Monthly Portfolio Update – (October-21)
Hello, how are you doing?
For the week, the portfolio rose +5.50% – AWESOME. For the last 12 months, the result is fine, +47.60% and for October increased by an incredible +12.50%. 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 .
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(Seeking Alpha) The resilient U.S. stock market racked up another round of record highs on Friday, as investors looked past disappointing quarterly results from Apple and Amazon to finish the strongest month of the year. Both companies missed revenue estimates for the latest quarter and issued cautious guidance due to persisting supply chain problems.
On the economic front, the U.S. economy was reported to have grown at a 2% annualized GDP pace in the third quarter to mark the slowest rate of increase in more than a year. But despite the Big Tech and GDP disappointments, stocks have been setting records, as more than 80% of companies on the S&P 500 reporting earnings so far have beaten estimates from Wall Street analysts. All three major market averages finished higher for the fourth straight week and with strong gains for October, as the Nasdaq jumped +7.2%, while the S&P surged +6.9% and the Dow climbed +5.8% for its best month since March.
Here is the detailed monthly income of the of the stocks that performed best in the portfolio:
ENPH – Enphase Energy +56.08%
TSLA – Tesla, Inc. +42.58%
SEDG – SolarEdge Technologies +35.44%
FNGU – MicroSectors FANG Index +33.06%
NVDA – NVIDIA +24.61%
QCLN – First Trust NASDAQ Clean Edge Green Energy ETF +24.37%
GNRC – Generac Holdings +22.64%
ETSY – Etsy, Inc. +22.11%
AMD – Advanced Micro Devices, Inc. +19.817%
INMD – InMode +18.77%
MSFT – Microsoft +16.77%
No changes for the portfolio this week. Stocks/ETFs on my radar and that interest me: DVAX, ASAN, MRNA, GM, ZS, ADBE, PBR, PAYC and INTU.
Thanks for reading.
Have a good one,