Good morning 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 my entire portfolio.

Portfolio Snapshot

As of the end of April 2024, my portfolio contained 51 total positions, an increase of 2 new positions from the prior 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 April 2024, my brokerage portfolio contained 58 total positions — 55 stock holdings and 3 options contracts.

What We Are Watching

If you are looking to see specific stocks that we are watching in April, check out this post from earlier this month:

Closing Remarks

April was a bit of a whirlwind, the first losing month of the year, but we cannot say we were surprised. We saw the S&P 500 pullback about 5% at one point, which is not much of a pullback in all reality and more could be in store. Throughout history, we usually see one or two market corrections throughout the year, which entail a 10% pullback from recent highs, and we are still plenty far from that.

As an investor, there are plenty of reasons for near-term concern, but at the same time, we are not market timers and instead we are investors looking to enter positions at great valuations.

As for our portfolios here at the Investor’s Edge, both portfolios have been performing quite well, outperforming the likes of the S&P 500, following up our performance in 2023.

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.