avatarFernando Lopes

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Abstract

          <div>
            <h2>How Qualcomm Became My Best Trade Ever</h2>
            <div><h3>QCOM stock exploded and the result was shocking…</h3></div>
            <div><p>medium.com</p></div>
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            <div style="background-image: url(https://miro.readmedium.com/v2/resize:fit:320/0*Gv8I-JzT2kU8s_YD)"></div>
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    </div><h1 id="46fe">Performance</h1><p id="3353">My current indicators:</p><ul><li>Portfolio Forward Dividend Yield = <b>4.79%</b></li><li>Portfolio Theoretical YTD Return = <b>+11.76%</b> (includes new positions; excludes dividends, ETFs and sold positions)</li><li>SPY ETF YTD Return = +17.65%</li></ul><p id="135b">The performance mentioned above is just a theoretical YTD return on my current portfolio which <b>does not reflect at all my real YTD returns</b> since purchase. However, it helps me to blindly compare my current portfolio against the S&amp;P 500 index ETF performance since the beginning of the year.</p><p id="53d7">Since I have done several top-ups on my portfolio mostly due to my <a href="https://readmedium.com/how-much-did-i-save-in-1q-2019-c380b967939f">great saving results in March</a>, my <b>real returns</b> keep changing so there is no point in registering them until I have a more stable account.</p><p id="4e2a">Maybe as an idea, I will track my portfolio growth month-over-month so I can see both top-ups and dividends reflected on a nice graph.</p><blockquote id="b995"><p>My Worst Performer YTD: ITUB (-10.71%)

My Best Performer YTD: DIS (20.40%)</p></blockquote><h1 id="9985">Plan for May</h1><p id="ac57">I believe the market will pull back from its highs. We are hitting resistance on the S&P 500 so I will focus on <b>growing my cash position</b>. I ended up spending the money I had available in the account on stocks which I considered to be good opportunities.</p><p id="f23c">I haven’t really been <b>tracking closely my dividends </b>and it is my goal to start documenting this income stream in the upcoming reviews. That will also allow me to set some specific goals towards dividends.</p><p id="0554">For some people managing a portfolio is simply too much work and many times not worth it if we compar

Options

e with the simple ETF approach. However, I find it extremely useful as a <b>personal development tool</b> and it will hopefully add value to my retail investing career.</p><p id="dce8"><b><i>If you like my content, please check my other stories:</i></b></p><div id="c544" class="link-block"> <a href="https://readmedium.com/how-much-did-i-save-in-1q-2019-c380b967939f"> <div> <div> <h2>How Much Did I Save In 1Q 2019?</h2> <div><h3>March was a great month of my savings. In other articles, I already discussed the importance of tracking your expenses…</h3></div> <div><p>medium.com</p></div> </div> <div> <div style="background-image: url(https://miro.readmedium.com/v2/resize:fit:320/0*RlxF2iyjYXefAzN-)"></div> </div> </div> </a> </div><div id="1388" class="link-block"> <a href="https://readmedium.com/the-1-trick-that-is-changing-my-financial-life-8d6db8b820bd"> <div> <div> <h2>The 1% Trick That is Changing My Financial Life</h2> <div><h3>“Many times we override simple changes in our life due to the many deflectors we are exposed to every single day. No…</h3></div> <div><p>medium.com</p></div> </div> <div> <div style="background-image: url(https://miro.readmedium.com/v2/resize:fit:320/0*IIPoZ5npkpkPdu8X)"></div> </div> </div> </a> </div><div id="a186" class="link-block"> <a href="https://readmedium.com/3-side-income-ideas-for-2019-5d4480bfd352"> <div> <div> <h2>3 Side Income Ideas for 2019</h2> <div><h3>Ready to build another income stream?</h3></div> <div><p>medium.com</p></div> </div> <div> <div style="background-image: url(https://miro.readmedium.com/v2/resize:fit:320/0*LJ-IHHnSyzavcRFk)"></div> </div> </div> </a> </div><p id="c5ed"><i>Disclaimer: I am not a financial advisor. Always do your own research when investing in stocks.</i></p></article></body>

Photo by Austin Distel on Unsplash

Stock Portfolio Review: April 2019

A new month just started! Perfect time to review my portfolio.

Updated: 6th May

A few days back I have shared some details of my portfolio. You can read it here. For me personally, it was a good exercise so I have decided to do it once a month and share it on Medium. It forces me to look to each position and see the impact of it on my portfolio.

Since I am adding funds to this account every week or so and, therefore, adding to existing positions or opening new positions, it makes sense I review it quite often.

My long term focus is a mix of dividend-paying stocks and a few growth stocks to hopefully beat the market in the long run.

Let’s go!

Current Stats

# of Stocks Holdings: 24 # of ETFs Holdings: 2 # of Dividend Stocks: 20 Cash Position: 0.18%

My Biggest Holding: ABBV (8.01%) My Smallest Holding: BBVA (2.02%)

As you can notice since last month, I have opened a new position in 5 stocks:

  • Boeing (BA)
  • Disney (DIS)
  • Elastic N.V. (ESTC)
  • Pagamento Seguro (PAGS)
  • Kimco Realty Corp (KIM)

I have sold my position in Qualcomm (QCOM) due to the explosion on the stock price and decided to lock in gains. Is not every day that one of your stocks just jumps more than 50% !!!

QCOM was my best stock trade ever and I documented it here if you are curious:

Performance

My current indicators:

  • Portfolio Forward Dividend Yield = 4.79%
  • Portfolio Theoretical YTD Return = +11.76% (includes new positions; excludes dividends, ETFs and sold positions)
  • SPY ETF YTD Return = +17.65%

The performance mentioned above is just a theoretical YTD return on my current portfolio which does not reflect at all my real YTD returns since purchase. However, it helps me to blindly compare my current portfolio against the S&P 500 index ETF performance since the beginning of the year.

Since I have done several top-ups on my portfolio mostly due to my great saving results in March, my real returns keep changing so there is no point in registering them until I have a more stable account.

Maybe as an idea, I will track my portfolio growth month-over-month so I can see both top-ups and dividends reflected on a nice graph.

My Worst Performer YTD: ITUB (-10.71%) My Best Performer YTD: DIS (20.40%)

Plan for May

I believe the market will pull back from its highs. We are hitting resistance on the S&P 500 so I will focus on growing my cash position. I ended up spending the money I had available in the account on stocks which I considered to be good opportunities.

I haven’t really been tracking closely my dividends and it is my goal to start documenting this income stream in the upcoming reviews. That will also allow me to set some specific goals towards dividends.

For some people managing a portfolio is simply too much work and many times not worth it if we compare with the simple ETF approach. However, I find it extremely useful as a personal development tool and it will hopefully add value to my retail investing career.

If you like my content, please check my other stories:

Disclaimer: I am not a financial advisor. Always do your own research when investing in stocks.

Investing
Stock Market
Personal Development
Personal Finance
Review
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