Hi everyone! This post will outline my goals for my eToro Portfolio in 2022, how I compare to these goals and my overall thoughts on my portfolio for the year. To not bore everyone with updates, and as a result, I’ll be looking at my portfolio quarterly. I’ve set up my portfolio that I don’t need to actively trade each day, so reviewing it weekly or monthly doesn’t seem fitting.
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2022 – eToro portfolio review
As usual, I’m going to be looking at several categories I will cover in my monthly reviews. So, I’ll look at
- my trading goals for the year
- review each quarter of my portfolio
- track my Top 5 Stock Picks for 2022
- analysis of where the portfolio is heading.
2022 Portfolio Goals
These are my goals for the year.
| Category | Start of 2022 | End of 2022 Goal | YTD Progress |
| Copiers | 18 | 30 | |
| Followers | 5275 | 5750 | |
| AUM | $17,500 | $25,000 | |
| Realised Profits | 0 | 12% | |
| Portfolio Growth | 0 | 17% | |
| SP500 beat | 0 | TRUE | |
| Risk | 5 | 4 | |
| Avg Profit | 0 | +10% | |
| Avg Loss | 0 | < -10% |
Top 5 Stock Picks Progress
At the start of 2022, I picked 5 of my favourite stocks that I believe will have a breakout year. I also put my money where my mouth is, making these five stocks some of the largest holdings in my eToro portfolio account. At the start of 2022, they made up approximately 35% of my stocks portfolio. Below is a table of these stocks’ performance YTD.
| Ticker | Name | Open Price | Current Price | % up/down |
| ASML | ASML Holding NV | |||
| CRWD | Crowdstrike Holdings Inc | |||
| SEDG | SolarEdge Technologies | |||
| IIPR | Innovative Industrial Properties Inc | |||
| SQ | Block Inc (Square) |
Two changes to my predictions last year, with the introduction of SEDG and SQ.
Square – Undervalued in my eyes. Their engagement with small and medium businesses is unrivalled in my analysis. Their expansion into the crypto world will grow with the continued adoption of cryptocurrency worldwide.
SolarEdge – my go-to solar company. I’ve tested their products and worked alongside solar installation companies to see what works best and has high customer satisfaction, and SolarEdge consistently outperformed. With the introduction of their batteries in 2022, I think they will be a massive force in the solar industry.
Visual Portfolio Overview – Bullsheet
Continuing on from last year, I’ll continue to dive into the Bullsheet website. It provides a wealth of information covering from risk overview, where your stocks companies are located, asset breakdown, sector breakdown, and much more detail. For those copying others, it also provides good insight into copytraders and how their portfolio breaks down and how desynced you are from the trader. I highly recommend you check out the website.
2022 eToro Portfolio Growth
This section will outline my portfolio growth for the year and also any significant trades for the quarter. I’ll add a visual overview of the performance and a table of trades to follow along.
