Monday, December 28, 2020

5G Portfolio: A Final Update

My proposed 5G portfolio is up nearly 62 percent since January 2019, not including any dividends paid in the last two years. 

The original portfolio called for an equal weight investment of $75,000 in 15 stocks, recommended as potential winners in the 5G race. 

The portfolio is currently valued at $121,263, and increase of $46,263 or 61.7%. While this may seem like a great investment, investing in QQQ (the NASDAQ index ETF) would have returned about 100% over the last two years. However, you'd have to know that the NASDAQ would be on a tear, especially this year. 

A investment into an equal weight portfolio of the four major indexes (Dow Jones Industrial Average, Russell 2000, NASDAQ and S&P 500) would have resulted in a return of 59%, if dividends are included.  

This was an exercise in a portfolio of telecommunications and technical companies. I will not be following it any further. I would have never -- in reality -- invested in 15 stocks. I'm not interested in managing large portfolios, and neither should the average investor. 

Currently I'm examining more concise portfolios that are easier to manage. My first post on this subject is here.

Sometimes, the simplest solution is the best. 



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