TracyK's portfolio at the end of August 2017

Yes, yes - this is weeks late. But never fear - this gal’s portfolio is chugging along, and thanks to some kind advice from my fellow investing ninjas…I’m finally shaking loose of some of my of my older investments.

YTD - my portfolio sits at +24.5%

Top 10 (in terms of % gain):

SHOP (Shopify) + 118%
ATVI (Activision Blizzard) + 63%
PAYC (Paycom) + 61%
NVDA (Nvidia) + 60%
ANET (Arista Networks) + 47%
ABMD (Abiomed) + 42%
VEEV (Veeva Systems) + 41%
Tied for 8th
SVXY (ProShares Short VIX Short-Term Futures ETF)
XPO (XPO Logistics) + 37%
(Tied for 9th)
BLUE (Bluebird Bio) + 32%
WDY (Workday) + 32%
VRSN (Verisign) + 31%

Top 10 ($$)
NFLX (Netflix) 20.7% (up 24% YTD)
CASH ($$) 8.1%
AAPL (Apple) 7.0%
BRK-B (Berkshire Hathaway) 5.9%
GOOG/L (Alphabet) 4.8%
SWKS (Skyworks) 3.5%
MFA (MFA Financial) 3.0%
MELI (Mercado Libre) 2.1%
VEEV (Veeva Systems) 1.9%
Tied for 10th
PAYC (Paycom) 1.8%
SHOP (Shopify) 1.8%

Actions:
Sold 50 shares of BRK-B (yes, a baby step)
Sold all of: BOFI, CELG, ELLI, and OTEX
Bought: JUNO (Juno Therapeutics)

My thanks to you all - I’m learning a lot, I’m having fun, and my nest egg is growing.

TracyK

21 Likes

I’d be careful with that SVXY - lack of volatility ain’t forever, ain’t guaranteed…