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As part of our investment strategy, 75% of our portfolio is to be managed passively, consisting of stocks which are part of the KLD fund. This fund is not only consistent in its growth, but also gives investors peace of mind that their invested capital is going to environmentally and socially responsible companies. Many of these companies are some of the largest and most stable on the markets, meaning that alongside the 25% of the fund which is actively managed and seeks outperforming stocks, the fund can also provide investors with a lower-risk but consistently performing investment.
According to our strategy we do not change the stocks in our portfolio during the course. We do not buy new stocks or get rid of our old stocks. Instead we rebalance the portfolio so that every stock has the same value in our portfolio in dollars. Our strategy allows us to have the leverage of 1.8. Our portfolio has made profits worth 25390 dollars by now. When we calculated the amount of leverage we can have with such profits (calculations found below in the screenshot) the result was 11 284 dollars. According to our strategy we will rebalance our portfolio so that every stock has a value of (1,800,000 (initial value) + 25,390 (profits) + 11,284 (leverage))/10 = 183,667 dollars.