Portfolio Update – (January 21st to June 27th)

Portfolio Update – (January 21^st to June 27^th)

 

Good afternoon,

 

Hello, how are you all?

For the week, the portfolio rose +3.6% – AWESOME. For the last 12 months, the result is fine, +73% and for June moved up +9.87%. I remain confident in technology companies especially. In the next few days, I intend to add funds to the portfolio and reinforce the main positions. Check it out the portfolio stats https://etoro.tw/2UHOvRc .

 

In case of any doubt, you can access the FAQ of my blog: https://santiago1000.it/en/#faq

 

(Seeking Alpha) The S&P 500 closed the week at another record high, posting its best weekly performance since February, as investors bet that higher inflation will be temporary as the economy continues to push out of the pandemic. A parade of speakers from the Federal Reserve, including Chairman Jay Powell, eased concerns about rate tightening anytime soon, but the shallow breadth of this week’s stock market rally has some observers worrying that the run higher is looking a bit tired. The S&P 500 rallied 2.7% for the week, the Dow gained 3.4% for its best week since mid-March, and the Nasdaq climbed 2.4%. Meanwhile, the bond market spent most of the week barely moving, but the long end of the Treasury curve saw some selling Friday as core PCE inflation came in at the highest rate in nearly 30 years.

 

Here is the detailed weekly income of the of the stocks that performed best in the portfolio:

 

STOCKS

 

TTD – The Trade Desk Inc. +24.87%

ROKU – Shopify Inc. +16.97%

ETSY – Etsy, Inc. +8.82%

SCCO – Southern Copper Corporation +8.31%

TSLA – Shopify Inc. +7.79%

 

No changes for the portfolio this week. Stocks/ETFs on my radar and that interest me:  GM, CROX, ADBE, OKTA and COUP .

 

Thanks for reading.

 

Have a good one,

 

Santiago