Portfolio Update – WEEK 15 (April 06th to April 12th)

Good morning,


Hello, how are you all?

Week in green for the portfolio, as a result, portfolio rose +7.41% in April. Above all, a great result for the portfolio this week! This time rose +16.13%. In conclusion, strategy continues to work outperforming Wall Street’s top 3 indices. My wife and I remain confined at home.


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


Stocks ended higher Thursday but off their best levels, after the Federal Reserve announced $2.3 trillion in loans to aid the economy during the coronavirus pandemic, overshadowing a record 6.6 million U.S. jobless claims. Stocks lost ground following news of an OPEC agreement in principle on production cuts, which fell short of what markets were expecting. Mexico has reached an agreement on $OIL production cuts with OPEC+ after President Trump intervened to resolve the impasse. For the holiday-shortened week, the S&P 500 surged +12.1% for its biggest one-week gain since 1974, while the Dow rallied +12% and the Nasdaq jumped +10.6%.


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



$PAYC – Paycom Software, Inc. +34.53%

TTD – The Trade Desk, Inc. +33.28%

$ENPH – Enphase Energy, Inc. +32.66%

SEDG – SolarEdge Technologies, Inc. +29.75%

CDW – CDW Corporation +22.29%

$SHOP – Shopify Inc. +16.80%

$MA – Mastercard Incorporated +13.66%

FB – Facebook, Inc. +13.63%

LULU – Lululemon Athletica Inc. +12.28%

AAPL – Apple Inc. +11.01%

GOOG – Alphabet Inc. +10.34%

EDU – New Oriental Education & Technology Group Inc. +8.67%

NVDA – NVIDIA Corporation +7.81%

MSFT – Microsoft Corporation +7.35%

AMZN –, Inc. +7.14%


No portfolio changes this week.

Stocks/ETFs on my radar and that interest me: TSLA, AMD, MELI, ZM and TLT .


Microsoft Teams use surged 1,000% during March. Microsoft (NASDAQ:MSFT) says Teams video calls skyrocketed last month, but the company doesn’t provide a specific figure. Teams calls that included video rose from 21% to 43% over the month. Overall minutes spent in meetings by all Teams users rose from 900M minutes on March 19 to 2.7B on March 31. Remote work steadily grew over the month as more states implemented coronavirus stay at home orders and lockdowns.


Efforts in the U.S. appear to be dependent on testing far more Americans than has been possible to date, though planning is still in the early stages. The economy would likely be reopened in phases, beginning in smaller cities and towns in states that haven’t yet been heavily hit by the virus. New York reported its largest single-day COVID-19 death toll at 713 fatalities on Tuesday, while the number of U.S. cases surpassed 400,000. Nationwide coronavirus infections already reached 200,000 on April 1, meaning the country has doubled its confirmed case count in just one week.


“If we mess up again, it’s done,” Zoom (NASDAQ:ZM) CEO Eric Yuan said in an interview with WSJ. “I really messed up as CEO, and we need to win their trust back. This kind of thing shouldn’t have happened.” He was referring to the practice of “Zoombombing” – where people gain unauthorized access to a meeting – while user data has also been vulnerable to outsiders’ exploitation. “I feel an obligation to win the users’ trust back,” Yuan added. “We need to slow down and think about privacy and security first. That’s our new culture.”


Weekly Market Movement Wrap

U.S. Indices
Dow +12.7% to 23,719. S&P 500 +12.1% to 2,790. Nasdaq +10.6% to 8,154. Russell 2000 +18.1% to 1,242. CBOE Volatility Index -11.% to 41.67.

S&P 500 Sectors
Consumer Staples +4.1%. Utilities +12.3%. Financials +13.2%. Telecom +9.2%. Healthcare +8.8%. Industrials +10.7%. Information Technology +10.6%. Materials +15.7%. Energy +14.5%. Consumer Discretionary +12.2%.


Thanks for reading.


Best regards,





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