Good evening investors!

Every month we publish our “Portfolio Update” — Edge+ members get a full access look into our portfolios, including holdings, performance, activity and our watchlists for the upcoming month.

Let’s dive in.

Portfolio Update - Mark

For those new here, IE+ subscribers get full access to my monthly dividend portfolio updates, which includes:

• Portfolio Snapshot

• Portfolio Performance

• Stock Purchases

• Stock Sells

• Watchlist

*Note - this is the ONLY place where people can find our entire portfolios.

Portfolio Snapshot

As of the end of November 2024, my portfolio contained 50 total positions, which is 1 less than the prior month.

You can see all the portfolio activity down below, but first, here is a snapshot of my entire portfolio:

Portfolio Performance

In this section, I will highlight the performance of the portfolio both on a MONTHLY and Year-To-Date basis.

For comparison, here is how the benchmark S&P 500 did during those same time frames:

And here is how the equal weighted S&P 500 performed:

The portfolio saw its best month since May, but that was still not enough as the S&P 500 climbed 5.7% during the month of November. The equal weighted S&P 500 grew even more during the month, climbing 6.2%.

This puts my streak of 7 straight years of beating the S&P 500 on the brink with only 1 month left in 2024. However, I will never complain about 20% plus gains during any specific year, or multiple years in a row for that matter.

In the past portfolio update, I spoke about the broadening out we were starting to see in the market, hence the equal-weighted S&P 500 having a huge month. We continue to see the semiconductor market take a breather after a huge run for much of the year. Since topping out in early July, the VanEck Semiconductor ETF (SMH) is down more than 15%. Over that same period, shares of Nvidia are up less than 5% as well.

However, December typically brings a little volatility with investors looking to make moves around tax loss harvesting and they use some of that selling to reposition their portfolios for the next year. This is something I have been doing as well, hence the selling and cash raises I did in November.

Stay tuned within our discord where Edge+ members get TRADE ALERTS, being notified of any changes I make to my portfolio in real time.

Monthly Activity

In this section, I detail out any transactions that were made within the portfolio during the month.

Portfolio Update - Chris

Every month, Investor’s Edge+ members get updates to my individual brokerage portfolio, which includes:

• Portfolio Snapshot

• Portfolio Performance

• Stock Purchases

• Stock Sells

• Watchlist

*Note - this update ONLY includes my brokerage portfolio. Retirement accounts, cryptocurrency, real estate and cash/cash equivalents outside of the brokerage are excluded from this update.

Portfolio Snapshot

As of the end of November 2024, my brokerage portfolio contained 58 total positions — 56 stock holdings and 2 options contract.

Here is a snapshot of my portfolio:

Portfolio Performance

In this section, I will highlight the performance of my portfolio in November as well as for the full year.

For comparison, here is how the benchmark S&P 500 did during those same time frames:

And here is how the equal weighted S&P 500 performed:

My portfolio outperformed both the S&P 500 and the Equal Weight S&P 500 in November 2024, with a monthly return of +6.60%, compared to 5.74% for the S&P 500 and 6.24% for the Equal Weight S&P 500. 

Its strong performance stems from a diversified allocation strategy and targeted exposure to high-performing stocks and sectors. Notably, the portfolio's significant weighting in Vanguard S&P 500 ETF (VOO) (20.99%) ensured alignment with broader market gains while additional exposures provided an edge.

Key stock contributions included Shopify (+47.8%), Block (+26.5%), Netflix (+25.6%), and Salesforce (+13.3%). These stocks posted notable returns due to favorable earnings reports and strong investor sentiment.

Additionally, the inclusion of defensive names like Procter & Gamble (+9.0%) and energy assets like Enbridge (+9.4%) and the SPDR S&P Oil & Gas ETF (XOP) (+11.3%) added stability and value in a month with sector rotation trends favoring large caps and value stocks.

The portfolio's deliberate allocation across diverse sectors and strategic stock/ETF picks has led to strong risk-adjusted returns so far this year. With a year-to-date gain of 25.72%, this portfolio has slightly underperformed the S&P 500’s 26.47% gain, but showcases the benefits of active management and sector tilts in an otherwise bullish market environment.

Monthly Activity

In this section, I will go through the transactions that were made within the portfolio during the month.

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And did you know we started an Edge+ Portfolio where we invest $250 per month to show you exactly how we would build a portfolio from scratch. You can follow along and build your portfolio with us!

If you are only reading the newsletter, you are only getting a fraction of the benefits of being an Edge subscriber. Join us on Discord and level up your investing game.

Closing Remarks

We have one final month left to try and beat the greater S&P 500, which has been performing at a strong clip, yet again. At this point in time, we still have a key CPI report, which will be delivered by the time you receive this update, and it alone has the ability to alter the market in the near-term, but we still believe the markets will finish the year on a strong note.

We will continue to look for new ideas in the market and bring you as much information as we can to give you an EDGE in the markets.

If you enjoyed this Monthly Portfolio Update, then do us a HUGE FAVOR and SHARE THE INVESTOR’S EDGE WITH FRIENDS AND FAMILY. It’s the best way to help us out as it lets us grow and be able to keep bringing you great investment content.

And don’t forget to LEAVE A COMMENT. Let us know your thoughts on our portfolios, share your watchlist for the month or even just let us know that you appreciate the content.

Thank you, and until next time investors!

Mark & Chris

The Investor’s Edge

Disclaimer

This article is intended to be for educational and informational purposes only. The views described in the article are those of the author’s and should not be construed as financial advice. Perform your own due diligence or contact your Financial Advisor before making any financial investment. I have positions in all of the stocks & ETFs mentioned below as of the publish date. This is a disclosure - not a recommendation to buy or sell stocks.