Karels Investopedia Portfolio

[Karel]

Schippers lookin' fine en route to the 200m final Friday.

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

[Louetta]

Schippers lookin' fine en route to the 200m final Friday.

[billyjoe]

Karel,
Dafne Schippers is awesome and don't forget Anouk Vetter!

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

[Karel]

... The Dutch contingent is holding their own nicely ...

Anouk Vetter gets bronze! And don’t let’s forget Dafne Schippers, bronze on the 100m, after Tori Bowie and Marie-Josée Ta Lou. Wonderful!

[Karel]

Karel, bunch of really sharp Dutch chicks in the London World Track and Field Championships which started yesterday. Broersen, Visser and Vetter in the hepthalon and Schippers in the 100 meters (and no doubt later in the 200). Blond hair and nice bods.

Oh yes, I love track and field, and certainly the women’s disciplines, especially the heptathlon. The Dutch contingent is holding their own nicely My taste in female beauty is rather ecumenical, with slender and streamlined always catching my eye, so the runners are in too.

[Louetta]

Karel, bunch of really sharp Dutch chicks in the London World Track and Field Championships which started yesterday. Broersen, Visser and Vetter in the hepthalon and Schippers in the 100 meters (and no doubt later in the 200). Blond hair and nice bods.

[Karel]

Bookkeeping for the week ending Friday, August 4.

My portfolio lost a bundle and now is at +8.5% (-4.5% for the week). SPY is at +10.0% (+0.2%) and IWM/Russell 2000 at +3.6% (-1.2%). QQQ lost a bit again but still is on top +17.2% (-0.1%)

There will be no trading in my portfolio until August 15 at the earliest, when MKSI needs to have reached 84.74 to stay in. It has dropped into the red again at 77.25

The news is that one stock made (and exceeded) its 5% target: ANET closed the week at 172.05, new target 180.65. It was a big jump for ANET this week, read: yesterday, but this was more than compensated for by the precipitous dive of AAOI, which went from 96.64 last week to 64.60 this week. Most of the drop occurred on Friday too.

That’s all.

[Karel]

Well done! Fascinating plan.

Thank you. I think it is. But is easy to look good when the markets are up.

[riverbabe]

Well done! Fascinating plan.

[Karel]

It is not my intentention, nor has it been my practice to give weekly updates, but there is a smallish bit of news.

Bookkeeping for the week ending Friday, July 28.

My portfolio gained again and now is at a 13.7% gain (+1.0% for the week). SPY is at +9.8% (+0.0%) and IWM/Russell 2000 at +4.9% (-0.4%). QQQ lost a bit but still is top dog at +17.4% (-0.2%)

There will be no trading in my portfolio until August 15 at the earliest, when MKSI needs to have reached 84.74 to stay in. It is currently on the rise and at 83.35

The news is that one stock made (and exceeded) its 5% target: AAOI closed at 96.64, new target 101.47

That’s all.

[Karel]

Bookkeeping for the week ending Friday, July 21.

My portfolio gained a bit more and now is at a 12.6% gain (+1.7% for the week). SPY is at +9.7% (+0.5%) and IWM/Russell 2000 at +5.4% (+0.6%). QQQ is still top dog at +17.6% (+1.4%)

There will no trading in my portfolio as no stocks are due for replacement until August 15, or later, if MKSI succeeds in making its 5% before that day. It is currently down: -1.6%

This week 3 stocks have made their 5% targets:
LRCX: 163.53, new target 171.71
FOXF: 37.60, new target 39.48
AAOI: 89.95, new target 94.45

That’s all.

[Karel]

After a month this thread can use an update:

The last month was a mixed bag. End of June and the beginning of July saw a dreadful tech slump, which impacted my portfolio heavily. It even dropped to negative territory around July 4th. Now the tech bulls are charging again and my portfolio stands at a 10.7% gain. Not bad, compared to SPY (+9.2%) and IWM (Russell 2000, +4.8%). QQQ is still out of reach (+16.0%)

The ETF’s have had their recent dividends reinvested. My portfolio also received some dividends; those remain in cash.

The action in my portfolio: on June 26 I replaced THO with ANET. THO went for 108.30, (+6.35%). ANET was bought at 161.52
The closed trades (2) now average -5%, with an average holding period of 143 days.
All closed and open trades together (10) average 10.8%, average holding period 95 days.

Since June 16, the last reported date, some stocks have crossed their 5% tresholds:
June 30: FOXF (35.60, new target 37.38 )
July 14: NVDA (not again! 164.95! new target 173.20)
July 14: AAOI (84.20, new target 88.41)

That is all. No stocks are due for replacement until August 15, so my only work on this part of my portfolio until then is some housekeeping and reporting.

[Karel]

Nice I'm following along. Do you also trade for real money or just practicing?

Well, $$$Mr. Market$$$’s method works and I have tried my “hold them as long as they gain 5% or more in a quarter” in the past on Marketocracy and it worked then. So I decided to do this in real money too. In real money I am up 5.5% or so for this part of my portfolio, after a nice day yesterday.

[Karel]

OK, I was busy having a life, so just a little update. Last week was absolutely awful for my portfolio, which is high in tech. It lost 7% after ending the previous week at +9.4% total. It is still in positive territory at +2.1%. My crazy stock NVDA ended the week at 151,62, a new 5%+ gain since the previous one. If you want to keep score: the next target is 159.20, to be reached or exceeded at the weekly close.

[Karel]

AGX goes, AAOI enters

My portfolio held two stocks, AGX and THO, that didn’t gain at least 5% in the last 3 months and AGX is the oldest one of those. THO was bought earlier, OK, but it hit 5% almost a month later, so it ‘jumped over’ AGX. AGX went for 61.70, a loss of 16.5%. It has been replaced with AAOI @ 74.96.

2 stocks crossed the 5% gains treshold on June 3: the incredible NVDA @ 143.64 and AMAT @ 46.80

My portfolio stands at +6,2% (+1.6% for the week). The ‘market’: SPY +8.01 (+1.5%), QQQ +16.7% (+1.8%) and IWM +2.9 (+1.9%)