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Top 10 Weekly Portfolio 2017 Alerts & Performance
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Sunday, December 31, 2017
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Happy to report that the portfolio puts behind another successful year with a gain of 41.2% beating the broader market, measured by SPY, by more than 2X! Let's hope the success will continue into 2018.
Portfolio Composition(%change since purchase): NVDA(252%) ANET(+79.3%) OLED(29.3%) AMAT(-2.1%) PYPL(+6.6%) THO(+11.9%%) AVY(+1.3%) PETS(-0.6%) CPRT(-2.3%) SKX(-0.3%) and $112 in cash.
Performance:
2013: +52.4% vs SPYs +29.1%
2014: +22.7% vs SPYs +13.5%
2015: +14.0% vs SPYs -0.8%
2016: +5.4% vs SPYs +9.6%
2017: +41.2% vs SPYs +19.4%
Since Inception (1-7-13): +217.3% vs SPYs +82.9%
For this week we will replace one position: SKX with one new stock: CADE.
Watch List: HTHT YY DQ FND WGO and PLNT.
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Happy investing,
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Sunday, December 24, 2017
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The GOP tax reform/cuts finally passed the congress and was singed into law. However, it failed to ignite the markets as some were expecting. Perhaps some of the gains were offset in part by the end of the year tax adjustments selling!? S&P500 manged to add 0.4% to reach yet another all time high. Portfolio moved up by 0.6% last week.
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Portfolio Composition (%change since purchase): NVDA(+255%) ANET(+80.0%) OLED(31.4%) AMAT(-0.3%) PYPL(+7.0%) THO(+12.8%%) AVY(+0.6%) PETS(-0.2%) CPRT(-1.9%) SKX(+1.0%) and $107 in cash.
Performance:
2013: +52.4% vs SPYs +29.1%
2014: +22.7% vs SPYs +13.5%
2015: +14.0% vs SPYs -0.8%
2016: +5.4% vs SPYs +9.6%
YTD: +42.0% vs SPYs +19.6%
Since inception (1-7-13): +219.7% vs SPYs +83.4%
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For this week we will keep the portfolio unchanged.
Watch List: BABA PLNT CADE and HTHT.
Happy investing,
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Sunday, December 17, 2017
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The market, improved prospect of tax reform keeps the investors coming back to markets pushing the S&P500 higher by 0.4% and into the new highs. Portfolio added 0.5% for the week.
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Portfolio Composition (%change since purchase): NVDA(+248%) ANET(+75.8%) CGNX(+8.3%) LRCX(+6.8%) OLED(27.7%) AMAT(+0.6%) PYPL(+9.6%) THO(+11.4%%) COHR(-6.8%) AVY(+2.2%) and no cash.
Performance:
2013: +52.4% vs SPYs +29.1%
2014: +22.7% vs SPYs +13.5%
2015: +14.0% vs SPYs -0.8%
2016: +5.4% vs SPYs +9.6%
YTD: +41.4% vs SPYs +19.2%
Since inception (1-7-13): +217.7% vs SPYs +82.7%
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For this week we will replace three stocks: CGNX LRCX and COHR with three new positions: PETS CPRT and SKX.
Watch List: FIVE ALGN PRAH SIVB CBOE and FLT.
Happy investing,
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Sunday, December 10, 2017
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The high tech stocks carnage which started two weeks ago slowed down a bit last week. In some cases they have recovered fully, Semiconductor stocks however are slow to recovery. Portfolio heavy in semis lost 1.9% while S$P500 advanced by 0.4% to a new high.
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Portfolio Composition (%change since purchase): NVDA(+248%) ANET(+69.6%) CGNX(+14.4%) LRCX(+6.9%) OLED(29.3%) AMAT(-1.5%) PYPL(+5.6%) THO(+12.2%%) COHR(-5.2%) and no cash.
Performance:
2013: +52.4% vs SPYs +29.1%
2014: +22.7% vs SPYs +13.5%
2015: +14.0% vs SPYs -0.8%
2016: +5.4% vs SPYs +9.6%
YTD: +51.5% vs SPYs +18.7%
Since inception (1-7-13): +216.2% vs SPYs +82.0%
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For this week we will keep the portfolio unchanged.
Watch List: WGO VBOE ALGN PLNT and TSN.
Happy investing,
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Sunday, December 3, 2017
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Big volatility, especially in the tech stocks, comes back to the market resulting in a sell off in momentum stocks last week. The portfolio is no exception. It gets hit hard with 5.9% reduction :( Mean time S&P500 enjoys a 1.5% increase into its all time high.
Portfolio Composition(%change since purchase): NVDA(259%) ANET(+74.0%) CGNX(+23.0%) LRCX(+7.7%) OLED(32.3%) AMAT(-0.6%) PYPL(+9.1%) RHT(+3.4%) THO(+12.6%%) COHR(-6.3%) and no cash.
Performance:
2013: +52.4% vs SPYs +29.1%
2014: +22.7% vs SPYs +13.5%
2015: +14.0% vs SPYs -0.8%
2016: +5.4% vs SPYs +9.6%
YTD: +53.5% vs SPYs +18.3%
Since Inception (1-7-13): +222.4% vs SPYs +81.3%
For this week I replace one position: RHT with one new stock: AVY.
Watch List: CPRT CBOE WGO PLNT and TSN.
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Happy investing,
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Sunday, November 26, 2017
Improved prospect of some kind of corporate tax reform in Washington brings back the investors to the market. S&P500 moves up by 1.0% to its new all time high. Portfolio adds 3.1% to reach its all time high!
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Portfolio Composition (%change since purchase): NVDA(+294%) ANET(+84.2%) CGNX(+28.3%) LRCX(+24.3%) OLED(42.9%) AMAT(+10.9%) PYPL(+13.8%) RHT(+6.0%) THO(+1.8%%) COHR(+3.0%) and no cash.
Performance:
2013: +52.4% vs SPYs +29.1%
2014: +22.7% vs SPYs +13.5%
2015: +14.0% vs SPYs -0.8%
2016: +5.4% vs SPYs +9.6%
YTD: +52.4% vs SPYs +16.5%
Since inception (1-7-13): +242.5% vs SPYs +78.5%
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For this week we will keep the portfolio unchanged.
Watch List: IPGP WGO PLNT AVY and TSN.
Happy investing,
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Sunday, November 19, 2017
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Not much changed from last week. Volatility remains moderate. Markets on holding patterns. S&P500 remained virtually unchanged losing 0.1%. Portfolio gained 1.7% to reach new all time high :)
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Portfolio Composition (%change since purchase): NVDA(+284%) ANET(+78.0%) CGNX(+24.8%) LRCX(+20.7%) OLED(35.5%) AMAT(+8.2%) PYPL(+10.6%) RHT(+4.0%) THO(-0.6%) COHR(-0.6) and no cash.
Performance:
2013: +52.4% vs SPYs +29.1%
2014: +22.7% vs SPYs +13.5%
2015: +14.0% vs SPYs -0.8%
2016: +5.4% vs SPYs +9.6%
YTD: +47.9% vs SPYs +15.4%
Since inception (1-7-13): +223.3% vs SPYs +76.8%
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For this week we will keep the portfolio unchanged.
Watch List: ALGN WGO CTRL YY ISRG and FIVE.
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Happy investing,
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Sunday, November 12, 2017
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Volatility comes back to the market due to mixed earning reports from the companies last week. Another factor contributing to the volatility is the uncertainty sounding the fate of the tax reform! S&P500 manages to hold on with loss of only 0.1%. The portfolio advanced by 2.2% last week.
Portfolio Composition(%change since purchase): NVDA(293%) ANET(+68.2%) KEM(-13.4%) CGNX(+21.1%) LRCX(+18.9%) OLED(31.7%) AMAT(+7.9%) PYPL(+7.2%) RHT(+2.5%) THO(-3.5%) and no cash.
Performance:
2013: +52.4% vs SPYs +29.1%
2014: +22.7% vs SPYs +13.5%
2015: +14.0% vs SPYs -0.8%
2016: +5.4% vs SPYs +9.6%
YTD: +45.4% vs SPYs +16.0%
Since Inception (1-7-13): +226.8% vs SPYs +76.93%
For this week we will replace one position: KEM with one new stock COHR.
Watch List: ALGN WGO CTRL CBOE ON ADBE and MA.
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Happy investing,
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Sunday, November 5, 2017
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Reporting season winding down. Mixed results last week keeps investors in the markets, at least for now. S&P500 gains 0.2%, the portfolio loses 0.7%.
Portfolio Composition(%change since purchase): NVDA(279%) ANET(+53.4%) KEM(-7.2%) CGNX(+18.1%) LRCX(+18.7%) OLED(18.4%) AMAT(+8.3%) PYPL(+6.3%) RHT(+0.4%) THO(+1.2%) and no cash.
Performance:
2013: +52.4% vs SPYs +29.1%
2014: +22.7% vs SPYs +13.5%
2015: +14.0% vs SPYs -0.8%
2016: +5.4% vs SPYs +9.6%
YTD: +42.6% vs SPYs +16.0%
Since Inception (1-7-13): +219.9% vs SPYs +77.2%
For this week we will keep the portfolio unchanged.
Watch List: WOG PRAH ADI MCHP and TRU.
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Happy investing,
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Sunday, October 29, 2017
Tech related stocks such as Microsoft, Google, Amazon, and Intel came late in the week and saved the markets from huge losses incurred early in the week. By Fridays end S&P500 managed to gain 0.3% for the week and to reach another all time high! Portfolio lost 1.6% .
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Portfolio Composition (%change since purchase): NVDA(+267%) ANET(+48.9%) KEM(+39.5%) CGNX(+11.4%) LRCX(+19.2%) OLED(1.9%) AMAT(+8.6%) PYPL(+2.9%) RHT(-0.3%) TAL(-20.6) and $50 in cash.
Performance:
2013: +52.4% vs SPYs +29.1%
2014: +22.7% vs SPYs +13.5%
2015: +14.0% vs SPYs -0.8%
2016: +5.4% vs SPYs +9.6%
YTD: +43.3% vs SPYs +15.3%
Since inception (1-7-13): +222.0% vs SPYs +76.7%
For this week we will replace one position: TAL with one new stock: THO.
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Watch List: PRAH ADI MCHP PAYC and TRU.
Happy investing,
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Sunday, October 22, 2017
We are almost half way through the fall reporting season. Results are coming out better than expected pushing markets up and into the new highs. S&P500 moves up 0.8% to a new high. Portfolio added 1.8% to reach its all time new high last week.
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Portfolio Composition (%change since purchase): NVDA(+258%) ANET(+45.9%) CTRL(+38.3%) KEM(+46.6%) CGNX(+8.8%) LRCX(+17.7%) OLED(+0.5%) AMAT(+7.4%) PYPL(+2.8%) RHT(+0.5%) and $50 in cash.
Performance:
2013: +52.4% vs SPYs +29.1%
2014: +22.7% vs SPYs +13.5%
2015: +14.0% vs SPYs -0.8%
2016: +5.4% vs SPYs +9.6%
YTD: +45.7% vs SPYs +15.0%
Since inception (1-7-13): +227.4% vs SPYs +76.3%
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For this week we will replace one position: CTRL with one new stock: TAL.
Watch List: HTHT ALGN THO ESNT ICHR and CBOE.
Happy investing,
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Sunday, October 15, 2017
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Markets put behind the first week of corporate earnings season with no big surprises. In anticipation of a relatively solid earnings from American companies, investors have decided to stay the course and remain in the market. S&P500 managed to add a small gain of 0.2% last week. Portfolio did much better by advancing 2.6% to a new all time high.
Portfolio Composition (%change since purchase): NVDA(+254%) ANET(+45.5%) CTRL(+46.5%) FOXF(+13.1%) BABA(+12.3%) KEM(+47.6%) CGNX(+5.1%) LRCX(+8.9%) OLED(+0.5%) AMAT(+3.3%) and $338 in cash.
Performance:
2013: +52.4% vs SPYs +29.1%
2014: +22.7% vs SPYs +13.5%
2015: +14.0% vs SPYs -0.8%
2016: +5.4% vs SPYs +9.6%
YTD: +43.2% vs SPYs +14.1%
Since inception (1-7-13): +221.7% vs SPYs +74.8%
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For this week we will replace two positions: BABA and FOXF with two new stocks: PYPL and RHT.
Watch List: HTHT YY JP HTHT TAL STMP AEIS ALGN and CBOE.
Happy investing,
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Sunday, October 8, 2017
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The resilient market shrugs off any bad news and marches to new highs. S&P500 added 1.2% last week to close at all time high. Portfolio did a little better moving up 2.8% to its all time high :)
Portfolio Composition (%change since purchase): NVDA(+230%) ANET(+46.9%) CTRL(+46.3%) FOXF(+19.2%) BABA(+12.8%) KEM(+34.3%) CGNX(+3.2%) LRCX(+6.0%) OLED(-4.1%) AMAT(+0.4%) and $338 in cash.
Performance:
2013: +52.4% vs SPYs +29.1%
2014: +22.7% vs SPYs +13.5%
2015: +14.0% vs SPYs -0.8%
2016: +5.4% vs SPYs +9.6%
YTD: +39.6% vs SPYs +13.8%
Since inception (1-7-13): +213.7% vs SPYs +74.4%
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For this week we will keep the portfolio unchanged.
Watch List: HTHT YY JP CTAS KMX and FIVE.
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Happy investing,
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Sunday, October 1, 2017
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Not much changed from last few weeks. All eyes are on the new quarterly reports which starts this week. S&P500 managed to add 0.7% last week to reach a new high. Portfolio lost 0.1%.
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Portfolio Composition (%change since purchase): NVDA(+225%) ANET(+44.3%) ATHM(+39.7%) CTRL(+43.3%) FOXF(+17.4%) BABA(+8.7%) KEM(+18.6%) CGNX(-2.0%) LRCX(+6.1%) OLED(-3.5%) and no cash.
Performance:
2013: +52.4% vs SPYs +29.1%
2014: +22.7% vs SPYs +13.5%
2015: +14.0% vs SPYs -0.8%
2016: +5.4% vs SPYs +9.6%
YTD: +35.9% vs SPYs +12.4%
Since inception (1-7-13): +205.3% vs SPYs +72.2%
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For this week we will replace one position: ATHM with one new stock: AMAT.
Watch List: YY ALGN FB CNC PYPL CBOE and GTN.
Happy investing,
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Sunday, September 24, 2017
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At holding pattern, markets hold on to their all time high levels. S&P500 remained unchanged while Portfolio added 0.7% to achieve a new all time high last week.
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Portfolio Composition (%change since purchase): NVDA(+225%) ANET(+45.4%) ATHM(+49.2%) CTRL(+39.2%) FOXF(+13.1%) BABA(+12.1%) KEM(+10.6%) CGNX(+0.8%) LRCX(+1.3%) OLED(-0.7%) and no cash.
Performance:
2013: +52.4% vs SPYs +29.1%
2014: +22.7% vs SPYs +13.5%
2015: +14.0% vs SPYs -0.8%
2016: +5.4% vs SPYs +9.6%
YTD: +35.7% vs SPYs +11.5%
Since inception (1-7-13): +205.6% vs SPYs +71.0%
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For this week we will keep the portfolio unchanged.
Watch List: TAL YY ALRM COHR CNC ALGN AMAT and V.
Happy investing,
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Sunday, September 17, 2017
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Improved odds for corporate tax cut by the end of this year and excitements over the new iphone announced by Apple give investors reasons to come back to the markets. Last week S&P500 added 1.1% to reach its all time high. portfolio added 1.8%.
Portfolio Composition(%change since purchase): NVDA(227%) ANET(+34.7%) PAYC(+15.5%) ATHM(+53.1%) CTRL(+35.8%) FOXF(+13.1%) BABA(+11.2%) TRU(-8.4%) KEM(+13.2%) MSCI(-1.0%) and no cash.
Performance:
2013: +52.4% vs SPYs +29.1%
2014: +22.7% vs SPYs +13.5%
2015: +14.0% vs SPYs -0.8%
2016: +5.4% vs SPYs +9.6%
YTD: +35.0% vs SPYs +11.5%
Since Inception (1-7-13): +203.4% vs SPYs +70.8%
For this week we will replace three positions: PAYC TRU and MSCI with three new stocks: OLED LRCX and CGNX.
Watch List: TAL SINA YY HTHT ALRM COHR CNC ALGN AMAT SUPV MA and VMW.
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Happy investing,
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Sunday, September 10, 2017
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Back to holding pattern, investors are eyeing the new reporting season three weeks from now. Last week S&P500 lost 0.5%. Portfolio lost 2.4%.
Portfolio Composition (%change since purchase): NVDA(+198%) ANET(+31.4%) PAYC(+13.7%) ATHM(+52.2%) CTRL(+28.5%) FOXF(+6.1%) BABA(+6.3%) TRU(+4.6%) KEM(+14.7%) MSCI(+0.4%) and no cash.
Performance:
2013: +52.4% vs SPYs +29.1%
2014: +22.7% vs SPYs +13.5%
2015: +14.0% vs SPYs -0.8%
2016: +5.4% vs SPYs +9.6%
YTD: +33.4% vs SPYs +10.4%
Since inception (1-7-13): +197.9% vs SPYs +69.0%
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For this week we will keep the portfolio unchanged.
Watch List: FIZZ CGNX CNC and OLED
Happy investing,
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Sunday, September 3, 2017
We are happy to report that as of last Friday Portfolio has tripled in value since inspection on Jan 7, 2013. At the same period, S&P500 increased by 70%, NASDAQ improved by 104%, and Dow has added 59%.
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Portfolio Composition (%change since purchase): NVDA(+209%) ANET(+35.1%) PAYC(+15.5%) ATHM(+51.9%) CTRL(+21.0%) FOXF(+9.0%) BABA(+7.6%) TRU(+5.4%) KEM(+36.7%) MSCI(+).9%) and no cash.
Performance:
2013: +52.4% vs SPYs +29.1%
2014: +22.7% vs SPYs +13.5%
2015: +14.0% vs SPYs -0.8%
2016: +5.4% vs SPYs +9.6%
YTD: +35.9% vs SPYs +10.9%
Since inception (1-7-13): +205.3% vs SPYs +69.9%
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For this week we will keep the portfolio unchanged.
Watch List: FIZZ CGNX CNC and OLED
Happy investing,
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Sunday August 27, 2017
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Markets quiet down a bit from prior week but the volatility remains high. S&P500 managed to hold on and only lost 0.6% last week. The portfolio did much better gaining 3.6% and pushed the portfolio to another record high :)
Portfolio Composition(%change since purchase): NVDA(194%) ANET(+31.0%) PAYC(+8.5%) VEEV(+11.7%) ATHM(+49.8%) CTRL(+18.3%) FOXF(+2.7%) BABA(+5.4%) TRU(+2.4%) KEM(+13.7%) and no cash.
Performance:
2013: +52.4% vs SPYs +29.1%
2014: +22.7% vs SPYs +13.5%
2015: +14.0% vs SPYs -0.8%
2016: +5.4% vs SPYs +9.6%
YTD: +30.8% vs SPYs +8.6%
Since Inception (1-7-13): +193.9% vs SPYs +66.4%
For this week we will keep the portfolio unchanged.
Watch List: STMP NTRI LRCX EA NVMI CGNX ESNT and NCLH
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Happy investing,
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Sunday August 20, 2017
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Markets quiet down a bit from prior week but the volatility remains high. S&P500 managed to hold on and only lost 0.6% last week. The portfolio did much better gaining 3.6% and pushed the portfolio to another record high :)
Portfolio Composition(%change since purchase): NVDA(194%) ANET(+31.0%) PAYC(+8.5%) VEEV(+11.7%) ATHM(+49.8%) CTRL(+18.3%) FOXF(+2.7%) BABA(+5.4%) TRU(+2.4%) KEM(+13.7%) and no cash.
Performance:
2013: +52.4% vs SPYs +29.1%
2014: +22.7% vs SPYs +13.5%
2015: +14.0% vs SPYs -0.8%
2016: +5.4% vs SPYs +9.6%
YTD: +30.8% vs SPYs +8.6%
Since Inception (1-7-13): +193.9% vs SPYs +66.4%
For this week we will keep the portfolio unchanged.
Watch List: STMP NTRI LRCX EA NVMI CGNX ESNT and NCLH
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Happy investing,
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Sunday August 13, 2017
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Market volatility jumps to levels we have not seen since last November. And on many counts it will stay with us for some times. Last week S&P500 stepped down from its all time high by giving back 1.3%. The portfolio kept reaching to another all time high by adding 2.9% ;)
Portfolio Composition(%change since purchase): NVDA(183%) ANET(+26.1%) PAYC(+6.5%) VEEV(+9.5%) ATHM(+43.0%) CTRL(+15.5%) FOXF(+0.1%) BABA(-4.6%) TRU(+0.7%) KEM(+9.1%) and no cash.
Performance:
2013: +52.4% vs SPYs +29.1%
2014: +22.7% vs SPYs +13.5%
2015: +14.0% vs SPYs -0.8%
2016: +5.4% vs SPYs +9.6%
YTD: +26.1% vs SPYs +9.2%
Since Inception (1-7-13): +183.4% vs SPYs +67.4%
For this week we will keep the portfolio unchanged.
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Happy investing,
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Sunday, August 6, 2017
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Markets remain on a holding pattern, be it at their historical high levels. S&P500 manages to advance to its highs by adding 0.2% last week. Portfolio goes up to its historical high by adding 0.7%.
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Portfolio Composition (%change since purchase): NVDA(+204%) ANET(+30.9%) PAYC(+7.3%) VEEV(+9.9%) ATHM(+11.2%) CTRL(+8.4%) CBOE(+0.5%) FOXF(+6.0%) BABA(-3.5%) TRU(+1.3%) and no cash.
Performance:
2013: +52.4% vs SPYs +29.1%
2014: +22.7% vs SPYs +13.5%
2015: +14.0% vs SPYs -0.8%
2016: +5.4% vs SPYs +9.6%
YTD: +22.4% vs SPYs +10.7%
Since inception (1-7-13): +175.3% vs SPYs +69.6%
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For this week we will replace one stock: CBOE with one new positions: KEM
Watch list: TAL YY ALGN and NTES.
Happy investing,
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Sunday, July 30, 2017
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With no clear directions for markets, investors decided to push the pause button, at lease for now. S&P500 remained unchanged last week. Portfolio gave back 0.5%.
Portfolio Composition (%change since purchase): NVDA(+198.8%) AMAT(+48.6%) ANET(+14.5%) LRCX(+1.7%) PAYC(+8.8%) VEEV(+12.6%) ATHM(+13.3%) CTRL(+11.2%) CBOE(+0.5%) FOXF(+5.0%) and no cash.
Performance:
2013: +52.4% vs SPYs +29.1%
2014: +22.7% vs SPYs +13.5%
2015: +14.0% vs SPYs -0.8%
2016: +5.4% vs SPYs +9.6%
YTD: +21.7% vs SPYs +10.5%
Since inception (1-7-13): +173.4% vs SPYs +69.3%
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For this week we will replace two stocks: AMAT and LRCX with two new positions: BABA and TRU
Watch list: FB PYPL ALGN YY GTN and CC.
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Happy investing,
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Sunday, July 23, 2017
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Another week and another record high for both S&P500 index and Portfolio. S&P500 moved higher by 0.5% last week. Portfolio managed to add 1.0%.
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Portfolio Composition (%change since purchase): NVDA(+208%) AMAT(+53.7%) ANET(+16.4%) LRCX(+2.9%) PAYC(+7.6%) VEEV(+11.8%) ATHM(+10.7%) CTRL(+13.5%) CBOE(+1.0%) FOXF(+2.4%) and no cash.
Performance:
2013: +52.4% vs SPYs +29.1%
2014: +22.7% vs SPYs +13.5%
2015: +14.0% vs SPYs -0.8%
2016: +5.4% vs SPYs +9.6%
YTD: +22.0% vs SPYs +10.4%
Since inception (1-7-13): +174.7% vs SPYs +69.2%
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For this week we will keep the portfolio unchanged.
Watch list: LITE MRCY MOMO NTES and BABA.
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Happy investing,
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Sunday, July 16, 2017
With earnings season well underway, the reports are coming out better than expected pushing markets higher despite all the political drama unfolding in Washington. A testimony to the market resilience. S&P500 managed to push to new weekly record high by adding 1.4% last week. Portfolio added 5.2% to reach its all time weekly records.
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Portfolio Composition (%change since purchase): NVDA(+200%) AMAT(+51.4%) ANET(+18.0%) LRCX(-1.0%) PAYC(+6.2%) VEEV(+13.7%) ATHM(+10.4%) CTRL(+13.7%) EW(-1.4%) CBOE(-1.1%) and no cash.
Performance:
2013: +52.4% vs SPYs +29.1%
2014: +22.7% vs SPYs +13.5%
2015: +14.0% vs SPYs -0.8%
2016: +5.4% vs SPYs +9.6%
YTD: +21.0% vs SPYs +9.9%
Since inception (1-7-13): +171.9% vs SPYs +68.3%
​
For this week we will replace one positions: EW with one new stock: FOXF.
Watch list: LITE TAL MRCY and COHR.
​
Happy investing,
​
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​
Sunday, July 9, 2017
​
Reporting season well underway with almost 1/3 of the S&P500 companies already reported with mixed results. Next two weeks will be interesting when the heavy hitters start reporting their quarterly reports. Meantime NASDAQ and all the hi-tech related stocks see high volatility while the rest of the market maintain their flat line.
S&P500 remained flat while Portfolio gained 1.4% last week.
​
Portfolio Composition (%change since purchase): NVDA(++165%) AMAT(+43.0%) ANET(+12.9%) LRCX(-6.2%) PAYC(+4.9%) VEEV(+10.4%) ATHM(+7.3%) PLAY(-3.5%) CTRL(-2.8%) EW(-0.5%) and $21 in cash.
Performance:
2013: +52.4% vs SPYs +29.1%
2014: +22.7% vs SPYs +13.5%
2015: +14.0% vs SPYs -0.8%
2016: +5.4% vs SPYs +9.6%
YTD: +14.9% vs SPYs +8.3%
Since inception (1-7-13): +158.5% vs SPYs +65.8%
​
For this week we will replace one positions: PLAY with one new stock: CBOE.
Watch list: YY MCHP LITE BABA and FOXF.
​
Happy investing,
​
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​
Sunday, July 2, 2017
​
What goes up must come down, some times harder than expected. The portfolio caught up in the hi-tech sell off, lost 4.8% of its value last week while S&P500 lost 0.5%. I expect the volatility to last for a while this summer.
Portfolio Composition(%change since purchase): NVDA(+163%) AMAT(+35.6%) ANET(+14.0%) LRCX(-11.0%) PAYC(+5.7%) MELI(-13.4%) VEEV(+8.5%) ATHM(+5.5%) PLAY(-1.7%) CTRL(-4.6%) and $57 in cash.
Performance:
2013: +52.4% vs SPYs +29.1%
2014: +22.7% vs SPYs +13.5%
2015: +14.0% vs SPYs -0.8%
2016: +5.4% vs SPYs +9.6%
YTD: +13.5% vs SPYs +8.3%
Since Inception (1-7-13): +155.0% vs SPYs +65.8%
For this week we will replace one positions: MELI with one new stock: EW.
Watch list: YY MCHP EWBC REGN and FOXF.
​
Happy investing,
​
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Sunday, June 25, 2017
​
Markets are back to the holding pattern looking for direction. Perhaps the new reporting season which will starts in about two weeks will give some indications. Until then the sentiment is somewhat muted. S&P500 managed to advance 0.3% last week. The portfolio did better moving up 3.4% and into a new highs.
Portfolio Composition(%change since purchase): NVDA(+180%) AMAT(+44.8%) ANET(+23.0%) LRCX(-4.5%) PAYC(+12.8%) MELI(-5.0%) VEEV(+12.9%) ATHM(+5.7%) ICHR(+0.2%) COHR(-6.2%) and $63 in cash.
Performance:
2013: +52.4% vs SPYs +29.1%
2014: +22.7% vs SPYs +13.5%
2015: +14.0% vs SPYs -0.8%
2016: +5.4% vs SPYs +9.6%
YTD: +19.2% vs SPYs +8.8%
Since Inception (1-7-13): +167.8% vs SPYs +66.7%
For this week we will replace two positions: ICHR and COHR with two new stocks: CTRL and PLAY.
Watch list: YY NTRI CBOE MCHP BABA REGN and MRCY.
​
Happy investing,
​
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​
Sunday, June 18, 2017
​
Sell off in NASDAQ and anything hi tech continues, but at slower rate than previous week. Hopefully this is a sign that the recovery is right around the corner. S&P500 lost 0.3% last week. the portfolio dropped by 2.1%.
Portfolio Composition(%change since purchase): NVDA(+176%) AMAT(+41.6%) ANET(+15.4%) LRCX(-6.7%) PAYC(+7.1%) MELI(-9.1%) VEEV(+5.5%) ATHM(+2.2%) ICHR(-1.7%) COHR(-5.5%) and $164 in cash.
Performance:
2013: +52.4% vs SPYs +29.1%
2014: +22.7% vs SPYs +13.5%
2015: +14.0% vs SPYs -0.8%
2016: +5.4% vs SPYs +9.6%
YTD: +15.3% vs SPYs +8.5%
Since Inception (1-7-13): +159.0% vs SPYs +66.3%
For this week we will keep the portfolio unchanged.
Watch list: BABA YY NTRI CBOE and TSM.
​
Happy investing,
​
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Sunday, June 11, 2017,
​
The portfolio would have had a great week if it wasn't for the "great rotation" which happened mid last Friday. For no apparent reason, investors (probably their computers and fancy algorithms) decided to dump anything hi-tech and buy financials and energy related stocks. Nobody knows if this will continue into this week or it was just one day event. We just have to wait and see.
S&P500 dropped 0.3% last week. The portfolio lost 0.6%.
Portfolio Composition(%change since purchase): NVDA(+172%) AMAT(+46.9%) ANET(+13.7%) PAYC(+1.3%) MELI(-5.1%) VEEV(+9.1%) ATHM(+4.6%) ICHR(+6.2%) COHR(-2.2%) and $63 in cash.
Performance:
2013: +52.4% vs SPYs +29.1%
2014: +22.7% vs SPYs +13.5%
2015: +14.0% vs SPYs -0.8%
2016: +5.4% vs SPYs +9.6%
YTD: +18.0% vs SPYs +9.0%
Since Inception (1-7-13): +164.7% vs SPYs +67.1%
For this week we will keep the portfolio unchanged.
Watch list: IDXX YY NTRI CBOE and MCHP.
​
Happy investing,
​
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Sunday, June 4, 2017,
​
The resilient market keeps its slow move to higher highs despite the "wall of worries". S&P500 managed a 1% move to its new highs last week. The portfolio moved up 0.7% to its new highs.
Portfolio Composition(%change since purchase): NVDA(+161%) AMAT(+53.7%) BABA(+21.1%) ANET(+15.9%) CC(-0.4%) PAYC(+4.8%) MELI(-3.3%) VEEV(+18.0%) ATHM(-1.6%) ICHR(+2.1%) and $19 in cash.
Performance:
2013: +52.4% vs SPYs +29.1%
2014: +22.7% vs SPYs +13.5%
2015: +14.0% vs SPYs -0.8%
2016: +5.4% vs SPYs +9.6%
YTD: +18.5% vs SPYs +9.2%
Since Inception (1-7-13): +166.3% vs SPYs +67.4%
​
For this week we will replace two positions: BABA and CC with two new stocks: LRCX and COHR.
Watch list: LITE IDXX YY EW ALGN CBOE and MCHP.
​
Happy investing,
​
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​
Sunday, May 28, 2017
​
Market volatility subsided a bet last week. Buyers came back in an orderly manner and pushed both S&P500 and the portfolio up by 1.3% both to their all time high figures.
Portfolio Composition(%change since purchase): NVDA(+158%) AMAT(+49.4%) BABA(+20.9%) ANET(+11.5%) MOMO(+11.2%) CC(+2.9%) PAYC(+1.9%) MELI(-1.0%) VEEV(+18.2%) ATHM(+0.0%) and $261 in cash.
Performance:
2013: +52.4% vs SPYs +29.1%
2014: +22.7% vs SPYs +13.5%
2015: +14.0% vs SPYs -0.8%
2016: +5.4% vs SPYs +9.6%
YTD: +17.7% vs SPYs +8.1%
Since Inception (1-7-13): +164.5% vs SPYs +65.7%
For this week we will replace one positions: MOMO with one new stock: ICHR.
Watch list: LRCX STMP YY FIVE ALGN and MCHP.
​
Happy investing,
​
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Sunday, May 21, 2017
​
With more turmoil in Washington on the horizon, the high market volatility that we experienced last week is here to stay. Buckle up your seat belts.
Last week S&P500 after a huge up and down which started on Wednesday ended up losing 0.3% of its value. The portfolio did better adding 1.5% to reach its historical high value ;)
Portfolio Composition(%change since purchase): NVDA(+147%) AMAT(+44.7%) BABA(+20.2%) TAL(+23.7%) ANET(+9.7%) MOMO(+23.8%) CC(+6.1%) PAYC(+0.2%) MELI(-5.9%) VEEV(+6.7%) and $316 in cash.
Performance:
2013: +52.4% vs SPYs +29.1%
2014: +22.7% vs SPYs +13.5%
2015: +14.0% vs SPYs -0.8%
2016: +5.4% vs SPYs +9.6%
YTD: +16.2% vs SPYs +6.6%
Since Inception (1-7-13): +160.0% vs SPYs +63.4%
For this week we will replace one positions: TAL with one new stock: ATHM.
Watch list: LRCX ICHR FOXF COHR and MCHP.
​
Happy investing,
​
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Sunday, May 14, 2017
​
Mixed quarterly results from batch of companies last week and the uncertainty surrounding the "Trump agenda" moving forward gives markets no clear direction. S&P500 lost 0.3% last week. Thanks to strong performance from three members within the portfolio moved up 4.7% to its all time new highs ;)
Portfolio Composition(%change since purchase): NVDA(+132%) AMAT(+42.6%) BABA(+17.4%) TAL(+27.9%) ANET(+11.7%) CGNX(+7.9%) MOMO(+14.0%) CC(+6.1%) PAYC(+0.4%) CSX(-0.7%) and $207 in cash.
Performance:
2013: +52.4% vs SPYs +29.1%
2014: +22.7% vs SPYs +13.5%
2015: +14.0% vs SPYs -0.8%
2016: +5.4% vs SPYs +9.6%
YTD: +14.4% vs SPYs +6.9%
Since Inception (1-7-13): +157.1% vs SPYs +63.8%
For this week we will replace two positions: CGNX and CSX with two new stock: MELI and VEEV.
Watch list: LRCX CBOE ICHR FOXF and MCHP.
​
Happy investing,
​
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Sunday, May 7, 2017
​
The recent market rally comes under pressure due to worst than expected quarterly report from leading companies like Apple. There are more reports to come out this week! S&P500 manages a 0.6% improvement to a new highs. Portfolio takes a big 1.6% hear cut thanks to two stocks gapping down after quarterly report last week.
​
Portfolio Composition (%change since purchase): NVDA(++88.8%) AMAT(+37.4%) MASI(+4.5%) BABA(+13.2%) TAL(+20.2%) ANET(+10.1%) DIXX(+6.2%) CGNX(+6.2%) MOMO(+11.1%) BEAT(-14.1%) and $87 in cash.
Performance:
2013: +52.4% vs SPYs +29.1%
2014: +22.7% vs SPYs +13.5%
2015: +14.0% vs SPYs -0.8%
2016: +5.4% vs SPYs +9.6%
YTD: +9.3% vs SPYs +6.1%
Since inception (1-7-13): +145.6% vs SPYs +64.3%
​
For this week we will replace three positions: MASI IDXX, and BEAT with three new stock: CC CSX, and PAYC.
Watch list: LRCX CFG FOXF ALGN and LOGM.
Happy investing,
​
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Sunday, April 30, 2017
​
Better than expected quarterly reports keep coming out pushing markets to record high territories. The portfolio achieved another record high of its own by moving up 3.8% last week. S&P500 advanced by 1.5%.
Portfolio Composition(%change since purchase): NVDA(+89.6%) AMAT(+33.4%) AEIS(+42.2%) MASI(+21.5%) BABA(+12.6%) TAL(+19.1%) ANET(+6.3%) DIXX(+9.6%) CGNX(+0.9%) MOMO(+7.9%) and $155 in cash.
​
Performance:
2013: +52.4% vs SPYs +29.1%
2014: +22.7% vs SPYs +13.5%
2015: +14.0% vs SPYs -0.8%
2016: +5.4% vs SPYs +9.6%
YTD: +11.1% vs SPYs +5.5%
Since Inception (1-7-13): +149.6% vs SPYs +63.2%
For this week we will replace one position: AEIS with one new stock: BEAT.
Watch list: LRCX ATHM PAYC CSX and LOGM.
​
Happy investing,
​
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Sunday, April 23, 2017
​
Batch of better than expected quarterly reports and renewed optimism for corporate tax reform gives investors reasons to stay with the market, at least for now. S&P500 managed to add 0.9%. Portfolio did better advancing by 4.1% to a new all time high :)
​
Portfolio Composition (%change since purchase): NVDA(++84.8%) AMAT(+30.6%) AEIS(+32.0%) MASI(+15.3%) BABA(+10.3%) TAL(+10.6%) ANET(+4.0%) DIXX(+4.0%) CGNX(-2.3) MOMO(+8.8%) and $155 in cash.
Performance:
2013: +52.4% vs SPYs +29.1%
2014: +22.7% vs SPYs +13.5%
2015: +14.0% vs SPYs -0.8%
2016: +5.4% vs SPYs +9.6%
YTD: +7.0% vs SPYs +4.9%
Since inception (1-7-13): +140.5% vs SPYs +60.8%
​
For this week we will keep the portfolio unchanged.
Watch list: NTRI DY LRCX ATHM and LOGM.
Happy investing,
​
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Sunday, April 16, 2017
​
Mixed quarterly reports so far gives market no clear direction, only increases the volatility a bit. Still waiting for the major players to report in the next two weeks. S&P500 loses 1.1% while the portfolio cuts back by 0.9%.
Portfolio Composition(%change since purchase): NVDA(+73.6%) AMAT(+23.2%) AEIS(+24.2%) MASI(+9.5%) BABA(+7.5%) TAL(+6.2%) ANET(+0.6%) DIXX(+0.4%) CGNX(-5.6) MOMO(+8.5%) and $145 in cash.
Performance:
2013: +52.4% vs SPYs +29.1%
2014: +22.7% vs SPYs +13.5%
2015: +14.0% vs SPYs -0.8%
2016: +5.4% vs SPYs +9.6%
YTD: +2.8% vs SPYs +4.0%
Since Inception (1-7-13): +131.0% vs SPYs +59.4%
For this week we will keep the portfolio unchanged.
Watch list: NTRI DY ESNT and LOGM.
​
Happy investing,
​
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Sunday, April 9, 2017
Downward pressure continues on the markets. Still looking at the quarterly reports starting to come out this week. Worst than expected job numbers on Friday gave the investors reason to stay with the market and perhaps the feds will be less aggressive with the interest rate hikes this year.
S&P500 lost 0.5%, Portfolio lost 1.3% last week.
​
Portfolio Composition (%change since purchase): NVDA(++82.4%) AMAT(+27.8%) AEIS(+28.6%) EVR(-6.7%) MASI(+10.0%) BABA(+6.3%) PLAY(-0.7%) TAL(+6.2%) ANET(+0.8%) DIXX(+1.6%) and $2.1K in cash.
Performance:
2013: +52.4% vs SPYs +29.1%
2014: +22.7% vs SPYs +13.5%
2015: +14.0% vs SPYs -0.8%
2016: +5.4% vs SPYs +9.6%
YTD: +3.7% vs SPYs +5.2%
Since inception (1-7-13): +133.1% vs SPYs +61.2%
​
For this week we will replace two positions: EVR and PLAY with two new stocks: MOMO and CGNX.
Watch list: NTRI BEAT ESNT and LOGM.
​
Happy investing,
​
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Sunday, April 2, 2017
​
Well, the big fear, market drop due to AHCA not passing putting the rest of the Trump's agenda in repertory, did not materialized. A testimony to the market resilience. Now all eyes turn to the earnings which starts shortly.
Last week S&P500 managed to advanced by 1%. Portfolio improved by 0.3%.
​
Portfolio Composition (%change since purchase): NVDA(++97.6%) AMAT(+27.0%) AEIS(+31.8%) EVR(-3.9%) MASI(+10.2%) BABA(+5.9%) PLAY(+2.2%) TAL(+5.3%) ANET(+0.2%) DIXX(+1.2%) and $2.1K in cash.
Performance:
2013: +52.4% vs SPYs +29.1%
2014: +22.7% vs SPYs +13.5%
2015: +14.0% vs SPYs -0.8%
2016: +5.4% vs SPYs +9.6%
YTD: +5.1% vs SPYs +5.7%
Since inception (1-7-13): +136.1.0% vs SPYs +62.0%
​
For this week we will keep the portfolio unchanged.
Watch list: CGNX NTRI BEAT ESNT and MOMO.
​
Happy investing,
​
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Sunday, March 26, 2017
Get ready for a possible significant pull back in the markets this week. For many this will create a buying opportunity. The inability of the GOP and Trump to push through the health care legislation has cast a shadow on their ability to pass a meaningful tax reform, the fuel that has been igniting the recent rally.
Last week S&P500 gave back 1.3%, Portfolio lost 0.3%.
Portfolio Composition (%change since purchase): NVDA(++95.3%) AMAT(+28.0%) AEIS(+28.1%) MCHP(+14.8%) EVR(-4.4%) MASI(+10.2%) BABA(+5.4%) PLAY(+1.4%) ATHM(-11.0%) TAL(+6.3%) and $8.2K in cash.
Performance:
2013: +52.4% vs SPYs +29.1%
2014: +22.7% vs SPYs +13.5%
2015: +14.0% vs SPYs -0.8%
2016: +5.4% vs SPYs +9.6%
YTD: +4.7% vs SPYs +4.6%
Since inception (1-7-13): +135.3.0% vs SPYs +60.3%
​
For this week we will replace two stocks: MCHP and ATHM with two new positions: IDXX and ANET.
Watch list: LOGM ATVI BEAT and MOMO.
Happy investing,
​
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Sunday, March 19, 2017
​
Well, the feds increased the interest rate by 0.25% as expected. Markets reaction was initially enthusiastic however, it faded quickly resulting in S&P500 loss of 0.3% for the week. Portfolio advanced by 0.7% for the week.
Portfolio Composition (%change since purchase): NVDA(++92.8%) AMAT(+29.0%) AEIS(+32.5%) MCHP(+16.6%) EWBC(+3.1%) EVR(+1.3%) MASI(+10.2%) BABA(+3.0%) PLAY(-0.3%) ATHM(-7.1%) and $8.4K in cash.
Performance:
2013: +52.4% vs SPYs +29.1%
2014: +22.7% vs SPYs +13.5%
2015: +14.0% vs SPYs -0.8%
2016: +5.4% vs SPYs +9.6%
YTD: +5.0% vs SPYs +6.0%
Since inception (1-7-13): +136.0% vs SPYs +62.5%
​
For this week we will replace one stocks: EWBC with one new positions: TAL.
Watch list: ANET NTRI DY and MOMO.
Happy investing,
​
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Sunday, March 12, 2017
​
The rally takes a pause. All eyes on feds interest rate movement this week. Expect to see a 0.25% increase. S&P500 loses 0.3%, the portfolio pulls back 0.5%.
Portfolio Composition( %change since purchase): NVDA(+80.2%) AMAT(+25.2%) AEIS(+24.6%) MCHP(+16.1%) TCBI(+1.3%) THO(-9.5%) EWBC(+3.5%) EVR(+1.2%) MASI(+12.8%) BABA(+0.8%) and $11.3K in cash.
Performance:
2013: +52.4% vs SPYs +29.1%
2014: +22.7% vs SPYs +13.5%
2015: +14.0% vs SPYs -0.8%
2016: +5.4% vs SPYs +9.6%
YTD: +4.3% vs SPYs +6.4%
Since Inception (1-7-13): +134.3% vs SPYs +63.0%
For this week we will replace two stocks: TCBI and THO with two new positions: PLAY and ATHM.
Watch list: ANET CGNX IDXX and MOMO.
​
Happy investing,
​
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Sunday, March 5, 2017
"Trump trade" pushing industrial, transportation, defense, and financial stocks higher is in full force. However, many analysis expect a pull back not too distant in the future. S&P500 rose 0.7% to close at all time high last week. Portfolio moved up 1.3%.
Portfolio Composition (%change since purchase): NVDA(++78.9%) AMAT(+21.1%) AEIS(+19.7%) MCHP(+15.1%) TCBI(+5.7%) THO(+3.6%) EWBC(+3.6%) EVR(+0.4%) MASI(+10.3%) BABA(+0.8%) and $11.1K in cash.
Performance:
2013: +52.4% vs SPYs +29.1%
2014: +22.7% vs SPYs +13.5%
2015: +14.0% vs SPYs -0.8%
2016: +5.4% vs SPYs +9.6%
YTD: +4.8% vs SPYs +6.7%
Since inception (1-7-13): +135.5% vs SPYs +63.5%
​
For this week we will keep the portfolio unchanged.
Watch list: ESNT CGNX ANET and AVGO.
​
Happy investing,
​
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Saturday, February 26, 2017
Despite the wall of worries, markets push higher to new highs. No one knows how long this rally will last. There are lots of nervous investors out there.
S&P500 gained 0.7% Last week. Portfolio added 0.4%.
​
Portfolio Composition (%change since purchase): NVDA(++84.4%) AMAT(+19.2%) AEIS(+20.2%) MCHP(+14.3%) AVGO(2.9%) TCBI(+4.3%) THO(+1.3%) EWBC(+1.2%) EVR(-1.5%) MASI(+4.5%) and $10.6K in cash.
Performance:
2013: +52.4% vs SPYs +29.1%
2014: +22.7% vs SPYs +13.5%
2015: +14.0% vs SPYs -0.8%
2016: +5.4% vs SPYs +9.6%
YTD: +3.6% vs SPYs +5.9%
Since inception (1-7-13): +132.5% vs SPYs +62.3%
For this week we will replace one positions: AVGO with one new stock: BABA.
Watch list: ESNT CGNX ANET PLAY, and WAL.
Happy investing,
​
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Saturday, February 19, 2017
Several positive economic indicators gave the investors reasons to put aside their worries, at least for now, and push the markets to new highs. S$P500 managed to advance by 1.5%. The portfolio moved up only 0.5% last week.
Portfolio Composition( %change since purchase): NVDA(+94.9%) AMAT(+17.1%) AEIS(+18.7%) MCHP(+12.5%) UTHR(+13.7%) AVGO(2.9%) LRCX(-1.6%) TCBI(+3.0%) THO(+0.7%) EWBC(+1.4%) and $13.3K in cash.
Performance:
2013: +52.4% vs SPYs +29.1%
2014: +22.7% vs SPYs +13.5%
2015: +14.0% vs SPYs -0.8%
2016: +5.4% vs SPYs +9.6%
YTD: +3.0% vs SPYs +5.2%
Since Inception (1-7-13): +131.5% vs SPYs +61.1%
​
Happy investing,
​
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Sunday, February 12, 2017
Last week was a better week for the earning reports, pushing markets to their record high levels. That leaves many investors little nervous. Many believe the market is getting ahead of itself and expect a pull back within next month or so, but who knows!
S&P500 moved up 0.9% while Portfolio lost 1.8% last week :(
Portfolio Composition (%change since purchase): NVDA(++106%) AMAT(+16.0%) UBNT(-0.2%) AEIS(+19.5%) MCHP(+11.3%) UTHR(+10.9%) SCHW(-2.8%) AVGO(0.5%) LRCX(-0.3%) TCBI(-0.3%) and $14.5K in cash.
Performance:
2013: +52.4% vs SPYs +29.1%
2014: +22.7% vs SPYs +13.5%
2015: +14.0% vs SPYs -0.8%
2016: +5.4% vs SPYs +9.6%
YTD: +2.5% vs SPYs +3.6%
Since inception (1-7-13): +130.3% vs SPYs +58.7%
For this week we will replace two positions: UBNT and SCHW with two new stocks: THO and EWBC.
Watch list: ESNT PLAY and BABA
Happy investing,
​
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Sunday, February 5, 2017
The employment report on Friday give investor the reason to come back to a market that otherwise suffers from lack of clear direction. Earnings are coming in with mixed results. The S&P500 managed a small 0.1% gain while Portfolio moved up 0.3% to a new highs.
Portfolio Composition (%change since purchase): NVDA(++108%) AMAT(+15.9%) UBNT(+18.7%) AEIS(+18.9%) MCHP(+9.0%) UTHR(+10.7%) MPWR(+2.6%) SCHW(-2.2%) AVGO(+0.8%) LRCX(0.7%) and $15.9K in cash.
Performance:
2013: +52.4% vs SPYs +29.1%
2014: +22.7% vs SPYs +13.5%
2015: +14.0% vs SPYs -0.8%
2016: +5.4% vs SPYs +9.6%
YTD: +4.4% vs SPYs +2.5%
Since inception (1-7-13): +1334.7% vs SPYs +57.2%
​
For this week we will replace one position: MPWR with one new stock: TCBI.
Watch list: ESNT THO QRVO and OZRK.
Happy investing,
​
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Sunday, January 29, 2017
Earnings are halfway in, the results are mixed, still no clear direction. VIX, the market volatility index at all time low, indicating complacency, which scares the professional money managers, however they don't know how to react! S&P500 managed to gain 1% to its all time high last week. Portfolio advanced by 3.6% to its all time high :)
Portfolio Composition (%change since purchase): NVDA(++103%) AMAT(+15.1%) UBNT(+17.0%) AEIS(+14.4%) MCHP(+7.9%) SIVB(+8.1%) UTHR(+9.8%) MPWR(+3.4%) SCHW(+3.0%) RDN(-1.0%) and $19.2K in cash.
Performance:
2013: +52.4% vs SPYs +29.1%
2014: +22.7% vs SPYs +13.5%
2015: +14.0% vs SPYs -0.8%
2016: +5.4% vs SPYs +9.6%
YTD: +4.1% vs SPYs +2.4%
Since inception (1-7-13): +133.9% vs SPYs +57.0%
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For this week we will replace two position: SIVB and RDN with two new stocks: LRCX and AVGO.
Watch list: WAL PRI ULTA and OZRK.
Happy investing,
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Sunday, January 22, 2017
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Markets remain in the holding pattern till we get some direction either from the new government and/or the earning season which starts this coming week. S&P500 lost 0.1% while the portfolio gave back 1.3% last week.
Portfolio Composition( %change since purchase): NVDA(+89%) AMAT(+11.1%) UBNT(+9.4%) AEIS(+9.3%) MCHP(+5.1%) CGNX(+6.2%) SIVB(+3.7%) UTHR(+3.2%) MPWR(+0.8%) SCHW(+0.6%)and $18.9K in cash.
Performance:
2013: +52.4% vs SPYs +29.1%
2014: +22.7% vs SPYs +13.5%
2015: +14.0% vs SPYs -0.8%
2016: +5.4% vs SPYs +9.6%
YTD: +0.5% vs SPYs +1.4%
Since Inception (1-7-13): +125.8% vs SPYs +55.4%
For this week we will replace one position: CGNX with one new stocks: RDN.
Watch list: THO AVGO GRUB and WAL.
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Happy investing,
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Sunday, January 15, 2017
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The recent market rally has basically come to a stand still. Until we get a better clarity from the new government in Washington, markets have no place to go but side ways. Last week the S&P500 remained basically unchanged. The portfolio did better, gaining 1.9%.
Portfolio Composition( %change since purchase): NVDA(+88.0%) AMAT(+11.0%) UBNT(+11.5%) ESNT(+15.8%) AEIS(+11.7%) MCHP(+4.1%) CGNX(+9.0%) SIVB(+7.6%) ANET(+8.3%) UTHR(+1.6%) and $21 in cash.
Performance:
2013: +52.4% vs SPYs +29.1%
2014: +22.7% vs SPYs +13.5%
2015: +14.0% vs SPYs -0.8%
2016: +5.4% vs SPYs +9.6%
YTD: +1.8% vs SPYs +1.6%
Since Inception (1-7-13): +128.7% vs SPYs +55.8%
For this week we will replace two positions: ESNT and ANET with two new stocks: SCHW and MPWR. we will also sell half the position in NVDA where the profit is up almost 90%.
Watch list: THO BOFI WAL EXP RDN and EWBC.
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Happy investing,
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Sunday, January 8, 2017
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The new year is off to a good start evident by last weeks market gains to new record highs. S&P500 gained 1.6% to close at all time high. The portfolio remained unchanged for the week.
Portfolio Composition( %change since purchase): NVDA(+87.4%) AMAT(+5.2%) UBNT(+7.2%) ESNT(+16.9%) AEIS(+7.2%) MCHP(+0%) CGNX(+3.9%) SIVB(+8.2%) ANET(+9.4%) ALGN(-7.4%) and $187 in cash.
Performance:
2013: +52.4% vs SPYs +29.1%
2014: +22.7% vs SPYs +13.5%
2015: +14.0% vs SPYs -0.8%
2016: +5.4% vs SPYs +9.6%
YTD: +0.0% vs SPYs +1.6%
Since Inception (1-7-13): +124.5% vs SPYs +55.8%
For this week we will replace one position: ALGN with one new stock: UTHR.
Watch list: THO SCHW MS GS URI and FFIV.
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Happy investing,
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Sunday, January 1, 2017
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My financial/political new year resolution: To reduce my overall expenditure (goods and services) by 10%. Donate the savings to causes that are important to me: The environment and the political campaign finance reforms.
The portfolio finishes the 2016 with a positive but not so stellar, compare to S&P500, gains. Hopefully we will do better this year.
Portfolio Composition( %change since purchase): NVDA(+94.1%) AMAT(+6.0%) UBNT(+8.0%) ESNT(+15.5%) AEIS(+5.5%) MCHP(+0.7%) CGNX(+4.5%) SIVB(+4.6%) ANET(+4.5%) ALGN(-5.4%) and $187 in cash.
Performance:
2013: +52.4% vs SPYs +29.1%
2014: +22.7% vs SPYs +13.5%
2015: +14.0% vs SPYs -0.8%
2016: +5.4% vs SPYs +9.6%
YTD:
Since Inception (1-7-13): +124.7% vs SPYs +53.2%
For this week we will keep the portfolio unchanged..
Watch list: THO SCHW MS MSCC GS STMP and FFIV.
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Happy investing,
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