April 2020 Stock Portfolio update

Dear fellow investors, ladies and gentlemen, friends, and family. This month, my stock portfolio recovered as the market recovered from its dip giving no rationality as the whole economy is doing quite bad at the moment leaving everybody questioning “what’s going on here”.

Giving all of this, I did not invest or add any position as I said in my last update, I will be waiting for strong confirmation either the economy recovers and everything comes back to normal, or the negative impact start showing in the stock market then I will enjoy buying the discounts. So you will find this update very brief without much discussion.

As usual, I try to keep my stock portfolio updates as simple as I can so everybody can understand it, so you will not see me talking about the FED interest rate cut, the high unemployment rates or the high corporate debt levels, GDP …

For those who don’t know me and are first-timers, I mainly Invest in dividends stocks using dividends growth investing strategy together with value investing, I Simply invest in blue-chip solid companies with a wide moat and I buy and hold long term. This is my plan for building wealth long term and reaching FIRE (Financial Independence, Retire Early).

I also have a small growth stock portfolio I created 2 months ago which you will see later on in this article.

If you are new to investing and you want to start, check out my Getting started: stock investing HERE

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My current Dividend stock portfolio

You can download from here:

This Portfolio dividend’s Yield is 4.23%

So with everything happening in the epidemic situation and its massive impact on the stock market, my portfolio was doing similar to the market itself (S&P 500).

For the month of March, the ROI on My dividends stock portfolio is +9%

Stocks that paid me dividend

  • Coca-Cola
  • Pebblebrook Hotel Trust
  • Park Hotels & Resorts
  • Cardinal Health Inc.
  • Realty Income
  • Cisco Systems

Total dividends received 0,093%

Stocks That cut or suspended their dividend

2 of my stocks have cut and suspended their dividend
General Motors (GM) suspended its dividend
Royal Dutch Shell cut its dividend by 66% to 16 cents a share, the first reduction since 1945.

My dividends portfolio Intrinsic Value based on Free Cash Flows

My portfolio is 41.3% undervalued which gives me a huge margin of safety.

My current Growth stock portfolio

It is my simple, straightforward portfolio that consists of 3 big fast-growing companies.

This growth stock portfolio outperformed the market with +22% compared to the S&P500 +12% and Facebook went up +25%

My growth portfolio Intrinsic Value based on Free Cash Flows

My growth portfolio is 18.9% undervalued which is still a good margin of safety.

For the month of March, the ROI on My Growth stock portfolio is +22,77%

Best stocks Based on performance

  • Hanesbrands Inc
  • Amazon
  • Facebook
  • Alphabet
  • Abbvie
  • Magellan Midstream Partners LP
  • Enterprise Products Partners LP

Worst stocks Based on performance

  • WestRock Co A
  • Royal Dutch Shell PLC ADR Class A
  • Caterpillar Inc

The vast majority of stocks recovered this month except few.

Best buy now stocks

  • Intel
  • AbbVie Inc
  • Caterpillar
  • UPS
  • 3M
  • Coca-Cola
  • Realty Income
  • Cardinal Health
  • Royal Bank of Canada

What is my next move

As I said in the beginning, I will be waiting for strong confirmation either the economy recovers and everything comes back to normal and I will continue buying my stocks constantly, or the negative impact start showing in the stock market, then I will enjoy buying the discounts.

My portfolios historical returns

PS: The portfolio started at 14% and that’s all my return from ex-trading/investing before starting FIRE and long term dividends investing.

That’s it for this month, I just want to conclude with some advice about investing in the current situation:
Don’t panic, don’t listen to the news, never sell.
Keep investing, keep following your strategy.
Get ready with your cash to enter when good opportunities come.

let me know what’s your portfolio performance this month and Please if you have any questions, feedback or anything you want me to cover/ explain, don’t hesitate to leave a comment or contact me. Also, don’t forget to subscribe to my newsletter so you don’t miss any new post.

I do not show my portfolio/investments amount numbers $$$ because I want to keep privacy also I don’t want to confuse you with bigger or smaller numbers then yours, instead I use percentage, it is easy to understand, follow and apply on your personal portfolio/investment decisions.

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