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eToro Portfolio Review September 2019

Hi everyone – as I normally do each month, this is my eToro review for Septembery. I‘ll show how I am progressing against my 2019 etoro goals set at the beginning of the year.

Apologies for the lack of updates – I was overseas on a well-earned break but I’m now back into the swing of things.

Goal comparison

  • Copiers = 25 (-6 Copiers YTD)
  • Followers = 1759 = 9.9% increase YTD
  • Portfolio growth = 16.15% increase YTD
  • S&P comparison = miss for YTD (16.15% vs 18.74% source: investing.com)
  • Realised Profit = 2.03%
  • AUM = $42,290 under management = 94% increase
  • Sept Risk Level = 4 average (4 Max)
  • Monthly updates = Complete

Looks like I’m hitting my goals overall, with the exception of Copiers and beating the SP500. I am not worried about the decrease in copiers as the number of copiers shouldn’t dictate how I trade. Also, my assets under management (AUM) has continued to grow, showing that the traders that are copying me, have increased their copying amount. We are very close to the SP500 benchmark, which is a good sign. As our portfolio doesn’t copy the SP500 (my portfolio includes trades in indices, forex, cryptocurrencies, foreign exchanges et cetera), it was going to be a challenge to beat this benchmark.

eToro Review – September Portfolio

My eToro portfolio had some highs and lows from July to September. Partly from the tariff wars, others were hit by poor earnings. I’ve begun focussing my stocks on strong US stocks that will provide great profits over the coming months/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 some red and some green. Fortunately, we’ve closed a lot of positive trades so the sea of red wasn’t as visually significant.

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% – Coming soon!
  • 30% – Coming soon!

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%

We currently don’t have any open stocks in these levels but $FIS and $CVS are very close!

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)
$PVH = 25.92% (Silver)
$JEC= 20.83% (Bronze)

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

eToro September 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.

July – September was a great time. Although we only closed a few trades, all of them, except one, was closed in positive territory. 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.

Below are the different markets that I closed during July – September 2019, sorted by % Profit/loss

201910 closed

As you can see, I had great success with $MSFT and an undefeated run with AUS200.
A great month overall and I’m excited for things to come.

New Stocks added to my eToro portfolio

As my updates have been delayed for a few months, i’m not going to go into the finer details that normally accompany my updates.

Stocks added from July – Sept are

$CFG
$URI
$PM
$MCHP
$SRPT
$MSFT
$XI
$AAL
$LOW
$EVA
$FANG

As you can see, I’ve been a very busy trader finding suitable stocks for us to hold within our portfolio.

Final thoughts on my eToro September Review

July to September 2019 saw a rebalancing of my portfolio, closing off some losing trades and bolstering my available equity to utilise in the coming months. Looking ahead, the easing trader war should benefit our portfolio and lead to some great growth in selected stocks – particularly Xiaomi, Ali Baba and Skyworks.

Remember to Stock Up with Joe

If you’re looking for people to copy, why not check out my latest list of people from my Top Copy Traders Competition. If you need to figure out your investing technique, check out these books.

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

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