March 5, 2021

Get Irked - Investments in Play - March 5, 2021

Click above image for larger version

The Week’s Biggest Winner & Loser

Dow Chemical (DOW)

Ever wonder what “market rotation” looks like? It looks like this week with Dow Chemical (DOW) earning the Week’s Biggest Winner spot with a +6.07% gain, Boeing (BA) second-in-line at +5.29% and Berkshire-Hathaway (BRK.B) taking up third at +5.26%. Investors are running from high-growth tech and streaming into the industrials and value plays.

Twilio (TWLO)

High-growth tech took it hard this week, and there are few higher-growers out there than Twilio (TWLO) which lands the Week’s Biggest Loser spot with a -14.15% loss.

Portfolio Allocation

Click charts for enlarged versions



Target Position Size

Get Irked - Investments in Play - Current Holdings - March 5, 2021

Click above image for larger version

Portfolio Breakdown

Get Irked - Year-to-Date Performance - Investments in Play vs. Speculation in Play - 2020 Year-to-Date Performance

Click above image for larger version

Year-to-Date Performance

Current Position Performance

Square (SQ)


1st Buy 8/5/2016 @ $11.10
Current Per-Share: (-$131.60)*

Logitech (LOGI)


1st Buy 11/11/2016 @ $24.20
Current Per-Share: (-$2.29)*

Boeing (BA)


1st Buy 2/14/2012 @ $79.58
Current Per-Share: (-$333.52)*

Apple (AAPL)


1st Buy 4/18/2013 @ $14.17
Current Per-Share: (-$55.72)*

Tesla (TSLA)


1st Buy 3/12/2020 @ $111.30
Current Per-Share: (-$140.53)*

Nike (NKE)


1st Buy 2/14/2012 @ $26.71
Current Per-Share: (-$29.85)*

Nvidia (NVDA)


1st Buy 9/6/2016 @ $63.10
Current Per-Share:  (-$102.76)*



1st Buy 7/26/2017 @ $167.29
Current Per-Share: (-$32.76)*

Disney (DIS)


1st Buy 2/14/2012 @ $41.70
Current Per-Share: (-$2.00)*

Canopy (CGC)


1st Buy 5/24/2018 @ $29.53
Current Per-Share: -($0.38)*

Amazon (AMZN)


1st Buy 2/6/2018 @ $1,382.96
Current Per-Share: -($4,999.10)*

Twilio (TWLO)


1st Buy 8/8/2019 @ $125.71
Current Per-Share: (-$16.25)*

GW Pharm (GWPH)


1st Buy 7/25/2018 @ $142.28
Current Per-Share: (-$1.20)*

Take Two (TTWO)


1st Buy 10/9/2018 @ $128.40
Current Per-Share: -($114.95)*

Skyworks (SWKS)


1st Buy 1/31/2020 @ $113.60
Current Per-Share: $79.28

JP Morgan (JPM)


1st Buy 10/26/2017 @ $102.30
Current Per-Share: $81.80

Salesforce (CRM)


1st Buy 6/11/2018 @ $134.05
Current Per-Share: $115.20

Berkshire (BRK.B)


1st Buy 8/2/2019 @ $199.96
Current Per-Share: $142.22

Dow (DOW)


1st Buy 5/13/2019 @ $53.18
Current Per-Share: $35.65



1st Buy 11/6/2018 @ $120.87
Current Per-Share: $70.69

* 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

Amazon (AMZN): Added to Position

Technology stocks were slammed all week with Amazon (AMZN) getting hit so hard that it dropped under $2900, about -4.88% from where I reopened my position last week.

Accordingly, it was time to put a bit more of previous profits taken when I closed the position back into the stock with a small order which filled at $2,905.31 on Friday. From here, my next price target to add more to the position is much lower at $2,637.

AMZN closed the week at $3,000.46, up +3.28% from where I added Friday.

Square (SQ): Added to Position

Despite reporting excellent news of expanding into residential and corporate banking, Square (SQ) sold off with the rest of the market.

When Square moves, it moves big in both directions, and this week, Square fell through two different buy targets. On Thursday, an order filled for $217.50 to lock in +16.5% in profits on shares I sold on February 8 for $260.45. On Friday, an order filled at $197.83, locking in +18.1% in profits on shares I sold on December 22 for $241.69.

The two orders gave me an average buying price of $207.67. From here, my next buying target is $174.45 and my sell target is $298.95, slightly under analysts’ price target of $300.

SQ closed the week at $216.44, up +4.22% from my average buying price.

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!

Don't get mad, Get Irked and learn how to invest for yourself!


Get Irked is a small community made up of helpful, friendly and motivated investors and traders of all levels looking to reach the same goal – the ability to invest profitably in order to achieve financial independence.

Investors of ALL experience levels are welcome.

Join Get Irked by clicking here!

Disclaimer: Eric “Irk” Jacobson and all other Get Irked contributors are not investment or financial advisers. All strategies, trading ideas, and other information presented comes from non-professional, amateur investors and traders sharing techniques and ideas for general information purposes. As always, all individuals should consult their financial advisers to determine if an investing idea is right for them. All investing comes with levels of risk with some ideas and strategies carrying more risk than others. As an individual investor, you are accountable for assessing all risk to determine if the strategy or idea fits with your investment style. All information on Get Irked is presented for educational and informational purposes only.