Welcome back to everyone, I’m sorry that it took a bit longer to share my portfolio review this month. So without further adu let’s get into it:
Apple (AAPL) – 16.81%
Qualcomm (QCOM) – 9.42%
Cisco (CSCO) – 7.98%
Abbvie (ABBV) – 7.91%
AT&T (T) – 7.04%
Shell (RDS.B) – 6.85%
Vanguard Emerging Markets ETF (VFEM) – 6.51%
Unilever (UN) – 6.49%
Bank Of America (BAC) – 6.14%
Caterpillar (CAT) – 5.73%
Vanguard Corporate Bond ETF (VUCP) – 5.43%
Pfizer (PFE) – 5.14%
Activision Blizzard (ATVI) – 4.47%
BP Plc (BP) – 3.85%
New Positions
Position Increases (BP,QCOM)I used the recent lower prices to increase my positions in BP and QCOM, thus reducing my average price for those positions.
I believe in both companies long-term and that proved to be a good time to add a bit to my positions.
Plans For The Month
Wait And See
There is a lot of fear and unceirtanty going on in the markets and for a good reason. The coronavirus is spreading fast across countries and is blocking a lot of economic activity. This will for sure have big effects on the world economy and we are yet about to find out how the virus can be stopped.
For now I am not going to enter new positions, but I am not selling anything either. The way I see it things will go back to normal within a couple of months top. In the meantime I am planning to add a couple of stocks that are within my Watchlist and see my portfolio having a more finished look.
Conclusion
Honestly I didn’t really have time for the stock market in the past month. I had my final exams just now (luckily I passed all of them) and I am now due to a return to London next week. I have a lot of stuff that I need to do within a couple of days and sadly don’t really have that much time for the stock market right now.
Hopefully that will change once everything settles and will have more time for My Portfolio and for you guys.
Thank you all for following my journey, wish you all the best.
Full Disclosure : I am/ we are long AAPL, UN, T, BAC, PFE, ABBV, CAT, RDS.B, VFEM, VUCP, CSCO, QCOM, ATVI
Additional Disclosure : This article is meant to identify an idea for further research and analysis and should not be taken as a recommendation to invest. It does not provide individualized advice or recommendations for any specific reader. Also note that I may not cover all relevant risks related to the ideas presented in the article.
Readers should conduct their own due dilligence and carefully consider their own invesing objectives, risk tolerance, time horizon, tax situation, liquidity needs and concentration levels. I am not a financial advisor and this article is for educational and personal accountability reasons only.
Sorry for the late reply. As for how do I decide- it depends on a lot of things- what are my plans, what sector I want to increase in my portfolio, which stocks represent a good value and so on. You can head over to my investing 101 section and you can find this in more detail.
Hello, from Brazil here…
I saw you have some stocks with high % at your portfolio (like AAPL at 16%) and others with low % (like ATVI at 4%). How do you decide in which stock will you invest in a month?
You want do go with all with the same % (if you want 20 stocks, maybe you want 5% in each one).
Can you tell your monthly dividend return?
Sorry for my bad writing english.
Yes, I generally prefer single stock to ETFs. And I don’t think I can beat the markets, not at all. I just like having my investments the way I want them and I believe in every stock I own. And also for the most part – I can control the amount of dividends I receive. Nothing wrong with ETFs, in fact I advocate for them, just that I like having a bit more control over my investment.
Am I correct in saying you have very little in index’s and much prefer single stocks/shares? Do you think you are going to beat the index? Or are there any other reasons for holding such few companies? – I’m always interested to hear people’s reasons- for me, I’m so risk adverse/boring, I go for an index every day of the week.