December 27, 2019

The Week’s Biggest Winner & Loser

Amazon (AMZN)

With the rest of the market raging for the past few weeks, everyone was wondering if Amazon (AMZN) was ever going to get off its butt to try and catch up. Looks like the stock got the memo, as its +4.66% gain made it the Biggest Weekly Winner.

GW Pharma (GWPH)

GW Pharma continues to lack the love, dropping a whopping -5.42% this week to earn the Biggest Loser position. In a market with nothing but green, grabbing red is a challenge, and if GWPH keeps going like this, it’ll actually be down for the YEAR.

Portfolio Allocation

Click charts for enlarged versions

Positions

%

Target Position Size

Portfolio Breakdown

Year-to-Date Performance

Current Position Performance

Boeing (BA)

+775.68%*

1st Buy 2/14/2012 @ $79.58
Current Per-Share: (-$731.41)*

Apple (AAPL)

+469.15%*

1st Buy 4/18/2013 @ $56.38
Current Per-Share: (-$158.51)*

Square (SQ)

+396.10%*

1st Buy 8/5/2016 @ $11.10
Current Per-Share: (-$43.58)*

Nike (NKE)

+380.07%*

1st Buy 2/14/2012 @ $26.71
Current Per-Share: (-$61.82)*

Disney (DIS)

+281.23%*

1st Buy 2/14/2012 @ $41.70
Current Per-Share: (-$15.25)*

Nvidia (NVDA)

+225.05%*

1st Buy 9/6/2016 @ $63.10
Current Per-Share: (-46.12)*

IDEXX Lab (IDXX)

+125.89%

1st Buy 7/26/2017 @ $167.29
Current Per-Share: $116.86

JP Morgan (JPM)

+60.14%

1st Buy 10/26/2017 @ $102.30
Current Per-Share: $86.89

Logitech (LOGI)

+48.34%

1st Buy 11/11/2016 @ $24.20
Current Per-Share: $31.72

Citigroup (C)

+45.65%

1st Buy 10/26/2017 @ $74.06
Current Per-Share: $54.70

Dow (DOW)

+17.15%

1st Buy 5/13/2019 @ $53.18
Current Per-Share: $46.80

Amazon (AMZN)

+15.72%

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

Canopy (CGC)

+2.65%

1st Buy 5/24/2018 @ $29.53
Current Per-Share: $18.71

Cisco (CSCO)

+2.24%

1st Buy 8/23/2019 @ $47.60
Current Per-Share: $46.72

Xilinx (XLNX)

-1.98%

1st Buy 5/13/2019 @ $111.57
Current Per-Share: $100.41

Twilio (TWLO)

-6.67%

1st Buy 8/8/2019 @ $125.71
Current Per-Share: $107.61

GW Pharm (GWPH)

-15.38%

1st Buy 7/25/2018 @ $142.28
Current Per-Share: $118.90

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

Chopping Block

Sector Rotation – Eliminating Cisco (CSCO)

Despite actually being an excellent turnaround play with enterprise spending expected to pick up in 2020 combined with a nearly 3% dividend at its current price levels, I’ve decided to give Cisco (CSCO) the axe.

There’s actually nothing wrong with this play at all and Cisco (CSCO) would make a good long-term investment, however, in reviewing my portfolios and thinking about the next decade, I think I’m too heavily weighted in technology stocks right now, plus I have too many positions even after clearing house by eliminating five (5) positions a few short weeks ago.

What is Sector Rotation?

While technology was a top-performing sector from 2010-2020, the sectors do rotate almost like clockwork. Historical trends have been identified over past decades showing that what’s hot one decade will be not the next.

In fact, many analysts currently project that the low-performing sectors of the last decade – utilities, real estate, and even energy (a complete bomb) – may become the top performers of 2020-2030.

I feel comfortable with the breakdown of my current positions – except for my tech exposure. Since Cisco is a relatively new position, just opened in August 2019, and it has finally rotated to the positive, it’s time to let it go and reduce my portfolio to a still-hefty 16 positions.

Although Cisco hasn’t cleared my portfolio, yet, I am using stop-limit sell orders to lock in profits on the way out, hopefully landing a gain of at least 2-3%.

This Week’s Moves

Citigroup (C): Profit-Taking

Citigroup (C) finally broke through the $80 mark during the Santa Claus rally on Friday, triggering a trailing-stop loss I had in place which filled at, you guessed it, exactly $80.00.

While I had nowhere near a full allocation in my Citigroup position, the financials have been positively roaring into the year-end. With the entire market in full over-bought conditions, I wanted to take some profits as Citigroup hasn’t broken into the $80 range since January 2018, nearly two years ago.

The sale reduced my per-share cost by -2.39% from $56.04 to $54.70. At this point, I have no additional sell targets and my next buy target is $51.55.

C closed the week at $79.67, down -0.41% from where I sold on 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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