Ports @ 08-31-17

BUYS this month


**Ticker	Equity Name                                   	Purch Price	Size	Days	Convict	Strtgy	Gains	CAGR**
(Cash)	US Dollar                                     	        	28.6%	   	0	Invest	       	       
TTD	The Trade Desk Inc.                           	08/10/17	7.9%	24	3	Watch	(0.7 %)	(11.3%)
SHOP	Shopify Inc.                                  	02/27/17	7.8%	188	8	Hold	80.3 %	214.7%
MU	Micron Technology, Inc.                       	05/11/17	7.2%	115	3	Watch	11.6 %	42.8%
ALGN	Align Technology, Inc.                        	05/10/17	5.5%	116	8	Hold	27.8 %	119.9%
PAYC	Paycom Software, Inc.                         	06/05/17	5.2%	90	3	Hold	13.9 %	71.2%
PYPL	PayPal Holdings, Inc.                         	05/01/17	4.8%	125	7	Hold	29.6 %	116.2%
MA	Mastercard Incorporated                       	02/21/17	4.3%	194	8	Hold	21.9 %	45.4%
SWKS	Skyworks Solutions, Inc.                      	05/01/17	4.1%	125	6	Hold	6.6 %	21.1%
FB	Facebook, Inc.                                	03/21/17	3.8%	166	8	Hold	23.9 %	61.6%
GOOGL	Alphabet Inc.                                 	03/21/17	3.4%	166	7	Hold	12.2 %	29.5%
ANET	Arista Networks, Inc.                         	08/23/17	2.9%	11	5	Hold	1.7 %	100.0%
FB	Facebook, Inc.                                	04/23/15	2.8%	864	8	Hold	106.9 %	36.1%
GOOGL	Alphabet Inc.                                 	05/20/15	2.8%	837	7	Hold	76.1 %	28.1%
PAYC	Paycom Software, Inc.                         	05/22/17	2.4%	104	6	Hold	15.1 %	66.1%
CSX	CSX Corporation                               	04/07/15	1.6%	880	6	Hold	53.1 %	19.4%
CSX	CSX Corporation                               	04/13/15	1.3%	874	6	Hold	53.6 %	19.7%

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Sorry, this was the beginning of a post that I cancelled and it wasn’t supposed to be posted. What are you folks doing rec’ing something like this? :slight_smile:

Dan

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