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Long-term growth stock portfolio (2021-08-06)

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Long-term growth stock portfolio

Operations this week

On August 2, 2021, I sold 30 shares of American Express Company (US stock code: AXP) and bought 20 shares of PayPal (US stock code: PYPL). On August 4, 2021, I sold 21 shares of Advanced Micro Devices Inc (US stock code: AMD) and bought 10 shares of PYPL. And, on August 6, 2021, I bought back 12 shares of AMD. For details, please see article 1, article 2, and article 3 here.

Compare with the market

Chart by Visualizer

Weekly review

In terms of US stocks, the performance of the past week was moderately good. Chip stocks AMD(US stock code: AMD) and NVIDIA (US stock code: NVDA) performed well, rising 3.63% and 4.4% throughout the week. The performance of ARK funds also rose to a certain extent, with ARKF, ARKG, ARKK and ARKW rising by 3.39%, 3.13%, 2.51% and 1.21% respectively.

In Hong Kong stocks, there were news reports in mainland China that the government is going to strictly control youth online gaming activities, and some pointed to increasing taxes in related industries. Tencent (HK stock code: 700) fell 5.3% throughout the week. With the remaining holdings being held, the three stocks have rebounded to a certain extent. Alibaba (HK stock code: 9988), China Merchants Bank (HK stock code: 3968) and Xiaomi (HK stock code: 1810) rose by 2.38%, 1.27% and 3.94% respectively.

In addition, there are currently four short put options in hand, including Tencent, Palantir (US stock code: PLTR) and two Didi (US stock code: DIDI) with strike prices of HK$430, US$19, US$8 and US$6. The former one will expire on August 30, and the latter three will expire on August 20.

Concluding figures

Unrealized earning: 30.34%

Cash level: -10.05%

Record of last week

You may also see the portfolio record last week here.

Stock portfolio

Company logoStock codeCompany nameCost priceClosing price last wkLatest price% increase w/w% increase overall% share of portfolio
Tencent Holdings Ltd700Tencent Holdings LtdHK$ 551.998HK$ 479.0000HK$ 453.6000-5.30%-17.83%5.19%
Alibaba Group Holding Ltd9988Alibaba Group Holding LtdHK$ 254.742HK$ 189.0000HK$ 193.50002.38%-24.04%4.98%
Xiaomi Corp1810Xiaomi CorpHK$ 18.861HK$ 25.3500HK$ 26.35003.94%39.71%4.67%
China Merchants Bank Co Ltd3968China Merchants Bank Co LtdHK$ 35.736HK$ 59.2000HK$ 59.95001.27%67.76%4.28%
Facebook IncFBFacebook IncUS$ 249.328US$ 356.3900US$ 363.49001.99%45.79%7.19%
Microsoft CorporationMSFTMicrosoft CorporationUS$ 211.03US$ 285.0500US$ 289.49001.56%37.18%7.08%
Apple IncAAPLApple IncUS$ 117.341US$ 145.8800US$ 146.11000.16%24.52%7.02%
NVIDIA CorporationNVDANVIDIA CorporationUS$ 131.953US$ 195.0500US$ 203.64004.40%54.33%6.88%
Amazon.com IncAMZNAmazon.com IncUS$ 3,125.461US$ 3329.0000US$ 3344.99000.48%7.02%6.69%
Alphabet Inc GoogleGOOGLAlphabet Inc-CL AUS$ 1,686.121US$ 2694.0900US$ 2714.46000.76%60.99%6.64%
Advanced Micro Devices IncAMDAdvanced Micro Devices IncUS$ 81.823US$ 106.2400US$ 110.10003.63%34.56%6.61%
Tesla IncTSLATesla IncUS$ 497.003US$ 687.5800US$ 698.90001.65%40.62%5.44%
Taiwan Semiconductor Manufacturing Company LimitedTSMTaiwan Semiconductor Manufacturing Company LimitedUS$ 100.242US$ 116.6400US$ 118.21001.35%17.92%5.28%
Netflix IncNFLXNetflix IncUS$ 496.444US$ 517.6200US$ 520.47000.55%4.84%4.28%
Visa IncVVisa IncUS$ 196.746US$ 246.3900US$ 241.4000-2.03%22.70%3.27%
Mastercard IncorporatedMAMastercard IncorporatedUS$ 324.012US$ 385.9400US$ 374.5300-2.96%15.59%3.16%
American Express CompanyAXPAmerican Express CompanyUS$ 100.855US$ 170.5300US$ 171.36000.49%69.91%2.90%
PayPal Holdings IncPYPLPayPal Holdings IncUS$ 272.772N/AUS$ 279.5500N/A2.48%1.86%
ARK Invest ETFARKWARK Next Generation Internet ETFUS$ 116.179US$ 147.5500US$ 149.33001.21%29%1.79%
ARK Invest ETFARKKARK Innovation ETFUS$ 97.479US$ 120.0000US$ 123.01002.51%26.19%1.78%
ARK Invest ETFARKGARK Genomic Revolution Multi-Sector ETFUS$ 68.9US$ 84.3500US$ 86.99003.13%26.26%1.61%
ARK Invest ETFARKFARK Fintech Innovation ETFUS$ 43.287US$ 50.6800US$ 52.40003.39%21.05%1.39%

Comments and sharing

If you have any questions, please feel free to leave a message or comment below, I will reply you. Or if you find anything incorrect in the article, please let me know and learn from you. If you find it interesting or it may help you in any sense, please share with other people.

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