КЕЙС КЛИЕНТА
ТОП-менеджер Г

ТОП-менеджер разместил в Ценные Бумаги средства из фонда на образование

Средства, которые были зарезервированы для образования ребенка в зарубежном ВУЗе на определенный период оказались свободными в связи с переносом старта обучения на 1 год. Цель – сохранить средства и приумножить с минимальным риском. Выбор – Консервативная стратегия.

Сумма инвестиции:
$300 000
Стратегия:
Агресивная
Срок инвестиции:
13 месяцев
Прибыль:
$61 900
Сумма инвестиции:
$300 000
Стратегия:
Агресивная
Срок инвестиции:
13 месяцев
Прибыль:
$61 900

СТАТИСТИКА ПОРТФЕЛЯ ПО ДАТАМ

РАСПРЕДЕЛЕНИЕ КОМПАНИЙ ПО ОТРАСЛЯМ
РАСПРЕДЕЛЕНИЕ КОМПАНИЙ ПО СТРАНАМ

РАСПРЕДЕЛЕНИЕ КОМПАНИЙ ПО СТРАНАМ

USA 79.73%
Germany 20.26%
United-Kingdom 8.09%
USA 91.91%
USA 88.11%
CHINA 8%
Canada 3.89%
USA 100%
USA 93%
Canada 7%

РАСПРЕДЕЛЕНИЕ КОМПАНИЙ ПО ОТРАСЛЯМ

Media 11.23%
Tech 10.46%
Chemicals 10.13%
Chemicals 10.13%
Consumer 10%
Consumer 10%
Retail 10%
Tech 9.6%
Tech 9.13%
Consumer 5.09%
Tech 3.22%
Automotive 1%
Utilities 8.09%
Consumer 8%
Machinery 8%
Transport 8%
Tech 8%
Passenger-Transport 8%
Tech 8%
Aerospace&Defense 8%
Consumer 8%
Utilities 7.34%
Healthcare 7.1%
Tech 5%
Aerospace&Defense 4.1%
Renew-Energy-Equipm. 3.31%
E-Commerce 0.54%
Healthcare 0.52%
Tech 8%
Healthcare 8%
Financials 8%
Consumer 8%
Tech 8%
Consumer 8%
Consumer 8%
Financials 6.98%
Food-Diversified 5.61%
Transport 5.54%
Airlines 4.59%
Tech 3.93%
Utilities 3.89%
Healthcare 3.03%
Passenger-Transport 2.85%
Healthcare 2.42%
Healthcare 2.2%
REIT 1.84%
Consumer 0.4%
Media 0.38%
Healthcare 0.34%
Healthcare 8%
Aerospace&Defense 8%
Aerospace&Defense 8%
Tech 8%
Aerospace&Defense 8%
Tech 8%
Tech 8%
Healthcare 7.98%
Automotive 7.41%
Tech 6.63%
Media 6.19%
E-Commerce 3.54%
Passenger-Transport 3.34%
Renew-Energy-Equipm. 3.31%
Tech 2.14%
Tech 1.93%
Retail 1.53%
Tech 7.5%
Consumer 7.5%
Healthcare 7.5%
Transport 7%
Retail-Restaurants 7%
Entertainment 7%
Tech 7%
Transport 7%
Chemicals 7%
Healthcare 7%
Tech 6%
Tech 6%
Aerospace&Defense 4.5%
Tech 4.5%
Consumer 4.5%
Tech 3%

ДИНАМИКА ДОЛЕЙ КОМПАНИЙ В ПОРТФЕЛЕ

Компании Вес
Walt-Disney-Co 11.23%
Seagate-Technology 10.46%
Bayer-AG_Germany 10.13%
BASF-SE_Germany 10.13%
Kimberly-Clark-Corp 10%
ConAgra-Foods-Inc 10%
TJX-Comp-Inc 10%
Google-Inc.(classA) 9.6%
J2-GLOBAL-INC 9.13%
Coca-Cola_US 5.09%
FISERV-INC 3.22%
Tesla-Motors-Inc 1%
Severn-Trent-PLC 8.09%
Kimberly-Clark-Corp 8%
Caterpillar-Inc 8%
Union-Pacific-Corporation 8%
Microsoft-Corp_US 8%
Delta-Air-Lines-Inc 8%
Seagate-Technology 8%
General-Dynamics-Corp 8%
Under-Armour-Inc 8%
DTE-Energy-Co 7.34%
Merck-&-Co-Inc_US 7.1%
Hewlett-Packard-Company 5%
Raytheon-Co 4.1%
SunEdison-Inc 3.31%
Netflix-Inc 0.54%
Dynavax-Technologies-Corp. 0.52%
Amazon.com-Inc 8%
Boston-Scientific-Corp 8%
AmTrust-Financial-Services 8%
Reynolds-American-Inc 8%
NetEase-Inc 8%
American-Eagle-Outfitters-Inc 8%
Kohl's-Corp 8%
Universal-Insurance-Holdings-Inc. 6.98%
Kraft-Foods-Group-Inc 5.61%
United-Parcel-Service-Inc 5.54%
JetBlue-Airways-Corp 4.59%
Palo-Alto-Networks-Inc 3.93%
Fortis-Inc 3.89%
Biogen-Idec-Inc 3.03%
Delta-Air-Lines-Inc 2.85%
Depomed-Inc 2.42%
Dynavax-Technologies-Corp. 2.2%
Macerich-Co 1.84%
ConAgra-Foods-Inc 0.4%
Walt-Disney-Co 0.38%
Becton-Dickinson-Co 0.34%
CareFusion-Corp 8%
Lockheed-Martin-Corp 8%
Boeing-Co 8%
Yahoo!-Inc 8%
Northrop-Grumman-Corp 8%
J2-GLOBAL-INC 8%
Qualys-Inc 8%
Aetna-Inc 7.98%
Tesla-Motors-Inc 7.41%
Apple-Inc._US 6.63%
Viacom-Inc 6.19%
Netflix-Inc 3.54%
Delta-Air-Lines-Inc 3.34%
First-Solar-Inc 3.31%
Intel-Corp._US 2.14%
Microsoft-Corp_US 1.93%
TJX-Comp-Inc 1.53%
Qualys-Inc 7.5%
Costco-Wholesale-Corp 7.5%
Edwards-Lifesciences-Corp 7.5%
CSX-Corporation 7%
Chipotle-Mexican-Grill-Inc 7%
Time-Warner-Inc 7%
FISERV-INC 7%
Canadian-Pacific-Railway 7%
Sherwin-Williams-Co 7%
CareFusion-Corp 7%
Apple-Inc._US 6%
Microsoft-Corp_US 6%
Raytheon-Co 4.5%
Xerox-Corporation 4.5%
ConAgra-Foods-Inc 4.5%
Palo-Alto-Networks-Inc 3%