptions include: XYZ firm would have been able to purchase the securities recommended by the model and the markets were sufficiently liquid to permit all trading. Backtested results are calculated by the retroactive application of a model constructed on the basis of historical data and based on assumptions integral to the model which may or may not be testable and are subject to losses. The results reflect performance of a strategy not historically offered to investors and does not represent returns that any investor actually attained. Backtested performance is not an indicator of future actual results. Disclaimer: The TipRanks Smart Score performance is based on backtested results.
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