In the diagram you can see which amount is currently invested in the Public Depot according to which strategy:
- According to the "Dogs of the Dow Islamic" I had invested in the second half of last year. There are currently no new investments here. With a total return of 13.5%, the sub-portfolio is performing best. The high flyer here is $CVX (+0,4 %) with +100%! 🚀🤩
- "Nasdaq-25 Islamic" is sort of a self-created ETS - using savings plans to save on 25 stocks from the Nasdaq. The whole thing is now running since the beginning of the year, and completely without intervention - passive! Due to the current difficult phase, which puts more pressure on the tech industry, the sub-portfolio is in the red: To put it in exact figures, just under -6%. But no problem: The whole thing is to run long-term and we are at the beginning. I feel partly also better, since one can take so again favorable courses.
- The third sub-portfolio runs according to the "Lynch tenbagger strategy". Here I deliberately take a somewhat higher risk. All in all, I have invested in 5 companies so far. The first investment I had left entirely to the community (Instagram polls). In the end $NVDA (+2,01 %) was bought, even if it actually does not meet the criteria according to Lynch at all. Four values in this sub-portfolio have developed positively, one negatively - you may guess once which is the "black sheep". Yes, right: The selection of the community Nvidia with -35%. All other 4 companies are up, right in the front with $FIVE (-2,19 %) with +12%. Overall, the sub-portfolio is $NVDA (+2,01 %) 1.5% in the minus! (You are to blame! 😝😂)
All in all, the Public Depot is on a good track. Taking into account the current situation and the still short duration of the portfolio (just 13-14 months), it is in a good position. Still positive, yet good prices to take.
Keep it up! 😁
You can find out more about Public Depot on my website:
https://halal-investieren.de/public-depot/
Details, background information and exclusive content can be found here:
https://halal-investieren.de/patreon
