[US Stocks] Portfolio as of December 25

Hello, I’m Lehman (@Lehman1980).

The US stock market has reached multiple record highs over the past two weeks, helped by the Conservative Party’s landslide in the UK general election and (for now) the progress toward a first-stage agreement in the US-China trade talks.

US stock holdings

This is a summary of an SBI Securities account. (Closing price on December 24; markets closed on December 25 for Christmas)

In addition to the below, there is about $4,400 of buying power remaining. Since the previous article,the balance of held assets has increased by about $1,200.

S&P 500 Index

At the beginning of December, there was a short-term pullback of about 2.5% from the all-time high, but it rebounded quickly on the 5th, and the bottom was effectively on the 3rd day.

（From 3070 intraday on December 3 → close of 3132 on the 10th →close of 3223 on the 24th）

I purchased the previously introduced Comcast (CMCSA). It has risen about 3% in roughly 10 days.

Also, I bought a small number of the following stocks.

Total sold: MCD3

Added buys: RDSB10, BTI10, ABBV5, VGT2

New buys: CMCSA20, GSK10

This week’s stock topics

This is the heat map of S&P 500 index constituent stocks for the week (December 17 to December 24). (Source: FINVIZ)

Apart from the stocks I hold, financials fell, while tech, energy, and healthcare sectors performed well.

BTI in ADR rose about 10% over these two weeks. RDSB rose about 5%.

Portfolio status

This is a pie chart of the holdings above.https://www.portfoliochecker.com/users/confirmation/c0c82e2cc1ee4a46841f0b63322a4e0e/

CMCSA and GSK have a relatively small allocation, so I’d like to buy more.

Movements and notes on potential buys

I chased the stocks mentioned in the previous article.

（Past holdings）

BHP: $53 (11th) → $55 (17th) → $54 (24th) pullback target.

GSK: $46 → $46 → $46 gradual uptrend (already purchased; plan to add more).

KO: $53 → $54 → $54 if it breaks above $56, could breakout?

CSCO: $44 → $46 → $47 strong price recovery trend. Recomended.

T: $38 → $38 → $38 at around $37 seems a solid floor.

（New candidates）

NGG: $59 → $62 → $62 surged after the UK election, then stabilized.

QCOM: $84 → $88 → $88 watching.

CMCSA: $42 → $43 → $44 would be easy to buy under $43. (Bought. plan to add.)

VZ: $61 → $61 → $61 long-term uptrend. Look for pullbacks.

Summary

Because there was a possibility of turmoil, I refrained from aggressive buying, and as a result,

US stocks continued to reach new all-time highs.

My portfolio, focused on high-dividend stocks, gained about 2% over two weeks, which is respectable.

For the time being, there is no factor causing yen appreciation, so

I will use current buying power to make purchases,

and, if necessary, consider selling some ETFs to buy individual stocks to rebalance the portfolio.

End