Stocks for the Long Term

**mimo_100** · 06-16-2020, 05:07 PM

I found this article on the "next generation FANG stocks" on March 13. I created a portfolio on Yahoo. Today I was wondering how they were doing. The portfolio made up of CHGG CREE ENPH NVDA ROKU SEDG and TWLO was up 71%

marketwatch.com

https://www.marketwatch.com/story/pick-up-these-next-generation-technology-stocks-while-theyre-on-sale-2020-03-06

**BlueWolf** · 06-16-2020, 07:01 PM

Originally posted by mimo_100 View Post

I found this article on the "next generation FANG stocks" on March 13. I created a portfolio on Yahoo. Today I was wondering how they were doing. The portfolio made up of CHGG CREE ENPH NVDA ROKU SEDG and TWLO was up 71%

https://www.marketwatch.com/story/pi...ale-2020-03-06

March 13 was a great entry! I like your picks too.

**antioch6** · 06-19-2020, 12:33 PM

I am trading with my dad, or about to start trading with my dad. he had some money in QQQ and DIA. It wasn't much, and I want him or us to be 25% in stocks. We bought 14 companies to start our long term portfolio.

JNJ TSM NKE SNE VRTX REGN NTES ALL ALXN TWTR ATVI EA CMG ISRG

0.03%-0.05% in each for 5.45% of total portfolio invested. we want to hold these until the end of 2021

**BlueWolf** · 06-19-2020, 05:35 PM

I already have things in tabular form, so it’s no extra work to copy and paste my portfolio updates here. It’s a lot easier then when I was posting every trade as it happened. I don’t want to just spam this thread, though, so I’m asking for votes. Do you want me to post portfolio updates every week or every two weeks?

**Louetta** · 06-20-2020, 11:31 AM

Originally posted by BlueWolf View Post

I already have things in tabular form, so it’s no extra work to copy and paste my portfolio updates here. It’s a lot easier then when I was posting every trade as it happened. I don’t want to just spam this thread, though, so I’m asking for votes. Do you want me to post portfolio updates every week or every two weeks?

If it's really convenient for you to do it I'd say do it every week.

I don't think you need worry about spamming the thread. In fact I had seen Mimo's list of stocks before and referred him to you for an opinion.

**billyjoe** · 06-20-2020, 02:21 PM

Most of my long term holdings are high dividend payers with the exception of MA. I now see MA as a potential $400 stock so the small payout should be more than made up by appreciation. Probably many others like it on the Blue Wolf list , not all sure things , but several no brainers.
If I were a few years younger I'd be less interested in the dividends.

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

**BlueWolf** · 06-21-2020, 12:27 PM

Well, the vote was overwhelming, 1-0 in favor of a weekly posting. Before I post my Round 4 summary, though, I have some notes. I feel like I have made two big mistakes so far this year so far: Opening Round 3 too soon, and Closing Round 3 too soon. It’s caused me to leave a lot of money on the table. All I can do is continue to learn, a process that will never be over.

One of the reasons that I bring these mistakes up is that there are a lot of stocks on my high interest list that I would love to buy back, but they are either basing at the high or making new highs. Normally, I don’t enter positions when stocks are doing this unless I believe the market is in a sustainable uptrend. Right now, I am just not that convinced, although the market has been fooling me as it continues to make new highs. If this bullishness continues, I may have to start making some of these risky entries. We’ll see.

And now, my Round 4 summary. New positions that I opened this week are shown with a blue background:

Round 4
	Start Date	6/1/2020	End Date	6/19/2020	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%
ESTC	06/15/2020	$82.23	1		$90.67	10.26%	0.1026%
MDB	06/16/2020	$200.33	1		$205.94	2.80%	0.0280%
RUBI	06/01/2020	$6.34	1		$7.17	13.09%	0.1309%
SMAR	06/16/2020	$47.62	1		$49.90	4.79%	0.0479%
TTWO	06/18/2020	$140.19	0.5		$142.61	1.73%	0.0086%
WD	06/03/2020	$42.88	1		$49.44	15.30%	0.1530%
WORK	06/17/2020	$32.65	1		$33.13	1.47%	0.0147%
ZUO	06/18/2020	$13.46	1		$13.01	-3.34%	-0.0334%
						0.00%	0.0000%
# Open Positions	7.5	Gain/Loss Per Position		6.15%	Return on Principal		0.45%
Totals
Percentage Cash							92.50%
Average Gain/Loss Per Position							3.82%
Total Return on Principal							0.44%
Total Annualized Return On Principal							8.93%

Oops, I almost forgot my lists.

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

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

**BlueWolf** · 06-26-2020, 07:36 PM

This week, I added three stocks (highlighted in blue) to my portfolio, buying into strength. That’s always a gamble, but I got off to a good start with all three. If the market rolls over, however, these will be the first to go. Here’s a current summary.

Round 4
	Start Date	6/1/2020	End Date	6/26/2020	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%
ESTC	06/15/2020	$82.23	1		$92.11	12.02%	0.1202%
MDB	06/16/2020	$200.33	1		$224.51	12.07%	0.1207%
NVTA	06/25/2020	$26.98	1		$27.89	3.37%	0.0337%
QDEL	06/25/2020	$200.88	0.5		$221.00	10.02%	0.0501%
RUBI	06/01/2020	$6.34	1		$6.22	-1.89%	-0.0189%
SMAR	06/16/2020	$47.62	1		$52.98	11.26%	0.1126%
TTWO	06/18/2020	$140.19	0.5		$141.18	0.71%	0.0035%
WD	06/03/2020	$42.88	1		$47.64	11.10%	0.1110%
WORK	06/17/2020	$32.65	1		$32.53	-0.37%	-0.0037%
ZNGA	06/22/2020	$9.36	1		$9.58	2.35%	0.0235%
ZUO	06/18/2020	$13.46	1		$12.97	-3.64%	-0.0364%
						0.00%	0.0000%
# Open Positions	10	Gain/Loss Per Position		5.70%	Return on Principal		0.52%
Totals
Percentage Cash							90.00%
Average Gain/Loss Per Position							3.92%
Total Return on Principal							0.50%
Total Annualized Return On Principal							7.36%

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

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

Bold = New stocks

**BlueWolf** · 07-03-2020, 10:14 AM

Round 4 Summary as of market close July 3, 2020.

I did a fair amount of buying this week, including some risky buys of stocks basing at the high. I also bought into a couple of breakout plays, which worked out well (so far). I’m still nervous about the sustainability of the current rally, but I cannot deny the continued bullishness of the market, so I really wanted more skin in the game. Despite this, I’m still 80%+ in cash and waiting for the opportunity to buy a number of stocks I love. Patience ... patience.

Round 4
	Start Date	6/1/2020	End Date	7/3/2020	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%
ANET	07/02/2020	$210.32	1		$210.51	0.09%	0.0009%
APPN	07/01/2020	$50.95	1		$52.74	3.51%	0.0351%
EDIT	07/01/2020	$29.93	1		$30.53	2.00%	0.0200%
EEFT	06/30/2020	$93.84	0.5		$99.25	5.77%	0.0288%
ESTC	06/15/2020	$82.23	1		$94.58	15.02%	0.1502%
INSP	07/01/2020	$87.56	0.5		$88.88	1.51%	0.0075%
MDB	06/16/2020	$200.33	1		$225.18	12.40%	0.1240%
NVTA	06/25/2020	$26.98	1		$31.72	17.57%	0.1757%
PING	07/01/2020	$32.13	0.5		$32.49	1.12%	0.0056%
QDEL	06/25/2020	$200.88	0.5		$227.04	13.02%	0.0651%
RGEN	06/30/2020	$120.29	1		$126.65	5.29%	0.0529%
RUBI	06/01/2020	$6.34	1		$6.67	5.21%	0.0521%
SFIX	07/01/2020	$25.67	1		$28.55	11.22%	0.1122%
SMAR	06/16/2020	$47.62	1		$52.70	10.67%	0.1067%
TTWO	06/18/2020	$140.19	0.5		$144.40	3.00%	0.0150%
VEEV	07/01/2020	$235.94	1		$242.04	2.59%	0.0259%
WD	06/03/2020	$42.88	1		$49.08	14.46%	0.1446%
WORK	06/17/2020	$32.65	1		$30.31	-7.17%	-0.0717%
ZM	07/01/2020	$253.93	1		$261.74	3.08%	0.0308%
ZNGA	06/22/2020	$9.36	1		$9.53	1.82%	0.0182%
ZUO	06/18/2020	$13.46	1		$12.84	-4.61%	-0.0461%
						0.00%	0.0000%
# Open Positions	18.5	Gain/Loss Per Position		6.35%	Return on Principal		1.05%
Totals
Percentage Cash							81.50%
Average Gain/Loss Per Position							5.10%
Total Return on Principal							1.04%
Total Annualized Return On Principal							11.88%

= Stocks added this week

High Interest Watchlist: AAPL, AAXN, ABMD, ADBE, AMT, AMZN, APPF, ATVI, AYX, BOMN, BRK/B, CGNX, CLDR, CRM, CRNC, CRSP, CRWD, CSGP, DDOG, DOCU, EBS, EPAM, EQIX, ETSY, EVBG, FB, FICO, FIVN, FLGT, FRPT, FSLY, FVRR, GH, GLOB, HCAT, HQY, HUBS, ISRG, KNSL, LITE, LVGO, MA, MASI, MDLA, MELI, MRNA, MSFT, MTCH, NEE, NET, NTNX, NVCR, NVDA, OKTA, OLED, PANW, PAYC, PING, PYPL, QTWO, RDFN, REGN, RH, ROKU, RVLV, SDGR, SHOP, SIVB, SPCE, SPLK, SQ, STAA, SWAV, SWKS, TDOC, TEAM, TREX, TTD, TWLO, V, WIX, ZEN, ZM, ZS

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

XXXX = New Stock

**BlueWolf** · 07-10-2020, 08:46 PM

I did some more buying this week, continuing to cautiously insert myself into the market to try and ride the current bullishness. I’m still a little nervous, but as long as the economic news is good and the COVID news is not devastating, I believe we’ll see continued bullishness. I will ay this, though, the valuations on some the growth stocks I like is currently atmospheric, which is keeping me from diving in.

Round 4
	Start Date	6/1/2020	End Date	7/10/2020	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%
ANET	07/02/2020	$210.32	1		$216.11	2.75%	0.0275%
APPN	07/01/2020	$50.95	1		$49.40	-3.04%	-0.0304%
CGNX	07/09/2020	$61.48	0.5		$62.16	1.11%	0.0055%
EDIT	07/01/2020	$29.93	1		$32.87	9.82%	0.0982%
EEFT	06/30/2020	$93.84	0.5		$91.94	-2.02%	-0.0101%
ESTC	06/15/2020	$82.23	1		$95.23	15.81%	0.1581%
GH	07/06/2020	$83.90	1		$85.21	1.56%	0.0156%
INSP	07/01/2020	$87.56	0.5		$92.22	5.32%	0.0266%
MDB	06/16/2020	$200.33	1		$228.34	13.98%	0.1398%
MGNI (was RUBI)	06/01/2020	$6.34	1		$6.67	5.21%	0.0521%
MRNA	07/09/2020	$62.31	1		$62.61	0.48%	0.0048%
MTCH	07/07/2020	$92.54	1		$100.39	8.48%	0.0848%
NVTA	06/25/2020	$26.98	1		$33.47	24.05%	0.2405%
PING	07/01/2020	$32.13	0.5		$33.99	5.79%	0.0289%
QDEL	06/25/2020	$200.88	0.5		$246.64	22.78%	0.1139%
RGEN	06/30/2020	$120.29	1		$126.13	4.85%	0.0485%
SFIX	07/01/2020	$25.67	1		$28.27	10.13%	0.1013%
SMAR	06/16/2020	$47.62	1		$51.42	7.98%	0.0798%
SPCE	07/09/2020	$17.79	1		$19.25	8.21%	0.0821%
TTWO	06/18/2020	$140.19	0.5		$153.91	9.79%	0.0489%
VEEV	07/01/2020	$235.94	1		$254.16	7.72%	0.0772%
WD	06/03/2020	$42.88	1		$48.23	12.48%	0.1248%
WORK	06/17/2020	$32.65	1		$33.84	3.64%	0.0364%
ZM	07/01/2020	$253.93	1		$275.87	8.64%	0.0864%
ZNGA	06/22/2020	$9.36	1		$10.38	10.90%	0.1090%
ZUO	06/18/2020	$13.46	1		$12.43	-7.65%	-0.0765%
						0.00%	0.0000%
# Open Positions	23	Gain/Loss Per Position		8.21%	Return on Principal		1.67%
	Totals
Percentage Cash							77.00%
Average Gain/Loss Per Position							6.86%
Total Return on Principal							1.66%
Total Annualized Return On Principal							15.55%
S&P Performance:		Start	3038.78	End	3185.04	Gain/Loss	4.81%

= Stocks added this week

High Interest Watchlist: AAPL, AAXN, ABMD, ADBE, AMT, AMZN, APPF, ATVI, AYX, BOMN, BRK/B, CLDR, CRM, CRNC, CRSP, CRWD, CSGP, DDOG, DOCU, EBS, EPAM, EQIX, ETSY, EVBG, FB, FICO, FIVN, FLGT, FRPT, FSLY, FVRR, GLOB, HCAT, HQY, HUBS, ISRG, KNSL, LITE, LVGO, MA, MASI, MDLA, MELI, MSFT, NEE, NET, NTNX, NVCR, NVDA, OKTA, OLED, PANW, PAYC, PING, PYPL, QTWO, RDFN, REGN, RH, ROKU, RVLV, SDGR, SHOP, SIVB, SPCE, SPLK, SQ, STAA, SWAV, SWKS, TDOC, TEAM, TREX, TTD, TWLO, V, VCYT, WIX, ZEN, ZM, ZS

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

Bold = New Stock

**BlueWolf** · 07-17-2020, 05:32 PM

Round 4 Summary As of Market Close, July 17, 2020

We had a little pullback at the end of last week/early this week, so I took the opportunity to pick up a few of my favorite stocks. It was a risky move, considering the valuations and how extended the market is to the upside. I didn’t feel I was getting enough return on principle, however, because I am still mostly in cash. So I decided to pull the trigger. It means more things to close down should the market dive into a deep correction, but it also means more opportunities for gains. We’ll see.

Round 4	Start Date	6/1/2020	End Date	7/17/2020	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%
ANET	07/02/2020	$210.32	1		$219.57	4.40%	0.0440%
APPN	07/01/2020	$50.95	1		$46.79	-8.16%	-0.0816%
CGNX	07/09/2020	$61.48	0.5		$63.53	3.33%	0.0167%
DOCU	07/17/2020	$191.30	1		$196.41	2.67%	0.0267%
EDIT	07/01/2020	$29.93	1		$32.23	7.68%	0.0768%
EEFT	06/30/2020	$93.84	0.5		$99.90	6.46%	0.0323%
ESTC	06/15/2020	$82.23	1		$90.36	9.89%	0.0989%
GH	07/06/2020	$83.90	1		$82.92	-1.17%	-0.0117%
INSP	07/01/2020	$87.56	0.5		$98.48	12.47%	0.0624%
MDB	06/16/2020	$200.33	1		$208.97	4.31%	0.0431%
MGNI (was RUBI)	06/01/2020	$6.34	1		$6.22	-1.89%	-0.0189%
MRNA	07/09/2020	$62.31	1		$94.85	52.22%	0.5222%
MTCH	07/07/2020	$92.54	1		$91.75	-0.85%	-0.0085%
NVTA	06/25/2020	$26.98	1		$32.67	21.09%	0.2109%
NET	07/17/2020	$35.65	0.5		$37.02	3.84%	0.0192%
PING	07/01/2020	$32.13	0.5		$31.65	-1.49%	-0.0075%
QDEL	06/25/2020	$200.88	0.5		$267.00	32.92%	0.1646%
RDFN	07/15/2020	$36.98	1		$38.78	4.87%	0.0487%
RGEN	06/30/2020	$120.29	1		$134.31	11.66%	0.1166%
RVLV	07/16/2020	$16.04	0.5		$16.00	-0.25%	-0.0012%
SFIX	07/01/2020	$25.67	1		$26.47	3.12%	0.0312%
SMAR	06/16/2020	$47.62	1		$45.52	-4.41%	-0.0441%
SPCE	07/09/2020	$17.79	1		$24.05	35.19%	0.3519%
TEAM	07/17/2020	$170.77	1		$172.86	1.22%	0.0122%
TTWO	06/18/2020	$140.19	0.5		$150.58	7.41%	0.0371%
VEEV	07/01/2020	$235.94	1		$250.30	6.09%	0.0609%
TWLO	07/17/2020	$226.77	1		$238.57	5.20%	0.0520%
WD	06/03/2020	$42.88	1		$50.26	17.21%	0.1721%
WORK	06/17/2020	$32.65	1		$32.11	-1.65%	-0.0165%
ZM	07/01/2020	$253.93	1		$246.54	-2.91%	-0.0291%
ZNGA	06/22/2020	$9.36	1		$9.45	0.96%	0.0096%
ZUO	06/18/2020	$13.46	1		$11.81	-12.26%	-0.1226%
						0.00%	0.0000%
# Open Positions	28	Gain/Loss Per Position		7.83%	Return on Principal		1.87%
	Totals
Percentage Cash							72.00%
Average Gain/Loss Per Position							6.74%
Total Return on Principal							1.86%
Total Annualized Return On Principal							14.73%
S&P Performance:		Start	3038.78	End	3185.04	Gain/Loss	4.81%

XXXX

= New Position

High Interest Watchlist: AAPL, AAXN, ABMD, ADBE, AMT, AMZN, APPF, ATVI, AYX, BOMN, BRK/B, CLDR, CRM, CRNC, CRSP, CRWD, CSGP, DDOG, EBS, EPAM, EQIX, ETSY, EVBG, FB, FICO, FIVN, FLGT, FRPT, FSLY, FVRR, GLOB, HCAT, HQY, HUBS, ISRG, KNSL, LITE, LVGO, MA, MASI, MDLA, MELI, MSFT, NEE, NTNX, NVCR, NVDA, OKTA, OLED, PANW, PAYC, PING, PYPL, QTWO, REGN, RH, ROKU, SDGR, SHOP, SIVB, SPLK, SQ, STAA, SWAV, SWKS, TDOC, TREX, TTD, V, VCYT, WIX, ZEN, ZS

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

Bold = New Stock

**BlueWolf** · 07-21-2020, 01:25 PM

Bought my first “blank check,” or Special-Purpose Acquisition Company (SPAC) stock this week, IPOB. Blank check companies are used as vehicles for reorganizations, mergers, acquisitions, or recapitalizations, i.e. they are shell companies. If you remember, someone recently posted a question about another SPAC, TKKS. My recommendation at the time was to steer clear unless they had some insight into what the business model of the SPAC was. This was unclear for TKKS, but I recently came across three SPACs (IPOA, IPOB, and IPOC) that were set up by Social Capital Hedosophia, a California corporation, for the purpose of acquiring technology companies. I took notice of them because the first of the three, IPOA, eventually became Virgin Galactic Holdings (SPCE), a company I currently have a position in. I decided to take a shot with IPOB because of a recommendation, because of the prior success of IPOA, and because there is some sort of news pending on IPOB according to Dow Jones newswire (I have no idea what this news is). I may have to sit on this one for a few years, but I opened a half position this week as a speculative play. If it duplicates what happened with SPCE, I will be a happy camper.

**BlueWolf** · 07-24-2020, 08:31 PM

Round 4 summary as of market close, July 24, 2020

Well, we had a modest sized pullback in the NASDAQ this week. This pullback negated a fair portion of my gains and pushed a number of positions into the red. In the past, NASDAQ pullbacks to the lower boundary of its regression channel, have been buying opportunities. I therefore took a chance and instead of selling into the pullback, I bought as the NASDAQ bounced today and added quite a few positions. I’ll have to watch this closely now because there is always the chance that this time the index will slice through the regression channel and head downward for a big correction, which I don’t want to sit through. I still have a ton of cash (63%), but still I don’t want to watch 37% of my capital languish through a bear market, so I’ll just have to watch things closely and hope I time any exits accurately. I’m still doing a lot of day/swing trading, and may rely on that more and more until one of those super buying opportunities shows up.

Round 4	Start Date	6/1/2020	End Date	7/24/2020	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%
ANET	07/02/2020	$210.32	1		$236.81	12.60%	0.1260%
APPN	07/01/2020	$50.95	1		$48.25	-5.30%	-0.0530%
AYX	07/24/2020	$162.30	1		$162.60	0.18%	0.0018%
BRK/B	07/23/2020	$191.81	0.5		$194.52	1.41%	0.0071%
CGNX	07/09/2020	$61.48	0.5		$64.22	4.46%	0.0223%
CRWD	07/24/2020	$99.41	1		$100.03	0.62%	0.0062%
DOCU	07/17/2020	$191.30	1		$190.95	-0.18%	-0.0018%
EDIT	07/01/2020	$29.93	1		$29.88	-0.17%	-0.0017%
EEFT	06/30/2020	$93.84	0.5		$98.27	4.72%	0.0236%
ESTC	06/15/2020	$82.23	1		$88.82	8.01%	0.0801%
EXPI	07/20/2020	$16.90	0.5		$18.59	10.00%	0.0500%
FSLY	07/24/2020	$77.77	1		$78.80	1.32%	0.0132%
GH	07/06/2020	$83.90	1		$81.60	-2.74%	-0.0274%
HCAT	07/24/2020	$35.79	0.5		$35.98	0.53%	0.0027%
INSP	07/01/2020	$87.56	0.5		$99.74	13.91%	0.0696%
IPOB	07/20/2020	$11.95	0.5		$11.92	-0.25%	-0.0013%
MDB	06/16/2020	$200.33	1		$204.64	2.15%	0.0215%
MELI	07/24/2020	$971.47	1		$988.99	1.80%	0.0180%
MGNI (was RUBI)	06/01/2020	$6.34	1		$5.96	-5.99%	-0.0599%
MRNA	07/09/2020	$62.31	1		$73.21	17.49%	0.1749%
MTCH	07/07/2020	$92.54	1		$90.36	-2.36%	-0.0236%
NET	07/17/2020	$35.65	0.5		$35.72	0.20%	0.0010%
NVTA	06/25/2020	$26.98	1		$29.73	10.19%	0.1019%
OKTA	07/24/2020	$204.36	1		$205.64	0.63%	0.0063%
PING	07/01/2020	$32.13	0.5		$32.77	1.99%	0.0100%
QDEL	06/25/2020	$200.88	0.5		$255.51	27.20%	0.1360%
RDFN	07/15/2020	$36.98	1		$40.24	8.82%	0.0882%
RGEN	06/30/2020	$120.29	1		$134.26	11.61%	0.1161%
RVLV	07/16/2020	$16.04	0.5		$15.78	-1.63%	-0.0082%
SDGR	07/24/2020	$76.06	1		$76.27	0.28%	0.0028%
SFIX	07/01/2020	$25.67	1		$23.44	-8.69%	-0.0869%
SMAR	06/16/2020	$47.62	1		$46.85	-1.62%	-0.0162%
SPCE	07/09/2020	$17.79	1		$24.31	36.65%	0.3665%
TEAM	07/17/2020	$170.77	1		$184.34	7.95%	0.0795%
TTD	07/24/2020	$416.18	1		$426.07	2.38%	0.0238%
TTWO	06/18/2020	$140.19	0.5		$156.02	11.29%	0.0565%
TWLO	07/17/2020	$226.77	1		$248.29	9.49%	0.0949%
VEEV	07/01/2020	$235.94	1		$251.95	6.79%	0.0679%
WD	06/03/2020	$42.88	1		$50.23	17.14%	0.1714%
WORK	06/17/2020	$32.65	1		$29.72	-8.97%	-0.0897%
ZM	07/01/2020	$253.93	1		$246.56	-2.90%	-0.0290%
ZNGA	06/22/2020	$9.36	1		$9.55	2.03%	0.0203%
ZUO	06/18/2020	$13.46	1		$11.52	-14.41%	-0.1441%
						0.00%	0.0000%
# Open Positions	37	Gain/Loss Per Position		4.83%	Return on Principal		1.42%
	Totals
Percentage Cash							63.00%
Average Gain/Loss Per Position							4.30%
Total Return on Principal							1.41%
Total Annualized Return On Principal							9.68%
S&P Performance:		Start	3038.78	End	3215.63	Gain/Loss	5.82%

XXXX

= New Position

High Interest Watchlist: AAPL, AAXN, ABMD, ADBE, AMT, AMZN, APPF, ATVI, BOMN, CLDR, CRM, CRNC, CRSP , CSGP, DDOG, EBS, EPAM, EQIX, ETSY, EVBG, FB, FICO, FIVN, FLGT, FRPT, FVRR, GLOB, HQY, HUBS, ISRG, KNSL, LITE, LRN, LVGO, MA, MASI, MDLA, MSFT, NEE, NTNX, NVCR, NVDA, OLED, PANW, PAYC, PYPL, QTWO, REGN, RH, ROKU, SHOP, SIVB, SPLK, SQ, STAA, SWAV, SWKS, TREX, V, VCYT, WIX, ZEN, ZS

Some Interest Watchlist: AVGO, BIDU, BILI, BKNG, BZUN, COUP, DAVA, FLIR, FTCH, FTNT, GOOG, ICPT, IDXX, IIPR, LYV, MNST, NOW, NVAX, OLLI, PEGA, PI, PINS, PODD, SE, SPOT, TSLA, WEX, XLNX, ZG

Bold = New Stock

**BlueWolf** · 07-27-2020, 03:58 PM

Jumped into FLGT for a LT hold today and got a great entry on the 5 min chart. It’s blasting off after an upgrade from Piper Sandler. Even a dog gets a warm piece of the sidewalk every now and then. Also finally entered Paco’s REGN today.

**BlueWolf** · 08-01-2020, 08:51 PM

Round 4 Summary as of Market Close, July 31, 2020

Round 4 Summary as of Market Close, July 31, 2020
I have made a few changes to the summary this week. The first change is that I adjusted the number of possible positions to 65. This is more consistent with my actual number of available positions. I originally just chose 100 as an arbitrary number. Other than that, the spreadsheet hasn’t changed and now more accurately reflects my actual cash vs stock balances, and the return against principal. It now accurately shows that I am 70% invested at this point, i.e. I am 30% in cash.

The second change was for the sake of space, I hid closed transactions and just showed the total performance.

The third change is that I have split my long term (LT) watchlists into three groups: Super High Interest, High Interest, and Some Interest. I felt I needed to do this for my own purposes so I would know which stocks I should be focusing my attention on in terms of getting an entry. On that note, I really blew it with AAPL this week. It is on my Super High Interest watchlist and I was ready to pull the trigger early in the week on the little base it formed around $380. I hesitated, however, and on Friday it rocketed up an on upgrade. **Sigh**. You can’t win ‘em all. I still have a couple of favorites on my Super High Interest watchlist, and I will continue to look at these hard for entry opportunities.

The fourth change is that I will now try to provide a write up on the stocks I add each week. I did quite a bit of buying this week and didn’t have time to finish the write ups on every new stock, but I left placeholders and will try to complete them during the week. I may have to put this info into a separate post because of the size of the table.

POSITION SUMMARY

Round 4	Start Date	6/1/2020	End Date	7/31/2020	Max Open Positions		65
Stock	Date	Purchase Price	Position Size	Date Closed	Current or Closing Price	% Gain/Loss on Trade	% Gain/Loss on Principal
		Closed Positions
# Closed Positions	4.5	Gain/Loss Per Position		-0.05%	Return on Principal		-0.02%
		Open Positions
						0.00%	0.0000%
ABMD	07/29/2020	$297.26	1		$299.94	0.90%	0.0139%
ANET	07/02/2020	$210.32	1		$259.77	23.51%	0.3617%
APPN	07/01/2020	$50.95	1		$50.87	-0.16%	-0.0024%
AYX	07/24/2020	$162.30	1		$175.49	8.13%	0.1250%
BRK/B	07/23/2020	$191.81	0.5		$195.78	2.07%	0.0159%
CGNX	07/09/2020	$61.48	0.5		$66.87	8.77%	0.0674%
CRWD	07/24/2020	$99.41	1		$113.20	13.87%	0.2134%
DDOG	07/30/2020	$90.59	1		$93.86	3.61%	0.0555%
DOCU	07/17/2020	$191.30	1		$216.83	13.35%	0.2053%
EBS	07/30/2020	$93.42	0.5		$111.24	19.08%	0.1467%
EDIT	07/01/2020	$29.93	1		$29.36	-1.90%	-0.0293%
EEFT	06/30/2020	$93.84	0.5		$96.14	2.45%	0.0189%
ESTC	06/15/2020	$82.23	1		$96.19	16.98%	0.2612%
ETSY	07/27/2020	$102.65	1		$118.38	15.32%	0.2358%
EXPI	07/20/2020	$16.90	0.5		$19.87	17.57%	0.1352%
FLGT	07/27/2020	$20.04	1		$26.35	31.49%	0.4844%
FSLY	07/24/2020	$77.77	1		$96.49	24.07%	0.3703%
GH	07/06/2020	$83.90	1		$85.18	1.53%	0.0235%
HCAT	07/24/2020	$35.79	0.5		$34.90	-2.49%	-0.0191%
INSP	07/01/2020	$87.56	0.5		$99.36	13.48%	0.1037%
IPOB	07/20/2020	$11.95	0.5		$10.85	-9.21%	-0.0708%
MDB	06/16/2020	$200.33	1		$229.08	14.35%	0.2208%
MDLA	07/30/2020	$29.77	0.5		$30.73	3.22%	0.0248%
MELI	07/24/2020	$971.47	1		$1,124.62	15.76%	0.2425%
MGNI (was RUBI)	06/01/2020	$6.34	1		$6.00	-5.36%	-0.0825%
MRNA	07/09/2020	$62.31	1		$74.10	18.92%	0.2911%
MTCH	07/07/2020	$92.54	1		$102.70	10.98%	0.1689%
NET	07/17/2020	$35.65	0.5		$41.62	16.75%	0.1288%
NVCR	07/28/2020	$67.15	0.5		$75.79	12.87%	0.0990%
NVTA	06/25/2020	$26.98	1		$29.20	8.23%	0.1266%
OKTA	07/24/2020	$204.36	1		$220.98	8.13%	0.1251%
OLED	07/28/2020	$159.81	0.5		$174.45	9.16%	0.0705%
PING	07/01/2020	$32.13	0.5		$34.36	6.94%	0.0534%
QDEL	06/25/2020	$200.88	0.5		$282.47	40.62%	0.3124%
RDFN	07/15/2020	$36.98	1		$41.58	12.44%	0.1914%
REGN	07/27/2020	$620.40	0.5		$632.07	1.88%	0.0145%
RGEN	06/30/2020	$120.29	1		$150.91	25.46%	0.3916%
RVLV	07/16/2020	$16.04	0.5		$16.37	2.06%	0.0158%
SDGR	07/24/2020	$76.06	1		$72.38	-4.84%	-0.0744%
SFIX	07/01/2020	$25.67	1		$22.15	-13.71%	-0.2110%
SMAR	06/16/2020	$47.62	1		$47.74	0.25%	0.0039%
SPCE	07/09/2020	$17.79	1		$22.45	26.19%	0.4030%
TDOC	07/29/2020	$218.30	2		$237.63	8.85%	0.2725%
TEAM	07/17/2020	$170.77	1		$176.65	3.44%	0.0530%
TTD	07/24/2020	$416.18	1		$451.32	8.44%	0.1299%
TTWO	06/18/2020	$140.19	0.5		$164.02	17.00%	0.1308%
TWLO	07/17/2020	$226.77	1		$277.42	22.34%	0.3436%
VCYT	07/29/2020	$29.06	0.5		$35.67	22.75%	0.1750%
VEEV	07/01/2020	$235.94	1		$264.57	12.13%	0.1867%
WD	06/03/2020	$42.88	1		$50.41	17.56%	0.2702%
WORK	06/17/2020	$32.65	1		$29.55	-9.49%	-0.1461%
ZM	07/01/2020	$253.93	1		$253.91	-0.01%	-0.0001%
ZNGA	06/22/2020	$9.36	1		$9.83	5.02%	0.0773%
ZUO	06/18/2020	$13.46	1		$11.64	-13.52%	-0.2080%
						0.00%	0.0000%
# Open Positions	46	Gain/Loss Per Position		11.03%	Return on Principal		6.52%
	Totals
% Cash	29.23%	Avg Gain/Loss Per Position	10.04%	Annualized Return on Principal	39.53%	Return on Principal	6.50%
S&P Performance:		Start	3038.78	End	3215.63	Gain/Loss	5.82%

XXXX

= New Position

WATCHLISTS
Super High Interest: AAPL, AMT, CRNC, CRSP, EPAM, LVGO, NVDA, PANW, SHOP, WIX, ZEN, ZS

High Interest Watchlist: AAXN, ADBE, AMZN, APPF, ATVI, BOMN, CLDR, CRM, CSGP, EQIX, EVBG, FB, FICO, FIVN, FRPT, FVRR, GLOB, HQY, HUBS, ISRG, KNSL, LITE, MA, MASI, MSFT, NEE, NTNX, PAYC, PI, PYPL, QTWO, RH, ROKU, SIVB, SPLK, SQ, STAA, SWAV, SWKS, TREX, V

Some Interest Watchlist: AVGO, BIDU, BILI, BKNG, BZUN, COUP, DAVA, FLIR, FTCH, FTNT, GOOG, ICPT, IDXX, IIPR, LRN, LYV, MNST, NOW, NVAX, OLLI, PEGA, PINS, PODD, SE, SPOT, TSLA, WEX, XLNX, ZG

Bold = New Stock

Stocks for the Long Term

Comment

Comment

Comment

Comment

Comment

Comment

Comment

Comment

Comment

Comment

Comment

Comment

Comment

Comment

Comment