Karels Investopedia Portfolio

[Karel]

Reinvesting dividends

As eagle-eyed followers of this thread may have noticed, the Portfolio total is a bit ($700+) higher than the combined totals of the positions. The person who set up this ‘competition’ has included dividends in the setup, that’s why. It was possible in my portfolio program to (virtually) reinvest dividend for my virtual SPY, QQQ and IWM positions, so that will be reflected in the next report. The dividends from SPY, QQQ and IWM were much larger, so my portfolio lags a little bit more.

[Karel]

OK, my last update now is from 2 weeks ago, not 3 months. We are making some progress here. Today I added FOXF @ 33.15

3 stocks crossed the 5% gains treshold: NVDA, reset on May 19 @ 136, and WLDN @ 33.02 and LRCX @ 155.12, both on May 26. (I just look at the weekly close.)

BTW, NVDA is really on a tear. There is more and more talk about shorting it. In my real money portfolio I trimmed it back a little, not because of those fears (I did it before I heard of them), but just to keep some balance. In the Investopedia portfolio I will just let it run.

The portfolio has now all slots filled, 8 stocks, about 80% invested. Now I can start to mind it, beginning with the two stocks that did not gain at least 5% in the 3 months (and more now) I have held them: THO and AGX. I will replace them one by one, and just one per week.

This is supposed to be a lazy approach at investing.

My portfolio stands at a modest gain of about 4.5% YTD, lagging SPY (+6.5%) and QQQ (+14.7%!) but beating IWM (Russell 2000; +1.0%)

[Karel]

My last update on my Investopedia portfolio is from exactly 3 months ago. I need to be a bit more active. Actually I have been a tiny bit more active, as I have added 2 stocks in the meantime: WLDN on April 3 (@ 31.07), and LRCX on May 1 (@ 145.93). This Monday MKSI will be added.

MKSI was added @ 80.70

[Karel]

My last update on my Investopedia portfolio is from exactly 3 months ago. I need to be a bit more active. Actually I have been a tiny bit more active, as I have added 2 stocks in the meantime: WLDN on April 3 (@ 31.07), and LRCX on May 1 (@ 145.93). This Monday MKSI will be added.

Two stocks have overstayed their welcome, meaning they did not gain at least 5% in the 3 months I have held them: THO and AGX. They will be replaced, but first I will complete the portfolio. After MKSI, I will add one more stock and then I will look to replace the duds.

Two stocks crossed the 5% gains treshold: NVDA, reset on last Friday, May 12, @ 127.89, and AMAT also last Friday @ 43.44. (I just look at the weekly close.)

My portfolio stands at a modest gain of about 3.5% YTD, lagging SPY (+5.2%) and QQQ (+12.5%) but beating IWM (Russell 2000; +0.9%)

[billyjoe]

Both AMAT and CNNX are up I assume in anticipation of good earnings reports. I'm holding both as my gains have got to be greater than any loss from a bad report unless earnings are terrible, that's not likely. And the dividends will keep coming. Look at the blue graph of CNNX' dividend growth :

https://www.dividendchannel.com/history/?symbol=cnnx

Here's AMAT's dividend history going back over 10 years https://www.dividendchannel.com/history/?symbol=amat



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

[Karel]

Karel, Things are looking good for AMAT. If they have a blow out quarterly report and a big move up, how long will you hold?

Billy, I will follow my usual discipline, that worked quite well in my Marketocracy portfolio. I give a stock 3 months to gain 5%. If at the end of a week a stok has gained this 5% or more, that closing price becomes the new reference point and a new 3 month period is started. If 3 months pass without a 5% gain, I sell. The idea is that these are momentum stocks, more or less, and I want to hitch a ride. If the stock dawdles along (or worse), I will probably be able to pick a better stock.

[billyjoe]

Karel, Things are looking good for AMAT. If they have a blow out quarterly report and a big move up, how long will you hold?

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

[Karel]

Yesterday I added AMAT to my Investopedia portfolio, at 35.77

Yesterday was a moderately awful day, but the reporting is for last Friday: 30% invested, my portfolio was up .56%, for a total gain of 1.74%. That means I trail SPY, up .98% (2.00% total). It is early days. More importanty, THO gained 5% or more since it was bought and restarts its 3 month holding period, with a starting price of 109.19.

[Karel]

Well, in case the Riemann Hypothesis flies over your head (it does over mine), there are always the “other challenging unsolved problems such as the zero-equals-one conjecture (which is also true) and the side-counting problem of the circle. We determine the circle to have exactly 11 unique sides.”

All done by Alternative Facts!

Also, why are there eleven teams in the Big Ten? Why does Gentleman's Quarterly come out every month? I'm sure there are more.

Aren’t we living in exciting times!

[Louetta]

Well, in case the Riemann Hypothesis flies over your head (it does over mine), there are always the “other challenging unsolved problems such as the zero-equals-one conjecture (which is also true) and the side-counting problem of the circle. We determine the circle to have exactly 11 unique sides.”

All done by Alternative Facts!

Also, why are there eleven teams in the Big Ten? Why does Gentleman's Quarterly come out every month? I'm sure there are more.

[Karel]

I am quite ready to be fooled by randomness and consider myself an excellent stock picker after last week. My portfolio is up 1.3% for the week and just 20% invested. The largest gain came from NVDA, which clocked in a 5+% gain since the buy (last week!) and renewed its 3 month tenure. THO is in the black again.

The deal with the missing commissions and easy fills has been solved: I accidentally entered a (popular) game created by another user with those settings. Other games are more realistic with those and other things, like diversification. No problem.

I have a new stock pick: AGX (Argan). One of the nice things of a method like $$$Mr. Market$$$’s is that I find stocks I wouldn’t have considered in a lifetime if left to myself. For convenience, I will buy today at market open. (Never buy at market open!)

[Karel]

Brilliant! (I think)

Well, in case the Riemann Hypothesis flies over your head (it does over mine), there are always the “other challenging unsolved problems such as the zero-equals-one conjecture (which is also true) and the side-counting problem of the circle. We determine the circle to have exactly 11 unique sides.”

All done by Alternative Facts!

[riverbabe]

I also like the breakthrough in thorny mathematical problems using the theory of alternative facts.

Brilliant! (I think)

[Karel]

Got it through FB!

Ah, nice to hear that worked for you.

[riverbabe]

Completely unimportant, but just as an illustration: my portfolio turned positive yesterday, and its rank now is 529.

Got it through FB!