The HERCULES portfolio
Updated
The HERCULES portfolio is introduced.
The stocks that make up the portfolio were selected according to the following criteria:
1) belong to different business sectors
2) the sectors have great future growth prospects
3) their medium to long-term trend is upward
4) be growth shares
5) be financially healthy
6) either be profitable or have the prospect of becoming
7) their technical picture reveals that they will likely over perform the market.
Below are presented the mid-term trend charts of the stocks that make up the portfolio.
The HERCULES portfolio is designed so as to, although it is aggressive, let the investor to sleep calm at night.
In case of general market sharp correction the stocks of HERCULES portfolio have the potential to come back into their upward trend.
New stocks may be added to the portfolio in the coming period and some removed from it depending on their course.
Next follows the mid-term performance chart of HERCULES portfolio without the CRSR.
Prompt: New traders should take some time and carefully read the post entitled 'You can't beat the market' that is located in my profile.
Disclaimer
The author of this text is not an investment advisor. The preceding content is intended to be used for informational and educational purposes only.
It is not an advice or inducement for the purchase or sale of the products mentioned. Before making any investment based on your own personal circumstances,
it is very important to do your own research and analysis and also take independent financial advice from a professional to verify any information provided here.
The stocks that make up the portfolio were selected according to the following criteria:
1) belong to different business sectors
2) the sectors have great future growth prospects
3) their medium to long-term trend is upward
4) be growth shares
5) be financially healthy
6) either be profitable or have the prospect of becoming
7) their technical picture reveals that they will likely over perform the market.
Below are presented the mid-term trend charts of the stocks that make up the portfolio.
The HERCULES portfolio is designed so as to, although it is aggressive, let the investor to sleep calm at night.
In case of general market sharp correction the stocks of HERCULES portfolio have the potential to come back into their upward trend.
New stocks may be added to the portfolio in the coming period and some removed from it depending on their course.
Next follows the mid-term performance chart of HERCULES portfolio without the CRSR.
Prompt: New traders should take some time and carefully read the post entitled 'You can't beat the market' that is located in my profile.
Disclaimer
The author of this text is not an investment advisor. The preceding content is intended to be used for informational and educational purposes only.
It is not an advice or inducement for the purchase or sale of the products mentioned. Before making any investment based on your own personal circumstances,
it is very important to do your own research and analysis and also take independent financial advice from a professional to verify any information provided here.
Note
An important notice regarding the performance of the Hercules portfolio follows.Placing on the ticker of the chart the formula MRNA+INO+ERIC+ZM+HFG+CRSR, the performance presented is this of a Hercules portfolio with only one share of each stock. So if a stock like ZM has a rise 1% then the portfolio will rise 4.331 (433.11 x 0.01). If INO rise 1% then the portfolio will rise only 0.1422 (14.22 x 0.01).
This, while giving the correct picture of the portfolio with one share from each stock, it does not reflect the performance of a real portfolio.
To properly illustrate the performance of a real-life Hercules portfolio we will consider investing $1,000 in each of the 6 stocks on January 4, 2021.
So consider that we bought 8.954 pieces of MRNA at the price of $111.68, 102.986 pieces of INO at $9.71, 83.194 ERIC at $12.02, 2.783 ZM at $359.24, 13.072 HFG at $(63.75*1.20) and 28.826 CRSR at $34.69. Thus on the ticker of the chart we will place this formula: 8.954*MRNA+102.986*INO+83.194*ERIC+2.783*ZM+15.686*HFG+28.826*CRSR.
With this formula on ticker the chart will show the performance of a real Hercules portfolio in 2021, as follows.
To properly illustrate the performance of a real-life Hercules portfolio since 2020, we will consider that we invested $1,000 in each of the 5 stocks (we omit the CRSR) on January 2, 2020.
So consider we bought 52.002 pieces of MRNA at the price of $19.23, 311.526 pieces of INO at $3.21, 110.988 ERIC at $9.01, 14.562 ZM at $68.67 and 43.1778 HFG at $(19.30*1.20). Thus on the ticker of the chart we will place this formula: 52.002*MRNA+311.526*INO+110.988*ERIC+14.562*ZM+51.8135*HFG.
With this formula on ticker the chart will show the performance of a real-life Hercules portfolio since 2020, as follows.
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