Portfolio Update – WEEK 25 (June 15st to June 21st)

Portfolio Update – WEEK 25 (June 15st to June 21st)


Good morning,


Hello, how are you all?

For the week, the portfolio climbed +4.62%, for the year, the result is fine, +24.03% YTD. In conclusion, the strategy continues to work surpassing the three main Wall Street indices. My wife and I were confined at home for 101 days. Check it out the portfolio stats .


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


(Seeking Alpha) Stocks fell in a choppy session Friday after Arizona and Florida reported spikes in new Covid-19 cases, Apple said it would temporarily shut some stores in those states, and cruise lines agreed to suspend U.S. port operations until September 15. The market had started the day with strong gains following a report that China planned to accelerate purchases of American farm goods The quadruple witching session saw plenty of movement, with all 11 stock sectors positive at one point and negative at another, but by the close only healthcare was in the green. For the week, the Dow gained +1%, the S&P 500 added +1.8% and the Nasdaq climbed +3.7%.


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



SHOP – Shopify Inc. +18.64%

TTD – The Trade Desk, Inc. +11.36%

ZM – Zoom Video Communications, Inc. +10.91%

NFLX – Netflix, Inc. +8.53%

SEDG – SolarEdge Technologies, Inc. +8.13%

TSLA – Tesla, Inc. +7.02%

MELI – MercadoLibre, Inc. +6.31%

PYPL – PayPal Holdings, Inc. +5.86%

AMZN –, Inc. +5.11%

PAYC – Paycom Software, Inc. +5.07%

FTNT – Fortinet, Inc. +4.89%

FB – Facebook, Inc. +4.47%

MSFT – Microsoft Corporation +3.95%

NVDA – NVIDIA Corporation +3.68%

AAPL – Apple Inc. +3.22%

AMD – Advanced Micro Devices, Inc. +1.36%

GOOG – Alphabet Inc. +1.31%

LULU – Lululemon Athletica Inc. +0.34%

MA – Mastercard Incorporated -0.43%

ENPH – Enphase Energy, Inc. -3.93%


This week I went shopping and increased the number of Stocks in the portfolio, aiming to reduce risk and decrease volatility. I added ZM, FTNT, TSLA NFLX, PYPL and MELI.

Stocks/ETFs on my radar and that interest me: FSLY, ADBE and TLT.


Weekly Market Movement Wrap

U.S. Indices
Dow +1.1% to 25,871. S&P 500 +1.9% to 3,098. Nasdaq +3.7% to 9,946. Russell 2000 +2.4% to 1,421. CBOE Volatility Index -2.7% to 35.12.

S&P 500 Sectors
Consumer Staples +3.%. Utilities +0.7%. Financials +1.3%. Telecom +2.3%. Healthcare +2.2%. Industrials +1.9%. Information Technology +3.6%. Materials +2.3%. Energy +0.7%. Consumer Discretionary +2.8%.


Thanks for reading.


Best regards,




Faça um Comentário