April 21, 2023

Get Irked - Investments in Play - April 21, 2023

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The Week’s Biggest Winner & Loser

Schwab (SCHW)

After reporting a decent quarter and proving that it’s not about to go completely under, Schwab (SCHW) was able to pull a slight comeback this week. While still down -34.33% Year-To-Date, Schwab managed to rally +5.99% this week which was enough to earn it the spot of the Week’s Biggest Winner.

Coinbase (COIN)

Live by the Bitcoin, die by the Bitcoin. Bitcoin’s epic bull rally left crypto broker Coinbase (COIN) in the winning seat last week, but when Big Daddy Bitcoin crashed this week, Coinbase pulled back with it. COIN lost -15.49% on a relatively flat week, easily earning it the spot of the Week’s Biggest Loser.

Portfolio Allocation

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Positions

%

Target Position Size

Get Irked - Investments in Play - Current Holdings - April 21, 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)

+992.23%*

1st Buy 9/6/2016 @ $15.67
Current Per-Share:  (-$55.69)*

Apple (AAPL)

+880.10%*

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

Boeing (BA)

+674.38%*

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

Block (SQ)

+511.93%*

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

Nike (NKE)

+486.26%*

1st Buy 2/14/2012 @ $26.71
Current Per-Share: (-$10.52)*

Skyworks (SWKS)

+481.84%*

1st Buy 1/31/2020 @ $113.60
Current Per-Share: (-$34.93)*

Tesla (TSLA)

+460.74%*

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

IDEXX Labs (IDXX)

+438.47%*

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

Logitech (LOGI)

+435.81%

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

Disney (DIS)

+227.00%

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

JP Morgan (JPM)

+111.67%

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

Take Two (TTWO)

+86.70%

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

Dow (DOW)

+85.01%

1st Buy 5/13/2019 @ $53.18
Current Per-Share: $29.66

Meta (META)

+82.84%*

1st Buy 9/16/2017 @ $128.58
Current Per-Share: -($323.00)*

Salesforce (CRM)

+73.45%

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

Berkshire (BRK.B)

+72.73%

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

Amazon (AMZN)

+44.35%

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

Morgan Stan (MS)

+40.31%

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

SoFi (SOFI)

+35.00%

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

Visa (V)

+34.30%

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

Zoetis (ZTS)

+23.82%

1st Buy 6/13/2022 @ $157.55
Current Per-Share: $142.85

Alphabet (GOOGL)

+8.73%

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

Roblox (RLBX)

-9.35%

1st Buy 9/29/2021 @ $77.00
Current Per-Share: $44.90

Dutch Bros (BROS)

-13.77%

1st Buy 9/20/2021 @ $42.25
Current Per-Share: $35.50

Schwab (SCHW)

-16.26%

1st Buy 4/18/2022 @ $76.30
Current Per-Share: $64.25

Twilio (TWLO)

-39.95%

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

Rivian (RIVN)

-58.89%

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

Canopy (CGC)

-70.22%

1st Buy 5/24/2018 @ $29.53
Current Per-Share: $4.50

Coinbase (COIN)

-71.62%

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

Zoetis (ZTS): Profit-Taking

Zoetis (ZTS) saw a pretty significant rally over the past few days and ended up triggering my next sell order on Friday which filled at $176.46. The sale locked in +24.21% in gains on shares I bought for $142.07 on October 13, 2022, and lowered my per-share cost -3.75% from $148.42 to $142.85.

From here, my next sell target is $200.77, slightly below a key point of resistance, and my next buy target is $124.74, slightly above Zoetis’ low in 2022.

ZTS closed the week at $176.88, up +0.24% from where I took profits 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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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.