Karels Investopedia Portfolio

[Karel]

Hope you're OK, my man. Sounds like tough weather over there. Made the news in the USA.

Thank you, Louetta. I am well. I stayed at home and didn’t follow the news, so the storm largely passed me by. It was tough, but public life was back to normal already yesterday.

[Louetta]

Hope you're OK, my man. Sounds like tough weather over there. Made the news in the USA.

[Karel]

2017 went out on a whimper. My fund closed at a gain of 13.1%, a shade better than IWM (+13%), but SPY (+19.2%) and QQQ (+27.4) handily beat it. Let’s just say: a new year, with new opportunities.

Today FOXF got sold at 39.30, or a gain of 18.6% in a bit over 7 months. The average closed position is still negative at -3.6% for an average holding period of 5.7 months. FOXF was replaced with CNC, bought @ 105.40, first 5% step @ 110.67.

The bookkeeping for the week ending Friday 1/5: my portfolio is +4.7% for the (new) year, beating IWM (1.5%), SPY (2.4%) and QQQ 4.0%. A nice start.

The next stock with the earliest deadline (February 20) is CAI. It needs to reach 39.12 to stay in. It stands at 28.88, a whisker above its buy price.

No stocks cleared their next 5% target in December.


That’s all.

[Karel]

Last Monday, November 20, WLDN got sold at 25.14, which means a loss of -19.1%. The average closed position is negative at -7.2% for an average holding period of 5.5 months. It was replaced with CTRL, bought @ 33.48, first 5% step @ 35.23.

The bookkeeping for the week ending Friday 11-24: my portfolio is now +23.5%, beating SPY (16.3%) and IWM (11.9%). QQQ is still in the lead at +27.8%.

The next stock with the earliest deadline (December 29) is FOXF. FOXF needs to reach 45.26 to stay in. It stands at 38.05, a gain of 14.8% since it was bought.

Several stocks cleared their next 5% target, some more than once. One week ago ANET, next target 245.51, and 3 stocks this week: LRCX (new target 227.67), MU (52,16) and CTRL (37,55)


That’s all.

[Karel]

The bookkeeping for the week ending Friday 11-3: my portfolio lost a bit this week and is at +19.5% (+0.7% for the week), SPY is +15.5% (+0.3%) and IWM +10.1% (-0.8%). QQQ is trucking on: +25.3% (+1.3%)

The next stock with the earliest deadline (November 12) is WLDN. WLDN needs to reach 36.45 to stay in. It stands at 26.12, a loss of 16% since it was bought.

Three stocks cleared their next 5% target: NVDA (new target 219.12), ANET (211,56) and MU (45,90)

That’s all.

[Karel]

So AAOI got sold today at 40.18, which means a loss of -46.4%. The average closed position is negative again at -4.9% for an average holding period of 5 months. It was replaced with MBUU, bought @ 31.50, first 5% step @ 33.08.

The bookkeeping for the week ending Friday 10-27: my portfolio is now +20.3% (+0.4% for the week), beating SPY at +15.1% (+0.2%) and IWM at +11.0% (-0.1%). QQQ has widened its lead a bit: +23.7% (+1.7%)

The next stock with the earliest deadline (November 12) is WLDN. WLDN needs to reach 36.45 to stay in. It stands at 29.15, a loss of 9% since it was bought.

No stocks cleared their next 5% target.

That’s all.

[Karel]

Did something happen this week in my portfolio? Yes, to wit:

The bookkeeping for the week ending Friday 10-20: my portfolio got lifted up by the general positive sentiment, even when AAOI dropped further. The portfolio is now +19.8% (+3.5% for the week), beating SPY at +14.9% (+0.9%) and IWM at +11.1% (+0.4%). QQQ is still in the lead at +21.6% (+0.3%)

The stock with the earliest deadline (10-21) is AAOI. It gets another week, as yesterday was not a trading day. It needs to reach 101.47 to stay in. It stands at 41.47, a loss of 45% since it was bought. Next weekend I will need to pick a replacement.

3 stocks cleared their next 5% target: LRCX (new target 215.61), CAI (new target 39.12), MU (new target 43.5.

That’s all.

[Karel]

The week before last nothing much happened in my portfolio. This week something happened. AAOI lost quite a bit, 20% on Friday alone, and NVDA racked up another 5+% score.

The bookkeeping for the week ending Friday 10-13: my portfolio got hit by the AAOI trouble and stands at +15.8%, still beating SPY at +13.9% and IWM at +10.7% (+0.3%). QQQ is again safely in the lead at +21.3%

The stock with the earliest deadline (10-21) is AAOI. It needs to reach 101.47 to stay in. It stands at 47.01, a loss of 37% since it was bought. I don’t see it coming back the next 2 weeks.

As I said above, NVDA cleared its next 5% target with a lot of margin. Its new target is 204.32, almost double my buy price in this portfolio.

That’s all.

[Karel]

I have been away for a bit. This is what happened in my portfolio. On 9-25 AMAT got sold at 47.77, a gain of 33.5% in just over 7 months. The portfolio now has 4 closed positions, averaging 5.5% over those, with an average holding period of about 5 months. MU entered the portfolio on the same day at 35.45.

The bookkeeping for the week ending Friday 9-29: my portfolio is on a run and stands at +17.3%, beating SPY at +11.7% and IWM at +9.5% (+0.3%). QQQ barely holds the lead at +18.7%

The stock with the earliest deadline (10-21) is AAOI. It needs to reach 101.47 to stay in. It stands at 64.67, a loss of 11% since it was bought.

Several stocks hit their 5% targets in the interval: NVDA (new target 189.12), LRCX (new target 194.29), FOXF (new target 45.26), ANET (new target 200.60) and MU in its first week (new target 41.30)

That’s all.

[Karel]

The bookkeeping for the week ending Friday 9-1: my portfolio gained quite a bit and is now +10.9% (+2.7% for the week), SPY is now +10.2% (+1.4%), IWM +3.9% (+2.7%) and QQQ is +19.1% (+2.8%)

AMAT reaches the deadline next week. It needs to top 49.14 to stay in. It now is at 45.10, a gain of 26% since it was bought. 49.14 would mean a jump of 9% or so next week.

Two stocks hit their 5% targets this week: FOXF (next target 42) and CAI (next target 32.52)

That’s all.

[Karel]

BTW, the portfolio drags about 20% cash along. One of the reasons is for easy rebalancing: I sell a stock and put 1/3 of cash in the new position.

[Karel]

I really wanted to post this earlier, but I couldn’t, as I had problems with my procedure to pick a new stock. Yes, MKSI has gone, on Thursday, for 79.60, a loss of -1.4% over the buy price in 14 weeks. CAI entered the portfiolio on the same day at a price of 28.61. The portfolio now has 3 closed positions, averaging -3.8% over those, with an average holding period of a bit over 4 months.

The bookkeeping for the week ending Friday 8-25: my portfolio gained a bit and is now +7.9% (+0.3% since 8-11), SPY is now +8.7% (+0.2%), IWM +1.2% (+0.3%) and QQQ is +15.8% (-0.1%)

The stock with the earliest deadline (9-3) is AMAT. It needs to reach 49.14 to stay in. It now is at 43.31, a gain of 21% since it was bought.

No stocks hit their 5% targets these two weeks.

That’s all.

[Karel]

Time to get back on topic. Bookkeeping for the week ending Friday, August 11.

My portfolio lost again and is now +7.6% (-0.9% for the week), but the market(s) did worse! SPY is +8.5% (-1.3%), IWM +0.9% (-2.7%) and QQQ is +15.9% (-1.1%)

There will be no trading in my portfolio until after next week, when MKSI needs to have reached 84.74 to stay in. It gained a bit but is still down at 79.45

In a down week there is still a stock that made its 5% target: WLDN closed the week at 34.71, new target 36.45.

That’s all.

[Karel]

Schippers looks wonderful. The gold medal will suit her just fine.

[Louetta]

Oh my, yes. Although she almost wrenched her neck looking where everyone was.

She's got a great tan. Nice bum too.

Just saw Visser again in the 100m hurdles.