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stevenblack

Stefan Schwarzer
Hobby investor with a 100k portfolio

Experience in securities trading

Risk class 1:  3 or more years
Risk class 2:  3 or more years
Risk class 3:  3 or more years
Risk class 4:  3 or more years
Risk class 5:  3 or more years

All wikifolios of stevenblack

Status: Investable

Internet of Things | IoT
Trader: stevenblack
wikifolio-Chart: Internet of Things | IoT
Date created 2014-09-25
Performance since creation +104.3 %
Performance 1 month +3.1 %
Maximum loss (to date) -27.2 %
First issuance 2018-04-17
Performance fee 5 %
Symbol WF0IOTBTTF
Invested capital EUR 23.90
Focus USA
Medium to long term

Status: Published

Internet High Growth
Trader: stevenblack
wikifolio-Chart: Internet High Growth
Date created 2015-08-10
Performance since creation +40.0 %
Performance 1 month +6.0 %
Maximum loss (to date) -52.9 %
First issuance -
Performance fee 10 %
Symbol WF0IHG2020
Reservations 4
Focus USA
Medium to long term
Trades leverage products
Zukunft Afrika
Trader: stevenblack
wikifolio-Chart: Zukunft Afrika
Date created 2015-01-03
Performance since creation -2.2 %
Performance 1 month -0.4 %
Maximum loss (to date) -35.6 %
First issuance -
Performance fee 10 %
Symbol WF0ZAFRIKA
Reservations 7
Dividend strategy
Ressources Return
Trader: stevenblack
wikifolio-Chart: Ressources Return
Date created 2016-10-26
Performance since creation +9.2 %
Performance 1 month -0.7 %
Maximum loss (to date) -22.4 %
First issuance -
Performance fee 5 %
Symbol WF000RRSS1
Reservations 4
Dividend strategy
Actively diversified
The invested capital may differ from the actual value due to the conversion of several currencies.

Comments

General comment

Happy New Year everyone. There was an expected drop (this had to happen at some point) at the end of 2018. The portfolio has already made up for some of these losses in 2019. 

The smaller stocks such as Sierra Wireless or Synaptics have not performed as well as expected but fluctuation normal for such pure plays.

 

General comment

The portfolio is still in a very good shape. I strongly believe that IBM will get it's turnaround done with a strong focus on cloud solutions and IoT. There are a few pure-play stocks I am currently following. Marvell Technology Group is one of those. 

General comment

After an extensive review at the beginning of August, I've decided to keep the Portfolio as it is. Amazon will stay under review due to its high overall portfolio share. I personally believe that IBM will grow back to its old strength in the near future. Small-cap Internet of Things stocks are still under review and a purchase would be financed by selling Amazon stocks. 

General comment
Welcome Synaptics to the portfolio. The company is a developer and supplier of custom-designed user interface solutions that enable people to interact more easily and intuitively with mobile computing, entertainment and other electronic devices. Synaptics develops solutions for Amazon voice, Alex and has a newly developed partnership with Microsoft.
General comment
I just sold Gemalto. I was hoping this company and its stock would benefit from the need for increased security during the IoT boom. Unfortunately, the stock has developed sub-par in comparison to other IoT stocks. I also reduced my position in Amazon by 2 stocks in order to further diversify my portfolio and have the cash on hands to invest in another growing IoT stock.