Portfolio Update – WEEK 26 (June 22sd to June 28th)

Portfolio Update – WEEK 26 (June 22sd to June 28th)


Good morning,


Hello, how are you all?

For the week, the portfolio slipped -1.73%, for the year, the result is fine, +21.89% YTD. In conclusion, the strategy continues to work surpassing the three main Wall Street indices. My wife and I were confined at home for 108 days. This week my wife and I will enter the new normal post quarantine. Check it out the portfolio stats .

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


(Seeking Alpha) Stocks ended Friday with a sharp selloff as sinking social media stocks and financials as well as reversals in some COVID reopening plans all brought out sellers. The S&P 500 fell -2.4% and finished below its 200-day moving average, a key technical level which previously had provided support. Texas and Florida curbed drinking at bars, and Arizona reported a surge in new virus infections. Meanwhile, shares of Facebook and Twitter plunged as companies continued to pull social media ads, saying the tech giants had been negligent in monitoring hate speech. Bank stocks came under pressure after the Fed said it would cap dividends and halt buybacks in the third quarter. For the week, the Dow and S&P fell -3.3% and -2.9%, respectively, while the Nasdaq edged -1.9% lower.


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



FSLY – Fastly, Inc. +35.83%

PYPL – PayPal Holdings, Inc. +5.86%

ZM – Zoom Video Communications, Inc. +5.47%

SHOP – Shopify Inc. +3.29%

TTD – The Trade Desk, Inc. +3.10%

MELI – MercadoLibre, Inc. +2.12%

AAPL – Apple Inc. +1.12%

AMZN –, Inc. +0.67%

MSFT – Microsoft Corporation +0.60%

NVDA – NVIDIA Corporation -1.15%

FTNT – Fortinet, Inc. -1.58%

NFLX – Netflix, Inc. -2.27%

MA – Mastercard Incorporated -2.41%

LULU – Lululemon Athletica Inc. -2.64%

ENPH – Enphase Energy, Inc. -3.04%

PAYC – Paycom Software, Inc. -3.71%

TSLA – Tesla, Inc. -4.11%

GOOG – Alphabet Inc. -5.02%

AMD – Advanced Micro Devices, Inc. -7.62%

FB – Facebook, Inc. -9.51%

SEDG – SolarEdge Technologies, Inc. -15.67%


This week I added FSLY.

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



Statista draws upon Harvard research using credit card data to look at year-over-year changes in consumer spending.

Trade deal clarification

Trade-related headlines cast light on the delicate state of the markets after a comment from Peter Navarro sent assets whipsawing on Monday. In an interview on Fox News, the White House trade adviser said a hard-won U.S.-China trade deal was “over,” though he later clarified that his remark had referred to the “lack of trust” in the Chinese administration. President Trump later confirmed the trade deal between the U.S. and China was “fully intact,” adding he hoped Beijing would continue to live up to the terms of the agreement.


Phase Four

Another stimulus package is in the making, though what form it will take is still being debated. “Whatever we do it’ll be much more targeted, much more focused on jobs, bringing back jobs and making sure we take care of our kids,” Treasury Secretary Steven Mnuchin told reporters. Early in the week, President Trump also appeared to suggest that there could be another round of stimulus checks on the way for Americans and details would likely be released “over the next couple of weeks.” Some other policies under consideration include a payroll tax cut and protections for businesses from coronavirus-related liabilities.



Verizon (NYSE:VZ) became the latest firm to pull advertising from Facebook (NASDAQ:FB) in the “Stop Hate for Profit” campaign, following in the footsteps of Ben & Jerry’s, REI, Patagonia and The North Face. Last week, six organizations, including the ADL and NAACP, called on companies to pause advertising on the social network for July “to show they will not support a company that puts profit over safety.” A Verizon spokesperson said the decision would stand until Facebook and Instagram “can create an acceptable solution that makes us comfortable.”

The Rise Of Robinhood Traders

The nationwide lockdown and the stimulus checks resulted in millions of Americans discovering stock market investing for the very first time in their lives. Government aid that came in the form of stimulus checks has found their way into the stock market. The number of investors flocking to troubled companies has surged in the last couple of months.


Weekly Market Movement Wrap

U.S. Indices
Dow -3.3% to 25,016. S&P 500 -2.9% to 3,009. Nasdaq -1.9% to 9,757. Russell 2000 -2.4% to 1,385. CBOE Volatility Index -1.1% to 34.73.

S&P 500 Sectors
Consumer Staples -1.3%. Utilities -1.9%. Financials -1.%. Telecom -0.8%. Healthcare -1.6%. Industrials -2.3%. Information Technology +1.6%. Materials -1.1%. Energy -3.%. Consumer Discretionary +0.4%.


Thanks for reading.


Have a good one,




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