January 17, 2020
The Week’s Biggest Winner & Loser
Canopy Growth Corp (CGC)
Canopy Growth Corp (CGC) and the rest of the consumer cannabis sector saw significant gains this week following the earnings report of Constellation Brands (STZ) showing the sector seeing decent growth. CGC’s +21.18% weekly gains earned it the spot of Biggest Winner this week.
Logitech (LOGI)
Logitech’s (LOGI) recent series of weekly gains was cut short this week as it retreated -1.98% during price consolidation. The e-sports champion’s small pullback earned it the spot of the week’s Biggest Loser.
Portfolio Allocation
Positions
%
Target Position Size
Portfolio Breakdown
Year-to-Date Performance
Current Position Performance
Boeing (BA)
+771.30%*
1st Buy 2/14/2012 @ $79.58
Current Per-Share: (-$731.41)*
Apple (AAPL)
+499.42%*
1st Buy 4/18/2013 @ $56.38
Current Per-Share: (-$158.51)*
Square (SQ)
+416.69%*
1st Buy 8/5/2016 @ $11.10
Current Per-Share: (-$43.58)*
Nike (NKE)
+387.57%*
1st Buy 2/14/2012 @ $26.71
Current Per-Share: (-$61.66)*
Disney (DIS)
+280.29%*
1st Buy 2/14/2012 @ $41.70
Current Per-Share: (-$15.16)*
Nvidia (NVDA)
+234.92%*
1st Buy 9/6/2016 @ $63.10
Current Per-Share: (-46.12)*
IDEXX Lab (IDXX)
+144.57%
1st Buy 7/26/2017 @ $167.29
Current Per-Share: $116.86
JP Morgan (JPM)
+59.06%
1st Buy 10/26/2017 @ $102.30
Current Per-Share: $86.89
Citigroup (C)
+48.30%
1st Buy 10/26/2017 @ $74.06
Current Per-Share: $54.70
Logitech (LOGI)
+46.83%
1st Buy 11/11/2016 @ $24.20
Current Per-Share: $31.72
Canopy (CGC)
+33.01%
1st Buy 5/24/2018 @ $29.53
Current Per-Share: $18.71
Amazon (AMZN)
+15.40%
1st Buy 2/6/2018 @ $1,378.96
Current Per-Share: $1,615.85
Dow (DOW)
+13.96%
1st Buy 5/13/2019 @ $53.18
Current Per-Share: $46.80
Twilio (TWLO)
+11.77%
1st Buy 8/8/2019 @ $125.71
Current Per-Share: $106.79
Xilinx (XLNX)
+2.47%
1st Buy 5/13/2019 @ $111.57
Current Per-Share: $100.41
GW Pharm (GWPH)
+0.04%
1st Buy 7/25/2018 @ $142.28
Current Per-Share: $118.92
* Indicates a position where the capital investment was sold.
Profit % for * positions = Total Profit / Original Capital Investment
This Week’s Moves
Twilio (TWLO): Profit-Taking
Twilio’s (TWLO) epic run continued on Monday when it crossed into a +20% just since 2020, so I sold a small amount of my position at $118.26.
The sale locked in a 30% move on shares I purchased just two months ago at $90.96 on November 7, 2019, and lowered my per-share cost a slight -0.76% from $107.61 to $106.79.
Rather than true profit-taking, I wanted to reduce my allocation in Twilio. Given how high-growth stocks move dramatically on both upswings and downswings in the market, I was a little uncomfortable holding nearly half my target allocation at such a high per-share price.
Now, I have no additional profit-taking plans until TWLO breaches its all-time high of $151.00 set on June 20 of last year. My next buy target is $97.55.
TWLO closed the week at $119.36, up +0.93% from where I sold 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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