My portfolio – November 20

Sleepy Portfolio Assessment – November 20

These are the positions of the Sleepy portfolio.

CompanyTickerCurrencyAcquisition PriceWeightReturn
LVMHMC.PAEUR35020.58%46.77%
PUMAPUM.DEEUR5519.10%50.65%
AUTOZONEAZOUSD113516.47%1.42%
DIGITAL VALUEDGV.MIEUR3116.24%12.17%
STANDARD & POORS GLOBALSPGIUSD35013.89%-7.5%
UNILEVERUNA.ASEUR4613.71%4.19%

Out:

In: Standard & Poors, at 350 USD per share.

All my positions are on „HOLD“ stage, so no inmediate actions to take this month.

TickerSignalStop Loss Dec 20Max Loss Dec 20
MC.PAHOLD41718.83%
PUM.DEHOLD6817.45%
AZOHOLD97615.18%
DGV.MIHOLD29.115.39%
SPGIHOLD2919.86%
UNA.ASHOLD39.218.23%

 

 

 

 

 

Comments

I go on building the USD portfolio, and this month I’ve added the my second Position, Standard & Poors. I was really happy to see it on the top 3 of the USA SIQM method. I think it’s a high quality company, with high margins and quite stable business, able to perform well in bad and good economic situations. I bougth it at 350 USD per share, and since then, it has been slicing down a bit. I really hope does not hit the Stop Loss. Looking at the plots below, turns out that is almost the best of my portfolio, quality-wise.
Besides the new adquisition, LVMH and PUMA have been performing really well this month, driving up the performance.

Notes

All the information provided here comes from Yahoo Finance, processed via SleepyInvestor project in Github.

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All the information provided on this website is provided for information purposes only. The information presented by the Sleepy Investor can not be taken as an offer, advice or recommendation to buy or sell a particular stock or to engage in any transaction. Any investment decisions users take should be based on their own personal interpretation of the information available. The responsibility for investment decisions and their consequences lies solely with the user.

Financial data is provided by third parties “as is”, without guarantee. The Sleepy Investor does not verify any data and disclaims any obligation to do so.

Investments in stocks are subject to high risks. The price of securities may go up as well as down. Fluctuations in foreign exchange rates and the economic environment may also affect the value of securities. The historic performance presented on this website or in email communications is no indication of future performance and, of course, are not guaranteed.

 

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