Offline Website BuilderA series of assets from various high yield ETF's, will be selected to build a little test trial portfolio. The goal is to pick assets that have future longevity, like well known crypto ETF's. Two portfolio scenarios will be tested.
1) Get original investment by adding returns back to original portfolio.
2) Dividend reinvest and dollar cost average the positions while increasing distributions. See in a year how this looks and benefits the portfolio.
Warning and Disclaimer: This is for demonstration purposes and results may change in the future for better or worse on an asset. Take caution on the amount of money you may chose to risk if you decide to test these out for your self and only risk money you are willing to afford to lose.
To pick a few ETF's and invest a minimal amount of capital in the range of $100 one each one show the returns as money secured against the initial principal value.
It is possible more will be added to the investment and increase distribution return as time goes on.
The optimal risk management strategy would be to regain 100% capital returned from distributions and let the rest ride add more and allow the amortization to come down by half or so, reducing the risk of capital as you add more over time.
Eventually it could be looked at as investing $1000. A Year later investing $1000 again, and that will be paid back in 6 months. Invest $4000 and it will be paid back in around 8 months potentially. Catching the bottom for a rebound would be ideal if the economy is bouncing back.
Using Wealth Simple. No fees just a 1.5% conversion fee.
This strategy will demonstrate compounding the distribution by reinvesting the distributions and dollar cost averaging the position, while increasing income compounding returns, thus lowering the cost averaging of the asset if it is in a decline, dollar cost averaging it, which helps protects the net asset value and principal value potentially creating opportunity for capital appreciation on the asset if a rebound occurs.
Used Webull for this to allow for DRIP. They charge a $2.99 trade fee buy and sell. This allows for demonstration of the drip function. Since CAD had to be converted to USD, only USD prices will be considered. Balance used for these assets was $1000 CAD. The goal would be to have this back.
The problem here was I had to remove a few good ETF's that I wanted to include.
ETF: CONY | Initial Investment: $US/$CAD $88.82/$122.66 | Shares: 10 | Average Share Price: US $8.82
Distributions
1) Date: | Amount: | Remaining Principal to Return: | Current Accumulated Rate of Return: | Projected Annual Rate Of Return If Numbers Stayed Exactly the Same:
ETF: CONY | Initial Investment: $US 341.24 | Shares: 38 | Average Share Price: $8.98
Distributions
1) Date: | Amount: | Current Accumulated Rate of Return: | | Projected Annual Rate Of Return If Numbers Stayed Exactly the Same: | Shares: 0 | Average Share Price:
ETF: FIAT | Initial Investment: $US/$CAD | Shares: 0 | Average Share Price:
Distributions
1) Date: | Amount: | Remaining Principal to Return: | Current Accumulated Rate of Return: | Projected Annual Rate Of Return If Numbers Stayed Exactly the Same:
ETF: FIAT | Initial Investment: $US 92.69 | Shares: 30 | Average Share Price: $3.09
Distributions
1) Date: | Amount: | Current Accumulated Rate of Return: | | Projected Annual Rate Of Return If Numbers Stayed Exactly the Same: | Shares: 0 | Average Share Price:
ETF: YMAX | Initial Investment: $US/$CAD 99.53/$136.97| Shares: 7 | Average Share Price: $13.80
Distributions
1) Date: | Amount: | Remaining Principal to Return: | Current Accumulated Rate of Return: | Projected Annual Rate Of Return If Numbers Stayed Exactly the Same:
ETF: YMAX | Initial Investment: $US 99.66 | Shares: 7 | Average Share Price: $14.24
Distributions
1) Date: | Amount: | Current Accumulated Rate of Return: | | Projected Annual Rate Of Return If Numbers Stayed Exactly the Same: | Shares: 0 | Average Share Price:
ETF: ULTY | Initial Investment: $US/$CAD 99.81/140.48 | Shares:16 | Average Share Price: $6.24
Distributions
1) Date: | Amount: | Remaining Principal to Return: | Current Accumulated Rate of Return: | Projected Annual Rate Of Return If Numbers Stayed Exactly the Same:
ETF: ULTY | Initial Investment: $US 65.49 | Shares: 10 | Average Share Price: 6.55
Distributions
1) Date: | Amount: | Current Accumulated Rate of Return: | | Projected Annual Rate Of Return If Numbers Stayed Exactly the Same: | Shares: 0 | Average Share Price:
ETF: YBIT | Initial Investment: $US/$CAD 197.64/278.82 | Shares: 19 | Average Share Price: 11.01 (Accidentally executed two orders)
Distributions
1) Date: | Amount: | Remaining Principal to Return: | Current Accumulated Rate of Return: | Projected Annual Rate Of Return If Numbers Stayed Exactly the Same:
Webull restricted trading on this asset.
ETF: YBIT | Initial Investment: $US/$CAD | Shares: 0 | Average Share Price:
Distributions
1) Date: | Amount: | Current Accumulated Rate of Return: | | Projected Annual Rate Of Return If Numbers Stayed Exactly the Same: | Shares: 0 | Average Share Price:
ETF: AMZN | Initial Investment: $US/$CAD 99.93/139.19| Shares: 6 | Average Share Price: $16.49
Distributions
1) Date: | Amount: | Remaining Principal to Return: | Current Accumulated Rate of Return: | Projected Annual Rate Of Return If Numbers Stayed Exactly the Same:
ETF: AMZN | Initial Investment: $US 101.81 | Shares: 6 | Average Share Price: $16.97
Distributions
1) Date: | Amount: | Current Accumulated Rate of Return: | | Projected Annual Rate Of Return If Numbers Stayed Exactly the Same: | Shares: 0 | Average Share Price:
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