Erick Mokaya's avatar
$88m follower assets
Interesting comparison on some Communication Services stocks:
Current NTM P/E vs March 23, 2020 COVID low

Alphabet Class A $GOOGL, 18.6, current vs. -0.5x
Alphabet Class B $GOOG, 18.7, -0.4x
Meta Platforms $FB, 15.2, -0.4x
Disney $DIS, 21.3, 4.9x
Verizon $VZ, 9.4, -0.7x
Comcast $CMCSA, 11.6, 0.9x
AT&T $T, 8.3, 1x
Netflix $NFLX, 17.2, -37.8x
Dividend Portfolio Update ๐Ÿ“ˆ๐Ÿ“ˆ
Below is a paraphrase of the full portfolio update and market review article I write weekly. Click here for a full portfolio and economic review, plus a break down of all my trades (which you can see in my profile as well).

"The first week of May was a volatile one that ended in losses for the major averages. The NASDAQ had the worst of it with a 1.5% loss followed by 0.3% from the Dow Jones and 0.2% from the S&P.

The week started with some minor gains and then selling slapped the S&P down to its lowest level in almost a year. The market then bounced back from that weak start and made gains for the next two days. The rally really gained steam on Wednesday following the FOMC meeting where a 50-basis point rate hike was announced. Fed Chair Powell confirmed that a 75 point hike is not being considered which may have been the catalyst for the midweek rally. The S&P had made over a 3% gain on Wednesday.

By the end of the trading day on Thursday, those gains and more were lost. Friday was also weak and did not show much improvement even after the April jobs report beat expectations. Earnings season continued this week, but even the good headlines from notable reports still spurred selling due to market headwinds/concerns.

Portfolio

To date, I have invested $8,610 into the account, the total value of all positions plus any cash on hand is $8,814.78. Thatโ€™s a gain of mere gain of $204.78 for a total return of 2.38%. The account is up $164.70 for the week which is a 1.90% gain. This week we made back more than half of the losses from last week.

Below is a table of everything we are invested in so far. There you can see my number of shares, shares bought through dividend reinvestments, average cost, gains, and more. The tickers in green are positions that I bought shares in this week.

Dividends

This week we received two dividends. $6.17 from AT&T ($T) and $2.59 from Verizon ($VZ).

In my portfolio, all positions have dividend reinvestment enabled. I donโ€™t hold onto the dividend, I donโ€™t try to time the reinvestment, I just let my broker do it automatically. All dividends were reinvested.

Dividends received for 2022: $113.99

Portfolioโ€™s Lifetime Dividends: $136.91"
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Luka ๐Ÿฆ‰'s avatar
$97.4m follower assets
Earning Presentations ๐Ÿ“Š
Last 2 weeks of Earning Presentations for the stocks in my portfolio.
Maybe some of you can be interested in ๐Ÿ‘‡

Johnson & Johnson $JNJ

Lockheed Martin $LMT


Procter & Gamble $PG

AT&T $T

Sonoco Products $SON

Genuine Parts Co. $GPC

Kimberly-Clark $KMB (report only)

Verizon $VZ (infographic)

Coca-Cola $KO (report only)


PepsiCo. $PEP (report only)

Archer Daniels Midland $ADM

3M $MMM

Kraft-Heinz $KHC

Microsoft $MSFT (ppt presentation)

Essex Property Trust $ESS (report only)

AvalonBay $AVB

The Southern Company $SO

Qualcomm $QCOM

Altria $MO

Intel $INTC

McDonaldโ€™s $MCD (report only)

Now without Fincredible, I need to do the dirty work myself ๐Ÿคฃ
Largest Market Caps >> New Lows
There are some brutal charts out there. Many of them are the largest and most well known companies in the world. Here are some of them:

Visit highsandlows.substack.com to see more
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The Devastation Continues
Here are a ton of stocks at lows and appear to be headed lower:

$JPM - JPMorgan Chase & Co. - Banks - Diversified - $386.69B

$BAC - Bank of America Corporation - Banks - Diversified - $317.55B

$ASML - ASML Holding N.V. - Semiconductor Equipment & Materials - $257.15B

$VZ - Verizon Communications Inc. - Telecom Services - $221.35B

$NKE - NIKE, Inc. - Footwear & Accessories - $211.96B

$ADBE - Adobe Inc. - Software - Infrastructure - $204.90B

$CRM - Salesforce, Inc. - Software - Application - $187.74B

$PYPL - PayPal Holdings, Inc. - Credit Services - $112.45B

$BLK - BlackRock, Inc. - Asset Management - $106.91B

$WBD - Warner Bros. Discovery, Inc. - - Entertainment - $58.36B

$ILMN - Illumina, Inc. - Diagnostics & Research - $53.47B

$ADSK - Autodesk, Inc. - Software - Application - $44.78B

$A - Agilent Technologies, Inc. - Diagnostics & Research - $38.87B

$ALGN - Align Technology, Inc. - Medical Devices - $33.79B

$COIN - Coinbase Global, Inc. - Software - Application - $33.18B

$STT - State Street Corporation - Asset Management - $27.92B

$TWLO - Twilio Inc. - Internet Content & Information - $24.68B

$HUBS - HubSpot, Inc. - Software - Application - $20.53B

$SWKS - Skyworks Solutions, Inc. - Semiconductors - $20.04B

$PAYC - Paycom Software, Inc. - Software - Application - $19.25B

$KMX - CarMax, Inc. - Auto & Truck Dealerships - $14.95B

$DPZ - Domino's Pizza, Inc. - Restaurants - $14.26B

$PINS - Pinterest, Inc. - Internet Content & Information - $14.23B

$ETSY - Etsy, Inc. - Internet Retail - $14.15B
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THIS is what iโ€™m talking about, very aesthetically pleasing post, thanks for putting this together ๐Ÿ’ช๐Ÿผ
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Stanley's avatar
$12.5m follower assets
Bought $VZ on the dip for some DCA and some $DIS to satisfy a promotion at one of my brokerages. Thatโ€™s it for stocks today โ€ฆwill buy more #rental #income later tonight.
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