The Average Investor Portfolio
A look into average investor portfolio by stocks, funds, and sectors
Following up from our previous post where we showed that over 70% of users made money in November, this update looks at what drove that performance.
First is a look at what made the most money for users (and what lost the most.) With Openfolio you can share what you own and what percentage of your portfolio is held in any stock, with this we can see which stocks created or destroyed the most wealth for users. The key takeaway? Many internet and tech stocks rebounded sharply in November and created plenty of gains, but a few (TWTR, GPRO, AAPL) did just the opposite.
Rounding off that list of laggards is SunEdison (SUNE), and National Bank of Greece (NBG).
Next, what are the 25 most popular stocks?
- The top 25 most popular stocks are large and current consumer brands (Apple, Facebook, Disney, Tesla).
- 8 of the Top 25 most popular stocks are tech companies.
Investors who made money in November tended to own the most popular stocks, Though notable exceptions included Twitter (TWTR) and Verizon (VZ), which appeared less in money maker’s portfolios.
How did the 70% of people who made money differ from the average in terms of Ownership? Users who made money last month were more likely to have BIDU, BOX, INVN, and ATVI in their portfolios. See below:
What about funds? Here are the 25 most popular from Openfolio users: Vanguard really runs the board here, which makes sense given their history of the lowest fee funds.
In performance by Sector, Tech was the biggest driver of gains in the average investor portfolio. Industrials and Biotech also rose but are smaller sectors so contributed less to the average portfolio. Large losses were seen in Telecommunication such as Verizon, while Energy sectors continue to lag.
Stay tuned for our next installment where we look into Portfolio Changes to see what the largest changes in portfolio allocations by sectors, stocks and funds were.
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