Review 2019 Trading

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Trading Summary of the year and monthly Report (Dec. 2019)

 

Dec. 2019, trading review

We completed the last month of the 2019 with a 3,35% profits, the 10th month in profit of the year.
We reduced drastically the exposure to Natgas and UNG and worked to recover some of the losses they produced to the portfolio during the month of November.



Figure 1: Portfolio composition


Figure 1 shows the basic composition of the Portfolio we will use to begin the trading year of 2020.
The stocks % are increasing back, but we will wait a more significant pull back of the market before shopping further American assets. The largest exposition is reserved to stock that I personally consider to have the highest upside potential for the next year: BA, NVDA and AMZN and, AAPL (AAPL will be increased only after a pool back, I think it run up too quickly during the last months).

The composition will change on a weekly basis depending on how the market moves.
Inside the ETFs we own, the two main defensive components are TLT (18.6%) and GDXJ (9.11%), those assets will represent our main protection toward market corrections and help to stabilize the portfolio.
The Cryptos represent about 3% of the portfolio, mostly BTC, I hope this will be a good year for them as well.


Year 2019, trading review


This was my first year trading as Popular Investor.
I thank all my Copiers for the confidence and for allowing me to quickly become Rising Star and then Champion.

In the future I will share some suggestions on how to maximize the results from copying my Portfolio and how build what I hope will be a nice profit over time.

We completed the year with an overall profit slightly above 38% (excluded commissions) as can be seen from Figure 2, with an average monthly profit of about 3%.

In addition we managed to keep the monthly average Risk Factor at a value of 3 for most months and never above 4, which in my opinion confirms the stability of the strategy employed.


Figure 2: portfolio performances for the trading year 2019

The next year should be an interesting year with a lot of reasons to expect some volatility:
- the trade war uncertainties USA-China
- Brexit issues
- Presidential elections
- What will the FED do during the year 2020?

The target of this portfolio is a minimum of 20% per year, I hope we can exceed the target also next year as well.

Happy New Year to everyone!
Daniele

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