July 17, 2020

Get Irked - Investments in Play - July 17, 2020

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The Week’s Biggest Winner & Loser

GW Pharmaceuticals (GWPH)

This week’s big rotation saw investors fleeing the high-flying growth stocks and heading into other alternatives – in this case, alternative medicine. GW Pharma (GWPH), makers of cannabinoid-based epilepsy drugs, popped 7.22% this week to earn itself the spot of Biggest Winner.

Square (SQ)

Square (SQ) once again fell into its old habits of skyrocketing to all-new levels only to pull back substantially following making a new all-time high. This week, Square dropped -5.72% to land the spot of the Biggest Loser.

Portfolio Allocation

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Target Position Size

Get Irked - Investments in Play - Current Holdings - July 17, 2020

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Portfolio Breakdown

Get Irked - Year-to-Date Performance - Investments in Play vs. Speculation in Play - 2020 Year-to-Date Performance

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Year-to-Date Performance

Current Position Performance

Disney (DIS)


1st Buy 2/14/2012 @ $41.70
Current Per-Share: $17.95

Square (SQ)


1st Buy 8/5/2016 @ $11.10
Current Per-Share: (-$67.65)*

Boeing (BA)


1st Buy 2/14/2012 @ $79.58
Current Per-Share: (-$372.32)*

Apple (AAPL)


1st Buy 4/18/2013 @ $56.38
Current Per-Share: (-$198.60)*

Take Two (TTWO)


1st Buy 10/9/2018 @ $128.40
Current Per-Share: $31.22

Nvidia (NVDA)


1st Buy 9/6/2016 @ $63.10
Current Per-Share:  (-$102.82)*

Nike (NKE)


1st Buy 2/14/2012 @ $26.71
Current Per-Share: (-$25.14)*

Twilio (TWLO)


1st Buy 8/8/2019 @ $125.71
Current Per-Share: (-$16.25)*



1st Buy 7/26/2017 @ $167.29
Current Per-Share: $106.98

Tesla (TSLA)


1st Buy  3/12/2020 @ $556.49
Current Per-Share: (-$59.31)*

Logitech (LOGI)


1st Buy 11/11/2016 @ $24.20
Current Per-Share: $27.45

Salesforce (CRM)


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



1st Buy 11/6/2018 @ $120.87
Current Per-Share: $72.57

Skyworks (SWKS)


1st Buy 1/31/2020 @ $113.60
Current Per-Share: $86.44

Berkshire (BRK.B)


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

GW Pharm (GWPH)


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

Canopy (CGC)


1st Buy 5/24/2018 @ $29.53
Current Per-Share: $14.65

Dow (DOW)


1st Buy 5/13/2019 @ $53.18
Current Per-Share: $39.80

JP Morgan (JPM)


1st Buy 10/26/2017 @ $102.30
Current Per-Share: $89.88

Citigroup (C)


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

Apple (AAPL): Profit-Taking

Apple (AAPL) grew to the skies on Monday following analyst speculations that every aspect of their business – phones, tablets, laptops, and desktops – grew throughout the pandemic and that we’d get to see by how much later this month when the company reports earnings.

When Apple made a play for $400.00, it was once again time for me to take profits with a sale order which filled at $399.76 mid-day on Monday. The sale locked in +110.71% in gains on shares I bought in November 2018 at $189.72.

I don’t have additional sell orders for the stock, with a buy target of $304.60.

AAPL closed the week at $385.31, down -3.61% from where I sold Monday. 

Logitech (LOGI): Profit-Taking

Logitech (LOGI) roared higher at the start of the week, breaking through to a new all-time high and triggering some profit-taking on Monday at $67.70. The sale locked in +96.40% in gains on shares I bought back on March 12 for $34.47.

Monday’s sale also lowered my per-share cost -2.42% from $28.13 to $27.45. My next sell target for LOGI is $70.20 and my next buy target is around $41.30.

LOGI closed the week at $69.98, up +3.37% from where I sold Monday.

Nvidia (NVDA): Profit-Taking

Nvidia (NVDA) broke through to all-new highs on Monday, triggering a sell order I had in place which filled at $426.30. The sale locked in +188.65% in profits on shares I bought way back on May 23, 2019 for $147.69. Wow, May 2019 really wasn’t that long ago to lock in a triple!

Nvidia is truly one of the wild-child stocks in my portfolio and while I fully believe in its long-term prospects, this stock was under $300 just three months ago so it was time to lock in some profits.

I have no additional sell targets for the stock at this time, however, my next buy target for NVDA is near a past level of support around $287.80.

NVDA closed the week at $408.06, down -4.28% 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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