61.8% for 2019!
Below is the progress of our model portfolio during the last nine years.
|YEAR||PORTFOLIO||INDEX (Incl. dividends)||Relative return|
GENERAL STRATEGY IN THE MODEL PORTFOLIO
- Almost always 100% invested.
- Holds around 10 different shares, funds or ETFs (Exchanged Traded Funds)
- Sell call options 10-12 times a year in order to reduce the risk (Covered calls). Both against Index and specified stocks.
- Never short selling of futures, but a few times short selling stocks but always with a stop loss.
Here is a snapshot of the portfolio development for the full year of 2019: