PassiveEarning

October Stocks Update and Monthly Analysis

Like September, October was also a positive month for my Stock Portfolio. At the start of the month, I deposited $120 to keep my determination to add at least $100 each month to my stock portfolio to grow it over time and reach the Silver Club Membership in eToro, which will give me a Dedicated Account Manager and a Daily Market Summary Newsletter. I am quite interested to see what if these things can help me improve my decision-making process.

Last month I thought about buying Accenture PLC, Airbus Group, Johnson & Johnson and NextEra Energy. Out of those I ended up buying only NextEra Energy but I switched my focus on “Deutsche Lufthansa Aktiengesellschaft” and “Deutsche Post AG”. On the 12th all of my information sources were pointing to a fall in the price of the UK stocks that I own so I sold LLOY.LL(Lloyd’s), BARC.L(Barclays), RBS.L(Royal Bank of Scotland) and RMG.l(Royal Mail). Afterward when the Brexit tensions calmed down I bough back LLOY.LL, BARC.L, and RBS.L but I additionally bought also HSBA.L(HSBC Holdings) and KIE.L (Kier Group PLC). I think that investing in these stocks from the financial sector when they are beatdown is a good decision, also they have great dividend rates, that is why I rebought them after the sentiment switch (I earned maybe 0.5% after fees for these transactions in a day). Overall I sold LLOY.L with 25.54% profit, BARC.L with 16.50%, and RBS.L with 16.30% with RMG.L I lost 3.67%. The negative sentiment regarding RMG.L made me sell it with a loss even though it is a good stock, but I wanted some cash to redistribute between other stocks.

Going to the US market, I sold my Netflix (NFLX) stocks with a 7.18% profit I could have made an additional 2-3 % more if I kept it but I wanted to diversify my portfolio a bit more. With the money that I made off NTLX and the UK/German Stocks, I bought ConAgra Foods Inc. (CAG), Verizon(VZ), The Kraft Heinz Company(KHZ) and Bristol-Mayers Squibb Co (BMY). The last two were suggestions from different people from different channels and I bought them because they have good statistics and a good dividend pay rate. This month’s MVP Stock would be Office Depot Inc (ODP), still undervalued with a 5.92% dividend yield and a good Earnings Report Sentiment. I call it the MVP because I am 33.13% up on this Stock, I sold 50% of my stocks and rebalanced the money into the stocks mentioned above.

The worst performer of my portfolio is Aurora Cannabis Inc, but I decided to stick with it, because of my fear of missing out with Cannabis stocks. Aurora Cannabis Inc is a good company and I think that there is potential, I just wish I waited 10 more days before buying the stock. The lesson that I learned here is that I should not buy when I see a decrease of 10% after a positive Earnings Report, this method may have worked for Office Depot Inc., but with ODP I already have a feeling how the stock price works. The only stock that I want to sell is PayPal, it has great potential but with a 0% dividend yield, I do not want it in my portfolio.

My swing trading strategy has been augmented with a dividend yield strategy. I will try to focus on stocks that have a good dividend yield and are undervalued. Might not be many stocks like this, but my portfolio is already growing, last month I started with 19 companies and now I am already at 27.

The stock tool that I have on the page I use to see some general data about the company, this helps me make decisions more easily.

Currently, I have the following stocks in my portfolio.

Stock Name Money Invested (%) Overall Profit since Investing(%)
PayPal Holdings 7.35% -9.23%
Foot Locker Inc 6.57% -0.40%
Wells Fargo & Co 6.32% 8.81%
Centrica 5.04% -18.12%
Visa 4.86% -1.58%
Philip Morris International Inc 3.41% 12.36%
Corning Inc 3.41% 7.09%
NextEra Energy Inc. 3.41% -0.09%
ConAgra Foods Inc. 3.41% -0.54%
ConAgra Foods Inc. 3.26% -0.04%
Nintendo CO Ltd. 2.92% 3.95%
Barclays 2.92% 1.26%
Verizon 2.92% 1.77%
Lloyd's 2.92% -5.97%
Royal Bank of Scotland 2.92% -6.92%
Cloudflare 2.82% -5.04%
Kier Group PLC 2.74% -8.46%
Coca-Cola 2.68% -2.43%
HSBC Holdings 2.68% -1.66%
Office Depot Inc 2.43% 33.13%
JPMorgan Chase & Co 2.43% 21.67%
Goodyear Tire & Rubber Co 2.43% 18.76%
Prudential Financial Inc 2.43% 13.44%
Deutsche Lufthansa AG 2.43% 9.81%
Deutsche Post AG 2.43% 7.63%
The Kraft Heinz Company 2.43% 1.06%
Aurora Cannabis Inc 2.43% -40.17%

The past month was quite good for me since my stock portfolio rose by 3.16%, looking at the numbers for this month I think it will be a bad one for most of my UK stocks. But the new ones that I invested in should balance out the loss. My goal is this month to be above 0.2%.

This month I also want to focus on Forex trading so my next post will be about my experice with Forex and the eToro Virtual Account.

If you want to follow me on eToro you can follow this link.



Disclaimer:
This is not financial advice.
I am not a financial advisor.
The intention of the post is just to share my experiences.
eToro Disclaimer : "66% of Retail CFD Accounts Lose Money
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