The $$$MR. MARKET$$$ Stock Portfolio
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Mr Market: the above list is incomplete. You are missing at least one of your winnners: AFSI. You are HUGE!
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STOCK DATE IN PAID NOW GAIN TARGET S&P Purch Date S&P Now S&P GAIN TNH 4/27/2012 256.00 109.00 -57.4% 295.32 1,403.36 2,062.14 46.9% ANCX 2/15/2013 15.86 17.13 8.0% 18.31 1,519.79 2,062.14 35.7% ACET 12/27/2013 23.66 21.22 -10.3% 27.31 1,841.40 2,062.14 12.0% VRTU 1/2/2014 37.52 40.79 8.7% 43.23 1,831.98 2,062.14 12.6% MA 1/14/2014 81.97 85.53 4.3% 94.46 1,838.88 2,062.14 12.1% WX 3/14/2014 37.13 35.31 -4.9% 42.95 1,849.30 2,062.14 11.5% AFSI 11/21/2014 51.54 52.05 1.0% 59.37 2,063.50 2,062.14 -0.1% JLL 11/28/2014 143.31 153.90 7.4% 165.43 1,988.40 2,062.14 3.7% UVE 12/5/2014 20.44 20.67 1.1% 23.60 2,075.37 2,062.14 -0.6% SWKS 12/12/2014 69.01 74.20 7.5% 79.49 2,002.33 2,062.14 3.0% ZUMZ 12/19/2014 37.10 41.40 11.6% 42.79 2,070.65 2,062.14 -0.4% RHI 12/24/2014 59.01 58.66 -0.6% 68.25 2,081.88 2,062.14 -0.9% And here is a listing of ALL of my closed trades entered since July 2011: STOCK DATE IN DATE OUT PAID SOLD GAIN ANNUALIZED GAIN S&P Purch Date S&P Sale Date S&P GAIN 1 ROST 1/23/2012 4/5/2012 51.40 59.97 17% 83% 1,316.00 1,398.08 6% 2 BIIB 2/13/2012 6/14/2012 119.72 138.40 16% 47% 1,351.77 1,329.10 -2% 3 PRGO 7/26/2011 6/14/2012 93.70 111.66 19% 22% 1,331.94 1,329.10 0% 4 UNH 7/14/2011 6/19/2012 52.08 60.28 16% 17% 1,308.87 1,357.98 4% 5 AAPL 6/23/2012 8/27/2012 586.04 676.87 15% 87% 1,335.02 1,410.44 6% 6 TCBI 8/9/2012 10/4/2012 43.88 50.90 16% 104% 1,402.80 1,461.40 4% 7 LAD 11/23/2012 1/2/2013 33.65 38.79 15% 139% 1,409.15 1,462.42 4% 8 AIRM 9/7/2012 2/11/2013 38.58 44.52 15% 36% 1,437.92 1,517.01 6% 9 MAIN 10/15/2012 3/11/2013 29.24 33.89 16% 39% 1,440.13 1,556.22 8% 10 TJX 5/25/2012 4/2/2013 40.99 47.33 15% 18% 1,317.82 1,570.25 19% 11 DORM 1/9/2013 5/7/2013 35.51 41.10 16% 49% 1,460.41 1,625.96 11% 12 SBH 6/18/2012 5/8/2013 26.92 31.01 15% 17% 1,372.78 1,632.69 19% 13 PRAA 3/15/2013 5/9/2013 125.04 145.73 17% 110% 1,560.70 1,626.67 4% 14 LION 1/25/2013 5/15/2013 10.60 12.26 16% 52% 1,460.41 1,658.78 14% 15 FLT 4/3/2013 6/10/2013 76.05 88.01 16% 84% 1,553.69 1,642.81 6% 16 EMN 12/21/2012 7/18/2013 65.90 76.16 16% 27% 1,428.11 1,689.37 18% 17 QCOR 7/5/2012 7/31/2013 51.38 60.68 18% 17% 1,367.58 1,685.73 23% 18 CSTE 7/19/2013 8/5/2013 31.22 36.15 16% 339% 1,692.09 1,697.37 0% 19 MGA 6/26/2013 8/9/2013 69.66 80.30 15% 127% 1,603.26 1,691.42 5% 20 WGO 7/29/2013 10/15/2013 23.85 27.67 16% 75% 1,685.33 1,698.06 1% 21 NUS 8/9/2013 10/16/2013 87.51 101.72 16% 87% 1,691.42 1,721.54 2% 22 MPEL 9/18/2013 10/18/2013 31.00 35.81 16% 189% 1,725.52 1,744.50 1% 23 GOOG 5/10/2013 10/18/2013 875.00 1,012.39 16% 36% 1,633.70 1,744.50 7% 24 IPAR 5/17/2013 10/31/2013 30.68 35.47 16% 34% 1,633.70 1,756.54 8% 25 HCI 10/18/2013 11/18/2013 41.73 48.43 16% 189% 1,744.50 1,791.53 3% 26 FL 7/20/2012 11/22/2013 32.88 38.51 17% 13% 1,362.66 1,804.76 32% 27 BOFI 8/13/2013 11/27/2013 67.97 78.29 15% 52% 1,694.16 1,807.23 7% 28 HOMB 11/1/2013 12/20/2013 33.49 38.64 15% 115% 1,758.70 1,821.12 4% 29 ESRX 8/16/2012 12/26/2013 60.78 70.09 15% 11% 1,415.51 1,842.46 30% 30 SAVE 11/8/2013 1/9/2014 41.55 47.97 15% 91% 1,770.61 1,838.13 4% 31 TARO 12/20/2013 2/11/2014 96.07 112.87 17% 120% 1,818.32 1,819.75 0% 32 MTZ 5/24/2013 2/12/2014 31.58 36.45 15% 21% 1,649.60 1,819.26 10% 33 MGIC 2/6/2014 2/24/2014 7.77 8.96 15% 311% 1,773.43 1,847.61 4% 34 DAL 11/29/2013 2/26/2014 29.11 33.52 15% 62% 1,805.81 1,845.16 2% 35 STRT 2/21/2014 3/6/2014 62.96 72.59 15% 429% 1,836.25 1,877.03 2% 36 UHAL 12/11/2013 5/8/2014 225.70 268.62 19% 47% 1,836.25 1,875.63 2% 37 TRN 3/7/2014 5/23/2014 73.72 84.83 15% 71% 1,878.04 1,900.83 1% 38 THRM 5/30/2014 7/22/2014 41.73 48.40 16% 110% 1,919.43 1,983.53 3% 39 LUV 5/16/2014 7/23/2014 24.76 28.58 15% 83% 1,868.15 1,987.01 6% 40 NP 4/3/2014 10/31/2014 52.72 60.72 15% 26% 1,888.77 2,011.79 7% 41 ALK 4/17/2014 10/31/2014 46.37 53.70 16% 29% 1,864.85 2,011.79 8% 42 BFR 8/1/2014 11/24/2014 12.37 14.59 18% 57% 1,930.74 2,069.00 7% 43 CRMT 3/20/2012 11/24/2014 44.99 52.76 17% 6% 1,405.52 2,069.00 47% 44 JBLU 8/22/2014 11/28/2014 12.55 14.71 17% 64% 1,988.40 2,073.06 4% 45 UIHC 6/13/2014 12/5/2014 17.80 20.58 16% 33% 1,933.55 2,075.37 7% 46 PETM 8/29/2012 12/15/2014 70.56 81.33 15% 7% 1,410.49 2,003.63 42% 47 MANH 3/3/2014 1/8/2015 37.18 42.85 15% 18% 1,836.25 2,062.14 12%
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I have outperformed the S&P 500 on 45 of my last 50 stock picks (76% wins). That's pretty good.
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STOCK DATE IN PAID NOW GAIN TARGET S&P Purch Date S&P Now S&P GAIN TNH 4/27/2012 256.00 102.55 -59.9% 295.32 1,403.36 2,091.93 49.1% ANCX 2/15/2013 15.86 16.97 7.0% 18.31 1,519.79 2,091.93 37.6% ACET 12/27/2013 23.66 22.08 -6.7% 27.31 1,841.40 2,091.93 13.6% VRTU 1/2/2014 37.52 41.66 11.0% 43.23 1,831.98 2,091.93 14.2% MA 1/14/2014 81.97 87.53 6.8% 94.46 1,838.88 2,091.93 13.8% MANH 3/3/2014 37.18 40.55 9.1% 42.85 1,836.25 2,091.93 13.9% WX 3/14/2014 37.13 34.03 -8.3% 42.95 1,849.30 2,091.93 13.1% AFSI 11/21/2014 51.54 55.55 7.8% 59.37 2,063.50 2,091.93 1.4% JLL 11/28/2014 143.31 153.68 7.2% 165.43 1,988.40 2,091.93 5.2% UVE 12/5/2014 20.44 20.48 0.2% 23.60 2,075.37 2,091.93 0.8% SWKS 12/12/2014 69.01 72.70 5.3% 79.49 2,002.33 2,091.93 4.5% ZUMZ 12/19/2014 37.10 38.76 4.5% 42.79 2,070.65 2,091.93 1.0% RHI 12/24/2014 59.01 58.65 -0.6% 68.25 2,081.88 2,091.93 0.5% And here is a listing of ALL of my closed trades entered since July 2011: STOCK DATE IN DATE OUT PAID SOLD GAIN ANNUALIZED GAIN S&P Purch Date S&P Sale Date S&P GAIN 1 ROST 1/23/2012 4/5/2012 51.40 59.97 17% 83% 1,316.00 1,398.08 6% 2 BIIB 2/13/2012 6/14/2012 119.72 138.40 16% 47% 1,351.77 1,329.10 -2% 3 PRGO 7/26/2011 6/14/2012 93.70 111.66 19% 22% 1,331.94 1,329.10 0% 4 UNH 7/14/2011 6/19/2012 52.08 60.28 16% 17% 1,308.87 1,357.98 4% 5 AAPL 6/23/2012 8/27/2012 586.04 676.87 15% 87% 1,335.02 1,410.44 6% 6 TCBI 8/9/2012 10/4/2012 43.88 50.90 16% 104% 1,402.80 1,461.40 4% 7 LAD 11/23/2012 1/2/2013 33.65 38.79 15% 139% 1,409.15 1,462.42 4% 8 AIRM 9/7/2012 2/11/2013 38.58 44.52 15% 36% 1,437.92 1,517.01 6% 9 MAIN 10/15/2012 3/11/2013 29.24 33.89 16% 39% 1,440.13 1,556.22 8% 10 TJX 5/25/2012 4/2/2013 40.99 47.33 15% 18% 1,317.82 1,570.25 19% 11 DORM 1/9/2013 5/7/2013 35.51 41.10 16% 49% 1,460.41 1,625.96 11% 12 SBH 6/18/2012 5/8/2013 26.92 31.01 15% 17% 1,372.78 1,632.69 19% 13 PRAA 3/15/2013 5/9/2013 125.04 145.73 17% 110% 1,560.70 1,626.67 4% 14 LION 1/25/2013 5/15/2013 10.60 12.26 16% 52% 1,460.41 1,658.78 14% 15 FLT 4/3/2013 6/10/2013 76.05 88.01 16% 84% 1,553.69 1,642.81 6% 16 EMN 12/21/2012 7/18/2013 65.90 76.16 16% 27% 1,428.11 1,689.37 18% 17 QCOR 7/5/2012 7/31/2013 51.38 60.68 18% 17% 1,367.58 1,685.73 23% 18 CSTE 7/19/2013 8/5/2013 31.22 36.15 16% 339% 1,692.09 1,697.37 0% 19 MGA 6/26/2013 8/9/2013 69.66 80.30 15% 127% 1,603.26 1,691.42 5% 20 WGO 7/29/2013 10/15/2013 23.85 27.67 16% 75% 1,685.33 1,698.06 1% 21 NUS 8/9/2013 10/16/2013 87.51 101.72 16% 87% 1,691.42 1,721.54 2% 22 MPEL 9/18/2013 10/18/2013 31.00 35.81 16% 189% 1,725.52 1,744.50 1% 23 GOOG 5/10/2013 10/18/2013 875.00 1,012.39 16% 36% 1,633.70 1,744.50 7% 24 IPAR 5/17/2013 10/31/2013 30.68 35.47 16% 34% 1,633.70 1,756.54 8% 25 HCI 10/18/2013 11/18/2013 41.73 48.43 16% 189% 1,744.50 1,791.53 3% 26 FL 7/20/2012 11/22/2013 32.88 38.51 17% 13% 1,362.66 1,804.76 32% 27 BOFI 8/13/2013 11/27/2013 67.97 78.29 15% 52% 1,694.16 1,807.23 7% 28 HOMB 11/1/2013 12/20/2013 33.49 38.64 15% 115% 1,758.70 1,821.12 4% 29 ESRX 8/16/2012 12/26/2013 60.78 70.09 15% 11% 1,415.51 1,842.46 30% 30 SAVE 11/8/2013 1/9/2014 41.55 47.97 15% 91% 1,770.61 1,838.13 4% 31 TARO 12/20/2013 2/11/2014 96.07 112.87 17% 120% 1,818.32 1,819.75 0% 32 MTZ 5/24/2013 2/12/2014 31.58 36.45 15% 21% 1,649.60 1,819.26 10% 33 MGIC 2/6/2014 2/24/2014 7.77 8.96 15% 311% 1,773.43 1,847.61 4% 34 DAL 11/29/2013 2/26/2014 29.11 33.52 15% 62% 1,805.81 1,845.16 2% 35 STRT 2/21/2014 3/6/2014 62.96 72.59 15% 429% 1,836.25 1,877.03 2% 36 UHAL 12/11/2013 5/8/2014 225.70 268.62 19% 47% 1,836.25 1,875.63 2% 37 TRN 3/7/2014 5/23/2014 73.72 84.83 15% 71% 1,878.04 1,900.83 1% 38 THRM 5/30/2014 7/22/2014 41.73 48.40 16% 110% 1,919.43 1,983.53 3% 39 LUV 5/16/2014 7/23/2014 24.76 28.58 15% 83% 1,868.15 1,987.01 6% 40 NP 4/3/2014 10/31/2014 52.72 60.72 15% 26% 1,888.77 2,011.79 7% 41 ALK 4/17/2014 10/31/2014 46.37 53.70 16% 29% 1,864.85 2,011.79 8% 42 BFR 8/1/2014 11/24/2014 12.37 14.59 18% 57% 1,930.74 2,069.00 7% 43 CRMT 3/20/2012 11/24/2014 44.99 52.76 17% 6% 1,405.52 2,069.00 47% 44 JBLU 8/22/2014 11/28/2014 12.55 14.71 17% 64% 1,988.40 2,073.06 4% 45 UIHC 6/13/2014 12/5/2014 17.80 20.58 16% 33% 1,933.55 2,075.37 7% 46 PETM 8/29/2012 12/15/2014 70.56 81.33 15% 7% 1,410.49 2,003.63 42%
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STOCK DATE IN PAID NOW GAIN TARGET S&P Purch Date S&P Now S&P GAIN TNH 4/27/2012 256.00 97.72 -61.8% 295.32 1,403.36 2,081.88 48.3% ANCX 2/15/2013 15.86 17.33 9.3% 18.31 1,519.79 2,081.88 37.0% ACET 12/27/2013 23.66 21.85 -7.7% 27.31 1,841.40 2,081.88 13.1% VRTU 1/2/2014 37.52 41.08 9.5% 43.23 1,831.98 2,081.88 13.6% MA 1/14/2014 81.97 87.77 7.1% 94.46 1,838.88 2,081.88 13.2% MANH 3/3/2014 37.18 40.77 9.7% 42.85 1,836.25 2,081.88 13.4% WX 3/14/2014 37.13 34.14 -8.1% 42.95 1,849.30 2,081.88 12.6% AFSI 11/21/2014 51.54 54.21 5.2% 59.37 2,063.50 2,081.88 0.9% JLL 11/28/2014 143.31 151.52 5.7% 165.43 1,988.40 2,081.88 4.7% UVE 12/5/2014 20.44 20.21 -1.1% 23.60 2,075.37 2,081.88 0.3% SWKS 12/12/2014 69.01 74.32 7.7% 79.49 2,002.33 2,081.88 4.0% ZUMZ 12/19/2014 37.10 37.53 1.2% 42.79 2,070.65 2,081.88 0.5% RHI 12/24/2014 59.01 58.91 -0.2% 68.25 2,081.88 2,081.88 0.0% And here is a listing of ALL of my closed trades entered since July 2011: STOCK DATE IN DATE OUT PAID SOLD GAIN ANNUALIZED GAIN S&P Purch Date S&P Sale Date S&P GAIN 1 ROST 1/23/2012 4/5/2012 51.40 59.97 17% 83% 1,316.00 1,398.08 6% 2 BIIB 2/13/2012 6/14/2012 119.72 138.40 16% 47% 1,351.77 1,329.10 -2% 3 PRGO 7/26/2011 6/14/2012 93.70 111.66 19% 22% 1,331.94 1,329.10 0% 4 UNH 7/14/2011 6/19/2012 52.08 60.28 16% 17% 1,308.87 1,357.98 4% 5 AAPL 6/23/2012 8/27/2012 586.04 676.87 15% 87% 1,335.02 1,410.44 6% 6 TCBI 8/9/2012 10/4/2012 43.88 50.90 16% 104% 1,402.80 1,461.40 4% 7 LAD 11/23/2012 1/2/2013 33.65 38.79 15% 139% 1,409.15 1,462.42 4% 8 AIRM 9/7/2012 2/11/2013 38.58 44.52 15% 36% 1,437.92 1,517.01 6% 9 MAIN 10/15/2012 3/11/2013 29.24 33.89 16% 39% 1,440.13 1,556.22 8% 10 TJX 5/25/2012 4/2/2013 40.99 47.33 15% 18% 1,317.82 1,570.25 19% 11 DORM 1/9/2013 5/7/2013 35.51 41.10 16% 49% 1,460.41 1,625.96 11% 12 SBH 6/18/2012 5/8/2013 26.92 31.01 15% 17% 1,372.78 1,632.69 19% 13 PRAA 3/15/2013 5/9/2013 125.04 145.73 17% 110% 1,560.70 1,626.67 4% 14 LION 1/25/2013 5/15/2013 10.60 12.26 16% 52% 1,460.41 1,658.78 14% 15 FLT 4/3/2013 6/10/2013 76.05 88.01 16% 84% 1,553.69 1,642.81 6% 16 EMN 12/21/2012 7/18/2013 65.90 76.16 16% 27% 1,428.11 1,689.37 18% 17 QCOR 7/5/2012 7/31/2013 51.38 60.68 18% 17% 1,367.58 1,685.73 23% 18 CSTE 7/19/2013 8/5/2013 31.22 36.15 16% 339% 1,692.09 1,697.37 0% 19 MGA 6/26/2013 8/9/2013 69.66 80.30 15% 127% 1,603.26 1,691.42 5% 20 WGO 7/29/2013 10/15/2013 23.85 27.67 16% 75% 1,685.33 1,698.06 1% 21 NUS 8/9/2013 10/16/2013 87.51 101.72 16% 87% 1,691.42 1,721.54 2% 22 MPEL 9/18/2013 10/18/2013 31.00 35.81 16% 189% 1,725.52 1,744.50 1% 23 GOOG 5/10/2013 10/18/2013 875.00 1,012.39 16% 36% 1,633.70 1,744.50 7% 24 IPAR 5/17/2013 10/31/2013 30.68 35.47 16% 34% 1,633.70 1,756.54 8% 25 HCI 10/18/2013 11/18/2013 41.73 48.43 16% 189% 1,744.50 1,791.53 3% 26 FL 7/20/2012 11/22/2013 32.88 38.51 17% 13% 1,362.66 1,804.76 32% 27 BOFI 8/13/2013 11/27/2013 67.97 78.29 15% 52% 1,694.16 1,807.23 7% 28 HOMB 11/1/2013 12/20/2013 33.49 38.64 15% 115% 1,758.70 1,821.12 4% 29 ESRX 8/16/2012 12/26/2013 60.78 70.09 15% 11% 1,415.51 1,842.46 30% 30 SAVE 11/8/2013 1/9/2014 41.55 47.97 15% 91% 1,770.61 1,838.13 4% 31 TARO 12/20/2013 2/11/2014 96.07 112.87 17% 120% 1,818.32 1,819.75 0% 32 MTZ 5/24/2013 2/12/2014 31.58 36.45 15% 21% 1,649.60 1,819.26 10% 33 MGIC 2/6/2014 2/24/2014 7.77 8.96 15% 311% 1,773.43 1,847.61 4% 34 DAL 11/29/2013 2/26/2014 29.11 33.52 15% 62% 1,805.81 1,845.16 2% 35 STRT 2/21/2014 3/6/2014 62.96 72.59 15% 429% 1,836.25 1,877.03 2% 36 UHAL 12/11/2013 5/8/2014 225.70 268.62 19% 47% 1,836.25 1,875.63 2% 37 TRN 3/7/2014 5/23/2014 73.72 84.83 15% 71% 1,878.04 1,900.83 1% 38 THRM 5/30/2014 7/22/2014 41.73 48.40 16% 110% 1,919.43 1,983.53 3% 39 LUV 5/16/2014 7/23/2014 24.76 28.58 15% 83% 1,868.15 1,987.01 6% 40 NP 4/3/2014 10/31/2014 52.72 60.72 15% 26% 1,888.77 2,011.79 7% 41 ALK 4/17/2014 10/31/2014 46.37 53.70 16% 29% 1,864.85 2,011.79 8% 42 BFR 8/1/2014 11/24/2014 12.37 14.59 18% 57% 1,930.74 2,069.00 7% 43 CRMT 3/20/2012 11/24/2014 44.99 52.76 17% 6% 1,405.52 2,069.00 47% 44 JBLU 8/22/2014 11/28/2014 12.55 14.71 17% 64% 1,988.40 2,073.06 4% 45 UIHC 6/13/2014 12/5/2014 17.80 20.58 16% 33% 1,933.55 2,075.37 7% 46 PETM 8/29/2012 12/15/2014 70.56 81.33 15% 7% 1,410.49 2,003.63 42%
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STOCK DATE IN PAID NOW GAIN TARGET S&P Purch Date S&P Now S&P GAIN TNH 4/27/2012 256.00 98.00 -61.7% 295.32 1,403.36 2,070.65 47.5% ANCX 2/15/2013 15.86 17.21 8.5% 18.31 1,519.79 2,070.65 36.2% ACET 12/27/2013 23.66 21.53 -9.0% 27.31 1,841.40 2,070.65 12.4% VRTU 1/2/2014 37.52 40.34 7.5% 43.23 1,831.98 2,070.65 13.0% MA 1/14/2014 81.97 86.44 5.5% 94.46 1,838.88 2,070.65 12.6% MANH 3/3/2014 37.18 39.73 6.9% 42.85 1,836.25 2,070.65 12.8% WX 3/14/2014 37.13 35.50 -4.4% 42.95 1,849.30 2,070.65 12.0% AFSI 11/21/2014 51.54 56.82 10.2% 59.37 2,063.50 2,070.65 0.3% JLL 11/28/2014 143.31 152.40 6.3% 165.43 1,988.40 2,070.65 4.1% UVE 12/5/2014 20.44 19.86 -2.8% 23.60 2,075.37 2,070.65 -0.2% SWKS 12/12/2014 69.01 72.70 5.3% 79.49 2,002.33 2,070.65 3.4% ZUMZ 12/19/2014 37.10 37.31 0.6% 42.79 2,070.65 2,070.65 0.0% And here is a listing of ALL of my closed trades entered since July 2011: STOCK DATE IN DATE OUT PAID SOLD GAIN ANNUALIZED GAIN S&P Purch Date S&P Sale Date S&P GAIN 1 ROST 1/23/2012 4/5/2012 51.40 59.97 17% 83% 1,316.00 1,398.08 6% 2 BIIB 2/13/2012 6/14/2012 119.72 138.40 16% 47% 1,351.77 1,329.10 -2% 3 PRGO 7/26/2011 6/14/2012 93.70 111.66 19% 22% 1,331.94 1,329.10 0% 4 UNH 7/14/2011 6/19/2012 52.08 60.28 16% 17% 1,308.87 1,357.98 4% 5 AAPL 6/23/2012 8/27/2012 586.04 676.87 15% 87% 1,335.02 1,410.44 6% 6 TCBI 8/9/2012 10/4/2012 43.88 50.90 16% 104% 1,402.80 1,461.40 4% 7 LAD 11/23/2012 1/2/2013 33.65 38.79 15% 139% 1,409.15 1,462.42 4% 8 AIRM 9/7/2012 2/11/2013 38.58 44.52 15% 36% 1,437.92 1,517.01 6% 9 MAIN 10/15/2012 3/11/2013 29.24 33.89 16% 39% 1,440.13 1,556.22 8% 10 TJX 5/25/2012 4/2/2013 40.99 47.33 15% 18% 1,317.82 1,570.25 19% 11 DORM 1/9/2013 5/7/2013 35.51 41.10 16% 49% 1,460.41 1,625.96 11% 12 SBH 6/18/2012 5/8/2013 26.92 31.01 15% 17% 1,372.78 1,632.69 19% 13 PRAA 3/15/2013 5/9/2013 125.04 145.73 17% 110% 1,560.70 1,626.67 4% 14 LION 1/25/2013 5/15/2013 10.60 12.26 16% 52% 1,460.41 1,658.78 14% 15 FLT 4/3/2013 6/10/2013 76.05 88.01 16% 84% 1,553.69 1,642.81 6% 16 EMN 12/21/2012 7/18/2013 65.90 76.16 16% 27% 1,428.11 1,689.37 18% 17 QCOR 7/5/2012 7/31/2013 51.38 60.68 18% 17% 1,367.58 1,685.73 23% 18 CSTE 7/19/2013 8/5/2013 31.22 36.15 16% 339% 1,692.09 1,697.37 0% 19 MGA 6/26/2013 8/9/2013 69.66 80.30 15% 127% 1,603.26 1,691.42 5% 20 WGO 7/29/2013 10/15/2013 23.85 27.67 16% 75% 1,685.33 1,698.06 1% 21 NUS 8/9/2013 10/16/2013 87.51 101.72 16% 87% 1,691.42 1,721.54 2% 22 MPEL 9/18/2013 10/18/2013 31.00 35.81 16% 189% 1,725.52 1,744.50 1% 23 GOOG 5/10/2013 10/18/2013 875.00 1,012.39 16% 36% 1,633.70 1,744.50 7% 24 IPAR 5/17/2013 10/31/2013 30.68 35.47 16% 34% 1,633.70 1,756.54 8% 25 HCI 10/18/2013 11/18/2013 41.73 48.43 16% 189% 1,744.50 1,791.53 3% 26 FL 7/20/2012 11/22/2013 32.88 38.51 17% 13% 1,362.66 1,804.76 32% 27 BOFI 8/13/2013 11/27/2013 67.97 78.29 15% 52% 1,694.16 1,807.23 7% 28 HOMB 11/1/2013 12/20/2013 33.49 38.64 15% 115% 1,758.70 1,821.12 4% 29 ESRX 8/16/2012 12/26/2013 60.78 70.09 15% 11% 1,415.51 1,842.46 30% 30 SAVE 11/8/2013 1/9/2014 41.55 47.97 15% 91% 1,770.61 1,838.13 4% 31 TARO 12/20/2013 2/11/2014 96.07 112.87 17% 120% 1,818.32 1,819.75 0% 32 MTZ 5/24/2013 2/12/2014 31.58 36.45 15% 21% 1,649.60 1,819.26 10% 33 MGIC 2/6/2014 2/24/2014 7.77 8.96 15% 311% 1,773.43 1,847.61 4% 34 DAL 11/29/2013 2/26/2014 29.11 33.52 15% 62% 1,805.81 1,845.16 2% 35 STRT 2/21/2014 3/6/2014 62.96 72.59 15% 429% 1,836.25 1,877.03 2% 36 UHAL 12/11/2013 5/8/2014 225.70 268.62 19% 47% 1,836.25 1,875.63 2% 37 TRN 3/7/2014 5/23/2014 73.72 84.83 15% 71% 1,878.04 1,900.83 1% 38 THRM 5/30/2014 7/22/2014 41.73 48.40 16% 110% 1,919.43 1,983.53 3% 39 LUV 5/16/2014 7/23/2014 24.76 28.58 15% 83% 1,868.15 1,987.01 6% 40 NP 4/3/2014 10/31/2014 52.72 60.72 15% 26% 1,888.77 2,011.79 7% 41 ALK 4/17/2014 10/31/2014 46.37 53.70 16% 29% 1,864.85 2,011.79 8% 42 BFR 8/1/2014 11/24/2014 12.37 14.59 18% 57% 1,930.74 2,069.00 7% 43 CRMT 3/20/2012 11/24/2014 44.99 52.76 17% 6% 1,405.52 2,069.00 47% 44 JBLU 8/22/2014 11/28/2014 12.55 14.71 17% 64% 1,988.40 2,073.06 4% 45 UIHC 6/13/2014 12/5/2014 17.80 20.58 16% 33% 1,933.55 2,075.37 7% 46 PETM 8/29/2012 12/15/2014 70.56 81.33 15% 7% 1,410.49 2,003.63 42%
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STOCK DATE IN PAID NOW GAIN TARGET S&P Purch Date S&P Now S&P GAIN TNH 4/27/2012 256.00 95.15 -62.8% 295.32 1,403.36 2,061.23 46.9% ANCX 2/15/2013 15.86 17.35 9.4% 18.31 1,519.79 2,061.23 35.6% ACET 12/27/2013 23.66 21.38 -9.6% 27.31 1,841.40 2,061.23 11.9% VRTU 1/2/2014 37.52 40.36 7.6% 43.23 1,831.98 2,061.23 12.5% MA 1/14/2014 81.97 86.92 6.0% 94.46 1,838.88 2,061.23 12.1% MANH 3/3/2014 37.18 41.09 10.5% 42.85 1,836.25 2,061.23 12.3% WX 3/14/2014 37.13 34.44 -7.2% 42.95 1,849.30 2,061.23 11.5% AFSI 11/21/2014 51.54 57.61 11.8% 59.37 2,063.50 2,061.23 -0.1% JLL 11/28/2014 143.31 149.52 4.3% 165.43 1,988.40 2,061.23 3.7% UVE 12/5/2014 20.44 19.96 -2.3% 23.60 2,075.37 2,061.23 -0.7% SWKS 12/12/2014 69.01 73.19 6.1% 79.49 2,002.33 2,061.23 2.9% And here is a listing of ALL of my closed trades entered since July 2011: STOCK DATE IN DATE OUT PAID SOLD GAIN ANNUALIZED GAIN S&P Purch Date S&P Sale Date S&P GAIN 1 ROST 1/23/2012 4/5/2012 51.40 59.97 17% 83% 1,316.00 1,398.08 6% 2 BIIB 2/13/2012 6/14/2012 119.72 138.40 16% 47% 1,351.77 1,329.10 -2% 3 PRGO 7/26/2011 6/14/2012 93.70 111.66 19% 22% 1,331.94 1,329.10 0% 4 UNH 7/14/2011 6/19/2012 52.08 60.28 16% 17% 1,308.87 1,357.98 4% 5 AAPL 6/23/2012 8/27/2012 586.04 676.87 15% 87% 1,335.02 1,410.44 6% 6 TCBI 8/9/2012 10/4/2012 43.88 50.90 16% 104% 1,402.80 1,461.40 4% 7 LAD 11/23/2012 1/2/2013 33.65 38.79 15% 139% 1,409.15 1,462.42 4% 8 AIRM 9/7/2012 2/11/2013 38.58 44.52 15% 36% 1,437.92 1,517.01 6% 9 MAIN 10/15/2012 3/11/2013 29.24 33.89 16% 39% 1,440.13 1,556.22 8% 10 TJX 5/25/2012 4/2/2013 40.99 47.33 15% 18% 1,317.82 1,570.25 19% 11 DORM 1/9/2013 5/7/2013 35.51 41.10 16% 49% 1,460.41 1,625.96 11% 12 SBH 6/18/2012 5/8/2013 26.92 31.01 15% 17% 1,372.78 1,632.69 19% 13 PRAA 3/15/2013 5/9/2013 125.04 145.73 17% 110% 1,560.70 1,626.67 4% 14 LION 1/25/2013 5/15/2013 10.60 12.26 16% 52% 1,460.41 1,658.78 14% 15 FLT 4/3/2013 6/10/2013 76.05 88.01 16% 84% 1,553.69 1,642.81 6% 16 EMN 12/21/2012 7/18/2013 65.90 76.16 16% 27% 1,428.11 1,689.37 18% 17 QCOR 7/5/2012 7/31/2013 51.38 60.68 18% 17% 1,367.58 1,685.73 23% 18 CSTE 7/19/2013 8/5/2013 31.22 36.15 16% 339% 1,692.09 1,697.37 0% 19 MGA 6/26/2013 8/9/2013 69.66 80.30 15% 127% 1,603.26 1,691.42 5% 20 WGO 7/29/2013 10/15/2013 23.85 27.67 16% 75% 1,685.33 1,698.06 1% 21 NUS 8/9/2013 10/16/2013 87.51 101.72 16% 87% 1,691.42 1,721.54 2% 22 MPEL 9/18/2013 10/18/2013 31.00 35.81 16% 189% 1,725.52 1,744.50 1% 23 GOOG 5/10/2013 10/18/2013 875.00 1,012.39 16% 36% 1,633.70 1,744.50 7% 24 IPAR 5/17/2013 10/31/2013 30.68 35.47 16% 34% 1,633.70 1,756.54 8% 25 HCI 10/18/2013 11/18/2013 41.73 48.43 16% 189% 1,744.50 1,791.53 3% 26 FL 7/20/2012 11/22/2013 32.88 38.51 17% 13% 1,362.66 1,804.76 32% 27 BOFI 8/13/2013 11/27/2013 67.97 78.29 15% 52% 1,694.16 1,807.23 7% 28 HOMB 11/1/2013 12/20/2013 33.49 38.64 15% 115% 1,758.70 1,821.12 4% 29 ESRX 8/16/2012 12/26/2013 60.78 70.09 15% 11% 1,415.51 1,842.46 30% 30 SAVE 11/8/2013 1/9/2014 41.55 47.97 15% 91% 1,770.61 1,838.13 4% 31 TARO 12/20/2013 2/11/2014 96.07 112.87 17% 120% 1,818.32 1,819.75 0% 32 MTZ 5/24/2013 2/12/2014 31.58 36.45 15% 21% 1,649.60 1,819.26 10% 33 MGIC 2/6/2014 2/24/2014 7.77 8.96 15% 311% 1,773.43 1,847.61 4% 34 DAL 11/29/2013 2/26/2014 29.11 33.52 15% 62% 1,805.81 1,845.16 2% 35 STRT 2/21/2014 3/6/2014 62.96 72.59 15% 429% 1,836.25 1,877.03 2% 36 UHAL 12/11/2013 5/8/2014 225.70 268.62 19% 47% 1,836.25 1,875.63 2% 37 TRN 3/7/2014 5/23/2014 73.72 84.83 15% 71% 1,878.04 1,900.83 1% 38 THRM 5/30/2014 7/22/2014 41.73 48.40 16% 110% 1,919.43 1,983.53 3% 39 LUV 5/16/2014 7/23/2014 24.76 28.58 15% 83% 1,868.15 1,987.01 6% 40 NP 4/3/2014 10/31/2014 52.72 60.72 15% 26% 1,888.77 2,011.79 7% 41 ALK 4/17/2014 10/31/2014 46.37 53.70 16% 29% 1,864.85 2,011.79 8% 42 BFR 8/1/2014 11/24/2014 12.37 14.59 18% 57% 1,930.74 2,069.00 7% 43 CRMT 3/20/2012 11/24/2014 44.99 52.76 17% 6% 1,405.52 2,069.00 47% 44 JBLU 8/22/2014 11/28/2014 12.55 14.71 17% 64% 1,988.40 2,073.06 4% 45 UIHC 6/13/2014 12/5/2014 17.80 20.58 16% 33% 1,933.55 2,075.37 7% 46 PETM 8/29/2012 12/15/2014 70.56 81.33 15% 7% 1,410.49 2,003.63 42%
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STOCK DATE IN PAID NOW GAIN TARGET S&P Purch Date S&P Now S&P GAIN TNH 4/27/2012 256.00 100.55 -60.7% 295.32 1,403.36 2,003.63 42.8% ANCX 2/15/2013 15.86 17.33 9.3% 18.31 1,519.79 2,003.63 31.8% ACET 12/27/2013 23.66 21.11 -10.8% 27.31 1,841.40 2,003.63 8.8% VRTU 1/2/2014 37.52 40.50 7.9% 43.23 1,831.98 2,003.63 9.4% MA 1/14/2014 81.97 84.29 2.8% 94.46 1,838.88 2,003.63 9.0% MANH 3/3/2014 37.18 41.31 11.1% 42.85 1,836.25 2,003.63 9.1% WX 3/14/2014 37.13 34.23 -7.8% 42.95 1,849.30 2,003.63 8.3% AFSI 11/21/2014 51.54 57.48 11.5% 59.37 2,063.50 2,003.63 -2.9% JLL 11/28/2014 143.31 142.44 -0.6% 165.43 1,988.40 2,003.63 0.8% UVE 12/5/2014 20.44 19.35 -5.3% 23.60 2,075.37 2,003.63 -3.5% SWKS 12/12/2014 69.01 69.19 0.3% 79.49 2,002.33 2,003.63 0.1% And here is a listing of ALL of my closed trades entered since July 2011: STOCK DATE IN DATE OUT PAID SOLD GAIN ANNUALIZED GAIN S&P Purch Date S&P Sale Date S&P GAIN 1 ROST 1/23/2012 4/5/2012 51.40 59.97 17% 83% 1,316.00 1,398.08 6% 2 BIIB 2/13/2012 6/14/2012 119.72 138.40 16% 47% 1,351.77 1,329.10 -2% 3 PRGO 7/26/2011 6/14/2012 93.70 111.66 19% 22% 1,331.94 1,329.10 0% 4 UNH 7/14/2011 6/19/2012 52.08 60.28 16% 17% 1,308.87 1,357.98 4% 5 AAPL 6/23/2012 8/27/2012 586.04 676.87 15% 87% 1,335.02 1,410.44 6% 6 TCBI 8/9/2012 10/4/2012 43.88 50.90 16% 104% 1,402.80 1,461.40 4% 7 LAD 11/23/2012 1/2/2013 33.65 38.79 15% 139% 1,409.15 1,462.42 4% 8 AIRM 9/7/2012 2/11/2013 38.58 44.52 15% 36% 1,437.92 1,517.01 6% 9 MAIN 10/15/2012 3/11/2013 29.24 33.89 16% 39% 1,440.13 1,556.22 8% 10 TJX 5/25/2012 4/2/2013 40.99 47.33 15% 18% 1,317.82 1,570.25 19% 11 DORM 1/9/2013 5/7/2013 35.51 41.10 16% 49% 1,460.41 1,625.96 11% 12 SBH 6/18/2012 5/8/2013 26.92 31.01 15% 17% 1,372.78 1,632.69 19% 13 PRAA 3/15/2013 5/9/2013 125.04 145.73 17% 110% 1,560.70 1,626.67 4% 14 LION 1/25/2013 5/15/2013 10.60 12.26 16% 52% 1,460.41 1,658.78 14% 15 FLT 4/3/2013 6/10/2013 76.05 88.01 16% 84% 1,553.69 1,642.81 6% 16 EMN 12/21/2012 7/18/2013 65.90 76.16 16% 27% 1,428.11 1,689.37 18% 17 QCOR 7/5/2012 7/31/2013 51.38 60.68 18% 17% 1,367.58 1,685.73 23% 18 CSTE 7/19/2013 8/5/2013 31.22 36.15 16% 339% 1,692.09 1,697.37 0% 19 MGA 6/26/2013 8/9/2013 69.66 80.30 15% 127% 1,603.26 1,691.42 5% 20 WGO 7/29/2013 10/15/2013 23.85 27.67 16% 75% 1,685.33 1,698.06 1% 21 NUS 8/9/2013 10/16/2013 87.51 101.72 16% 87% 1,691.42 1,721.54 2% 22 MPEL 9/18/2013 10/18/2013 31.00 35.81 16% 189% 1,725.52 1,744.50 1% 23 GOOG 5/10/2013 10/18/2013 875.00 1,012.39 16% 36% 1,633.70 1,744.50 7% 24 IPAR 5/17/2013 10/31/2013 30.68 35.47 16% 34% 1,633.70 1,756.54 8% 25 HCI 10/18/2013 11/18/2013 41.73 48.43 16% 189% 1,744.50 1,791.53 3% 26 FL 7/20/2012 11/22/2013 32.88 38.51 17% 13% 1,362.66 1,804.76 32% 27 BOFI 8/13/2013 11/27/2013 67.97 78.29 15% 52% 1,694.16 1,807.23 7% 28 HOMB 11/1/2013 12/20/2013 33.49 38.64 15% 115% 1,758.70 1,821.12 4% 29 ESRX 8/16/2012 12/26/2013 60.78 70.09 15% 11% 1,415.51 1,842.46 30% 30 SAVE 11/8/2013 1/9/2014 41.55 47.97 15% 91% 1,770.61 1,838.13 4% 31 TARO 12/20/2013 2/11/2014 96.07 112.87 17% 120% 1,818.32 1,819.75 0% 32 MTZ 5/24/2013 2/12/2014 31.58 36.45 15% 21% 1,649.60 1,819.26 10% 33 MGIC 2/6/2014 2/24/2014 7.77 8.96 15% 311% 1,773.43 1,847.61 4% 34 DAL 11/29/2013 2/26/2014 29.11 33.52 15% 62% 1,805.81 1,845.16 2% 35 STRT 2/21/2014 3/6/2014 62.96 72.59 15% 429% 1,836.25 1,877.03 2% 36 UHAL 12/11/2013 5/8/2014 225.70 268.62 19% 47% 1,836.25 1,875.63 2% 37 TRN 3/7/2014 5/23/2014 73.72 84.83 15% 71% 1,878.04 1,900.83 1% 38 THRM 5/30/2014 7/22/2014 41.73 48.40 16% 110% 1,919.43 1,983.53 3% 39 LUV 5/16/2014 7/23/2014 24.76 28.58 15% 83% 1,868.15 1,987.01 6% 40 NP 4/3/2014 10/31/2014 52.72 60.72 15% 26% 1,888.77 2,011.79 7% 41 ALK 4/17/2014 10/31/2014 46.37 53.70 16% 29% 1,864.85 2,011.79 8% 42 BFR 8/1/2014 11/24/2014 12.37 14.59 18% 57% 1,930.74 2,069.00 7% 43 CRMT 3/20/2012 11/24/2014 44.99 52.76 17% 6% 1,405.52 2,069.00 47% 44 JBLU 8/22/2014 11/28/2014 12.55 14.71 17% 64% 1,988.40 2,073.06 4% 45 UIHC 6/13/2014 12/5/2014 17.80 20.58 16% 33% 1,933.55 2,075.37 7% 46 PETM 8/29/2012 12/15/2014 70.56 81.33 15% 7% 1,410.49 2,003.63 42%
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Guest repliedOne last question---what is the most percentage wise that you allocate to an individual stock in your portfolio? Thanks again, MM.
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It depends. If something fundamental changes with a company, I will look to sell it sooner also.Originally posted by investorone View PostThanks, MM. So in other words if not a bull market you hold onto your stocks for as long as it takes? Just want to see if I can learn something from you
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Guest repliedThanks, MM. So in other words if not a bull market you hold onto your stocks for as long as it takes? Just want to see if I can learn something from you
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In a bull market, these stocks will sell on average in 4 to 6 weeks. In other words, if the stock is rising at a pace of 130% per year, you should get 15% in 6 weeks.Originally posted by investorone View PostMM---I still don't get why you put the 4-6 week time frame on your picks, as for instance with the PETM one, it could illustrate why sticking with a good pick without a rigid time frame might make good sense---if indeed that is part of your stock picking theory
I'm just not sure and am confused how "quantitative momentum modeling" really then is a good description of your methodology if the stock involved takes over 2 years to reach the goal, where for whatever reason you stipulate that it will reach the goal in 4-6 weeks? Thanks again for your picks and for your forum as I'd like to learn from your clarifying the issue!
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Guest repliedMM---I still don't get why you put the 4-6 week time frame on your picks, as for instance with the PETM one, it could illustrate why sticking with a good pick without a rigid time frame might make good sense---if indeed that is part of your stock picking theory
I'm just not sure and am confused how "quantitative momentum modeling" really then is a good description of your methodology if the stock involved takes over 2 years to reach the goal, where for whatever reason you stipulate that it will reach the goal in 4-6 weeks? Thanks again for your picks and for your forum as I'd like to learn from your clarifying the issue!
Last edited by Guest; 12-14-2014, 10:22 PM.
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Whoops ! Looks like you did it again. http://finance.yahoo.com/news/petsma...224917003.html
----------------billy
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