May 7, 2021


Risk Disclaimer

The positions in this portfolio are incredibly risky and extremely volatile.


No one at Get Irked is a professional financial adviser (or a doctor), so consult with your own financial adviser to see if any of these positions fit your risk profile (and stomach).

Get Irked's Speculation in Play - May 7, 2021

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The Week’s Biggest Winner & Loser

Uranium ETF (URA)

The commodities are ruling the roost in the reopening which means for the Speculation in Play portfolio, the Uranium ETF (URA) is number one locking in +13.26% this week and returning to the fallout shelter as the Week’s Biggest Winner for two weeks-in-a-row.

DraftKings (DKNG)

DraftKings (DKNG) reported a knockout of a quarter with future guidance indicating nothing but blue skies for the sports gambling sector and… it’s stock took a swan dive to the count of a -14.54% loss. Why? Your bet is as good as mine as to why DraftKings is this Week’s Biggest Loser.

Portfolio Allocation

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Target Position Size

Get Irked - Speculation in Play - Current Holdings - May 7, 2021

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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

Pinterest (PINS)


1st Buy: 5/16/2019 @ $25.72
Current Per-Share: -($33.69)*

Carnival Cruise (CCL)


1st Buy: 3/12/2020 @ $17.25
Current Per-Share: $4.30

Airlines ETF (JETS)


1st Buy: 5/14/2020 @ $11.30
Current Per-Share: $4.87

Yeti (YETI)


1st Buy: 2/26/2019 @ $23.23
Current Per-Share: (-$142.16)*



1st Buy: 1/10/2019 @ $19.54
Current Per-Share: $22.00

Virgin Galactic (SPCE)


1st Buy: 10/31/2019 @ $9.87
Current Per-Share: (-$35.45)*

Tradeweb Mkts (TW)


1st Buy: 4/8/2019 @ $39.22
Current Per-Share: -($23.18)*

Chevron (CVX)


1st Buy: 3/12/2020 @ $76.94
Current Per-Share:  (-$0.07)*

Grow Gen. (GRWG)


1st Buy: 10/30/2020 @ $16.04
Current Per-Share: $22.06

General Electric (GE)


1st Buy: 3/6/2020 @ $9.40
Current Per-Share: -($1.01)*

Uranium ETF (URA)


1st Buy: 2/23/2021 @ $17.97
Current Per-Share: $17.97

DraftKings (DKNG)


1st Buy: 1/29/2021 @ $52.97
Current Per-Share: $55.00

Palantir (PLTR)


1st Buy: 2/12/2021 @ $31.50
Current Per-Share: $25.65

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

Recovery Speculation Basket

Airlines ETF


Carnival Cruise


What is the Recovery Speculation Basket?

The Recovery Speculation Basket (“Recovery Spec”) represents stocks that will thrive if vaccines are released quickly and we return to normal but have the likelihood of collapsing if more lockdowns occur. These positions are too speculative to have their own allocation and share a single allocation.

Currently, my Recovery Spec stocks are as follows: the Airlines Exchange Traded Fund (JETS) and Carnival Cruise Lines (CCL). They are listed as a single allocation in the portfolio breakdown chart each week. 

This Week’s Moves

Advanced Micro Devices (AMD): Added to Position

AMD (AMD) once again broke down below $80.00 on Monday, so I decided to add some capital back into this position at $79.38 as I feel like the Xilinx (XLNX) acquisition will be far more accretive than the street is giving the company credit for.

The purchase gives me a $22.00 cost basis, higher than my initial purchase price of $19.54 back on January 10, 2019, but that’s because I have that much faith in Lisa Su as a CEO and in AMD as a company. From here, my next purchase price is under $40 (yes, that low) and I have no sale targets until after the Xilinx acquisition goes through and we see what it does for AMD’s bottom line.

AMD closed the week at $78.81, down -0.72% from where I added Monday.

DraftKings (DKNG): Added to Position

DraftKings (DKNG) has been an interesting position, rocketing +40.42% to an all-time high of $74.38 from where I initially opened it at $52.97 on January 29, 2021 only to tumble down -27.72% from its high before finding support at $53.76 back on April 20.

Since DraftKings was going to report earnings on Thursday, I decided to take that bet (pun intended, sorry) and add to the position on Monday when it dipped back below $60 with an order that filled at $57.03. While that raised my per-share cost +3.83% from $52.97 to $55.00, I wanted to take the chance.

Despite a stellar earnings report, this was definitely the wrong decision as DKNG got knocked to the mat, dropping like a rock for the rest of the week. From here, my next buy target is $35.50, above the low of DraftKing’s last big selloff that took it lower from here.

DKNG closed the week at $48.42, down -15.10% from where I added 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!

Don't get mad, Get Irked and learn how to invest for yourself!


Disclaimer: Eric "Irk" Jacobson and all other Get Irked contributors are not investment or financial advisers. All strategies, trading ideas, and other information presented comes from non-professional, amateur investors and traders sharing techniques and ideas for general information purposes.

As always, all individuals should consult their financial advisers to determine if an investing idea is right for them. All investing comes with levels of risk with some ideas and strategies carrying more risk than others.

As an individual investor, you are accountable for assessing all risk to determine if the strategy or idea fits with your investment style. All information on Get Irked is presented for educational and informational purposes only.