27 Jul The Pandemic Portfolio – Update 4
On March 25th we published our Pandemic Portfolio of 24 stocks we thought would benefit from the new remote economy.
It has been a while since we looked at them so we thought it was time to check in again and see how they have performed. The table below shows the gain/(loss) since we first published on March 25th 2020.
|TDOC||Teladoc||Digital Doctor Visits||+79.77%|
|ZM||Zoom Video||Digital Workforce||+130.26%|
|PETS||1-800-PetMeds||Online Pet Healthcare||+11.16%|
|CHWY||Chewy||Online Pet Shopping||+55.85%|
|CPB||Campbell Soup||Staples Food||+3.17%|
|JNJ||Johnson & Johnson||Staples Health||+2.40%|
|PG||Proctor & Gamble||Staples Health||+3.73%|
|EA||Electronic Arts||Video Games||+28.34%|
|AKAM||Akami Tech||Internet Infrastructure||+19.21%|
|ELY||Callaway Golf||<10 person leisure||+2.23%|
|HD||Home Depot||Home Improvement||+11.17%|
Every single one of these stocks is showing gains since we first published and the average stock is showing a gain of +35.74% which is very impressive.
You can read prior updates to this portfolio at these below links