A Week in the Positive!
The temporary tariff freeze has provided a little respite from the slippery slope of falling stock values.
This week, we’ll take a closer look at some of the key events that have been happening with the 10 stocks within this portfolio:
- ACM (AECOM)
- AMZN (Amazon)
- CCJ (Cameco)
- GAW (Games Workshop)
- KO (Coca-Cola)
- NVDA (Nvidia)
- O (Realty Income)
- PG (Procter & Gamble)
- SDVKY (Sandvik)
- VUSA (Vanguard S&P 500 (Dist))
The updates in this article will bring this portfolio to 23.9% of the goal.
Last week’s change: +0.6%
⚠️ Disclaimer ⚠️
I am not a financial adviser, and the information I share is based solely on my personal investment journey as an average individual. Please remember that past performance of the market is not a guarantee of future results. Always do your own research and consider seeking advice from a qualified professional before making any financial decisions. Only invest what you are willing to lose.
Key Announcements
1. VUSA (Vanguard S&P 500 ETF)
- Dividend Declaration: On 16 January 2025, Vanguard declared a quarterly dividend of $1.8121 per share, with an ex-dividend date of 27 March 2025 and a payment date of 31 March 2025.
- Fund Performance: As of 31 March 2025, VUSA reported a year-to-date return of 8.2%, reflecting strong performance in the S&P 500 index.
2. O (Realty Income)
- Dividend Announcement: In February 2025, Realty Income announced its 655th consecutive monthly dividend, underscoring its commitment to consistent shareholder returns.
3. AMZN (Amazon)
- Q1 2025 Earnings: On 10 April 2025, Amazon reported a 10% year-over-year revenue increase, driven by growth in cloud computing and advertising segments.
- Expansion Plans: On 5 April 2025, Amazon announced plans to open 20 new fulfilment centres in North America by the end of 2025.
4. GAW (Games Workshop)
- Financial Results: On 25 March 2025, Games Workshop reported a 15% increase in net profit for the fiscal year 2024–2025.
- Product Launch: On 15 March 2025, the company launched a new Warhammer 40,000 expansion, which received positive reviews from the community.
5. CCJ (Cameco)
- Quarterly Earnings: On 6 April 2025, Cameco reported a 5% increase in uranium production for Q1 2025, meeting market expectations.
- Supply Agreements: On 1 April 2025, the company signed long-term supply agreements with two major utilities in Europe.
6. PG (Procter & Gamble)
- Product Innovation: On 20 March 2025, P&G launched a new line of eco-friendly cleaning products aimed at reducing plastic waste.
- Financial Outlook: On 15 March 2025, the company raised its full-year earnings guidance, citing strong demand in the health and hygiene segments.
7. KO (Coca-Cola)
- Brand Partnerships: On 12 March 2025, Coca-Cola entered into a strategic partnership with a leading plant-based beverage company to expand its product offerings.
- Sustainability Initiatives: On 10 March 2025, the company announced plans to reduce its carbon footprint by 25% by 2030.
8. NVDA (Nvidia)
- Product Launch: On 5 April 2025, Nvidia unveiled its new AI-focused graphics card, the RTX 5000, which received positive reviews for its performance.
- Strategic Acquisition: On 1 April 2025, the company acquired a leading AI start-up to enhance its software capabilities.
9. SDVKY (Sandvik)
- Financial Performance: On 7 April 2025, Sandvik reported a 10% increase in net sales for Q1 2025, driven by strong demand in the mining and construction segments.
- Sustainability Goals: On 3 April 2025, the company committed to achieving net-zero emissions by 2040.
10. ACM (AECOM)
- Project Wins: On 8 April 2025, AECOM secured several major infrastructure projects in the Middle East, valued at over $1 billion.
- Leadership Changes: On 2 April 2025, the company appointed a new CEO, focusing on expanding its digital services division.
Currently, I am really happy with this spread of investments and the performance of each of these businesses, despite the market prices of some of these stocks not yet contributing to the gains in the portfolio.
Interestingly, if £100 had been invested in these stocks on 1 April 2024 and left until the end of the financial year, this portfolio would have seen an 8.11% growth, not including dividend payments or platform fees.
This Week’s Investments
This week, I will be investing £20 into the Vanguard S&P 500 and £55 into Realty Income to secure another full share.
Next Week…
Keep an eye out next week for a further update on this portfolio as we journey our way to £10,000.
If you enjoy these articles and are interested in the progression of this portfolio, hit the like button at the top or bottom of this article. Your input means a lot and will help shape the future of this blog.
Have a great week!
