{"id":2450,"date":"2021-10-12T12:25:00","date_gmt":"2023-03-31T20:19:31","guid":{"rendered":""},"modified":"2023-12-20T08:18:57","modified_gmt":"2023-12-20T08:18:57","slug":"investment-baskets","status":"publish","type":"post","link":"https:\/\/blog.zulutrade.com\/ar\/investment-baskets\/","title":{"rendered":"Investment Baskets"},"content":{"rendered":"

What are Investment Baskets?<\/span><\/h2>\n

In a world where stocks have regained their position as a leading traded market, with jaw dropping news and thrilling volatility, every investor’s attention is captured by these financial instruments.<\/span>
<\/span>ZuluTrade could not turn a blind eye to this fundamental change of investing and after offering more than 60 US stocks, we are in the fortunate position of announcing the launch of our new stock baskets!<\/span>
<\/span>
<\/span>So, what is a stock basket?<\/span>
<\/span>It is a combination of similar stocks (usually of the same sector) with specific weights (analogy of contracts) that offers a more balanced exposure to a collection of stocks rather than investing in just one.<\/span>
<\/span>
<\/span>Below, you can see which are the first 5 stock baskets that ZuluTrade has launched!<\/span><\/p>\n

<\/span><\/p>\n

<a id=\"us_banks\">US Banks<\/a><\/pre>\n
US Banks <\/span>
<\/span><\/h2>\n
The health of each economy depends, in large part, on the strength of its financial sector, so it is vital for the growth of the economy to have strong banking foundations.<\/span>
<\/span>The US Banks stock basket was created in order to offer a more diversified and optimized investing option to ZuluTrade investors so as to capitalize from the growth of the banking system. Most of these institutions generate revenue from mortgages, loans and large investments.<\/span>
<\/span>The portfolio has its funds allocated in five of the biggest and most well known financial institutions in the world.<\/span><\/p>\n
Bank of America, whose primary financial services revolve around commercial banking, wealth management, and investment banking, has approximately 10.73% of all American bank deposits.<\/span>
<\/span>Citigroup,a multinational investment bank and the third largest banking institution in the United States.<\/span>
<\/span>Goldman Sachs, which offers services in investment management, securities, asset management, prime brokerage, and securities underwriting.<\/span>
<\/span>JP Morgan Chase, the largest bank in the United States.with total assets of 3.386 trillion dollars.<\/span>
<\/span>And Wells Fargo, a company with operations in 35 countries and over 70 million customers globally.<\/span>
<\/span>Their rounded weights are respectively: <\/span>20%,<\/span> 10%, 26%, <\/span>21% and <\/span>23%<\/span><\/p>\n
The weighting algorithm is based on the stocks’ long term average true range relative to their current price and to the Portfolio’s VaR.<\/span>
<\/span>
<\/span>The weights are subject to price fluctuation and would deviate.<\/span>
<\/span>The portfolio will be rebalanced on ZuluTrade’s discretion, based on market conditions.<\/span>
<\/span>Past performance is not indicative of future one.<\/span><\/p>\n
 <\/p>\n
US Airlines basket:<\/span>
<\/span><\/p>\n
Recently, due to the pandemic, travel companies have been negatively affected in revenues and business growth, however as everything gets back to its normality, these stocks have started to gain more and more attention.<\/span>
<\/span>The US Airlines stock basket was created in order to offer a more diversified and optimized investing option to ZuluTrade investors so as to capitalize from the airline’s stocks rebound.<\/span>
<\/span>The portfolio has its funds allocated in four of the biggest and most well known Airlines in the world.<\/span>
<\/span>American Airlines, the world’s largest airline when measured by fleet size, scheduled passengers carried.<\/span>
<\/span>Delta Airlines, which along with its subsidiaries and regional affiliates, including Delta Connection, operates over 5,400 flights daily and serves 325 destinations in 52 countries on six continents.<\/span>
<\/span>Southwest Airlines, a company with a totally different business model from other US airlines, as it uses a rolling hub and point-to-point network, allows free checked baggage, and does not charge change fees.<\/span>
<\/span>And United Continental,the world’s largest airline, as measured by revenue passenger miles.<\/span>
<\/span>Their rounded weights are respectively: 9<\/span>%,<\/span> 20%, 46% and 25<\/span>%.<\/span>
<\/span>The weighting algorithm is based on the stocks’ long term average true range relative to their current price and to the Portfolio’s VaR.<\/span><\/p>\n
 <\/p>\n
The weights are subject to price fluctuation and would deviate.<\/span>
<\/span>The portfolio will be rebalanced on ZuluTrade’s discretion, based on market conditions.<\/span>
<\/span>Past performance is not indicative of future one.<\/span><\/p>\n
 <\/p>\n
Biotech basket:<\/span>
<\/span><\/p>\n
In times where enhancing the quality of human and other life by incorporating technological and scientific developments and advancements is so crucial and important,Biotechnological companies are getting an increasing amount of attention and rightfully so.<\/span>
<\/span>The Biotech basket stock basket was created in order to offer a more diversified and optimized investing option to ZuluTrade investors so as to capitalize from the growth of the Biotechnological sector.<\/span>
<\/span>The portfolio has its funds allocated in four of the biggest and most well known Biotech companies in the world.<\/span>
<\/span>Amgen, the largest employer in Ventura County which is focused on molecular biology and biochemistry, its goal is to provide a healthcare business based on recombinant DNA technology.<\/span>
<\/span>Gilead Sciences,which focuses on researching and developing antiviral drugs used in the treatment of HIV, hepatitis B, hepatitis C, and influenza, including Harvoni and Sovaldi. <\/span>
<\/span>Johnson & Johnson, a founded enterprise in 1886 that develops medical devices, pharmaceuticals, consumer packaged goods and is one of the two US companies with a prime credit rating of AAA(HIgher than the US government’s).<\/span>
<\/span>And Pfizer,one of the top pharmaceutical companies in the Covid-19 vaccine development.<\/span>
<\/span>Their rounded weights are respectively: 23<\/span>%,<\/span> 20%, 31% and 26<\/span>%.<\/span>
<\/span>The weighting algorithm is based on the stocks’ long term average true range relative to their current price and to the Portfolio’s VaR.<\/span><\/p>\n
 <\/p>\n
The weights are subject to price fluctuation and would deviate.<\/span>
<\/span>The portfolio will be rebalanced on ZuluTrade’s discretion, based on market conditions.<\/span>
<\/span>Past performance is not indicative of future one.<\/span><\/p>\n<\/p>\n
Big tech basket:<\/span>
<\/span>
<\/span>The big five, the most important and highest capitalized technological enterprises in the world that hold the biggest market share in the social media,e-commerce,communication and entertainment platform sectors.<\/span>
<\/span>The Big tech basket stock basket was created in order to offer a more diversified and optimized investing option to ZuluTrade investors so as to capitalize from the growth of the famous FAANG.<\/span>
<\/span>The portfolio has its funds allocated in five of the biggest and most well known Tech companies in the world.<\/span><\/p>\n
Facebook, which after acquiring instagram and whatsapp is now the leader in social media technology and user visitability.<\/span>
<\/span>Amazon,which is known for its disruption of well-established industries through technological innovation and mass scale.It is the world’s largest online marketplace, AI assistant provider, live-streaming platform and cloud computing platform as measured by revenue and market capitalization.<\/span>
<\/span>Apple, the fourth largest smartphone manufacturer and largest technology company by revenue (2020).<\/span>
<\/span>Netflix,a subscription-based streaming service provider offering online streaming from a library of films and television series making it the pioneer in the online entertainment sector.<\/span>
<\/span>And Google,the biggest search engine in the world, which specializes in Internet-related services and products, that include online advertising technologies, cloud computing, software, and hardware.<\/span>
<\/span>Their rounded weights are respectively: 18<\/span>%,<\/span> 26%, 18%, 20<\/span>%<\/span> and 18%.<\/span>
<\/span>The weighting algorithm is based on the stocks’ long term average true range relative to their current price and to the Portfolio’s VaR.<\/span><\/p>\n
 <\/p>\n
The weights are subject to price fluctuation and would deviate.<\/span>
<\/span>The portfolio will be rebalanced on ZuluTrade’s discretion, based on market conditions.<\/span>
<\/span>Past performance is not indicative of future one.<\/span><\/p>\n
 <\/p>\n
Gaming Tech:<\/span>
<\/span>
<\/span>Gaming in the form of video games, eSports, and online gambling has soared in popularity in recent years, especially since the start of the COVID-19 pandemic that caused many consumers worldwide to begin working or sheltering at home.<\/span>
<\/span>The Gaming Tech stock basket was created in order to offer a more diversified and optimized investing option to ZuluTrade investors so as to capitalize from the growth of the Gaming and Tech companies.<\/span>
<\/span>The portfolio has its funds allocated in five of the biggest and most well known Gaming stocks in the world.<\/span>
<\/span>Advanced Micro Device, a semiconductor company that develops computer processors and related technologies for business and consumer markets. AMD’s main products include microprocessors, motherboard chipsets, embedded processors and graphics processors for servers, workstations, personal computers and embedded system applications. <\/span>
<\/span>NVIDIA, a technology company that designs graphics processing units for the gaming and professional markets, as well as system on a chip units for the mobile computing and automotive market.<\/span>
<\/span>Electronic Arts, the second largest video game company in the world, famous for developing games such as FIFA,Need for Speed and Mass Effect.<\/span>
<\/span>Activision Blizzard,the largest video game company in the world, famous for developing games such as Call of Duty,World of Warcraft and Overwatch. <\/span>
<\/span>And Intel, the world’s largest semiconductor chip manufacturer by revenue and the developer of the x86 series of microprocessors, the processors found in most personal computers.It also manufactures motherboard chipsets, network interface controllers and integrated circuits, flash memory, graphics chips, embedded processors and other devices related to communications and computing. <\/span>
<\/span>Their rounded weights are respectively: <\/span>21%,<\/span> 29%, 16%, <\/span>21% and <\/span>13%<\/span><\/p>\n
The weighting algorithm is based on the stocks’ long term average true range relative to their current price and to the Portfolio’s VaR.<\/span><\/p>\n
 <\/p>\n
The weights are subject to price fluctuation and would deviate.<\/span>
<\/span>The portfolio will be rebalanced on ZuluTrade’s discretion, based on market conditions.<\/span>
<\/span>Past performance is not indicative of future one.<\/span><\/p>\n

<\/span>
<\/span>That is all for our current stock baskets, new ones are coming soon and will be available to profit sharing accounts only!<\/span><\/p>\n
<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"
What are Investment Baskets? In a world where stocks have regained their position as a leading traded market, with jaw dropping news and thrilling volatility, every investor’s attention is captured by these financial instruments.ZuluTrade could not turn a blind eye to this fundamental change of investing and after offering more than 60 US stocks, we […]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"close","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[],"class_list":["post-2450","post","type-post","status-publish","format-standard","hentry","category-market-view"],"metadata":{"rank_math_internal_links_processed":["1"],"_edit_last":["4"],"rank_math_analytic_object_id":["97"],"_edit_lock":["1736165631:4"]},"pll_post_group":null,"_links":{"self":[{"href":"https:\/\/blog.zulutrade.com\/ar\/wp-json\/wp\/v2\/posts\/2450","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/blog.zulutrade.com\/ar\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/blog.zulutrade.com\/ar\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/blog.zulutrade.com\/ar\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/blog.zulutrade.com\/ar\/wp-json\/wp\/v2\/comments?post=2450"}],"version-history":[{"count":1,"href":"https:\/\/blog.zulutrade.com\/ar\/wp-json\/wp\/v2\/posts\/2450\/revisions"}],"predecessor-version":[{"id":3773,"href":"https:\/\/blog.zulutrade.com\/ar\/wp-json\/wp\/v2\/posts\/2450\/revisions\/3773"}],"wp:attachment":[{"href":"https:\/\/blog.zulutrade.com\/ar\/wp-json\/wp\/v2\/media?parent=2450"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/blog.zulutrade.com\/ar\/wp-json\/wp\/v2\/categories?post=2450"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/blog.zulutrade.com\/ar\/wp-json\/wp\/v2\/tags?post=2450"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}