Final Stock Track Presentation
StockTrak Portfolio Presentations
Odianosen kelvin Unemin
“Only buy something that you’d be perfectly happy to hold if the market shut down for ten years.”
- Warren Buffett
Trading History and Current Holdings:
I began making trades at the beginning of this class when I got access to StockTrak, and up to date have made 45 trades from 200 possible transactions. I’m ranked 1/17 with a portfolio return of 32.04%, a portfolio value of $1320,365.05, and a buying power of $684,234.77.
This started with the purchase of:
10000 shares of Nu Holdings Ltd. Class A (NU: US).
100 shares of American Express Company (AXP: US)
My Stocks, ETFs and Cryptocurrency
Activision Blizzard Inc 1000
American Express Co. 1000
Alibaba Group Holding Ltd - ADR 100
Bank Of America Corp. 2300
Costco Wholesale Corp 309
Campbell Soup Co. 1000
Chevron Corp. 500
Franklin Templeton ETF Trust - Franklin FTSE Brazil ETF 100
Barrick Gold Corp. 5000
JBS SA – ADR 1000
Kraft Heinz Co 1000
My Stocks, ETFs and Cryptocurrency Continue
Mercedes-Benz Group AG - ADR - Unsponsored 1000
Nu Holdings Ltd - Ordinary Shares Class A 10000
Occidental Petroleum Corp. 3250
Polaris Inc 1000
Teva- Pharmaceutical Industries Ltd. - ADR 1000
Thor Industries, Inc. 500
Tesla Inc 1000
Winnebago Industries, Inc. 500
SSgA Active Trust - The Energy Select Sector SPDR fund 100
Options, Bonds, FX/Spots & Cash spots
Tesla Inc 10
JPMORGAN CHASE & CO - 6.4% - May 2038 10
T-NOTE 2.750% 15-Nov-2023 10
CAD/JPY 100000
EUR/CHF 1000
EUR/NZD 100000
EUR/USD 1000
Czech Koruna 150000
British Pound 1000
Futures
SP-MIN DEC 12 11
LV FEB 13 30
MXN DEC 12 10
GAS NATURAL 12/12 25
AUDLKL JUN 13 10
PLATIN JAN 13 10
Opening Position
Investment Objectives and Strategy
In terms of my investment objectives for this first part of the project, I engaged in stock diversification. Stock diversification allows me to allocate stocks among many industries and maximize my returns since different industries react differently to the market.
My strategy for this first period includes some ideas I chose based on Warren Buffett’s Berkshire Hathaway companies shares. He is someone I genuinely admire and a legend when it comes to investments. Warren is also big on Stock diversification.
In addition, having stocks in multiple industries allows for a greater return. On the other hand, investing in a more significant share is a riskier decision; the more risk is taken, the greater the potential for loss. Stocks might not pan out as anticipated, and investing in stocks currently performing well will lower my current return.
Portfolio Summary
Ranking
Personal Takeaways
One of the biggest takeaways from this project so far is not to put all of my eggs in one basket, meaning the stocks I invest in should not be in the same market. Diversity in stock plays a significant role in investments, allowing for a greater return. In addition, the riskier I am in investing, the greater reward will be available, but I also have much room for failure with more risk. I am ranked the highest currently. I have tried being riskier and making 45 trades instead of fewer trades. My goal is to increase my return for the duration of this project.
And finally, Be patient, don’t be too greedy.