Portfolio Review (April 2026)

Portfolio Review (30/04/2026)

Total unrealized profit: + 58.2 %

YTD performance: + 9.0 %

Benchmark S&P500 YTD: + 5.11 %

Added in April

Goal 1: ( $ 26, 038.79 / $ 99,130 ) ⚔️

Growth Portfolio: MSFT

Dividend Portfolio: O39, A17U, OV8, J69U, C38U

Portfolio Weightage

Dividend Recieved

Goal 2: ($ 5,449.41 / $ 21,484 ) ❤️

Dividend recieved in April= $ 1,971.54

Market Review

"In April, we saw a sharp rebound in the US market, which reached another all-time high. Most companies reporting earnings beat their estimates. Once again, as with every so-called crisis, it shows that earnings remain the primary driver of the stock market, despite geopolitical tensions and rate-cut anxiety.

Despite the massive April rebound in the broader market, Meta and Microsoft have felt 'suppressed' compared to peers like Alphabet or Nvidia. The common denominator is a shift in how the market judges Big Tech: it’s no longer enough to just beat earnings; investors are now laser-focused on Capex (Capital Expenditure).

In terms of valuation, MSFT's intrinsic value is about $400 (fairly valued), while META's is around $1,140 (undervalued). I have been increasing my positions in both over the past few months. Once they prove their AI investments have paid off, I believe there will be explosive growth—similar to Google in 2025, whose stock price was previously suppressed.