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Sample Starter Portfolio |
|
Presented By : |
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StockMarketResearchCenter.com |
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The Largest Producer of Online Stock Market Research |
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1. What is in this Report ? |
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To help "Beginner"
Investors, we have constructed a "Sample Starter Portfolio"
comprised of what we consider is the best representation of today's Stock
Market and fulfills the definition of "Diversification". |
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2. What investments are used in this Report
? |
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"Beginning"
Investors should consider being "Diversified" when they start their
Investment Portfolio. The best way to
accomplish "Diversification" is by getting into the Major
Stock Market "Indexes". The best way to invest in Market
"Indexes" is by using ETFs. ETFs are Exchange Traded Funds that
hold many individual stocks which gives them the "Diversification". |
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3. Why are ETFs used to represent Market "Indexes" and "Sectors" ? |
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Because ETFs hold several
individual Stocks in any one Stock Market "Index" and "Sector", they represent a better
valuation of that one "Index" or "Sector" than just one
of two individual Stocks in that "Index" or "Sector".
Providing diversification in the "Index" or "Sector" makes ETFs perfect to
represent any one Stock Market "Index" or "Sector". |
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4. Do these Stock Market Index and Sector ETFs
pay Dividends ? |
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All the the Stock Market
Index and Sector ETFs in this Report pay Dividend / Distributions. |
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5. What does it cost to purchase a Market "Index" /
"Sector" ETF ? |
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There is usually NO commission
cost to Buy or Sell a Stock Market
"Index" / "Sector" ETF. Check with your Broker or open an
account at a Broker that offers commission free trading. |
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I. Sample Starter Portfolio |
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We are using
the new tool "Slices" which allows anyone to invest as little as $5
in any one Stock, ETF or Index. When you use this Sample Starter Portfolio,
you can adjust the amount invested by what ever amounts you are ready to
invest. |
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Sample Starter Portfolio using $100
Total Investment . . . |
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To invest more, simply
multiply the percentage of each ETF by the Total Amount you wish to invest. |
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Description |
Symbol |
Number of Stocks Held |
Sample Holdings in this ETF |
Amount Invested into this ETF |
Recent Price of this ETF |
Fraction of Share Bot at Recent
Price |
% of Total Starter Portfolio in
this ETF |
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1.
Dow Jones 30 |
DIA |
32 |
United Health, Goldman Sachs,
Home Depot, Boeing, Microsoft, Salesforce |
$20 |
$350 |
0.057 |
20% |
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2. S & P 500 |
SPY |
507 |
Apple, Amazon, Facebook,
Alphabet, Berkshire, Tesla, JP Morgan |
$20 |
$440 |
0.045 |
20% |
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3. NASDAQ |
QQQ |
102 |
Adobe, NVIDIA, PayPal, Alphabet,
Facebook, Apple, Microsoft |
$20 |
$360 |
0.056 |
20% |
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4. Biotech |
XBI |
200 |
Intellia, Editas, Anavex, Beam,
MannKind, Translate, Ocugen, Twist |
$10 |
$130 |
0.077 |
10% |
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5. Semiconductor |
SMH |
26 |
Taiwan, NVIVIA, ASML, Qualcomm,
Intel, Advanced Micro, Broadcom |
$10 |
$260 |
0.038 |
10% |
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6. Technology |
XLK |
77 |
Mastercard, Adobe, Visa, NVIDIA,
Apple, Microsoft, Intel, Salesforce |
$10 |
$150 |
0.067 |
10% |
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7. Healthcare |
XLV |
66 |
J&J, UnitedHealth, Pfizer,
Abbott, Merck, Eli Lilly, Thermo Fisher |
$10 |
$130 |
0.077 |
10% |
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Totals |
7 |
1010 |
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$100 |
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100% |
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NOTE: We
have used the "Recent" Price of each ETF, which, of course, will
change day to day. Therefore, when you invest, just use the Amount you want
to invest in the order to buy each ETF and select "Market Price" in
the Buy Price of the Buy Order. This will effect the Fraction of the Share
you Purchase in each ETF. Since you should always consult with an Investment
Professional, have them review this Site. |
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II.
Results of the Sample Starter Portfolio in last 2 Years |
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Past Results
are NO indication of Future Results. You cannot rely on how well the Sample
Starter Portfolio has done in the past. The following is only an example of
how these ETFs have done in the past 2 years. |
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Here we add the Rates of
Return of the 7 ETFs together and then we calculate the Actual Return of the
Total Sample Starter Portfolio for each Year. |
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Year |
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DIA |
SPY |
QQQ |
XBI |
SMH |
XLK |
XLV |
Total Return |
Sample Starter Portfolio Return |
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2020 |
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7% |
16% |
48% |
48% |
54% |
42% |
11% |
226% |
32% |
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2019 |
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22% |
29% |
38% |
33% |
62% |
48% |
18% |
250% |
36% |
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III. Stock Market Indexes and Sector Dividends
& Yields |
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The Stock Market Indexes and Stock Market
Sector ETFs in this Report pay Dividend Distributions as described in this
Table. |
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Description |
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Symbol |
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Dividend / Distributions Paid
per Year per Share |
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Yield based on Starting Price of
ETF at beginning of the Year |
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2018 |
2019 |
2020 |
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2018 |
2019 |
2020 |
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Stock
Market Indexes |
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1. DJIA |
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DIA |
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$5.22 |
$5.95 |
$5.73 |
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2.11% |
2.55% |
2.01% |
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2.
S&P 500 |
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SPY |
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$5.10 |
$5.62 |
$5.69 |
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1.91% |
2.25% |
1.77% |
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3.
NASDAQ |
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QQQ |
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$1.41 |
$1.58 |
$1.74 |
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0.91% |
1.02% |
0.82% |
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U.S.
Government Notes |
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1. 20
Year T-Note |
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TLT |
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$3.20 |
$3.07 |
$2.37 |
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2.52% |
2.53% |
1.75% |
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Stock
Market Sectors |
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1.
Banks |
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KRE |
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$1.05 |
$1.29 |
$1.44 |
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1.78% |
2.76% |
2.47% |
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2.
Basic Materials |
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XLB |
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$1.11 |
$1.21 |
$1.24 |
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1.83% |
2.40% |
2.02% |
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3.
Biotech |
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XBI |
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$0.20 |
$0.01 |
$0.28 |
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0.24% |
0.01% |
0.29% |
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4.
Consumer Discretionary |
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XLY |
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$1.33 |
$1.60 |
$1.32 |
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1.35% |
1.62% |
1.05% |
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5.
Consumer Staples |
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XLP |
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$1.55 |
$1.62 |
$1.69 |
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2.72% |
3.19% |
2.68% |
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6.
Energy |
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XLE |
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$2.03 |
$5.23 |
$2.13 |
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2.81% |
9.12% |
3.55% |
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7.
Financial |
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XLF |
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$0.50 |
$0.58 |
$0.60 |
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1.79% |
2.43% |
1.95% |
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8.
Healthcare |
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XLV |
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$1.36 |
$2.45 |
$1.69 |
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1.64% |
2.83% |
1.66% |
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9.
Industrials |
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XLI |
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|
$1.39 |
$1.58 |
$1.42 |
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1.84% |
2.45% |
1.74% |
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10. Oil
& Gas |
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XOP |
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$0.26 |
$0.35 |
$1.09 |
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0.43% |
0.69% |
1.77% |
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11.
Real Estate |
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VNQ |
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$3.53 |
$3.14 |
$3.34 |
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2.35% |
2.91% |
3.57% |
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12.
Semiconductor |
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SMH |
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|
$1.64 |
$2.12 |
$1.50 |
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1.98% |
2.84% |
1.62% |
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13.
Technology |
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XLK |
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$0.99 |
$1.06 |
$1.19 |
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1.01% |
1.21% |
0.84% |
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14.
Utilities |
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XLU |
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|
$1.76 |
$1.91 |
$1.97 |
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2.75% |
3.08% |
2.15% |
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Note:
The Yield is calculated by dividing the Dividend Amount by the Price of the
ETF at the Start of the Year. |
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IV.
Stock Market Indexes and Sector Returns |
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Description |
Symbol |
Average Annual Return for last 10
Years |
Total Return for last 10 Years |
Rates of Return for each of the Last 10
Years |
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2011 |
2012 |
2013 |
2014 |
2015 |
2016 |
2017 |
2018 |
2019 |
2020 |
YTD 2021 |
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A. Stock Market Indexes . . . |
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1. DJIA |
DIA |
10.7% |
107% |
5% |
7% |
27% |
7% |
-2% |
14% |
25% |
-6% |
22% |
7% |
15% |
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2.
S&P 500 |
SPY |
12.1% |
121% |
0% |
13% |
30% |
11% |
-1% |
10% |
19% |
-6% |
29% |
16% |
18% |
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3.
NASDAQ |
QQQ |
20.2% |
202% |
3% |
17% |
35% |
17% |
8% |
6% |
31% |
-1% |
38% |
48% |
17% |
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4.
Russell |
RUA |
12.3% |
123% |
-1% |
14% |
31% |
10% |
-1% |
10% |
19% |
-7% |
29% |
19% |
17% |
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5. Gold |
GLD |
3.7% |
37% |
10% |
7% |
-28% |
-2% |
-11% |
8% |
13% |
-2% |
18% |
25% |
-5% |
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6.
Silver |
SLV |
0.3% |
3% |
-11% |
9% |
-36% |
-20% |
-12% |
15% |
6% |
-9% |
15% |
47% |
-5% |
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7. Oil |
USO |
-14.2% |
-142% |
0% |
-13% |
8% |
-44% |
-44% |
4% |
1% |
-19% |
33% |
-68% |
50% |
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8. 20
Year T-Note |
TLT |
6.1% |
61% |
29% |
0% |
-16% |
24% |
-4% |
-1% |
6% |
-4% |
11% |
16% |
-6% |
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B. Stock Market Sectors . . . |
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Arranged in Average Annual Return Order |
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1.
Biotech |
XBI |
23.5% |
235% |
5% |
32% |
48% |
43% |
13% |
-16% |
43% |
-15% |
33% |
48% |
-10% |
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2.
Semiconductor |
SMH |
23.4% |
234% |
-6% |
6% |
31% |
29% |
-2% |
34% |
37% |
-11% |
62% |
54% |
18% |
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3.
Technology |
XLK |
18.9% |
189% |
1% |
13% |
24% |
16% |
4% |
13% |
32% |
-3% |
48% |
42% |
19% |
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4.
Consumer Discretionary |
XLY |
16.4% |
164% |
4% |
22% |
41% |
8% |
8% |
4% |
21% |
0% |
27% |
28% |
14% |
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5.
Healthcare |
XLV |
14.2% |
142% |
10% |
15% |
39% |
23% |
5% |
-4% |
20% |
5% |
18% |
11% |
16% |
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6.
Financial |
XLF |
12.9% |
129% |
-18% |
26% |
33% |
13% |
-4% |
48% |
20% |
-15% |
29% |
-4% |
23% |
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7.
Industrials |
XLI |
10.8% |
108% |
-3% |
12% |
38% |
8% |
-6% |
17% |
22% |
-15% |
26% |
9% |
17% |
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8.
Healthcare |
XLP |
9.1% |
91% |
11% |
7% |
23% |
13% |
4% |
2% |
10% |
-11% |
24% |
7% |
6% |
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9.
Banks |
KRE |
8.7% |
87% |
-8% |
15% |
45% |
0% |
3% |
33% |
6% |
-21% |
25% |
-11% |
19% |
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10.
Utilities |
XLU |
7.7% |
77% |
15% |
-3% |
9% |
24% |
-8% |
12% |
8% |
0% |
22% |
-3% |
5% |
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11.
Basic Materials |
XLB |
7.6% |
76% |
-13% |
12% |
23% |
5% |
-11% |
14% |
22% |
-17% |
22% |
18% |
13% |
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12.
Real Estate |
VNQ |
5.0% |
50% |
5% |
13% |
-2% |
25% |
-2% |
4% |
1% |
-10% |
24% |
-8% |
25% |
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13.
Energy |
XLE |
-3.8% |
-38% |
1% |
3% |
24% |
-11% |
-24% |
25% |
-4% |
-21% |
5% |
-37% |
28% |
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14. Oil
& Gas |
XOP |
-8.6% |
-86% |
0% |
1% |
30% |
-29% |
-38% |
40% |
-11% |
-28% |
-13% |
-37% |
40% |
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NOTE: Average Annual Return is calculated by
subtracting the Price at the end of each year from the Price at the beginning
of each year and dividing that by the Price at the beginning of each year. |
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V.
Summary |
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1. If you are
ready to begin investing in the Stock Market, you may consider the "
Sample Starter Portfolio " as your starting investment. The Starter
Portfolio includes the 3 Major Stock Market Indexes and 4 of the Stock Market
"Sectors" represented by ETFs.
And because these 7 ETFs contain 1,010 Individual Stocks, the Starter
Portfolio is considered very "Diversified", a primary goal when
investing in the Stock Market. |
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2. Using the
new "SLICES" Tool offered by many Stock Brokers,
"Beginning" Investors can purchase these 7 ETFs with as little as
$35….$5 in each ETF . We used $100 in
our sample and you can use any total amounts you wish by multiplying the
percentage invested in each ETF. Always consult an Investment Professional
when investing. Make sure they offer "Slices" and make sure they
offer commission free investing. |
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Important
: |
We do
NOT accept funds to Invest. We produce Online Stock Market Research. Always
consult a Financial Professional before making any Investment decision. Have
them review this site. |
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NOTE:
StockMarketResearchCenter.com is NOT a
broker, bank or financial institution and does not buy or sell
securities.
StockMarketResearchCenter.com
has no financial interest in any of the stocks mentioned here and does
not receive any compensation for mentioning any of these stocks. All the data
used to calculate ratings and scores are obtained from recognized sources but
has not been verified by us and cannot be guaranteed to be accurate or
complete. Every effort has been made to insure all data is accurate but
errors by data sources or others cannot be considered the responsibility of
StockMarketResearchCenter.com. This page is not an offer to buy or sell any
securities and any data on this page cannot be considered a recommendation to
buy or sell any security. Please consult an investment professional before
making any investment decisions. |
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Copyright:
2008 - 2021
StockMarketResearchCenter.com
All Rights Reserved |
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