Portfolio Update – WEEK 40 (September 28st to October 04th)

By 5 de October de 2020 No Comments

Portfolio Update – WEEK 40 (September 28st to October 04th)


Good morning,


Hello, how are you all?

For the week, the portfolio rose +5.91%, for the year, the result is fine, +61.18% YTD and for Setember -2.46%. I remain confident in technology companies especially. In conclusion, the strategy continues to work surpassing the three main Wall Street indices. Check it out the portfolio stats .

In case of any doubt, you can access the FAQ of my blog:


Here is the detailed weekly income of the positions that make up the portfolio:



SEDG – SolarEdge Technologies, Inc. +25.19%

ENPH – Enphase Energy, Inc. +22.83%

TTD – The Trade Desk, Inc. +17.61%

PAYC – Paycom Software, Inc. +16.86%

NIO – NIO Limited +15.61%

SHOP – Shopify Inc. +7.08%

LULU – Lululemon Athletica Inc. +5.49%

AMD – Advanced Micro Devices, Inc. +4.80%

FSLY – Fastly, Inc. +4.24%

NFLX – Netflix, Inc. +4.18%

PYPL – PayPal Holdings, Inc. +2.49%

MA – Mastercard Incorporated +2.12%

FB – Facebook, Inc. +2.01%

TSLA – Tesla, Inc. +1.90%

MELI – MercadoLibre, Inc. +1.63%

NVDA – NVIDIA Corporation +1.46%

AMZN –, Inc. +0.97%

GOOG – Alphabet Inc. +0.93%

AAPL – Apple Inc. +0.66%

MSFT – Microsoft Corporation -0.78%

ZM – Zoom Video Communications, Inc. -2.87%


This week, I closed $FTNT and added $NIO.

Stocks/ETFs on my radar and that interest me: COUP, ADBE, VEEV, SQ and TLT.


Thanks for reading.


Have a good one,




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