Today I’ll be giving an update on my stock portfolio. The previous blog post about my stock portfolio can be found here* it is from January 23, 2019 and will be briefly recapped below.
Last time I had $11,500 funded in my Robinhood portfolio, today we are sitting at $8,500 with $350 in process of being withdrawn. This was due to pulling profits and the need to pay the bills and paying Uncle Sam this year. In January I had a total profit of 1,132.90, today we are sitting at $1950.53 which has been a terrific gain in the last 3 months. Also this is real, dividend and profit gains from sold positions, this is not based off the account value/paper value. If you run the numbers, it equates to a yearly gain of 32.7% (quarterly gain of 8.17%) when using a $10,000 account value (average account value over this duration). Some of the larger sales and profits made during this time include, Proctor and Gamble (PG), Roku, Caterpillar (CAT), ULTA, BPMX, Chesapeake Energy (CHK), Apple, Alibaba (BABA), and Facebook (FB). Some of these were large full position sales, others were pulling profits and reallocating funds with small sales. As a result, my account looks incredible right now. A few of the highlights include $550 profit from Ulta, $245 profit from Roku, Apple-BABA-CAT together came out to around $100 profit.(single shares were sold)
The markets have been on quite a tear since the major hiccup in December and with reallocation and making some big sales I have continue to do well in all aspects of my account. I am looking into adding into some of my dividend positions as my yield could come up quite a bit to hit my passive income targets for 2019. I am finishing writing this article on 4/25/19 and Ford just broke $10, and several dividend stocks I’ve been looking at have hit recent lows which I am hoping to capitalize on.
Below I will highlight some of my positions.
CHK has come up considerably but still rough considering its my largest position, I did sell off 75 shares for a nice little gain (still a loss though) to recycle some more cash back into my account.
F just went up around 8% AH on a great earnings report, more to come on that, plan to hold for a while and collect 6% dividends for years to come.
JD and BABA are doing well overall, China and U.S. trade tensions have eased a bit and both positions look good.
FB is doing incredible now as well as AMBA which was one of my low runners for the longest time.
For a complete view of my portfolio check out the screenshot of my tables below.
I am currently looking at adding to my AT&T position, APLE, IRM, and LB. I am also trash at options and should really avoid using them till I feel more confident and just stick to my value and dividend investing and make my returns that way instead of trying to get rich quick.
1/24/19 stock portfolio