June 26, 2020
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The Week’s Biggest Winner & Loser
Square (SQ)
In the ongoing era of no-contact everything, Square (SQ) is the Biggest Winner once again with yet another +6.45% in gains this down week with a +66.72% YTD gain.
Boeing (BA)
Boeing (BA) once again told parts manufacturers to cut back as demand for the 737-Max, the company’s best-selling plane, crash-lands. The company dropped -9.10% this week, earning itself the Biggest Loser spot.
Portfolio Allocation
Positions
%
Target Position Size
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Portfolio Breakdown
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Year-to-Date Performance
Current Position Performance
Boeing (BA)
+626.57%*
1st Buy 2/14/2012 @ $79.58
Current Per-Share: (-$372.32)*
Disney (DIS)
+607.81%
1st Buy 2/14/2012 @ $41.70
Current Per-Share: $17.95
Square (SQ)
+592.16%*
1st Buy 8/5/2016 @ $11.10
Current Per-Share: (-$48.00)*
Apple (AAPL)
+553.25%*
1st Buy 4/18/2013 @ $56.38
Current Per-Share: (-$172.20)*
Take Two (TTWO)
+452.21%
1st Buy 10/9/2018 @ $128.40
Current Per-Share: $31.22
Nike (NKE)
+376.59%*
1st Buy 2/14/2012 @ $26.71
Current Per-Share: (-$25.20)*
Nvidia (NVDA)
+363.81%*
1st Buy 9/6/2016 @ $63.10
Current Per-Share: (-$15.00)*
Twilio (TWLO)
+225.90%*
1st Buy 8/8/2019 @ $125.71
Current Per-Share: (-$16.25)*
IDEXX Lab (IDXX)
+203.67%
1st Buy 7/26/2017 @ $167.29
Current Per-Share: $106.98
Salesforce (CRM)
+129.21%
1st Buy 6/11/2018 @ $134.05
Current Per-Share: $79.91
Logitech (LOGI)
+118.32%
1st Buy 11/11/2016 @ $24.20
Current Per-Share: $28.75
Tesla (TSLA)
+109.87%*
1st Buy 3/12/2020 @ $556.49
Current Per-Share: (-$59.31)*
IBM (IBM)
+61.48%
1st Buy 11/6/2018 @ $120.87
Current Per-Share: $72.57
Skyworks (SWKS)
+45.60%
1st Buy 1/31/2020 @ $113.60
Current Per-Share: $86.44
Berkshire (BRK.B)
+23.31%
1st Buy 8/2/2019 @ $199.96
Current Per-Share: $142.22
Canopy (CGC)
+8.87%
1st Buy 5/24/2018 @ $29.53
Current Per-Share: $14.65
GW Pharm (GWPH)
+8.42%
1st Buy 7/25/2018 @ $142.28
Current Per-Share: $110.87
JP Morgan (JPM)
+3.01%
1st Buy 10/26/2017 @ $102.30
Current Per-Share: $89.88
Dow (DOW)
+0.01%
1st Buy 5/13/2019 @ $53.18
Current Per-Share: $39.80
Citigroup (C)
-4.58%
1st Buy 10/26/2017 @ $74.06
Current Per-Share: $51.96
* Indicates a position where the capital investment was sold.
Profit % for * positions = Total Profit / Original Capital Investment
A negative share price indicates the dollar amount of profit for each share currently held.
This Week’s Moves
Square (SQ): Profit-Taking
When Square (SQ) made new all-time highs in the middle of a market-wide selloff on Friday, it was time to take profits. Square is a core holding of mine and one of my biggest all-time winners with my position price of $11.10 back on August 5, 2016.
Since then, I’ve pulled nearly six times my investment capital out of the stock (each share I currently hold adds +$48.00 in profit to my portfolio). Like all of my core holdings, I hate taking profits in this name, but my discipline dictates that when a position breaks an all-time high and/or reaches its allocation target, it’s time to sell, and Square filled both of those criteria this week.
So, on Friday, I sold some shares at $105.96 to lock in +89.65% in gains on some of the shares I bought on March 12 for $55.87. My next sell target for Square is around $111.00-112.00 and my next buy target is $61.20.
SQ closed the week at $104.30, down -1.57% from where I sold 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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