February 2020 Stock Portfolio update

Dear fellow investors, ladies and gentlemen, friends, and family. There were a lot of things happened to my stock portfolio this month and I will start by highlighting them:

  • My portfolio got hit hard with the coronavirus situation
  • It was an amazing buying opportunity for me as most stocks on my watchlist went down in price and provided a good discount
  • I created a second portfolio which consists of some growing stocks
  • I bought a European index fund for the first time

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 forever. This is my plan for building wealth long term and reaching FIRE (Financial Independence, Retire Early).

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My current Dividend stock portfolio

You can download from here:

This Portfolio dividend’s Yield is 4.23%

So with the current coronavirus situation and its massive impact on the stock market, my portfolio went down 8.04% which is the worst drawdown I had in one single month.
However, following my investing strategy, I found it a great opportunity to enter the market and hunt for good deals and that’s what happened, I ended up buying 16 new stocks

Also, for the first time, I bought an index fund, I’m not a huge fan of index funds as most of you know, I like to pick individual companies by myself, however, I found it difficult and expensive to invest in European stocks. Diversifying across Europe is one of my investing plans so I did some deep research and I found this interesting Vanguard Developed Europe UCITS ETF which pays dividends of 3.2% and covers most of the big companies I was looking for.

My New holdings

  • Vanguard Developed Europe ETF (VEUR)
  • AT&T
  • Kellogg Company
  • Intel
  • Caterpillar
  • Royal Dutch Shell
  • UPS
  • 3M
  • Walgreens Boots Alliance
  • Coca-Cola
  • Realty Income
  • Cisco
  • Dominion Energy
  • PepsiCo
  • Cardinal Health
  • Royal Bank of Canada
  • Microsoft Corp

My dividends portfolio Intrinsic Value based on Free Cash Flows

Based on the analysis of many major analysts from big financial institutions like wells Fargo, Morningstar, Morgan Stanley, Jp morgan, Goldman Sachs, Barclays … My portfolio is 41.3% undervalued which gives me a huge margin of safety.

For the month of February, the ROI on My dividends stock portfolio is -8.04%
Dividends received: 0.17%

My current Growth stock portfolio

It is a simple, straightforward portfolio that will consist of 5-6 of big growing companies, I bought Facebook, amazon, google and I will add Alibaba and apple just after this coronavirus situation ends.
The reason behind creating this kind of portfolio is that I’m still far from my FIRE and this kind of stocks helps fast-growing my portfolio (returned 200-300% in the past 10 years) and when I will approach my FIRE I will sell them and the money will go to my dividends portfolio.

My growth portfolio Intrinsic Value based on Free Cash Flows

My growth portfolio is 18.9% undervalued which is a good margin of safety, usually, it is advised to shoot for more than 20%.

For the month of February, the ROI on My Growth stock portfolio is -4.31%
Dividends received: 0%

Best stocks Based on performance

  • Gilead Sciences
  • McDonald’s
  • AbbVie

Worst stocks Based on performance

  • Pebblebrook hotels
  • Park hotels and resorts
  • Westrock
  • Simon property

From my observation, REIT stocks performed the worst is this period and heavily affected by the coronavirus down to -15%, on the other hand, healthcare stocks performed well up to 6%.

Best buy now stocks

  • Intel
  • Caterpillar
  • UPS
  • 3M
  • Coca-Cola
  • Realty Income
  • Dominion Energy
  • PepsiCo
  • Cardinal Health
  • Royal Bank of Canada

You can get this blue-chip sold companies at a good discounted price at the moment

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, don’t sell.
Keep investing, keep following your strategy.
Get ready with your cash to enter, in the next couple of months, there will be buying opportunities, and the deals you will get could be your best investments ever.

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 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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