Long Portfolio Updates
 Close two positions AI and PLTRIn our Long only portfolio we're closing positions in AI at $40.97 for a gain of 53%, and PLTR at $19.55 for a gain of 66.5%. The AI trade was meant to be short term when we put it ... July 31, 2023 - 2:09 pm |
 May 2023 Long Portfolio UpdateOur Long only portfolio is up 21% YTD beating the S&P by 11%, and we added three new positions in May: AI, NVDA and PLTR to capitalize on the momentum around artificial intelligence. ... May 31, 2023 - 4:34 pm |
 Sell 4 Stocks and add 3 new positionsOur Long Only Portfolio is up 5.78% YTD ladding the SPY and the Nasdaq YTD, it's clear there's a gravity toward investing in tech and more particularly AI driven stocks. We've watch... May 18, 2023 - 1:11 pm |
 Taking profits and adding two new positionsThe Long only portfolio has lagged the S&P YTD as we've been somewhat defensively positioned with 11% in commodities and gold, 8.5% in cash, and the rest in stocks. Not the most conse... April 18, 2023 - 12:44 pm |
 Long Only Portfolio Update February 2023Our Long Only Portfolio is down 0.4% YTD vs the S&P up 3.2% in the same time period. Amazon has been our laggard in the group, and we bought it early. We are comfortable with th... March 01, 2023 - 11:38 am |
 Jan 2023 Long Portfolio UpdateThis update is after the close on Feb 2nd for our January performance summary. We're ahead of the S&P500 by 5.4% in the first month of the year in our Long only portfolio. We st... February 02, 2023 - 6:29 pm |
 December 2022 Portfolio UpdateWe beat the S&P by 23% in the Long Portfolio for 2022, and we're proud of the return and performance throughout the year! It wasn't an easy year but we had plenty of conviction ... January 01, 2023 - 9:14 am |
 Close two of the oldest positions and add four new onesWe've held shares of MSFT and MRNA in our Long Only portfolio since January 1, 2021, and we are closing those positions today at $256.65 and $202.75 respectively for gains of 15% and 89%.... December 14, 2022 - 2:25 pm |
 November 2022 Long Portfolio UpdateYear to date our Long Only Portfolio us up 10.17% vs. the S&P and other indexes all down from 3% to 26%. Not a great year so far and we haven't traded much recently other than t... November 30, 2022 - 8:22 pm |
 Close UUP from the Long PortfolioWe parked $40,965 of cash in UUP on 5/23/22 since the US dollar had been rising. That position is up 9.2% now with UUP trading up from our entry at $27.31 up to $29.83 today. ... November 04, 2022 - 4:07 pm |
 Add this Beverage companyShares of Celsius Holdings have been on fire lately and the stock just moved above its 200 DMA yesterday. It's been hitting our screens as a strong 30 and 60 day performer, and it's... July 06, 2022 - 2:01 pm |
 Long Portfolio June 2022 UpdateFor the month of June the S&P lost 7%, and we were down just under 5% in the Long portfolio. YTD we are down 4.5% vs 20% for the S&P, and we sold shares of JWN earlier this ... June 30, 2022 - 2:22 pm |
 Close the Nordtrom position from the portfolioWe bought shares of Nordstrom (JWN) on day 1 of this portfolio at $31.32, and we're closing the position today at $26.90. We'll keep the cash on the sidelines for now, and look for ... June 15, 2022 - 1:11 pm |
 May 2022 Portfolio UpdateFor the month of May we gained ~7% in our Long only prortfolio while the S&P remained flat. We are now ahead of the broader market by 15%. The only trade this month was pa... May 31, 2022 - 4:56 pm |
 Protecting against inflationWe currently have just over $56,600 in cash and a YTD return of -3.8% through today against the S&P down 16.65% for the year. Since the US Dollar has been rallying against glo... May 23, 2022 - 1:43 pm |
 Long Portfolio April 2022 UpdateWe sold two positions this month QCOM and PENN, and ended the month leading the S&P's YTD return by roughly 7%. Losses in Nordstrom and Amazon are still on our books, and we're ... April 30, 2022 - 3:50 pm |
 Sell Qualcomm and Penn GamingSince we started this portfolio on Jan 1, 2021 shares of QCOM and PENN haven't been in our favor for most of the time. We are closing both of those positons today by selling QCOM at... April 05, 2022 - 12:32 pm |
 March 31, 2022 Update Long PortfolioThrough March 31, 2022 our long only portfolio is 10% ahead of the market as the S&P has shed 5.16% YTD and we're up 4.78% during the same time period. Current positions are:<... March 31, 2022 - 6:51 pm |
 Add two oversold positionsThe long portfolio has been invested in 5 positions for a 38% market exposure with 62% in cash since November 2021, and we're adding two new positions today. Shares of Amazon (AMZN)... March 14, 2022 - 11:19 am |
 Long Portfolio Feb 2022 UpdateWe trimmed positions in Q4 and raised our cash balance in our long only portfolio, and that strategy has helped us stay ahead of the S&P's performance YTD. While the geopolitica... March 02, 2022 - 10:26 am |
 Long Portfolio Returned 85% in 2021Our first year of running our portfolios was a major success as the Long Only portfolio returned 85.2% and beat the S&P 500 by almost 55%. We had several pick... December 31, 2021 - 8:39 am |
 Close the Avis and Volkswagen positions for massive gainsOn Feb 17 we purchased shares of Avis Budget (CAR) and Volkswagen (VWAGY), and yesterday shared of CAR spiked from $170 to $545. We don't care what happens to the company over the coming ... November 03, 2021 - 3:01 pm |
 Sell Shares of Cheesecake Factory and DraftkingsShares of both CAKE and DKNG have been dropping in value and have recently traded below their 200 DMA. We are locking in profits on these positions today by selling CAKE at $49.00 and DKN... September 24, 2021 - 3:20 pm |
 Long Portfolio July 2021 UpdateWe performed better in July than we did in June, and saw our Long Only Portfolio gain 8.6% in the month, which handily outperformed the 2.8% return for the S&P 500 over the same time ... August 02, 2021 - 8:00 am |
 Long Portfolio June 2021 UpdateYear to date through June 30th our Long Only Portfolio is up a solid 41.3% vs 16.8% for the S&P 500 over the same time period. We only gained about 1% for the month of May, and ... July 01, 2021 - 10:49 am |
 May 2021 UpdateWe've had a killer 2021 so far massively outperforming the market through the end of May, and we've traded the Long Only Portfolio just once so far this year after setting the initial pos... June 01, 2021 - 5:59 pm |
 Mid Feb Portfolio AdjustmentsYear to date this portfolio is up 21% vs the S&P up 6%, and we've been happy with the performance despive QCOM lagging. The rest of the positions are in the green, so we're taki... February 17, 2021 - 1:31 pm |
 Long Portfolio Update Jan 31, 2021January has been great for the Long Virtual Portfolio, up an impressive 21.5% besting the S&P's -1.4% loss by a net 23%. Volatility is returning with the VIX above 32, and the short-s... January 31, 2021 - 5:16 pm |
 Long only initial positionsPositions for the Long only portfolio are detailed below with holding percentages and entry dates with the price at the open for each stock. We will publish trades here as we close positi... January 04, 2021 - 7:55 am |