March 3, 2023

Get Irked - Investments in Play - March 3, 2023

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The Week’s Biggest Winner & Loser

Twilio (TWLO)

Twilio (TWLO) heads back into the Cloud with a rocketing +15.26% weekly gain, earning itself the spot of the week’s Biggest Winner!

Schwab (SCHW)

Schwab (SCHW) can’t catch a break when yet another analyst downgrades the stock citing poor forward guidance and dismal overall performance. As a result, my favorite stock broke dipped -3.96% on a week when nearly everything else rallied, easily slotting it in as the Week’s Biggest Loser.

Portfolio Allocation

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Positions

%

Target Position Size

Get Irked - Investments in Play - Current Holdings - March 3, 2023

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Portfolio Breakdown

Get Irked - Year-to-Date Performance - Investments in Play vs. Speculation in Play - 2023 Year-to-Date Performance

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Year-to-Date Performance

Current Position Performance

Nvidia (NVDA)

+885.14%*

1st Buy 9/6/2016 @ $15.67
Current Per-Share:  (-$25.17)*

Apple (AAPL)

+825.55%*

1st Buy 4/18/2013 @ $14.17
Current Per-Share: (-$60.72)*

Boeing (BA)

+691.85%*

1st Buy 2/14/2012 @ $79.58
Current Per-Share: (-$179.40)*

Block (SQ)

+576.12%*

1st Buy 8/5/2016 @ $11.10
Current Per-Share: (-$75.30)*

Tesla (TSLA)

+531.38%*

1st Buy 3/12/2020 @ $37.10
Current Per-Share: (-$48.28)*

Skyworks (SWKS)

+503.78%*

1st Buy 1/31/2020 @ $113.60
Current Per-Share: (-$35.11)*

Nike (NKE)

+468.67%*

1st Buy 2/14/2012 @ $26.71
Current Per-Share: (-$10.55)*

IDEXX Labs (IDXX)

+433.82%*

1st Buy 7/26/2017 @ $167.29
Current Per-Share: (-$220.95)*

Logitech (LOGI)

+405.06%

1st Buy 11/11/2016 @ $24.20
Current Per-Share: $10.64

Disney (DIS)

+232.15%

1st Buy 2/14/2012 @ $41.70
Current Per-Share: $30.45

JP Morgan (JPM)

+116.37%

1st Buy 10/26/2017 @ $102.30
Current Per-Share: $66.40

Dow (DOW)

+94.08%

1st Buy 5/13/2019 @ $53.18
Current Per-Share: $30.05

Meta (META)

+77.25%*

1st Buy 9/16/2017 @ $128.58
Current Per-Share: -($64.60)*

Take Two (TTWO)

+74.31%

1st Buy 10/9/2018 @ $128.40
Current Per-Share: $66.95

Berkshire (BRK.B)

+66.40%

1st Buy 8/2/2019 @ $199.96
Current Per-Share: $187.77

Salesforce (CRM)

+62.47%

1st Buy 6/11/2018 @ $134.05
Current Per-Share: $114.75

SoFi (SOFI)

+52.73%

1st Buy 11/22/2022 @ $4.80
Current Per-Share: $4.40

Morgan Stan (MS)

+51.41%

1st Buy 4/25/2022 @ $83.50
Current Per-Share: $64.94

Visa (V)

+28.40%

1st Buy 5/9/2022 @ $194.00
Current Per-Share: $174.27

Amazon (AMZN)

+28.07%

1st Buy 2/6/2018 @ $69.15
Current Per-Share: $74.10

Zoetis (ZTS)

+14.92%

1st Buy 6/13/2022 @ $157.55
Current Per-Share: $148.42

Schwab (SCHW)

+12.87%

1st Buy 4/18/2022 @ $76.30
Current Per-Share: $68.58

Alphabet (GOOGL)

-3.40%

1st Buy 9/16/2022 @ $101.93
Current Per-Share: $96.95

Dutch Bros (BROS)

-4.45%

1st Buy 9/20/2021 @ $42.25
Current Per-Share: $35.95

Roblox (RLBX)

-8.17%

1st Buy 9/29/2021 @ $77.00
Current Per-Share: $45.05

Twilio (TWLO)

-22.52%

1st Buy 8/8/2019 @ $125.71
Current Per-Share: $95.35

Rivian (RIVN)

-43.22%

1st Buy 11/12/2021 @ $127.00
Current Per-Share: $29.80

Canopy (CGC)

-57.77%

1st Buy 5/24/2018 @ $29.53
Current Per-Share: $5.40

Coinbase (COIN)

-68.99%

1st Buy 4/14/2021 @ $412.47
Current Per-Share: $208.00

* 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

Visa (V): Dividend Reinvestment

Visa (V) paid it out its rather paltry quarterly dividend Thursday night, which only lowered my per-share cost -0.21% from $174.63 to $174.27 after being reinvested. However, anything’s better than nothing.

From here, my next buy target is $174.93 and I have no sell targets until Visa decides where it wants to go next.

Zoetis (ZTS): Dividend Reinvestment

Like Visa (V) above, Zoetis (ZTS) also paid out its rather paltry quarterly dividend on Thursday night. And, like V, Zoetis’ dividend lowered my per-share cost -0.22% after reinvestment from $148.75 to $148.42.

From here, my next buy target is $125.07, slightly above ZTS’ low from 2022, and my next sell target is $182.50, just under the next point of resistance above where Zoetis currently trades.

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.