I’m having a great year, I hope all of you are too. I haven’t been filling in my sells with
new purchases for several months due to time restraints. Considering that 3 of my positions
are actually different purchases of existing positions, my ports are running on only 9 stocks.
Not being foolish enough to think I’m some great investor, I know that a lot of the gains to
date have been attributable to luck and only luck. So it’s time for a change. Here’s what I’m
**Ticker Equity Name Bought Size Gain CAGR Plan** ALGN Align Technology, Inc. 05/10/17 8.2% 91.4 % 223.7% Hold ANET Arista Networks, Inc. 08/23/17 4.0% 39.6 % 249.6% Hold FB Facebook, Inc. 04/23/15 3.0% 119.4 % 35.3% Cut Down FB Facebook, Inc. 03/21/17 4.1% 31.4 % 48.7% GOOGL Alphabet Inc. 05/20/15 3.1% 96.6 % 30.7% Cut Down GOOGL Alphabet Inc. 03/21/17 3.8% 25.4 % 38.8% MA Mastercard Incorporated 02/21/17 5.0% 41.1 % 56.2% Sell PAYC Paycom Software, Inc. 05/22/17 2.8% 30.2 % 66.1% Cut Down PAYC Paycom Software, Inc. 06/05/17 5.9% 28.7 % 68.6% PYPL PayPal Holdings, Inc. 05/01/17 6.1% 64.0 % 135.5% Cut Down SHOP Shopify Inc. 02/27/17 7.9% 82.3 % 121.3% Hold SWKS Skyworks Solutions 05/01/17 4.1% 8.6 % 15.4% Sell Cash USD n/a 42.1% Total 100.0%
After doing considerable analysis on all my holdings, plus the stocks I’ve screened and
some of the fav’s mentioned here at Saul’s Place*, I have already entered sell
orders for 100% of my Skyworks and Mastercard shares, and a portion of my shares
of Paycom, Facebook, Alphabet and PayPal. They’re all (except maybe SWKS) doing very
well, don’t get me wrong. I considered several as anchors in my fast-mover portfolios.
But with 70%+ gains in the mirror, I’m not so interested in anchors now and these companies
just aren’t growing fast enough to make the cut. Plus holding lots of GOOG and FB is not
all that different any more than holding the S&P 500 index.
I have also entered Buy orders to fill in all the gaps. The quickest way to explain
this is to give you my target allocations. I plan to use the target for all ports.
Feel free to comment or criticize the choices (that’s what I’m looking for.)
**Ticker Company name Size Target** ANET Arista Networks Inc 10.0% SQ Square Inc 9.0% ALGN Align Technology, Inc. 8.0% SHOP Shopify Inc (US) 7.0% IPGP IPG Photonics Corporation 6.0% ABMD ABIOMED, Inc. 5.0% FB Facebook Inc 5.0% LRCX Lam Research Corporation 5.0% TREE Lendingtree Inc 5.0% CGNX Cognex Corporation 4.0% GRUB GrubHub Inc 4.0% MKSI MKS Instruments, Inc. 4.0% MU Micron Technology, Inc. 4.0% NVDA NVIDIA Corporation 4.0% OLED Universal Display Corporation 4.0% PYPL Paypal Holdings Inc 4.0% GOOGL Alphabet Inc 3.0% ORBK Orbotech Ltd 3.0% PAYC Paycom Software Inc 3.0% BESIY BE Semiconductor Industrs NV ( 2.0% HDP Hortonworks Inc 2.0% ISRG Intuitive Surgical, Inc. 2.0%
The total is 103% due to the fact that I’m using all limit orders and I
don’t expect nearly all of them to hit. I will also probably need more
targets for unmet orders that get away from me. For those I plan to use
the following in this order:
COHR Coherent, Inc. LGIH LGI Homes Inc SLK Westlake Chemical Corporation TTII Take-Two Interactive Software ADBE Adobe Systems Incorporated ATVI Activision Blizzard, Inc. AVGO Broadcom Ltd
Rounding Out The Top 50 In Alphabetical Order
BABA Alibaba Group Holding Ltd CLGN Celgene Corporation DAIO Data I/O Corporation DXC DXC Technology Co EA Electronic Arts Inc. FANH Fanhua Inc (ADR) HFC HollyFrontier Corp IGPFF Imperial Ginseng Products Ltd. INTT inTEST Corporation MOMO Momo Inc (ADR) MSFT Microsoft Corporation NETES NetEase Inc (ADR) NKTR Nektar Therapeutics ON ON Semiconductor Corp SKWS Skyworks Solutions Inc STMP [Stamps.com](http://Stamps.com) Inc. TRTN Triton International Ltd V Visa Inc VEEV Veeva Systems Inc VMW VMware, Inc. WB Weibo Corp (ADR)
Buy the Best, Sell the Rest!
That’s what I’m trying to do, while adding just a bit of diversity. Let me
know what you think, and good luck all!
- It’s interesting to see how so many stocks favored on this board compare
to my data-intensive methods of screening and ranking. Most of the big-time
favorites show up on the screens and score very well, while very few score
poorly, which tells me that we’re probably all on the right track even if we
start with different methods of finding candidates.