eToro Portfolio Review 2019

Hi everyone – this is my final eToro Portfolio Review for 2019. What a year it was! As I normally do for each month, this is my eToro review for December and overall review for 2019. I‘ll show how I went against my 2019 etoro goals set at the beginning of the year.

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Goal comparison for 2019

There are a few positive and negative outcomes from 2019. Whilst my copier numbers reduced, my AUM increased significantly (it more than doubled!) My portfolio grew above the SP500 benchmark though my realised profits were weaker. This correlates to the high profit % I currently have in open trades, as my realised profits only look at closed trades. I reduced and kept my risk score to 4 and slowly increased my brand awarness with more people following me.

Overall, i’m happy with the progress for 2019 and can’t wait to see what I can achieve in 2020!

eToro Review – December Portfolio

My eToro portfolio has had a good month in December, growing 4.36% – translating to approximately 31.02% for 2019.

My stock choices for the year have started to come into their own and hopefully continue to provide some great growth over the coming months and years. Below is a snapshot of what stocks I’ve opened and haven’t closed yet in 2019.

Current 2019 Open eToro stock positions

As you can see, there is more green than red, which is always a good thing. CNC and BMY are crushing it at the moment, with over 35% growth since buying them.

Portfolio Growth and dates

• 5% – Achieved January 8, 2019
• 10% – Achieved February 6, 2019
• 15% – Achieved March 22, 2019
• 20% – Achieved May 17, 2019
• 25% – Achieved November 10, 2019
• 30% – Achieved December 20, 2019!

The Above and Beyond Club

These stocks are going above and beyond – crushing their returns and setting up our portfolio nicely. Aligning with the etoro Club tiers, we have

• Bronze: 20 – 24.99%
• Silver: 25 – 29.99%
• Gold: 30 – 34.99%
• Platinum: 35 – 39.99%
• Diamond: over 40%

Our current open positions include

Platinum
CNC 35.85%
BMY 35.55% (Climbed 15% in a month!)

Closed Stocks in the Above and Beyond Club

We’ve been fortunate to have a couple of stocks in 2019 closed in significant profit

$MSFT = 35.77% (Platinum)
$URI = 35.31% (Platinum)
$CVS = 32.25% (Gold)
$PVH = 25.92% (Silver)
$JEC= 20.83% (Bronze)
$XI = 20.53% (Bronze)

Let’s hope we add a few more over the coming months!

eToro December 2019 Review Closed positions

I have taken a different reporting approach for my 2019 closed positions. I realised, if I’m only showing stocks I’ve open in 2019, then I should only be reporting on those same stocks which I have closed in 2019. Each stock has been bought and sold in 2019 only.

December was a fast month, with stocks growing significantly. I closed various trades including testing some signals for Forex. many trades – only 3 overall. AAL started to perform badly so I took my losses and moved on to the next stock. I removed PM as more of an ethical decision – although they were primed as a great growth stock and giving a nice return, I couldn’t continue with them. As always, I’ll look at rebalancing our portfolio and removing some dead weight. With stocks that are loosing I always ask myself the same question – would I reinvest in the stock right now? If I would, I leave it. If I wouldn’t, I’d close it and move on to the next. In saying that, I’ll be evaluating my holdings in ETH and XRP over the next months to see if I take the loss and move my money elsewhere.

Below are the different markets that I closed during November, sorted by % Profit/loss

New Stocks added to my eToro portfolio

Below are the latest stocks added to our portfolio

$IIPR – Innovative Industrial Properties

$COP – ConocPhillips

$SYK – Stryker

$ENPH – Enphase Energy

$NBL – Noble Energy

Hopefully, these stocks provide a great return for months to come!

My current Portfolio going into 2020

Below is my current holdings going into 2020 and the breakdown.

Final thoughts on my eToro Portfolio Review for 2019

December saw a good trading month and excellent portfolio growth. Looking ahead, the easing trader war and Brexit could really swing some of our trades but should benefit our portfolio and lead to some great growth in selected stocks – particularly Xiaomi and Lloyds. Thanks for checking out my portfolio review.

Remember to Stock Up with Joe

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Thank you for taking the time to read my eToro review.