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.
| Ticker | Company | Industry | Gain/loss |
| CLX | Clorox | Bleach/Wipes | +35.26% |
| GILD | Gilead | Corona Treatments | +5.05% |
| REGN | Regeneron | Corona Treatments | +37.66% |
| TDOC | Teladoc | Digital Doctor Visits | +79.77% |
| WORK | Slack | Digital Workforce | +11.10% |
| ZM | Zoom Video | Digital Workforce | +130.26% |
| PTON | Peleton | Home Exercise | +128.03% |
| CHGG | Chegg | Online Education | +95.58% |
| TWTR | Online News | +6.62% | |
| PETS | 1-800-PetMeds | Online Pet Healthcare | +11.16% |
| CHWY | Chewy | Online Pet Shopping | +55.85% |
| AMZN | Amazon | Online Shopping | +52.52% |
| FB | Social | +17.25% | |
| CPB | Campbell Soup | Staples Food | +3.17% |
| HRL | Hormel | Staples Food | +12.41% |
| JNJ | Johnson & Johnson | Staples Health | +2.40% |
| PG | Proctor & Gamble | Staples Health | +3.73% |
| NFLX | Netflix | Streaming Content | +33.42% |
| ATVI | Activision | Video Games | +34.41% |
| EA | Electronic Arts | Video Games | +28.34% |
| TTWO | Take-Two | Video Games | +40.60% |
| 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
The Pandemic Portfolio – Update