August 9, 2019

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Portfolio Breakdown

Year-to-Date Performance

Portfolio Allocation



Target Position Size

Current Position Performance

Boeing (BA)


1st Buy 2/14/2012 @ $79.58
Current Per-Share: (-$1,059.57)*

Square (SQ)


1st Buy 8/5/2016 @ $11.10
Current Per-Share: (-$48.71)*

Apple (AAPL)


1st Buy 4/18/2013 @ $56.38
Current Per-Share: (-$27.78)*

Nike (NKE)


1st Buy 2/14/2012 @ $26.71
Current Per-Share: (-$21.94)*

Nvidia (NVDA)


1st Buy 9/6/2016 @ $63.10
Current Per-Share: $29.45

Disney (DIS)


1st Buy 2/14/2012 @ $41.70
Current Per-Share: (-$23.30)*



1st Buy 7/26/2017 @ $167.29
Current Per-Share: $99.50

Canopy (CGC)


1st Buy 5/24/2018 @ $29.53
Current Per-Share: $17.50

GW Pharm (GWPH)


1st Buy 7/25/2018 @ $142.28
Current Per-Share: $129.73

Take Two (TTWO)


1st Buy 7/30/2018 @ $120.99
Current Per-Share: $104.05



1st Buy 11/6/2018 @ $120.87
Current Per-Share: $111.51

Logitech (LOGI)


1st Buy 11/11/2016 @ $24.20
Current Per-Share: $33.01

Salesforce (CRM)


1st Buy 6/11/2018 @ $134.05
Current Per-Share: $120.10

Amazon (AMZN)


1st Buy 2/6/2018 @ $1,378.96
Current Per-Share: $1,615.85

JP Morgan (JPM)


1st Buy 10/26/2017 @ $102.30
Current Per-Share: $100.77

Citigroup (C)


1st Buy 10/26/2017 @ $74.06
Current Per-Share: $61.02

Twilio (TWLO)


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

Kohl’s (KSS)


1st Buy 6/3/2019 @ $50.45
Current Per-Share: $49.08

Berkshire (BRK.B)


1st Buy 8/2/2019 @ $201.96
Current Per-Share: $201.96

Xilinx (XLNX)


1st Buy 5/13/2019 @ $111.57
Current Per-Share: $107.15

Dow (DOW)


1st Buy 5/13/2019 @ $53.18
Current Per-Share: $48.59

Pfizer (PFE)


1st Buy 1/28/2019 @ $40.50
Current Per-Share: $39.97

* Indicates a position where the capital investment was sold.
Profit % for * positions = Current Gross Profit / Original Capital Investment

Highlights from the Week

Biggest Winner: GW Pharmaceuticals (GWPH)

GW Pharmaceuticals (GWPH) reported yet another blow-away quarter this week, earning +7.23% during one of the most volatile weeks of 2019 to get the title of Biggest Winner. For those interested in long-term cannabis-related plays, GWPH is the only way to go with its FDA approved drug used to treat epilepsy and more on the way in its development pipeline.

Biggest Loser: IBM (IBM)

It was a bad week in the markets, to be sure, but IBM (IBM) really got hit hard, losing -7.55% this week and earning itself the title of Biggest Loser.

No news really stood out that made IBM lose more than other positions, however, it perhaps was one of the more frothy ones after reporting an excellent quarter just a few weeks ago.

This Week’s Moves

Dow (DOW): Added To Position

Last week’s selloff continued in earnest on Monday, pushing all stocks down but focusing intensely on stocks with Chinese exposure like Dow (DOW), which got slammed more than -3% during Monday’s trading, triggering a buy order I had in place to add to the position at $44.63, nearly filling my portfolio target allocation.

Monday’s order was -5.94% lower than where I added last week and lowered my per-share cost to $48.52 from $49.46. At this price point, Dow is now an accidentally-high-yielder as its dividend is approaching a 6.3% annual yield.

Given the market conditions and DOW’s terrible price action, I’m holding fast at my current allocation with no additional buy targets scheduled at this time.

Since DOW is cyclical in nature and the industrial chemical supply sector is in a downward cycle right now, there will likely be opportunities to add more in the future at lower prices, however, I want to be careful before going any more overweight in this position at the wrong price point. I’m waiting to add more until we see positive news catalysts for the market, sector, or company.

DOW closed the week at $46.64, up +4.50% from where I added on Monday.

Twilio (TWLO): *New Position*

Every market-wide selloff provides buying opportunities, and the last few days have absolutely beaten up Twilio (TWLO), the cloud communications platform provider which serves as the backbone of interactive services to the majority of newest companies including Lyft (LYFT) and Uber (UBER) as well as many others like AirBnB, Hulu, and ZenDesk. 

TWLO got slammed down nearly -20% from its $151.00 all-time high during the past week’s sell-off. When it seemed to stabilize around $123.00, I placed a limit order to open a small position (about 15% of my desired allocation) which filled at $125.71.

I have additional buy targets at $113.38, $96.56, $81.36 and lower should we see another round of bad news sending the markets lower.

TWLO closed the week at $133.72, up +6.37% from where I opened the position.

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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