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Portfolio Update – WEEK 13 (March 23th to March 29th)

Good morning,


Hello, how are you all?

Attention! Portfolio rising, were +12.39% this week. Week in green for the portfolio, there was a break for 4 consecutive weeks in red. My wife and I have been confined for 2 weeks, because the spread of the coronavirus has disrupted the world and is causing us to deal with major disruptions to our lives and our responses. So, it is time to continue, stay focused and be patient.


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


(Seeking Alpha) Stocks closed near session lows Friday after an afternoon push fizzled, giving back some of the strong gains from the previous three days and capping off another volatile week of trading. Stocks started lower but trimmed losses amid quarterly rebalancing activity and the House’s passage of the $2 trillion coronavirus rescue package without undue delay, but a late downturn coincided with news that the Fed would reduce its daily pace of Treasury buying to $60B starting next week. The major averages still posted big gains for the week, with the Dow soaring +12.8% for its biggest one-week gain since 1938, the S&P jumping +10.3% and the Nasdaq $QQQ rising +9%.


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



$ENPH – Enphase Energy, Inc. +24.54%

$NVDA – NVIDIA Corporation +22.83%

$SHOP – Shopify Inc. +21.83%

SEDG – SolarEdge Technologies, Inc. +18.33%

CDW – CDW Corporation +17.84%

TTD – The Trade Desk, Inc. +17.46%

MA – Mastercard Incorporated +17.14%

LULU – Lululemon Athletica Inc. +14.44% (earnings reported 03-24-20)

MSFT – Microsoft Corporation +8.99%

PAYC – Paycom Software, Inc. +8.37%

AAPL – Apple Inc. +8.03%

FB – Facebook, Inc. +4.72%

GOOG – Alphabet Inc. +3.58%

EDU – New Oriental Education & Technology Group Inc. +3.66%

AMZN –, Inc. +2.93%


No portfolio changes this week.

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


Needham upgrades Nvidia (NASDAQ:NVDA) from Hold to Buy with a $270 target. Analyst Rajvindra Gill sees GPUs for medical applications ramping and the use of AI growing due to the coronavirus pandemic. Gill thinks investors should head for companies with “superior balance sheets and robust free cash flow” during the macro uncertainty.


IBM (NYSE:IBM) disclosed a collaboration with the White House Office of Science and Technology Policy and the Department of Energy to launch the COVID-19 High Performance Computing Consortium. “16 systems with more than 330 petaflops, 775,000 CPU cores, 34,000 GPUs, and counting” will be provided to develop predictive models to analyze the coronavirus progression and identify potential treatments. Researchers from around the world can submit proposals, and the Consortium will select the projects that could have the most immediate impact.


The SEC suspended trading in the largely defunct Zoom Technologies (OTC:ZOOM) – once a distributor of wireless products – after widespread confusion with popular videoconferencing company Zoom Video Communications (NASDAQ:ZM), which has seen a sharp rise in usage and stock price amid the COVID-19 pandemic. That suspension lasts until April 8 – hopefully giving everyone enough time to learn who’s who. Over the past three months, Zoom Video Communications has risen 109%, while Zoom Technologies went from $1.26 to an intraday high of $60 last Friday.


Thanks for reading.


Best regards,





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