Some months ago I published on Reuters.com three portfolios, recently I added a fourth one.
It is time to give a look about their performances:
MyIdealPortfolio, representing a balanced portfolio which can be suitable for a long term inverstor who does not want to take high risks but still they want to invest in stocks, ETFs and Bonds (funds of bonds). This portfolio has obtained a unrealized gain of +11.86% since 7th Feb 2009.
TheScreener. A value focused portfolio which screens all the stocks on all US exchanges to find companies with low P/E, low debt ratios with good cash and high return on equity. It has performed, since 7th Feb 2009, a +34.40%.
CheapStocksHunt and CheapStock II are two speculatives portfolios which try to find cheap stocks with high uptren potential in order to obtain an high performance. These two portfolios have an higher risk profile because they invest in low cap and extremely volatile companies.
Their return:
CheapStockHunt is performing: +52.47% since 7th feb 2009, while CheapStock II is performing +23.67% since 6th July 2009.
Value finance will keep you posted with these performance and in the meantime you can became a follower of these portfolios on Reuters.com. Subscription is for free.
Please be aware: there is no guarantee that the performances of these portfolios will be the same in future. As for every financial products there is NO certitude for what concern future returns. There is No One who can guarantee Anything. Even T Bills of US Government cannot be considered 100% safe, there is always a risk, even if extremely little, of US Government failure.
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3 comments:
I've noticed myself that a portfolio with low P/E and high return on equity stocks does lead to better portfolio performance than a straight low P/E portfolio does, at least in the short term. It looks to me like TheScreener has locked on to the right metrics.
[Myself, I use Marketocracy instead of Reuters.]
Hi Daniel,
thanks for your comment. yes I have noticed that too, that's way instead of looking just for low P/E I try to look for high return on equity and other parameters. Furthermore, if you just look for low P/E you can find some bad surprise too...
Roberto
Very well laid out blog.
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