April 21, 2023
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
Positions
%
Target Position Size
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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