• +14,0 %
    seit 27.03.2015
  • -0,9 %
    1 Jahr
  • +2,7 %
    Ø-Performance pro Jahr
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Handelsidee

REASONABLY RISKY, BUT VERY HIGH RETURNS

Focused in Consumer Discretionary (STARBUCKS, NIKE,...) and Information Technology (AMAZON,...).

Call options on U.S. leading companies (Blue Chip stocks) exclusively!

The portfolio currently contains only one call option on STARBUCKS, but I'm considering to add two more by the end of the year (I'm waiting for the next global dip). Returns are very good currently, and there is no industry specific risk in the foreseable future. Starbucks is extending its global presence, especially in Asia, starts diversifying its offering (wine proposed in some locations in the US in the evening) and services (office delivery in the US), and is increasingly offering mobile services (allowing to order and pay in advance).

Quantitative (Alpha, Sharpe Ratio, Momentum) and
qualitative (EPS, Sales growth, Free Cash Flows) stock selection.

Holding stock options is obviously highly risky, but a clearly defined
investment policy is an effective risk management tool provided it is
consistently followed.

Diversification is not optimal in terms of industry specific risk (low number of securities), but a good
diversification won’t lead to extreme returns.


Investment policy:

In today’s financial marketplace, a well-maintained portfolio is vital to any
investor’s success. That is why the portfolio will be analyzed EVERYDAY.

Firm-specific news or microenvironment are also likely to change over time,
and the portfolio may need to be adjusted accordingly. mehr anzeigen
Stammdaten
Symbol
WFUS000001
Erstellungsdatum
27.03.2015
Indexstand
High Watermark
114,0

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Anlageuniversum

Trader

Mitglied seit 26.03.2015

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