April 3, 2020

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The Week’s Biggest Winner & Loser

Logitech (LOGI)

Logitech’s (LOGI) working-from-home/gaming-from-home thesis continues to dominate with the stock earning +4.77% this week to lock in the week’s Biggest Winner.

Boeing (BA)

Oh, how the mighty have fallen, eh, Boeing (BA)? Boeing took two steps forward last week only to drop three steps behind this week, losing -23.14% in the week for an epic -61.78% YTD loss and earning itself the Biggest Loser spot.

Portfolio Allocation

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Positions

%

Target Position Size

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Portfolio Breakdown

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Year-to-Date Performance

Current Position Performance

Boeing (BA)

+574.22%*

1st Buy 2/14/2012 @ $79.58
Current Per-Share: (-$411.21)*

Apple (AAPL)

+417.83%*

1st Buy 4/18/2013 @ $56.38
Current Per-Share: (-$79.73)*

Nike (NKE)

+327.55%*

1st Buy 2/14/2012 @ $26.71
Current Per-Share: (-$21.26)*

Square (SQ)

+320.32%*

1st Buy 8/5/2016 @ $11.10
Current Per-Share: (-$21.85)*

Nvidia (NVDA)

+241.67%**

1st Buy 9/6/2016 @ $63.10
Current Per-Share: $26.75**

Disney (DIS)

+233.23%**

1st Buy 2/14/2012 @ $41.70
Current Per-Share: $22.28**

Cypress Semi (CY)

+168.98%*

1st Buy 4/6/2016 @ $8.20
Current Per-Share: (-$324.43)*

Twilio (TWLO)

+90.47%

1st Buy 8/8/2019 @ $125.71
Current Per-Share: $42.36

IDEXX Lab (IDXX)

+71.07%

1st Buy 7/26/2017 @ $167.29
Current Per-Share: $137.11

Salesforce (CRM)

+68.07%

1st Buy 6/11/2018 @ $134.05
Current Per-Share: $79.91

IBM (IBM)

+44.61%

1st Buy 11/6/2018 @ $120.87
Current Per-Share: $73.54

Logitech (LOGI)

+33.58%

1st Buy 11/11/2016 @ $24.20
Current Per-Share: $32.25

Berkshire (BRK.B)

+25.40%

1st Buy 8/2/2019 @ $199.96
Current Per-Share: $142.22

Tesla (TSLA)

+3.51%

1st Buy  3/12/2020 @ $556.49
Current Per-Share: $463.75

JP Morgan (JPM)

-8.48%

1st Buy 10/26/2017 @ $102.30
Current Per-Share: $91.83

Skyworks (SWKS)

-8.98%

1st Buy 1/31/2020 @ $113.60
Current Per-Share: $88.23

Canopy (CGC)

-9.85%

1st Buy 5/24/2018 @ $29.53
Current Per-Share: $14.70

GW Pharm (GWPH)

-26.22%

1st Buy 7/25/2018 @ $142.28
Current Per-Share: $110.87

Citigroup (C)

-29.71%

1st Buy 10/26/2017 @ $74.06
Current Per-Share: $53.34

Dow (DOW)

-31.00%

1st Buy 5/13/2019 @ $53.18
Current Per-Share: $40.54

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

** For more accurate profit %, positions with extremely reduced per-share costs are calculated in the same manner as positions with sold capital investment.

This Week’s Moves

No Moves This Week

Sometimes, it’s important to sit back for a week and take stock of your life… get it? Get it?! Okay, sorry about that.

After last week’s serious rally off the lows from the week prior, this week left the markets trading in a range despite the spate of bad news flying at the markets. Certainly, the indexes pulled back from their highs, to be sure, however, I’m not putting any more money to work until we see the market test its recent lows (or until we have a therapeutic treatment or cure).

You gotta know when to hold ’em and know when to fold ’em, and, in this case, it’s just time to sit on my hands and watch the market work.

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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