September 11, 2020
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The Week’s Biggest Winner & Loser
Nike (NKE)
As everyone rotates out of the technology sector, Nike (NKE) finds itself in the sweet spot of being a consumer discretionary play, a direct-to-consumer innovation play, and a global recovery play. In a week which was a sea of red, Nike finished up +4.98% and earned itself the spot of the week’s Biggest Winner.
Tesla (TSLA)
After being snubbed by the S&P 500, Tesla’s (TSLA) volatility took the brunt of the rotation out of tech and finished the week down -10.00% to earn itself the spot of the week’s Biggest Loser. Given that the stock was down almost nearly -25% at one point, this kinda of loss can almost be chalked up as a “win.”
Portfolio Allocation
Positions
%
Target Position Size
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Portfolio Breakdown
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Year-to-Date Performance
Current Position Performance
Disney (DIS)
+734.00%
1st Buy 2/14/2012 @ $41.70
Current Per-Share: $17.95
Square (SQ)
+723.66%*
1st Buy 8/5/2016 @ $11.10
Current Per-Share: (-$104.51)*
Apple (AAPL)
+647.21%*
1st Buy 4/18/2013 @ $14.17
Current Per-Share: (-$62.40)*
Boeing (BA)
+615.28%*
1st Buy 2/14/2012 @ $79.58
Current Per-Share: (-$372.32)*
Take Two (TTWO)
+491.77%
1st Buy 10/9/2018 @ $128.40
Current Per-Share: $31.22
Nvidia (NVDA)
+469.35%*
1st Buy 9/6/2016 @ $63.10
Current Per-Share: (-$102.82)*
Nike (NKE)
+454.59%*
1st Buy 2/14/2012 @ $26.71
Current Per-Share: (-$25.14)*
IDEXX Labs (IDXX)
+367.78%
1st Buy 7/26/2017 @ $167.29
Current Per-Share: $77.99
Twilio (TWLO)
+227.63%*
1st Buy 8/8/2019 @ $125.71
Current Per-Share: (-$16.25)*
Tesla (TSLA)
+207.32%*
1st Buy 3/12/2020 @ $111.30
Current Per-Share: (-$11.86)*
Salesforce (CRM)
+204.20%
1st Buy 6/11/2018 @ $134.05
Current Per-Share: $79.91
Logitech (LOGI)
+158.12%
1st Buy 11/11/2016 @ $24.20
Current Per-Share: $26.65
IBM (IBM)
+67.36%
1st Buy 11/6/2018 @ $120.87
Current Per-Share: $72.57
Skyworks (SWKS)
+62.63%
1st Buy 1/31/2020 @ $113.60
Current Per-Share: $84.00
Berkshire (BRK.B)
+53.23%
1st Buy 8/2/2019 @ $199.96
Current Per-Share: $142.22
Dow (DOW)
+28.47%
1st Buy 5/13/2019 @ $53.18
Current Per-Share: $38.80
JP Morgan (JPM)
+13.48%
1st Buy 10/26/2017 @ $102.30
Current Per-Share: $89.06
Canopy (CGC)
+10.38%
1st Buy 5/24/2018 @ $29.53
Current Per-Share: $14.65
GW Pharm (GWPH)
+2.23%
1st Buy 7/25/2018 @ $142.28
Current Per-Share: $100.00
* 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
Dow Chemical (DOW): Profit-Taking
Dow Chemical (DOW) held up early in the week as the market selloff target technology stocks, not industrials and other cyclicals. On Wednesday, Dow popped when the rest of the market bounced, triggering a sell order I had in place at $49.47.
The sale locked in +62.62% in gains on a few of the shares I bought on March 10 for $30.42. It also lowered my per-share cost -0.39% from $38.95 to $38.80. My next sell target for the stock is $52.30 and my next buy target is $22.90.
DOW closed the week at $49.85, up +0.77% from where I sold Wednesday.
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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