Trade Alert: Tech-Stock Portfolio (Annual Return: +33.41% for Dividend-Payers, +23.32% for Complete Portfolio)

Note:all proceeds from this publication will go toward college scholarships for the next three years (through 2029). Brief overview: this model portfolio was started on April 29, 2024 with weekly investments of $12.50 to show my finance and accounting students that they don't need a lot of money in order to build a diversified portfolio. This portfolio only invests in stocks that are officially in the 'Information Technology' sector. It was started 2 years after we started our Dividend-Growth Stock Portfolio because my college students are especially interested in tech-stocks. The portfolio invests in both dividend-paying stocks and non-dividend-paying stocks. Each week we invest the weekly deposit into 10 different tech-stocks (equally-weighted). The list of 10 stocks we buy varies each week as stock prices change, margins of safety fluctuate, SEC documents from the companies are posted, etc. Below are 2 screenshots of our current ratings of our top-10 technology stocks. We plan on investing an equal amount in all 10 stocks using our weekly deposit and any dividends we have received in the last week as the source of our funds …