Stocks for the Long Term

[Louetta]

Cramer's entire COVID-19 list. He's not saying to buy at this level but if there is a pull-back and one wants to put some money to work these would be good ideas.


Beverages: PepsiCo Boston Beer

Cloud software: Salesforce.com Adobe Zoom Video RingCentral Slack
CrowdStrike Okta Zscaler Cloudflare Coupa Software DocuSign
Everbridge Veeva Systems

Consumer packaged goods: Clorox Colgate-Palmolive Kimberly-Clark Procter & Gamble

E-commerce: Chewy EBay Shopify Prologis

Financials: MarketAxess Tradeweb Square PayPal

Video games: Activision Blizzard Electronic Arts Take-Two Interactive

Home entertainment: Netflix Roku Snap Spotify Akamai Technologies The Trade Desk

Health care: Abbott Laboratories AbbVie Centene UnitedHealth Group
Gilead Sciences Regeneron Sanofi Danaher Masimo Thermo Fisher
Eli Lilly Baxter Becton Dickinson DexCom GlaxoSmithKline
Johnson & Johnson Perrigo Pfizer ResMed Zoetis

Mega-cap technology: Alphabet Amazon Apple Microsoft

Samll-cap tech: Citrix Systems Logitech

Packaged food: Campbell Soup Conagra General Mills Hormel J M Smucker Kellogg
McCormick Mondelez

REITs: American Tower Crown Castle CoreSite Realty Digital Realty Equinix

Restaurant survivors: Chipotle Domino’s Pizza Wingstop

Retail survivors: Costco Walmart Dollar General Home Depot

Semiconductors: Advanced Micro Devices Nvidia Marvell Technology

Safety stocks: Dominion Energy NextEra Energy Verizon

‘Exotics’: BioNTech Inovio Moderna Livongo Teladoc Health Barrick Gold Beyond Meat
Freshpet Inseego Owens & Minor Peloton

[BlueWolf]

Doing some repositioning and purging today.

[Louetta]

I have more cash now than I have had in many moons. Can't get it out of my head that the 2nd quarter will be an earnings disaster (but of course not for everybody, e.g. ZM, PTON, etc.) and the reopening will be long and difficult. Some studies see unemployment still up at 11% at Christmas and 7% at Christmas in 2021.

[BlueWolf]

I have more cash now than I have had in many moons. Can't get it out of my head that the 2nd quarter will be an earnings disaster (but of course not for everybody, e.g. ZM, PTON, etc.) and the reopening will be long and difficult. Some studies see unemployment still up at 11% at Christmas and 7% at Christmas in 2021.

I’m with you, Louetta. I did some more selling today and now I am about 71% cash. I’m not sure exactly when it will start happening, but it sure seems like, sooner or later, the market is going to experience a second way of COVID-19 selling. If it were a movie, it would be a sequel titled “COVID-19: The Aftermath.” Maybe I’m wrong about this. Maybe, by some miracle, the market will shrug off the bad economic numbers and earnings that are about to hit because it’s already priced in. I kind of doubt that, but if that’s true, I will simply have to start re-building my long term positions. If it’s not true, and another big correction is coming, I am going to try and keep my powder dry for the big buying opportunities that will manifest themselves. I’ll keep doing my day trading (I haven’t been day trading all that much), but for the time being, instead of buy and hold investing I will be doing a lot of short term swing trading. This stuff is down right nerve-racking.

[billyjoe]

I used to hold 25 different stocks. Down to 5 now , 4 good dividend payers and MA that pays a small div. I've owned these off and on for many years and track their charts closely. The other 4 are CIVB, FAX, HQL, and OKE. I've set low ball entry points at which I add partial positions, when they rise I don't trade just waiting for another dip. My average cost per stockj remains rather low and I'm only looking at small losses even with a correction. Until this COVID crises settles I'm being very conservative and also mostly in cash.

-----------------billy

[Louetta]

Cramer's Survival Of the Fittest list, presumably for customer facing businesses:

Costco Walmart Target Amazon McDonalds Wendy's Wingstop Chipotle Starbucks Dominos Burger King

[BlueWolf]

Up to 80% cash now. I’ll post my holdings and watchlist after the close.

[BlueWolf]

Here’s an update on my current holdings, which are pretty thin, and my watchlists. I’ve been trading in and out a lot lately, mostly out this last week, and will probably continue to do so for a while. At this point I’m really not sure what to make of the market, but there will be more on that in my weekly market sentiment post. Regarding this update, I have included the individual gain/loss for each open position and a gain/loss summary for all of my closed positions. The reason I didn’t list each closed trade individually is simple because I have so many of them. If anyone is interested, however, I will be happy to post the detailed list of closed trades. Just ask. I am continuing to treat this as round three since I still have a few continuously open positions. One last note: I have found a few typos in my spreadsheet since my last post, which I have corrected.

Round 3
Stock	Date	Purchase Price	Position Size	Date Closed	Current or Closing Price	Effective Gain/Loss
Closed Position Totals	Gain/Loss	660.45%	Num Positions	73.0	Avg Gain/Loss	9.05%
	Open Positions
DOCU	02/27/2020	$79.01	0.5		$125.88	29.66%
	05/04/2020	$103.65	0.5		$125.88	10.72%
MDLA	05/15/2020	$23.34	1		$24.67	5.70%
SFIX	05/08/2020	$16.71	0.5		$21.41	14.06%
	05/15/2020	$19.37	0.5		$21.41	5.27%
TEAM	03/02/2020	$143.71	2		$186.50	59.55%
TTD	05/04/2020	$274.50	2		$300.01	18.59%
TWLO	03/02/2020	$109.36	1		$189.22	73.02%
WORK	05/07/2020	$28.19	1		$31.33	11.14%
ZM	05/04/2020	$141.20	2		$174.83	47.63%
Open Position Totals	Gain/Loss	275.35%	Num Positions	11.0	Avg Gain/Loss	25.03%
Grand Totals	Gain/Loss	935.80%	Num Positions	84.0	Overall Avg Gain/Loss	11.14%
S&P	02/26/2020	$3,062.54	S&P Current	$2,863.70	S&P Gain/Loss	-6.49%

High Interest Watch List:

AAPL, AAXN, ABMD, ADBE, AMT, AMZN, ANET, APPF, APPN, ATVI, AYX, BRK/B, CGNX, CRM, CRSP, CRWD, CSGP, DDOG, EDIT, EEFT, EPAM, EQIX, ESTC, ETSY, EVBG, FB, FICO, FIVN, FLGT, FRPT, FSLY, FVRR, GH, GLOB, HCAT, HQY, HUB, ICPT, INSP, ISRG, KNSL, LITE, LVGO, MA, MASI, MDB, MELI, MSFT, MTCH, NÉE, NET, NTNX, NVCR, NVDA, NVTA, OKTA, PANW, PAYC, PING, PYPL, QTWO, RDFN, RGEN, ROKU, RUBI,RVLV, SDGR, SHOP, SIVB, SMAR, SPCE, SPLK, SQ, SWAV, TDOC, TREX, TTWO, V, VEEV, WD, WIX, ZEN, ZNGA, ZS, ZUO

Some Interest Watchlist:
BYFT, BIDU, BILI, BKNG, BOMN, BZUN, COUP, CRNC, DAVA, EXPI, FTCH, FTNT, GOOG, IDXX, IIPR, LYV, MNST, NOW, OLED, OLLI, SE, SPOT, TSLA, XLNX, ZG

[BlueWolf]

Here’s a summary of my current positions along with my watchlists. NOTE: I can no longer ignore Paco’s REGN pick, and I have therefore added it to my watchlists. Granted, it has already booked substantial gains, but if the company does indeed end up being first to market with a COVID-19 vaccine, there will be a lot more upside. In any event, it’s worth watching, especially if there is a correction and there appears to be a good entry. I also added MRNA for similar reasons. I took a look at SRNE too, but after reading Hindenburg Research’s scathing analysis, I decided to steer clear of that one.

Round 3
		Closed Positions
Closed Position Totals	Total Gain/Loss	660.45%	Num Positions	73.0	Gain/Loss % Per Position	9.05%
		Open Positions
Stock	Date	Purchase Price	Position Size	Date Closed	Current or Closing Price	Effective Gain/Loss
ABMD	05/22/2020	$197.36	1		$206.16	4.46%
DOCU	02/27/2020	$79.01	0.5		$133.00	34.17%
	05/04/2020	$103.65	0.5		$133.00	14.16%
EDIT	05/20/2020	$27.84	1		$30.10	8.12%
HQY	05/20/2020	$56.83	1		$56.79	-0.07%
MDLA	05/15/2020	$23.34	1		$26.79	14.78%
NTNX	05/18/2020	$21.35	1		$24.61	15.27%
NVTA	05/20/2020	$16.29	1		$17.51	7.49%
SFIX	05/08/2020	$16.71	0.5		$23.51	20.35%
	05/15/2020	$19.37	0.5		$23.51	10.69%
SPCE	05/22/2020	$14.68	0.5		$15.74	3.61%
TEAM	03/02/2020	$143.71	2		$182.60	54.12%
TTD	05/04/2020	$274.50	2		$307.60	24.12%
TWLO	03/02/2020	$109.36	1		$208.62	90.76%
WD	05/20/2020	$39.54	0.5		$39.06	-0.61%
WORK	05/07/2020	$28.19	1		$31.71	12.49%
ZEN	05/22/2020	$80.12	1		$81.93	2.26%
ZM	05/04/2020	$141.20	2		$171.06	42.29%
ZUO	05/20/2020	$11.17	0.5		$12.06	3.98%
Open Position Totals	Total Gain/Loss	362.44%	Num Positions	18.5	Gain/Loss % Per Position	19.59%
Grand Totals	Total Gain/Loss	1022.89%	Num Positions	91.5	Gain/Loss % Per Position	11.18%
	S&P Open (2/26/2020)	$3,062.54	S&P Current	$2,955.45	S&P Gain/Loss %	-3.50%

High Interest Watchlist: AAPL, AAXN, ADBE, AMT, AMZN, ANET, APPF, APPN, ATVI, AYX, BRK/B, CGNX, CRM, CRSP, CRWD, CSGP, DDOG, EEFT, EPAM, EQIX, ESTC, ETSY, EVBG, FB, FICO, FIVN, FLGT, FRPT, FSLY, FVRR, GH, GLOB, HCAT, HUB, ICPT, INSP, ISRG, KNSL, LITE, LVGO, MA, MASI, MDB, MELI, MSFT, MTCH, NÉE, NET, NVCR, NVDA, OKTA, PANW, PAYC, PING, PYPL, QDEL, QTWO, RDFN, REGN, RGEN, ROKU, RUBI, RVLV, SDGR, SHOP, SIVB, SMAR, SPLK, SQ, SWAV, TDOC, TREX, TTWO, V, VEEV, WIX, ZEN, ZNGA, ZS

Some Interest Watchlist: BYFT, BIDU, BILI, BKNG, BOMN, BZUN, COUP, CRNC, DAVA, EXPI, FTCH, FTNT, GOOG, IDXX, IIPR, LYV, MNST, MRNA, NOW, OLED, OLLI, SE, SPOT, TSLA, XLNX, ZG

[BlueWolf]

Went flat today, except for some day/swing trades. This ends round 3. I will post details on Friday.

[BlueWolf]

Round 3 Long Term Trading Results (Part 1)

I’m a day late, but here are the final results from Round 3 of my long term trades. I debated whether or not I should list all my trades because there were so many of them. In the end, I decided to go ahead in the event there might be some interest. Please Therefore forgive the long post(s). (PS. I had to break up the post into two parts)

Overall, Round 3 was a rough round, so I was more than happy to come out with the kind of gains I did. I made a terribLe blunder when I closed Round 2 just before the COVID-19 crash and then opened Round 3 too soon. Still, I’ll take the win. I know I went flat while the market is still up-trending, but I just had an uneasy feeling about things. For now I am going to short term trade while I see how things develop.

In case you’re wondering, here’s some insight into how I trade. Regarding short term trades, I break them down into two types: day trades and swing trades. A day trade is a round trip trade made within a single day. For a swing trade, I will typically hold the position anywhere from two to four days. I occasionally hold swing trades longer, and sometimes, if the trade is going well and I like the company prospects, I will roll a swing trade into a long term trade. This requires that I pare down the size of the position because when I short term trade, I trade much larger positions, sometimes 10x the size of a single long term position.

As for Round 4, I will open it when the opportunity for making some good entries presents itself. I am certainly expecting (hoping for?) some sort of correction that will create just such a buying opportunity, but the market has shown some surprising resilience. I just have to go with the flow. If the market strength continues, it just means there will be a lot of long-side short term trading opportunities.

A final note: I know tracking performance by average gain per position is not ideal. I’m trying to come up with something more realistic to institute in Round 4. The real measure of gain is how much you grow your principal. Since you don’t always have all your principle invested at any one time, average gain per position doesn’t necessarily reflect how good or bad you’re actually doing over time. I was therefore thinking that next round I would use a fixed amount, C, to represent starting principal or capital and a fixed fraction, C/N, where N is the maximum number of positions, to represent a single position size. This way I can compute the actual gains on each trade and then add these gains up to produce an accurate measure of total gain against starting capital. I can use an arbitrary number for C or I can try and do the math relativistically. What can I say, I have time on my hands.

OK, without further ado, here are the Round 3 results.

Round 3
Stock	Date	Purchase Price	Position Size	Date Closed	Current or Closing Price	Effective Gain/Loss
		Closed Positions
AAPL	02/28/2020	$263.31	1	05/14/2020	$306.27	16.32%
AAXN	03/02/2020	$77.80	0.5	04/27/2020	$72.78	-3.23%
	03/02/2020	$77.80	0.5	05/01/2020	$72.15	-3.63%
ABMD	05/07/2020	$188.73	0.5	05/13/2020	$191.26	0.67%
	05/22/2020	$197.36	1	05/27/2020	$209.43	6.12%
AMT	03/02/2020	$229.30	1	05/01/2020	$234.50	2.27%
ANET	02/28/2020	$190.04	1	05/01/2020	$215.53	13.41%
	05/07/2020	$212.30	1	05/13/2020	$219.76	3.51%
APPN	03/02/2020	$43.80	1	05/01/2020	$44.72	2.10%
	05/04/2020	$42.12	2	05/13/2020	$48.14	28.58%
AYX	02/28/2020	$130.22	1	05/01/2020	$110.13	-15.43%
	05/05/2020	$112.85	1	05/13/2020	$126.44	12.04%
CGNX	02/28/2020	$43.11	0.5	05/01/2020	$53.50	12.05%
CRM	03/02/2020	$170.09	0.5	05/01/2020	$159.14	-3.22%
CRSP	03/25/2020	$42.66	0.5	05/01/2020	$49.39	7.89%
	05/05/2020	$51.23	1	05/13/2020	$59.33	15.81%
CRWD	03/02/2020	$59.49	0.5	05/14/2020	$76.25	14.09%
DDOG	02/27/2020	$42.97	1	05/14/2020	$65.79	53.11%
DOCU	02/27/2020	$79.01	0.5	05/01/2020	$104.18	15.93%
	02/27/2020	$79.01	0.5	05/27/2020	$126.25	29.89%
	05/04/2020	$103.65	0.5	05/27/2020	$126.25	10.90%
EDIT	02/28/2020	$21.07	1	05/01/2020	$22.50	6.79%
	05/05/2020	$25.31	1	05/13/2020	$25.71	1.58%
	05/20/2020	$27.84	1	05/27/2020	$27.92	0.29%
EEFT	03/02/2020	$124.10	0.5	05/01/2020	$87.36	-14.80%
	05/08/2020	$90.64	0.5	05/13/2020	$83.67	-3.84%
EPAM	04/15/2020	$193.40	0.5	05/01/2020	$217.54	6.24%
ETSY	02/27/2020	$55.54	1	05/01/2020	$62.93	13.31%
FICO	02/28/2020	$364.02	0.5	05/01/2020	$345.67	-2.52%
FLGT	03/02/2020	$15.43	0.5	05/01/2020	$16.25	2.66%
	05/07/2020	$15.12	1	05/13/2020	$15.67	3.64%
FRPT	03/03/2020	$69.78	0.5	05/01/2020	$74.11	3.10%
FSLY	02/28/2020	$18.98	1	05/01/2020	$21.46	13.07%
	05/05/2020	$22.27	0.5	05/13/2020	$36.33	31.57%
GH	03/26/2020	$66.81	1	05/01/2020	$74.56	11.60%
	05/07/2020	$82.25	0.5	05/13/2020	$96.12	8.43%
HCAT	05/11/2020	$28.35	0.5	05/13/2020	$27.44	-1.60%
HQY	03/24/2020	$46.50	0.5	05/01/2020	$54.40	8.49%
	05/11/2020	$56.83	0.5	05/13/2020	$50.76	-5.34%
	05/20/2020	$56.83	1	05/27/2020	$62.11	9.29%
ICPT	05/12/2020	$89.15	0.5	05/13/2020	$88.10	-0.59%
IIPR	03/02/2020	$92.28	0.5	05/01/2020	$76.40	-8.60%
INSP	02/27/2020	$84.66	0.5	04/27/2020	$75.75	-5.26%
	02/27/2020	$84.66	0.5	05/01/2020	$70.53	-8.35%
	05/12/2020	$68.70	0.5	05/13/2020	$67.47	-0.90%
ISRG	03/02/2020	$534.89	0.5	05/01/2020	$502.90	-2.99%
	03/02/2020	$534.89	0.5	04/27/2020	$518.20	-1.56%
KNSL	04/17/2020	$112.16	0.5	05/13/2020	$130.44	8.15%
LVGO	03/02/2020	$25.45	0.5	05/01/2020	$38.99	26.60%
	05/05/2020	$39.95	0.5	05/13/2020	$59.68	24.69%
LYV	02/28/2020	$57.87	1	04/17/2020	$40.10	-30.71%

[BlueWolf]

Default Round 3 Long Term Trading Results (Part 2)

Round 3
Stock	Date	Purchase Price	Position Size	Date Closed	Current or Closing Price	Effective Gain/Loss
		Closed Positions (Cont’d)
MA	03/02/2020	$290.80	0.5	05/01/2020	$270.88	-3.43%
	05/07/2020	$278.44	0.5	05/13/2020	$264.32	-2.54%
MDB	02/28/2020	$144.92	1	05/14/2020	$193.47	33.50%
MDLA	03/03/2020	$25.33	0.5	05/01/2020	$21.15	-8.25%
	05/07/2020	$22.03	0.5	05/14/2020	$23.21	2.68%
	05/11/2020	$23.60	0.5	05/14/2020	$23.21	-0.83%
	05/15/2020	$23.34	1	05/27/2020	$27.09	16.07%
MELI	03/02/2020	$617.21	2	05/14/2020	$760.95	46.58%
MSFT	02/28/2020	$156.33	0.5	05/13/2020	$182.16	8.26%
MTCH	03/02/2020	$64.05	1	05/01/2020	$76.13	18.86%
NTNX	04/15/2020	$16.80	0.5	05/01/2020	$19.64	8.45%
	05/07/2020	$21.27	0.5	05/13/2020	$20.57	-1.65%
	05/11/2020	$22.08	0.5	05/13/2020	$20.57	-3.42%
	05/18/2020	$21.35	1	05/27/2020	$24.34	14.00%
NVCR	03/02/2020	$71.32	1	05/01/2020	$62.11	-12.91%
	05/05/2020	$62.44	0.5	05/13/2020	$61.48	-0.77%
NVDA	02/28/2020	$247.50	1	05/01/2020	$287.75	16.26%
NVTA	03/02/2020	$19.51	1	05/01/2020	$16.29	-16.50%
	05/08/2020	$16.25	1	05/14/2020	$15.72	-3.26%
	05/20/2020	$16.29	1	05/27/2020	$16.65	2.21%
OKTA	03/02/2020	$128.44	1	05/01/2020	$149.56	16.44%
PANW	04/27/2020	$196.53	1	05/13/2020	$219.39	11.63%
PAYC	03/26/2020	$210.68	0.5	05/01/2020	$252.68	9.97%
PING	03/02/2020	$22.97	0.5	05/01/2020	$23.87	1.96%
	05/11/2020	$25.47	0.5	05/13/2020	$25.62	0.29%
QTWO	03/26/2020	$57.96	0.5	05/01/2020	$78.43	17.66%
RDFN	03/02/2020	$26.92	0.5	05/01/2020	$19.98	-12.89%
	05/05/2020	$20.27	1	05/13/2020	$23.64	16.63%
RGEN	03/03/2020	$89.30	0.5	05/01/2020	$114.85	14.31%
ROKU	05/12/2020	$131.48	0.5	05/13/2020	$127.50	-1.51%
RUBI (TLRA)	03/24/2020	$6.07	0.5	04/28/2020	$6.70	5.19%
	04/29/2020	$6.85	0.5	05/01/2020	$6.74	-0.80%
	05/08/2020	$6.12	0.5	05/13/2020	$5.83	-2.37%
RVLV	04/20/2020	$11.31	1	05/01/2020	$10.51	-7.07%
	05/11/2020	$13.36	0.5	05/13/2020	$13.98	2.32%
	05/26/2020	$15.26	1	05/27/2020	$14.59	-4.39%
SDGR	02/28/2020	$43.45	0.5	05/13/2020	$57.66	16.35%
SFIX	03/19/2020	$14.23	1	05/01/2020	$15.69	10.26%
	05/08/2020	$16.71	0.5	05/27/2020	$24.27	22.62%
	05/15/2020	$19.37	0.5	05/27/2020	$24.27	12.65%
SHOP	02/28/2020	$439.12	1	05/01/2020	$623.45	41.98%
SIVB	04/27/2020	$182.50	0.5	05/01/2020	$185.34	0.78%
SMAR	03/02/2020	$46.10	1	05/14/2020	$51.15	10.95%
SPCE	05/07/2020	$19.09	0.5	05/13/2020	$17.35	-4.56%
	05/22/2020	$14.68	0.5	05/27/2020	$16.89	7.53%
TDOC	03/02/2020	$122.76	1	05/13/2020	$192.26	56.61%
	04/09/2020	$141.63	1	05/13/2020	$192.26	35.75%
TEAM	03/02/2020	$143.71	2	05/27/2020	$169.82	36.34%
TREX	03/03/2020	$103.90	1	05/01/2020	$94.56	-8.99%
TTD	02/28/2020	$266.20	1	05/01/2020	$284.78	6.98%
	03/03/2020	$286.35	1	05/01/2020	$284.78	-0.55%
	05/04/2020	$274.50	2	05/27/2020	$290.11	11.37%
TWLO	03/02/2020	$109.36	1	05/27/2020	$189.12	72.93%
VEEV	03/02/2020	$140.34	1	05/14/2020	$193.67	38.00%
	03/03/2020	$143.07	1	05/14/2020	$193.67	35.37%
WD	03/02/2020	$65.30	0.5	05/01/2020	$37.39	-21.37%
	05/07/2020	$39.25	0.5	05/13/2020	$34.33	-6.27%
	05/20/2020	$39.54	0.5	05/27/2020	$40.46	1.16%
WIX	03/02/2020	$132.56	0.5	05/01/2020	$128.44	-1.55%
WORK	03/04/2020	$27.10	1	05/01/2020	$26.35	-2.77%
	05/07/2020	$28.19	1	05/27/2020	$31.71	12.49%
ZEN	03/02/2020	$77.44	1	05/14/2020	$72.28	-6.66%
	03/03/2020	$71.58	1	05/14/2020	$72.28	0.98%
	05/22/2020	$80.12	1	05/27/2020	$80.45	0.41%
ZM	02/27/2020	$108.79	1	05/01/2020	$139.76	28.47%
	05/04/2020	$141.20	2	05/27/2020	$157.75	23.44%
ZS	02/28/2020	$49.76	0.5	05/14/2020	$74.57	24.93%
ZUO	05/12/2020	$11.83	0.5	05/13/2020	$11.32	-2.16%
	05/20/2020	$11.17	0.5	05/27/2020	$11.37	0.90%
Closed Position Totals	Total Gain/Loss	946.67%	Num Positions	92.5	Gain/Loss Per Position %	10.23%
S&P @Start (2/26/2020)		$3,062.54	S&P @End (5/27/2020)	$3,036.13	S&P Gain/Loss %	-0.86%

[BlueWolf]

OK, get ready to roll your eyes. 🙄 I kicked off Round 4 this week after a fairly heavy round of swing trading. I had a number of very successful swing trades, three of which (EEFT, RUBI, WD) I rolled into Long Term (LT) trades to start thing off. I also added a few more LT trades just so I would have some skin in the game, since this market seems relentlessly bullish right now. As you can see I got off to pretty good start. This doesn’t take into account the swing trades for which I stopped out (MDLA, TDOC), but I also had other winning swing trades (ATKR, ESNT) that I didn’t roll into LT trades, so it all evens out.

Some notes regarding the performance tracking summary. I am doing things a little differently this time. I am still computing percentage gain/loss per trade and average gain/loss for all trades, but I have added a way to track overall returns on principal. I did this by allocating a maximum number of positions, which you can see in the summary In this case, I opted for a maximum of 100 positions. Now this is NOT a cash total. In fact, it can be applied to any amount. For a $50,000 principal, for example, each position would be $500. For a $200,000 principal, each position would be $2,000. And so on. Using this maximum number of positions, I am able to calculate the overall return on principal and I can also annualize the returns by extrapolating them to 365 days. You will see all this in the table.

Regarding this summary. Since I am actively using this table to track my performance, I can easily just copy and paste it on a regular basis if there is interest. I don’t want to spam this thread, however, so you tell me how frequently you would like for me to post the summary: weekly, bi-weekly, monthly, not all all? I will also continue to post my watchlists so you can see the stocks I am tracking for possible addition fo my LT holdings. I hope you find all of this helpful in some way.

Round 4
Round Start Date			6/1/2020	6/5/2020	Round End Date
	Max Num Open Positions			100
Stock	Date	Purchase Price	Position Size	Date Closed	Current or Closing Price	% Gain/Loss on Trade	% Gain/Loss on Principal
		Closed Positions
						0.00%	0.0000%
						0.00%	0.0000%
# Closed Positions	0	Gain/Loss Per Position		0.00%	Return on Principal		0.00%
		Open Positions
						0.00%	0.0000%
BRK/B	06/03/2020	$189.12	1		$200.66	6.10%	0.0610%
EEFT	06/01/2020	$95.24	1		$118.25	24.16%	0.2416%
NTNX	06/01/2020	$23.97	1		$23.68	-1.21%	-0.0121%
NVTA	06/01/2020	$16.89	1		$17.34	2.66%	0.0266%
RUBI	06/01/2020	$6.34	1		$8.28	30.60%	0.3060%
WD	06/03/2020	$42.88	1		$50.73	18.31%	0.1831%
ZUO	06/01/2020	$12.03	0.5		$12.75	5.99%	0.0299%
						0.00%	0.0000%
# Open Positions	6.5	Gain/Loss Per Position		13.32%	Return on Principal		0.84%
Totals
Gain/Loss Per Position							13.32%
Total Return on Principal							0.84%
Total Annualized Return							76.30%

High Interest Watchlist: AAPL, AAXN, ADBE, AMT, AMZN, ANET, APPF, APPN, ATVI, AYX, CGNX, CRM, CRNC, CRSP, CRWD, CSGP, DDOG, DOCU, EBS, EDIT, EPAM, EQIX, ESTC, ETSY, EVBG, FB, FICO, FIVN, FLGT, FRPT, FSLY, FVRR, GH, GLOB, HCAT, HQY, HUB, INSP, ISRG, KNSL, LITE, LVGO, MA, MASI, MDB, MDLA, MELI, MRNA, MSFT, MTCH, NÉE, NET, NVCR, NVDA, OKTA, PANW, PAYC, PING, PYPL, QDEL, QTWO, RDFN, REGN, RGEN, RH, ROKU, RVLV, SDGR, SFIX, SHOP, SIVB, SMAR, SPCE, SPLK, SQ, SWAV, TDOC, TEAM, TREX, TTD, TTWO, TWLO, V, VEEV, WIX, WORK, ZEN, ZM, ZNGA, ZS

Some Interest Watchlist: BYFT, BIDU, BILI, BKNG, BZUN, COUP, DAVA, EXPI, FLIR, FTCH, FTNT, GOOG, ICPT, IDXX, IIPR, LYV, MNST, NOW, NVAX, OLED, OLLI, SE, SPOT, TSLA, XLNX, ZG

[Louetta]

Good call on RUBI. Also, Berkshire. Buffett was taking some heat for supposedly getting out of the airlines at just the wrong time (tho no one knows exactly what he sold at) and Charlie Munger implying they had not found anything else to go to.

[BlueWolf]

Got a little spooked by yesterday’s economic news and early market reaction, so I pared down my LT positions from seven to two based on charting patterns. Despite the recent bullish disposition of the market, I’m still being very cautious about holding on to anything. I could be wrong about there being another correction coming as the market has seemed to shrug off the effects of the shutdown, but I’m not taking any chances. I can still make money short term trading on the long side for now while I see how things shake out. My big fear is that we are headed into a recession and a prolonged bear market. I’m not great at making money in a bear market. I’m certainly not afraid of playing the short side, but you just don’t get the kinds of gains you can when the market is in a bull run. I could try a some option plays, but I’ve never been a big option trader. I’m getting ahead of myself, though. We had a bit of a rebound day today, so maybe the market will just keep chugging to the upside. We’ll see.

So here’s a summary of my open and closed positions:

Round 4
	Start Date	6/1/2020	End Date	6/12/2020	Max Open Positions		100
Stock	Date	Purchase Price	Position Size	Date Closed	Current or Closing Price	% Gain/Loss on Trade	% Gain/Loss on Principal
		Closed Positions
						0.00%	0.0000%
BRK/B	06/03/2020	$189.12	1	06/11/2020	$184.22	-2.59%	-0.0259%
EEFT	06/01/2020	$95.24	1	06/11/2020	$104.46	9.68%	0.0968%
NTNX	06/01/2020	$23.97	1	06/11/2020	$22.38	-6.63%	-0.0663%
NVTA	06/01/2020	$16.89	1	06/11/2020	$16.44	-2.66%	-0.0266%
ZUO	06/01/2020	$12.03	0.5	06/11/2020	$12.27	2.00%	0.0100%
						0.00%	0.0000%
# Closed Positions	4.5	Gain/Loss Per Position		-0.05%	Return on Principal		-0.01%
		Open Positions
						0.00%	0.0000%
RUBI	06/01/2020	$6.34	1		$6.73	6.15%	0.0615%
WD	06/03/2020	$42.88	1		$45.77	6.74%	0.0674%
						0.00%	0.0000%
# Open Positions	2	Gain/Loss Per Position		6.45%	Return on Principal		0.13%
Totals
Gain/Loss Per Position							1.95%
Total Return on Principal							0.12%
Total Annualized Return On Principal							3.88%