September 9, 2022
The Week’s Biggest Winner & Loser
Coinbase (COIN)
Between Bitcoin’s huge rally off its weekly lows and an upgrade from an analyst giving Coinbase (COIN) a $100 price target, COIN really took off this week. COIN racked up +23.92% in gains, giving it the spot of the Week’s Biggest Winner.
Apple (AAPL)
After a huge bull rally from its June lows, Apple (AAPL) has been underperforming the market lately, only earning a +1.00% gain in a week that saw HUGE winners. In a market this frothy, that kind of weak performance was enough to slide Apple into the spot of the Biggest Loser, even though it gained on the week.
Portfolio Allocation
Positions
%
Target Position Size
The “Baskets”
The Investments in Play portfolio contains a number of groups of stocks called “baskets.” I use baskets when I want exposure to a certain sector, but I want to use more than one stock to get that exposure without giving each individual stock an allocation.
In this portfolio, there is the Financials Basket which includes stocks that provide the portfolio with exposure to the financial sector which includes money-center banks, credit card companies, and investment management firms.
The Pets Basket includes the two leaders in pet health, long-time holding IDEXX Labs (IDXX) and newcomer Zoetis (ZTS). Both are considered “Best-in-Breed” (pun intended) for different reasons which is why I’m holding both of them instead of just picking one or over the other.
Additionally, there are two speculative baskets in the portfolio: Old-Spec and New-Spec.
Companies in the Old-Spec basket are ones with long track records where I want to have some exposure in the portfolio but I’m not confident enough to give each a full allocation.
New-Spec companies are typically stocks either new on the scene or representing a fairly new approach or sector, where, like Old-Spec, I want exposure but I don’t want a full allocation of any individual company.
Current Position Performance
Apple (AAPL)
+848.41%*
1st Buy 4/18/2013 @ $14.17
Current Per-Share: (-$54.05)*
Tesla (TSLA)
+762.14%*
1st Buy 3/12/2020 @ $37.10
Current Per-Share: (-$26.14)*
Boeing (BA)
+587.48%*
1st Buy 2/14/2012 @ $79.58
Current Per-Share: (-$148.35)*
Block (SQ)
+552.13%*
1st Buy 8/5/2016 @ $11.10
Current Per-Share: (-$71.45)*
Nvidia (NVDA)
+548.61%*
1st Buy 9/6/2016 @ $15.77
Current Per-Share: (-$5.75)*
Nike (NKE)
+426.61%*
1st Buy 2/14/2012 @ $26.71
Current Per-Share: (-$6.08)*
Skyworks (SWKS)
+355.07%*
1st Buy 1/31/2020 @ $113.60
Current Per-Share: (-$33.65)*
IDEXX Labs (IDXX)
+351.56%*
1st Buy 7/26/2017 @ $167.29
Current Per-Share: (-$39.57)*
Disney (DIS)
+278.26%
1st Buy 2/14/2012 @ $41.70
Current Per-Share: $30.45
Logitech (LOGI)
+276.13%
1st Buy 11/11/2016 @ $24.20
Current Per-Share: $13.45
Amazon (AMZN)
+124.94%
1st Buy 2/6/2018 @ $69.15
Current Per-Share: $59.25
Meta (META)
+72.27%*
1st Buy 9/16/2017 @ $128.58
Current Per-Share: -($64.60)*
Take Two (TTWO)
+69.02%
1st Buy 10/9/2018 @ $128.40
Current Per-Share: $75.60
JP Morgan (JPM)
+56.70%
1st Buy 10/26/2017 @ $102.30
Current Per-Share: $76.10
Berkshire (BRK.B)
+56.27%
1st Buy 8/2/2019 @ $199.96
Current Per-Share: $182.87
Dow (DOW)
+51.44%
1st Buy 5/13/2019 @ $53.18
Current Per-Share: $33.35
Salesforce (CRM)
+41.69%
1st Buy 6/11/2018 @ $134.05
Current Per-Share: $114.75
Morgan Stan (MS)
+14.40%
1st Buy 4/25/2022 @ $83.50
Current Per-Share: $78.20
Visa (V)
+8.01%
1st Buy 5/9/2022 @ $194.00
Current Per-Share: $189.88
Zoetis (ZTS)
+4.50%
1st Buy 6/13/2022 @ $157.55
Current Per-Share: $157.23
Schwab (SCHW)
+3.32%
1st Buy 4/18/2022 @ $76.30
Current Per-Share: $72.14
Dutch Bros (BROS)
-0.62%
1st Buy 9/20/2021 @ $42.25
Current Per-Share: $37.25
Roblox (RLBX)
-1.13%
1st Buy 9/29/2021 @ $77.00
Current Per-Share: $46.05
Twilio (TWLO)
-34.21%
1st Buy 8/8/2019 @ $125.71
Current Per-Share: $109.73
Canopy (CGC)
-35.03%
1st Buy 5/24/2018 @ $29.53
Current Per-Share: $5.62
Rivian (RIVN)
-36.78%
1st Buy 11/12/2021 @ $127.00
Current Per-Share: $59.40
Coinbase (COIN)
-61.91%
1st Buy 4/14/2021 @ $412.47
Current Per-Share: $212.34
* 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
Shift Happens…
As I expected, the markets have definitely gotten more exciting now that the “professionals” have returned from their Hampton beach vacations. The volatility in the markets is in full swing as we went from a pretty bad down week last week, to an up week this one.
The key to the game remains the same as it always is – patience.
Make a plan: what are you going to do if the market goes UP tomorrow? What are you going to do if the market goes DOWN tomorrow?
Then, pick your buying and selling targets, and stick to it.
With the market playing the way it is, I think we’ll continue to see serious whipsaw action, but unless the market makes a big move one way or another, this is one of those times where there’s a lot of noise but no real action.
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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