Weekly Report Nov 22, 2020

A Long Term Investing Strategy For Busy People

Please click on the “BOI – Current Portfolio” button from the home page to view the following information: (Free Trial Users and Subscribers only).

  • Portfolio performance since 2018 to date
  • Current Portfolio and performance (number of stocks in current portfolio = 59)
  • Portfolio sector summary
  • Five year percentage stock up (for current portfolio)
  • Money and Risk Management

Keep your emotions out of investing, they won’t help you!, don’t change the rules just because of a short term drawdown or loss, profits will come if you stick with it.

Long Term Investing – Performance History

 

Portfolio Sector

 

Five Year Percentage Stocks Up

 Back Office Investor Portfolio – Average stocks held = 25 (2020 has been very unusual for buy signals)

UK – Total UK companies in database = 1,737

USA – Total USA companies in database = 4,759

 

Index Performance

 

VIX – CBOE Volatility Index