May 14, 2021

Get Irked - Investments in Play - May 14, 2021

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The Week’s Biggest Winner & Loser

JP Morgan (JPM)

It’s a market only the financials could love, and, boy, did they ever. In a week of mostly red, JP Morgan squeaked out a +1.72% gain to earn itself the spot of The Week’s Biggest Winner.

Tesla (TSLA)

With concerns that CEO Elon Musk might be losing it (again) combined with lofty valuations and a market that hates overvalued growth stocks, Tesla (TSLA) took a dump this week, crashing -14.97% and earning itself the spot of The Week’s Biggest Loser.

Portfolio Allocation

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Target Position Size

Get Irked - Investments in Play - Current Holdings - March 12, 2021et Irked's Pandemic Portfolio Holdings as of May 14, 2021

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Portfolio Breakdown

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

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Year-to-Date Performance

Current Position Performance

Take Two (TTWO)


1st Buy 10/9/2018 @ $128.40
Current Per-Share: $6.30

Canopy (CGC)


1st Buy 5/24/2018 @ $29.53
Current Per-Share: $1.95

Square (SQ)


1st Buy 8/5/2016 @ $11.10
Current Per-Share: (-$133.90)*

Logitech (LOGI)


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

Apple (AAPL)


1st Buy 4/18/2013 @ $14.17
Current Per-Share: (-$45.02)*

Boeing (BA)


1st Buy 2/14/2012 @ $79.58
Current Per-Share: (-$292.05)*

Nvidia (NVDA)


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

Nike (NKE)


1st Buy 2/14/2012 @ $26.71
Current Per-Share: (-$24.71)*

Tesla (TSLA)


1st Buy 3/12/2020 @ $111.30
Current Per-Share: (-$117.85)*



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

Disney (DIS)


1st Buy 2/14/2012 @ $41.70
Current Per-Share: (-$0.04)*

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)*

JP Morgan (JPM)


1st Buy 10/26/2017 @ $102.30
Current Per-Share: $68.00



1st Buy 11/6/2018 @ $120.87
Current Per-Share: $69.80

Skyworks (SWKS)


1st Buy 1/31/2020 @ $113.60
Current Per-Share: $82.89

Dow (DOW)


1st Buy 5/13/2019 @ $53.18
Current Per-Share: $35.46

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: $163.97

Coinbase (COIN)


1st Buy 4/14/2021 @ $412.47
Current Per-Share: $384.45

* 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

Skyworks Solutions (SWKS): Added to Position

Skyworks Solutions (SWKS) got slammed along with the rest of the technology this week, triggering a buy order of mine which filled on Tuesday at $160.98, down -21.09% off its $204.00 all-time high and locking in +3.82% of profits on shares I sold back on January 20 for $167.37.

Tuesday’s order raised my per-share cost +4.87% from $79.04 to $82.89, however, that’s still -27.03% from my initial buy on January 31, 2020 at $113.60. From here, my next buy target is $136.65, slightly above a past point of support.

The long-term potential for this company is so great that I do not currently have sell targets for the position until it outgrows the target allocation for the portfolio.

SWKS closed the week at $165.45, up +2.78% from where I added Tuesday.

Square (SQ): Added to Position

While much of the market bounced on Thursday, Square (SQ) continued to see weakness, triggering a buy order I had in place at $198.20. The order replaces shares I sold on April 9, 2021 for $262.53, locking in a -24.50% discount.

From here, I have a buy price target to add more to the position at $173.50 and a sell target around its last high of $278.

SQ closed the week at $207.85, up +4.87% from where I added Thursday.

Take Two Interactive (TTWO): Added to Position

Take Two Interactive (TTWO) got hit hard on Wednesday, dropping to my buy target with an order that filled at $162.96. Wednesday’s buy actually put real capital back into the position, giving me a per-share cost of $6.30. From here, my next buy target is $137.90 and I have no sell targets at the moment.

TTWO closed the week at $166.99, up +2.47% from where I added.

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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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.