June 18, 2021

Get Irked - Investments in Play - June 18, 2021

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The Week’s Biggest Winner & Loser

Twilio (TWLO)

The rotation out of reflation and into growth definitely spun my Investments in Play portfolio with Twilio (TWLO) winding up the Week’s Biggest Winner with a gain of +10.48%.

Canopy Growth Corp (CGC)

Cannabis is always an odd duck and this week was no exception. Whereas industrials like Dow Chemical and Boeing should have led the portfolio lower, it was Canopy Growth Corp (CGC) winning the Week’s Biggest Loser spot with a loss of -11.17%.

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 June 18, 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: (-$44.94)*

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)*

Tesla (TSLA)


1st Buy 3/12/2020 @ $111.30
Current Per-Share: (-$102.03)*



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

Nike (NKE)


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

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)*



1st Buy 11/6/2018 @ $120.87
Current Per-Share: $69.06

Salesforce (CRM)


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

JP Morgan (JPM)


1st Buy 10/26/2017 @ $102.30
Current Per-Share: $72.03

Skyworks (SWKS)


1st Buy 1/31/2020 @ $113.60
Current Per-Share: $82.65

Dow (DOW)


1st Buy 5/13/2019 @ $53.18
Current Per-Share: $35.55

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

Dow Chemical (DOW): Added to Position & Dividends

Dow Chemical (DOW) paid out its ample quarterly dividend of $0.70 a share on Monday, and while $0.70 may not sound like much, it works out to an annual yield of 4.178% based on Monday’s $67.02 closing price. That’s HUGE!

When reinvested (like I do for any eligible stock through my broker’s Dividend Reinvestment Program or DRiP), a dividend that large means the per-share cost for a position will be lowered by more than 1% every quarter for doing nothing but holding on to the shares for three months. In my case, my per-share cost was lowered -1.04% from $35.46 to $35.09.

On Wednesday, selling pressure caused DOW to slip below my next buying target with an order filling at $65.95. Given DOW is a reopening play with a substantial dividend, I decided to add to the position should it sell off, even though doing so raised my per-share cost back up +1.31% from $35.09 to $35.55. From here, my next buy target is $59.50.

DOW closed the week at $61.98, down -6.02% from where I added Wednesday.

IBM (IBM): Dividend Reinvesting

IBM (IBM) paid out its quarterly dividend last Friday after the Investments in Play was released. Much like DOW above, IBM’s quarterly dividend of $1.64 per share works out to a hefty annual yield of 4.332% based on Friday’s closing price of $151.42. My per-share cost was lowered -1.06% from $69.80 to $69.06 just for holding on to the position for three months.

My next buy target for IBM is $130.65. IBM closed the week at $143.12. 

JP Morgan (JPM): Added to Position

When the financials got smacked following the Federal Reserve announcing that they do acknowledge inflation, I added to my JP Morgan (JPM) when it continued to see weakness on Friday with an order that filled at $148.52.

The buy replaced some of the shares I sold back on May 6 for $160.23, locking in a discount of -7.31% (-11.3% off JPM’s $167.44 all-time high). From here, my next buy target is much lower at $118.90.

JPM closed the week at $147.92, down -0.40% from where I added Friday. 

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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