Karels Investopedia Portfolio

[Karel]

Happy birthday, Karel. I’m so sorry to hear about your illness. Sending healing thoughts and prayers your way.

Thanks a lot

[BlueWolf]

Happy birthday, Karel. I’m so sorry to hear about your illness. Sending healing thoughts and prayers your way.

[Karel]

Happy Birthday, Karel!

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

Thanks, Billy. I am sorry to say it, but I have dropped my active investing, as my illness is taking too much of my concentration. I put it all in a fund and am doing well.

Regards,

Karel

[billyjoe]

Happy Birthday, Karel!

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

[Karel]

And last week LRCX again tripped its 5% target, new target 216.71

My portfolio is up 4.3%, beating SPY (+3.2%) and getting beaten by QQQ (+9.4%)

Currently, CTRL and CNC are candidates for replacement, but when I compiled my long list, it was awfully short. I just went on, compiled the short list and looked for candidates, and I decided not to replace CTRL (the first candidate). We’ll see next week.

[Karel]

And again 2 somethings happened this week, and again NVDA was one of them. New target 200.50. The second one was LRCX; new target 204.91.

The portfolio is up 4.3% now, beating Spy (1.7%) and IWM (-0.0%) and getting beaten by QQQ (+6.1%)

[Karel]

Two somethings happened this week: NVDA hit its 5% target and gets a new one: 188.54, and so did ANET, new target 330.18

The portfolio is now up since its March 2 reset, 0.4%. SPY is -0.7%. IWM -3.0% and QQQ is up, 3.2%

[Karel]

I won’t be posting updates just to keep score of what my portfolio has gained (or lost), but only when “something happened”. The something that happened this week, was that NVDA made its 5% target (closing price 169,81; the target was 164.7 and gets a new target, 178.30 and yje new deadline date is 6-15.

The portfolio has lost 0.5% since the new start, which compares favorably to SPY (-1.3%) and IWM (-2.2%) and unfavorably to QQQ (+2.3%). Just investing in QQQ seems like quite a good idea.

[Karel]

With the reset the portfolio gets a new baseline, for the year at least. The value of the portfolio as of Friday, March 1 is 1,153,012. SPY, QQQ and IWM get a reset. The portfolio currently holds (Ticker, Value, (Step, Deadline)):

NVDA 156.45 (164.78, 4-1
LRCX 176.75 (184.07, 5-
ANET 286.54 (300.87, 6-1)*
MU 41.58 (41.99, 5-15)
MBUU 46.46 (46.67, 5-
CTRL 17.92 (21.02, 4-11)
CNC 61.34 (66.48, 4-1
LGIH 68.84 (72.28, 6-1)*

* ANET and LGIH reached their step value last Friday. When a stock reaches its step value, it gets a new step value (current value + 5%) and a new deadline (3 months away). When a stock doesn’t reach its step value before the deadline, it will get replaced.

[Karel]

The previous post was almost a year ago. In the meantime, a lot of things have happened on a personal level and I just couldn’t get my head wrapped around my stocks. And I got sidetracked by mining for alt coins. I even made a little profit. But now I have returned to my stocks, as mining promises to be unprofitable for the time being, and I had to decide what to do with my old, old stocks. I could have had them all marked for replacement, but instead I looked at the most recent low (about December 21, 201 and used those prices as new reference prices. This means that all stocks have done really well since 12/21 and there is no hurry to replace any stocks. Replacements will be due in April at the earliest.

How did the neglected portfolio do? Curently it stands at +16% since January 2017, about 7.3% annually. It could have been worse.

Regards,

Karel

[Karel]

Oops, for my last post I checked the one place that I had not yet updated with the latest replacements. Only LRCX and CTRL were up for replacement, the other two already were gone. Anyway, when I ran the screens too few stocks came up for a new round, so I will just report the result at the close of last week, Friday 6. My portfolio is still up for the year, at +5.4%, and it still beats QQQ (+0.9%), IWM (-0.8%) and SPY (-1.7%).

And LGIH hit the 5% barrier and now has a target of 76.76.

That is all

[Karel]

My life is in a bit of a flux right now. Nothing bad, quite the contrary, but my portfolio is suffering. Her is an update:

As of 3-23, my portfolio is up 8.9% YTD, beating SPY (+2.2%), IWM (+3.7%) and QQQ (+7.6%). Well, it isn’t suffering too much, apparently. Perhaps I should stay away even more. 4 stocks have made new 5% or more higher highs (5HH) in the meantime: NVDA, ANET, MU and MBUU. The other 4 stocks haven’t made a new 5HH and haven’t done so for over 3 months, so they are due for replacement. They are LRCX, FOXF, CAI and CTRL. I will replace them one by one; oldest first. I am busy this week and the next, because of Easter, so that will have to wait.

That is all

[Karel]

They did! And a nice 1500m too. With Wüst winning her 4th gold individual gold medal in four Olympic games!

[Louetta]

Hey, Karel, Dutch chicks are kicking butt in speedskating. Swept the 3000!

[Karel]

Today, January 31, CAI got sold at 29.03, a gain of 1.5%. Wow. The average closed position is still negative at -2.9% for an average holding period of almost 6 months. It was replaced with LGIH, bought @ 68.84, first 5% step @ 72.28.

The bookkeeping for the week ending Friday 1-26: my portfolio is now +11.3%, beating IWM (+4.7%), SPY (+7.4%) and QQQ (+9.7%).

There are 3 stocks with a deadline on 2-25: LRCX, MU and CTRL. I will trade one stock maximum each week, so I have time to consider what I will do when they cross that line together.

Several stocks cleared their next 5% target: one week ago CNC, next target 116.20, and 3 stocks this week: NVDA (new target 255.50), ANET (297.6 and MBUU (34.89)


That’s all.