Higher Highs Investing Strategy
We are creating a notional investment portfolio using an initial investment of $100,000. We use USD$ as most stock prices are available in USD$
We select weightings for our holdings based on Market Capitalisation and apply this to the portfolio value to give us a value for each holding and therefore an initial quantity of shares to purchase at the portfolio start date which is 01/01/2020.
This is a back testing portfolio to demonstrate how to create and operate a portfolio.
Higher Highs Portfolio – Selection
| Ticker | Company | Market Cap | EPS | P/E | Beta | Link |
|---|---|---|---|---|---|---|
| WPM | Wheaton Precious Metals Corp | https://finance.yahoo.com/q?s=WPM | ||||
| GFI | Gold Fields Ltd ADR | https://finance.yahoo.com/q?s=GFI |
Higher Highs Portfolio – Holdings
| Ticker | Name | Sector | Weight | Portfolio Holding | No of Shares | Share Price at Portfolio Start 01/01/2020 |
|---|---|---|---|---|---|---|
| WPM | Wheaton Precious Metals Corp | Basic Materials | #DIV/0! | #DIV/0! | $29.71 | |
| GFI | Gold Fields Ltd ADR | Basic Materials | #DIV/0! | #DIV/0! | $6.59 |
Higher Highs Portfolio – Individual Stock Performance Analysis
We have back-tested this portfolio to 01/01/2020 based on the current holding. We have not taken account of the inevitable rebalancing that would have taken place during our back-testing period. The objective of our back-testing is to establish the general effectiveness of the investment philosophy, the criteria used and the success and failure of individual holdings within the portfolio.
| Ticker | Stock | Return 2020 | Return 2021 | Return 2022 | Return 2023 | Return 2024 | Return 2025 | Return All | USD Return 2020 | USD Return 2021 | USD Return 2022 | USD Return 2023 | USD Return 2024 | USD Return 2025 | USD Return All |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WPM | Wheaton Precious Metals Corp | #DIV/0! | $0 | $0 | $0 | $0 | #DIV/0! | #DIV/0! | |||||||
| GFI | Gold Fields Ltd ADR | #DIV/0! | $0 | $0 | $0 | $0 | #DIV/0! | #DIV/0! |
Higher Highs Portfolio – Summary Performance
This is the summary performance of our portfolio versus the S&P 500 Index for the last 6 months, the last 1 year, the last 2 years and since the portfolio back testing began on 01/01/2020.