Weekly market review (week/YTD)

$SPY -2.19%/-7.83%

$QQQ -3.07%/-14.94%

$VTV -1.02%/+0.64%

$VUG -3.12%/-15.79%

$ARKK -2.74%/-37.64%

Portfolio -2.57%/-10.71%

The market is down this week and struggling with recent technical resistance.

$VTV is having its time in the sun this year, caused by insecurity in the markets. Near ATH, but still has a nice 2.14% forward dividend yield. However, historically value underperforms $SPY over the long-term, so this is a deviation. Would not recommend buying right now.

My portfolio is performing in-line with the market. Unfortunately, I have a few companies that drag down performance and that I wouldn’t buy anymore given stricter investing criteria. These are $PINS, $YUMC, $BABA and partly $BA. Only quality investing from this point on.

Quite a few companies on my selection of high quality companies are below my intrinsic value and at or below my buy points. No buys recently because I already have allocations. However, if the market continues going down, there might be a chance to get cheap shares again.

Check out my eToro portfolio to follow all my investments:

➡️ https://bit.ly/3CSqYlg