June 25, 2021

Get Irked - Investments in Play - June 25, 2021

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The Week’s Biggest Winner & Loser

Nike (NKE)

Nike (NKE) once again proves why it’s Best-of-Breed for consumer discretionary products, hitting an absolute grand slam during earnings and to leap +20.20% this week with the majority of that move taking place in a single day. NKE definitely locks in the podium placement of the Week’s Biggest Winner.

Amazon (AMZN)

With all of the attention given to Big Tech’s potential monopolies in their respective spaces, Amazon (AMZN) is considered one of the prime targets (pun intended). While a breakup could potentially bring out even more value, it’s negative news in the short-term with AMZN losing -2.45% this week to lock in the Biggest Loser space, narrowly edging out Logitech which was down -2.45

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 25, 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)*

Nike (NKE)


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



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)*

Skyworks (SWKS)


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

JP Morgan (JPM)


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



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

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

HODLing Nike (NKE) with Diamond Hands…

Nike (NKE) once again demonstrated one of the most important tenets of investing for the long term this week – buy the stocks of quality companies and hold on to them. Period.

I first bought Nike on Valentine’s Day 2012 at $26.71. Back then, I had floundered a few times buying moonshot plays and decided that I’d just pick the stocks of quality companies whose stocks I believed would be higher in 30 years when I intended to retire.

That was it. There was nothing special to it. Even at the time, I felt Nike might have had its best days behind it being a company that had been around nearly 50 years at that point.

Boy, was I wrong.

Since then, Nike has demonstrated a consistent ability to destroy the competition, please the customer, and deliver to its shareholders. In the decade that followed, I pulled all of my original investment out of the stock along with $24.71 per share in profits, giving the position a current lifetime gain of 571.95% over my initial investment.

And, no, I don’t have any plans to go anywhere. Long-term investing might not be as exciting as day-trading, but, wow, are the returns there if you choose high-quality companies and, as the kids say, HODL with diamond hands.

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.