July 23, 2021
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The Week’s Biggest Winner & Loser
Square (SQ)
When the rates on the 10-year treasury fall, the traditional financials do poorly but fintech companies like Square (SQ) and PayPal (PYPL) excel. This week was no different with Square locking in a +11.15% weekly gain to earn itself the Week’s Biggest Winner spot.
Disney (DIS)
With the treacherous rise of the delta Covid-19 variant, reopening plays that depend on big audiences, like Disney (DIS), took it on the chin. DIS dipped -1.77% this week, a pretty negligible drop, but still enough to earn itself the spot of 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
Take Two (TTWO)
+2751.61%
1st Buy 10/9/2018 @ $128.40
Current Per-Share: $6.30
Square (SQ)
+1110.52%*
1st Buy 8/5/2016 @ $11.10
Current Per-Share: (-$148.56)*
Logitech (LOGI)
+1004.61%*
1st Buy 11/11/2016 @ $24.20
Current Per-Share: (-$2.29)*
Apple (AAPL)
+794.98%*
1st Buy 4/18/2013 @ $14.17
Current Per-Share: (-$44.94)*
Nvidia (NVDA)
+705.54%*
1st Buy 9/6/2016 @ $15.77
Current Per-Share: (-$25.68)*
Boeing (BA)
+686.18%*
1st Buy 2/14/2012 @ $79.58
Current Per-Share: (-$261.81)*
Canopy (CGC)
+684.80%
1st Buy 5/24/2018 @ $29.53
Current Per-Share: $2.50
Nike (NKE)
+611.23%*
1st Buy 2/14/2012 @ $26.71
Current Per-Share: (-$24.66)*
IDEXX Labs (IDXX)
+607.55%*
1st Buy 7/26/2017 @ $167.29
Current Per-Share: (-$32.76)*
Tesla (TSLA)
+566.01%*
1st Buy 3/12/2020 @ $111.30
Current Per-Share: (-$102.03)*
Disney (DIS)
+368.28%*
1st Buy 2/14/2012 @ $41.70
Current Per-Share: (-$0.04)*
Amazon (AMZN)
+288.12%*
1st Buy 2/6/2018 @ $1,382.96
Current Per-Share: -($4,999.10)*
Twilio (TWLO)
+225.96%*
1st Buy 8/8/2019 @ $125.71
Current Per-Share: (-$16.25)*
Skyworks (SWKS)
+133.12%
1st Buy 1/31/2020 @ $113.60
Current Per-Share: $82.65
Salesforce (CRM)
+115.49%
1st Buy 6/11/2018 @ $134.05
Current Per-Share: $115.20
JP Morgan (JPM)
+109.14%
1st Buy 10/26/2017 @ $102.30
Current Per-Share: $72.03
IBM (IBM)
+104.68%
1st Buy 11/6/2018 @ $120.87
Current Per-Share: $69.06
Berkshire (BRK.B)
+69.84%
1st Buy 8/2/2019 @ $199.96
Current Per-Share: $163.97
Dow (DOW)
+69.09%
1st Buy 5/13/2019 @ $53.18
Current Per-Share: $35.55
Coinbase (COIN)
-41.50%
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
Square (SQ): Profit-Taking
Friday was once again profit-taking time for Square (SQ) as it started to test an upper-trend line of resistance. A sell order filled at $261.85, locking in +32.11% in gains on shares I bought a little over two months ago for $198.20 on May 13.
The sale also “lowered” my per-share cost -10.95% from -$133.90 to -$148.56, meaning each share adds $148.56 in profits to the portfolio’s bottom line. From here, my next sell target is near Square’s all-time high of $283.19 and my next buy target is $193.25, near a past point of support.
SQ closed the week at $264.00, up +0.82% from where I sold on 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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