Stacks
The Obvious Portfolio
The Obvious Portfolio Stack is comprised of the 6 of the most dominant Internet, Media & Technology companies - Facebook, Amazon, Apple, Netflix, Google & Microsoft. These com
34.48%
Moderate High Risk
Methodology
The investment objective of the The Obvious Portfolio Stack is to take advantage of strong returns in the overall Technology sector. This Stack is concentrated in 6 large cap blue chip technology stocks aimed at generating superior returns at low volatility outperforming the indexes. The FAANGM Stocks have good cash balances (reserves) on their books with strong book-to-equity ratios. Moreover the companies are well diversified across strong businesses such as Cloud, Enterprise Software, E-commerce, Fintech, Cloud SaaS, Consumer Electronics etc.
Stack CAGR 34.48
Max DD 27.57%
Sharpe Ratio 2.92
Rebalancing Frequency Quarterly
VaR 2.97%
Stacks are pre-configured baskets of stocks & ETFs that you can invest in with a single click
Popular Stacks
US Tech Bluechip Portfolio
The US Tech Bluechip Stack invests in pure Technology Internet companies that are critical to the in...
28.61% 3 year returns
Moderate High Risk
US Tech Bluechip Portfolio
The US Tech Bluechip Stack invests in pure Technology Internet companies th...
28.61% 3 year returns
Moderate High Risk
The Obvious Portfolio
The Obvious Portfolio Stack is comprised of the 6 of the most dominant Internet, Media & Technology ...
34.48% 3 year returns
Moderate High Risk
The Obvious Portfolio
The Obvious Portfolio Stack is comprised of the 6 of the most dominant Inte...
34.48% 3 year returns
Moderate High Risk
GlobalX Equity Portfolio
The Global X Equity Sector and Themes Portfolio provides exposure to thematic equity within a divers...
20.24% 2 year returns
High Risk
GlobalX Equity Portfolio
The Global X Equity Sector and Themes Portfolio provides exposure to themat...
20.24% 2 year returns
High Risk
Electric Vehicle Portfolio
The Electric Vehicles Stack is composed of companies involved in Electric Vehicle (EVs) technology, ...
22.14% 3 year returns
Moderate High Risk
Electric Vehicle Portfolio
The Electric Vehicles Stack is composed of companies involved in Electric V...
22.14% 3 year returns
Moderate High Risk
BayFort Capital Global Leaders
BayFort Capital manages a concentrated portfolio of the world’s top 15 unique and best companies wit...
26.06% 8 year returns
Moderate High Risk
BayFort Capital Global Leaders
BayFort Capital manages a concentrated portfolio of the world’s top 15 uniq...
26.06% 8 year returns
Moderate High Risk
