September 13, 2019
Portfolio Breakdown
Year-to-Date Performance
Portfolio Allocation
Positions
%
Target Position Size
Current Position Performance
Boeing (BA)
+540.68%*
1st Buy 2/14/2012 @ $79.58
Current Per-Share: (-$1,053.52)*
Nvidia (NVDA)
+517.79%
1st Buy 9/6/2016 @ $63.10
Current Per-Share: $29.45
Apple (AAPL)
+481.31%*
1st Buy 4/18/2013 @ $56.38
Current Per-Share: (-$27.68)*
Square (SQ)
+473.37%*
1st Buy 8/5/2016 @ $11.10
Current Per-Share: (-$48.71)*
Nike (NKE)
+443.88%*
1st Buy 2/14/2012 @ $26.71
Current Per-Share: (-$21.94)*
Disney (DIS)
+365.04%*
1st Buy 2/14/2012 @ $41.70
Current Per-Share: (-$23.30)*
IDEXX Lab (IDXX)
+166.80%
1st Buy 7/26/2017 @ $167.29
Current Per-Share: $99.50
Canopy (CGC)
+56.92%
1st Buy 5/24/2018 @ $29.53
Current Per-Share: $17.50
IBM (IBM)
+31.51%
1st Buy 11/6/2018 @ $120.87
Current Per-Share: $109.24
Take Two (TTWO)
+28.18%
1st Buy 7/30/2018 @ $120.99
Current Per-Share: $97.60
Salesforce (CRM)
+27.38%
1st Buy 6/11/2018 @ $134.05
Current Per-Share: $120.10
Logitech (LOGI)
+27.07%
1st Buy 11/11/2016 @ $24.20
Current Per-Share: $33.01
Citigroup (C)
+20.64%
1st Buy 10/26/2017 @ $74.06
Current Per-Share: $58.35
JP Morgan (JPM)
+19.31%
1st Buy 10/26/2017 @ $102.30
Current Per-Share: $100.77
Amazon (AMZN)
+13.83%
1st Buy 2/6/2018 @ $1,378.96
Current Per-Share: $1,615.85
GW Pharm (GWPH)
+8.70%
1st Buy 7/25/2018 @ $142.28
Current Per-Share: $129.73
Kohl’s (KSS)
+8.20%
1st Buy 6/3/2019 @ $50.45
Current Per-Share: $49.08
Berkshire (BRK.B)
+5.77%
1st Buy 8/2/2019 @ $201.96
Current Per-Share: $201.96
Cisco (CSCO)
+5.11%
1st Buy 8/23/2019 @ $47.60
Current Per-Share: $47.60
Dow (DOW)
-0.81%
1st Buy 5/13/2019 @ $53.18
Current Per-Share: $48.59
Xilinx (XLNX)
-1.42%
1st Buy 5/13/2019 @ $111.57
Current Per-Share: $106.76
Pfizer (PFE)
-4.22%
1st Buy 1/28/2019 @ $40.50
Current Per-Share: $38.54
Twilio (TWLO)
-7.77%
1st Buy 8/8/2019 @ $125.71
Current Per-Share: $120.78
* Indicates a position where the capital investment was sold.
Profit % for * positions = Current Gross Profit / Original Capital Investment
Highlights from the Week
Biggest Winner: Dow Chemical (DOW)
The markets are seeing a rotation out of high-growth names into reliable cyclicals with industrials like Dow Chemical (DOW) seeing incredible gains of +11.47% this week, earning DOW the Biggest Winner title. Of course, DOW has been smacked around for most of 2019 so this isn’t exactly the greatest news, but still… a gain is a gain is a gain, right?
Biggest Loser: Twilio (TWLO)
What’s sauce for the goose is sauce for the gander so when the major market movers rotated out of growth into cyclical, names like Twilio (TWLO) got smacked for a loss of -11.41%, earning it the Biggest Loser notoriety for the second week in a row. TWLO and its other cloud ilk carry nose-bleed valuations so when their sector gets smacked, it gets smacked hard.
This Week’s Moves
Citigroup (C): Profit-Taking
After rocketing more than +13% in just 8 trading days, I took profits in Citigroup (C) when it pushed higher on Friday, selling shares at $70.38 to lower my per-share cost -3.6% from $60.53 to $58.35.
Out of the two money-center banks I hold – Citigroup (C) and JP Morgan (JPM) – Citi makes me the most nervous because of its international exposure. Combine that with the fact that it’s been in a trading range between $58-$75 for what feels like years, it only makes sense to take profits at these levels so I can buy back in should it head down.
My price target for the stock is near 2018 lows at $52-53.
C closed the week at $70.39, up $0.01 from where I sold on Friday.
Twilio (TWLO): Added to Position
Despite an up day in the markets on Monday, Twilio (TWLO) continued to drop before finding support (momentarily) around my next buy order at $115.86, where I added to the position and lowered my per-share cost -3.92% from $125.71 to $120.78.
TWLO then crashed through the $115 mark, hitting a low of $107.00 on Tuesday before bouncing.
Given TWLO’s high-flying nature (and, therefore, its potential for epic selloffs), my next buy target is lower than Tuesday’s low, targeting the psychological support level around $100.00 per share.
TWLO closed the week at $111.40, down -3.85% from where I added on Monday.
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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