Stock Portfolio Sport
Characteristics
Performance Graphs
Historical return on investment (ROI), based on (hypothetical) results.
Historical hypothetical return on investment (ROI) per month, based on hypothetical results.
Historical return on investment (ROI), based on (hypothetical) results.
Historical hypothetical results (PL) per year, based on hypothetical results.
Realized PL per day
Realized PL per trade
Performance Tables
Hypothetical return on investment per month. Result as percentage of the initial capital, based on hypothetical results.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | ROI-Yr | CumROI | ROI/Yr | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2014 | -6.6% | 5.8% | 0.3% | -4.2% | 1.5% | 3.8% | -2.9% | 7.1% | 4.3% | 6.4% | 4.6% | 2.1% | 22.9% | 22.9% | 22.9% |
| 2015 | 6.8% | 6.4% | 9.0% | -5.1% | 3.1% | 0.4% | 4.0% | -7.1% | 1.2% | 4.3% | -0.8% | -5.8% | 16.0% | 42.5% | 21.3% |
| 2016 | -4.4% | 0.9% | -0.2% | -3.7% | 1.0% | -0.7% | 5.6% | 3.5% | -0.6% | -0.8% | 8.8% | -0.8% | 8.1% | 54.1% | 18.0% |
| 2017 | -2.6% | 5.1% | 0.6% | 0.0% | -8.8% | -1.8% | -3.1% | -9.0% | 0.8% | -0.3% | 6.3% | 6.3% | -7.5% | 42.5% | 10.6% |
| 2018 | 3.2% | -1.6% | -3.4% | 1.5% | 10.4% | 4.5% | -2.7% | 1.5% | 1.2% | -5.8% | 3.2% | -11.3% | -1.0% | 41.1% | 8.2% |
| 2019 | 9.9% | 8.3% | 3.4% | 3.2% | -9.2% | 5.4% | 4.8% | -3.2% | 2.9% | -1.9% | 8.2% | 0.1% | 34.9% | 90.4% | 15.1% |
| 2020 | -1.5% | -11.3% | -2.8% | 0.8% | 1.7% | 7.0% | 2.8% | 8.6% | 4.7% | 0.5% | 0.7% | 0.7% | 11.0% | 111.3% | 15.9% |
| 2021 | 6.4% | 3.5% | 5.4% | 3.3% | 17.9% | 1.6% | -5.1% | 11.2% | -7.2% | 2.0% | 2.2% | -4.5% | 40.0% | 195.7% | 24.5% |
| 2022 | -4.2% | -4.2% | 183.4% | 20.4% |
Hypothetical results on monthly basis, based on hypothetical results.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | PL-Yr | CumPL | PL/Yr | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2014 | -364 | 298 | 14 | -231 | 76 | 204 | -161 | 376 | 244 | 379 | 290 | 136 | 1,260 | 1,260 | 1,260 |
| 2015 | 462 | 461 | 689 | -423 | 247 | 36 | 331 | -610 | 97 | 342 | -71 | -485 | 1,078 | 2,339 | 1,169 |
| 2016 | -344 | 70 | -14 | -279 | 71 | -51 | 407 | 270 | -51 | -67 | 692 | -66 | 638 | 2,977 | 992 |
| 2017 | -217 | 419 | 52 | 2 | -766 | -143 | -244 | -679 | 52 | -20 | 439 | 467 | -638 | 2,339 | 585 |
| 2018 | 247 | -129 | -268 | 113 | 814 | 386 | -240 | 136 | 105 | -526 | 272 | -990 | -81 | 2,258 | 452 |
| 2019 | 769 | 707 | 314 | 305 | -905 | 486 | 452 | -314 | 277 | -185 | 796 | 8 | 2,711 | 4,969 | 828 |
| 2020 | -161 | -1,164 | -253 | 72 | 152 | 642 | 274 | 862 | 513 | 53 | 76 | 84 | 1,150 | 6,120 | 874 |
| 2021 | 738 | 437 | 687 | 439 | 2,487 | 265 | -848 | 1,772 | -1,264 | 332 | 370 | -769 | 4,647 | 10,766 | 1,346 |
| 2022 | -677 | -677 | 10,089 | 1,121 |
Hypothetical results (PL) and hypothetical return on investment (ROI) per year. Hypothetical cumulative results (Cum PL) and hypothetical cumulative return on investment (Cum ROI).
| Year | PL | ROI | Cum PL | Cum ROI | ROI/Yr |
|---|---|---|---|---|---|
| 2014 | 1,260 | 22.9% | 1,260 | 22.9% | 22.9% |
| 2015 | 1,078 | 16.0% | 2,339 | 42.5% | 21.3% |
| 2016 | 638 | 8.1% | 2,977 | 54.1% | 18.0% |
| 2017 | -638 | -7.5% | 2,339 | 42.5% | 10.6% |
| 2018 | -81 | -1.0% | 2,258 | 41.1% | 8.2% |
| 2019 | 2,711 | 34.9% | 4,969 | 90.4% | 15.1% |
| 2020 | 1,150 | 11.0% | 6,120 | 111.3% | 15.9% |
| 2021 | 4,647 | 40.0% | 10,766 | 195.7% | 24.5% |
| 2022 | -677 | -4.2% | 10,089 | 183.4% | 20.4% |
Stock Portfolio Sport
Description
More and more money is being invested in commercialising big sports, triggering an increasing number of companies to invest in the sports industry as well as in marketing and fundraising related to sports events. The online presence of sports events opens up a huge audience. The sports industry is huge in terms of investments and market capitalisation.
Companies such as Adidas, Nike and Pepsico are big names in the sponsoring industry, which is why they are part of our Sport universum of share for this portfolio.
Please note: as a result of profit realisation since the start of live-trading, the initial capital required to follow a portfolio on a 1:1 basis, can be higher than the original initial capital required when the portfolio started live-trading.
Performance Statistics
| 183.4% (18.3% per year) | |
| 10,089 | |
| 11,820 | |
| -1,731 | |
| 15,589 | |
| 10,000 | |
| - | |
| % | - |
| - | |
| - |
| 31 | |
| 17 (55%) | |
| 14 (45%) | |
| 2,642 | |
| -281 | |
| 325 | |
| 695 | |
| -124 | |
| 3,655 (100%) | |
| 3,655 | |
| 10-Apr-19 | |
| 05-Jan-24 |
Currency
- EUR
Trading frequency
- Monthly
Performance
per| Period | ROI (%) |
|---|---|
| Avg/year | +20.4% |
| 24M | -4.2% |
| 12M | |
| 3M | |
| YTD | |
| Since Start | +191.7% |
Signal Provider: Finodex Stocks Model Portfolio's
Early 2019 Finodex launched a new series of industry specific model portfolios, such as biotech, cyber security and online gaming. For retail investors it is very difficult to invest in a particular industry while spreading risk across 10+ stocks.
This series of 10 Stock Model Portfolio’s are therefore a great opportunity for retail investors who want to invest directly in shares of one industry, without running the risk of ‘too little money in too few shares’.
Retail investors can simply copy any of our 10 Stock Model Portfolio’s, without having to do any lengthy, time consuming analyses themselves. In addition, the mobile Copy Trade app enables retail investors to copy & trade their favourite Stock Model Portfolio's in just one click. No hassle, no stress.
Our selections
We have selected 10 industries, ranging from biotech to blockchain to online gaming and solar energy. For each of these industries we set up a ‘pool’ of top shares, which we are monitoring non-stop, using fundamental and technical analysis to select the stocks for each portfolio.