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inVisement Position: Hold

inVisement portfolio consists of

  • 60% Stocks from GOOGL, MDB, SQ, CRM, TWTR, NVDA
  • 25% call options for QQQ, SPY, DIA, AAPL, and GS
  • 15% Cash

We are bullish and aiming at 25% return of our portfolio for 2018:

  • 15% Return from our stock positions
  • 10% Return from our margin account
    • 15% minus 5% borrowing cost
  • 40% Return from our call options
  • 0% Return from cash

Total Expected Return = (15%+10%) * 60% + 40% * 25% + 0% * 15% = 25%

Please check out inVisement Portfolio for in-depth information.