December 11, 2020
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The Week’s Biggest Winner & Loser
Disney (DIS)
Disney (DIS) held its analyst meeting this week and what a meeting it was – the Disney+ streaming service is dominating, they plan to make tons of content, and analysts came away calling Disney (DIS) the next Netflix (NFLX). A +14.00% gain (plus its best day in March) makes Disney the Week’s Biggest Winner.
GW Pharmaceuticals (GWPH)
The cannabis sector got slapped this week, and, for some reason, GW Pharmaceuticals (GWPH) took it harder than others, getting slapped -12.41% and earning the spot as the Week’s Biggest Loser.
Portfolio Allocation
Positions
%
Target Position Size
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Portfolio Breakdown
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Year-to-Date Performance
Current Position Performance
Square (SQ)
+956.75%*
1st Buy 8/5/2016 @ $11.10
Current Per-Share: (-$126.15)*
Logitech (LOGI)
+754.83%*
1st Buy 11/11/2016 @ $24.20
Current Per-Share: (-$2.29)*
Boeing (BA)
+696.26%*
1st Buy 2/14/2012 @ $79.58
Current Per-Share: (-$372.32)*
Apple (AAPL)
+686.62%*
1st Buy 4/18/2013 @ $14.17
Current Per-Share: (-$62.30)*
Tesla (TSLA)
+539.47%*
1st Buy 3/12/2020 @ $111.30
Current Per-Share: (-$140.53)*
Nike (NKE)
+514.55%*
1st Buy 2/14/2012 @ $26.71
Current Per-Share: (-$35.55)*
Nvidia (NVDA)
+496.51%*
1st Buy 9/6/2016 @ $63.10
Current Per-Share: (-$102.82)*
IDEXX Labs (IDXX)
+407.27%*
1st Buy 7/26/2017 @ $167.29
Current Per-Share: (-$32.76)*
Disney (DIS)
+367.69%*
1st Buy 2/14/2012 @ $41.70
Current Per-Share: (-2.00)*
Twilio (TWLO)
+190.20%*
1st Buy 8/8/2019 @ $125.71
Current Per-Share: (-$16.25)*
Salesforce (CRM)
+178.33%
1st Buy 6/11/2018 @ $134.05
Current Per-Share: $79.91
Take Two (TTWO)
+147.24%*
1st Buy 10/9/2018 @ $128.40
Current Per-Share: -($114.95)*
Canopy (CGC)
+86.77%
1st Buy 5/24/2018 @ $29.53
Current Per-Share: $14.20
IBM (IBM)
+73.52%
1st Buy 11/6/2018 @ $120.87
Current Per-Share: $71.62
Skyworks (SWKS)
+66.32%
1st Buy 1/31/2020 @ $113.60
Current Per-Share: $84.00
Berkshire (BRK.B)
+59.18%
1st Buy 8/2/2019 @ $199.96
Current Per-Share: $142.22
Dow (DOW)
+47.95%
1st Buy 5/13/2019 @ $53.18
Current Per-Share: $36.50
JP Morgan (JPM)
+38.35%
1st Buy 10/26/2017 @ $102.30
Current Per-Share: $86.42
GW Pharm (GWPH)
+32.20%
1st Buy 7/25/2018 @ $142.28
Current Per-Share: $91.10
* Indicates a position where the capital investment was sold.
Profit % for * positions = Total Profit / Starting Capital Investment
A negative share price indicates the dollar amount of profit for each share currently held.
This Week’s Moves
Square (SQ): Profit-Taking
On Wednesday, Square (SQ) once again made an all-new high, triggering a sell order I had in place which filled at $214.49 to reduce the size of the position allocation in my portfolio. I’ve decided to let Square get bigger than the 7.14% target allocation, but my discipline requires maintaining the position size.
To be certain, I do believe Square to be a good long-term holding, however, I am skeptical that the potential of thousands (if not more) of small businesses declaring bankruptcy in the next six months won’t dramatically impact Square’s stock to the downside seeing as how they make up the majority of its business (despite the increasing popularity of the Cash app).
Wednesday’s sale locked in +1,832.34% in gains on some of the original shares I purchased back on August 5, 2016 for $11.10. My next sell target for the position is around $225.00 and my next buy target is $155.90.
SQ closed the week at $216.59, up +0.98% from where I sold.
Want Further Clarification?
As always, if you have questions about any of my positions or have positions of your own that you’re curious about – feel free to leave a comment below!
See you next week!
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