My stocks and progress at the end of January

My stocks and progress at the end of January

After 2014, where I was down 9% or so, I’m glad to have started 2015 well. I read in a column on Zacks that the S&P 500 was down 3% in January, and I was up 3.1%, so that’s a nice 6% spread in a month (I don’t normally follow the S&P or any other benchmark. It was an accidental spotting). After yesterday I’m up 3.9%. As I noted elsewhere, seven of my stocks, including the top three and 61% of my portfolio value, have reported so far, and reported earnings up an average of 58%, running from up 34% to up 88%. I’m often worrying about one or more of my stocks, and considering trimming it, but I’m in the rare position of being comfortable with them all at present (that may change with circumstances, and probably will). Here they are:

Big three (about 42.5% of my portfolio)

Bofi - Banking
Skyworks - Technology
Celgene – Pharmaceutical/Biotech

Next (about 10% of my portfolio)

Skechers – Shoes

Midsize (about 43% of my portfolio)

Avigilon – Technology of a sort/ Security systems
Criteo – Online advertising
Facebook – you know
Wabtec - Railroading
XPO – Logistics/Trucking
PolyOne – Specialty Chemicals
Synaptics – Technology

Small (about 7% of my portfolio)

EPAM – Technology
First Internet Bankcorp (INBK) – Banking
Power Solutions International – Alternate fuel engines
Arcam – Metal 3D printing

Cash (about -3% (margin))

Hope this is useful.

Saul

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Hi Saul

I have made a spreadsheet for your 2015 investments:
[https://docs.google.com/spreadsheets/d/122OtxRVIJelV1DXqbqbN...](https://docs.google.com/spreadsheets/d/122OtxRVIJelV1DXqbqbNyv5M20CgasJILv6ZArrlDek/edit#gid=0)

I took equal allocation on stocks within each category and tracked them
from 1/2/15. So far I have 7% gain but you report 3%. So there is a
small discrepancy that I would like to correct. If you use gmail then
you can access the link above and let me know the problems. I can give
you edit permissions. If not, I have cut and pasted what I have below.

Thanks

Anurag

Starting capital 1000000
Return todate (%)7					
									
Ticker	Fraction Start price ($) Start $) # Shares Price Today	Profit ($)
BOFI	0.14	76.24	140000	1836	86	18198
SWKS	0.14	72.13	140000	1941	82	19739
CELG	0.14	111.93	140000	1251	119	8993
SKX	0.1	56.8	100000	1761	61	7042
CRTO	0.06	37.83	60000	1586	39	1856
FB	0.06	77.19	60000	777	75	-1469
WAB	0.06	85.14	60000	705	85	78
XPO	0.06	39.37	60000	1524	36	-4831
POLY	0.06	561	60000	107	603	4439
SYNA	0.06	63.72	60000	942	78	13305
AIOCF	0.06	15.5	60000	3871	16	3135
EPAM	0.018	46.27	18000	389	47	373
INBK	0.018	16.21	18000	1110	16	-411
PSIX	0.018	49.92	18000	361	46	-1248
AMAVF	0.018	18.85	18000	955	22	2941
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Did I miss a post about JCOM and AMBA, since they’re not on this
latest list, Saul?

Anurag, that’s fascinating and very flattering. Thanks. I will look at it to try to figure out the discrepancy.

Right off I see one: The symbol for POL is just POL. You used another symbol, POLY, which is for another company and which showed a $4439 profit, while POL actually has a slight decline.

Also I started figuring with the close on Dec 31st, while you started with the close on Mon Jan 5th, so you started about 1.7% lower. You might check these two corrections and see if it brings us a lot closer.

I sold my small positions in AMBA and JCOM to buy EPAM (and add a very little SYNA). I no longer have either.

Saul

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Saul

I correct for POl - still 4% discrepancy. Also my start date is 1/2/15.

Can you have another look? Maybe different weighting on stocks?

Anurag

Also my start date is 1/2/15. Can you have another look? Maybe different weighting on stocks?

I will look at length later today or tomorrow. If you are trying to figure results for 2015, you have to start with the close on Dec 31st. You used Monday’s closes. Monday was Jan 5th. New Years day was a thursday and the market was open on Friday Jan 2nd, and that may have thrown you off. It’s easy to think of starting on a Monday.

Saul

Things simplified.

I have put the tracker to start from today. No need to dig up the past. I will apply any future actions on this one - sale or buys. It will help members enormously if this is done in a timely manner so that some of those who want to emulate you can follow easily.

Thanks

Anurag

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This is a good project.

I look forward to learning from this.

Thanks Saul & Anurag for doing this.

Anirban

1 Like