Stock Portfolio Update – 34.56% Annualized Return

Profitable Investing Stock Portfolio Summary

Market action this week caused the sale of approximately 27% of the portfolio positions.  The portfolio now holds 24 positions as shown in the table below.

This week saw the market lose 3.85% as measured by the S&P500.  The loss represented by the sale of these stocks was 3.73%.

So the portfolio strategies beat the market as measured by the S&P 500 by 3.11% for the week.

Portfolio current holdings returns as of this week (not including dividends received or reconciliation of this week’s sales):

  • Average days in positions = 133.25 (see table)
  • Average position % return = 12.62% (see table)
  • Calculated annualized effective return = 365/133.25*12.62% = 34.56%

Read stock market update in the profitable investing stock market weekly update.

Portfolio Stock Transactions This Week

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Stock Portfolio as of 1/26/2018 – 47.24% Annualized Return

Profitable Investing Stock Portfolio Summary

Portfolio current holdings returns as of this week (not including dividends received or reconciliation of this week’s sales):

  • Average days in positions = 115.42 (see table)
  • Average position % return = 14.94% (see table)
  • Calculated annualized effective return = 365/115.42*14.95% = 47.24%

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Portfolio Stock Transactions This Week

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Stock Portfolio as of 1/19/2018 – 49.84% Annualized Return

Profitable Investing Stock Portfolio Summary

Portfolio current holdings returns as of this week (not including dividends received or reconciliation of this weeks sales):

  • Average days in positions = 112.57 (see table)
  • Average position % return = 15.37% (see table)
  • Calculated annualized effective return = 365/112.57*15.37% = 49.84%

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Portfolio Stock Transactions This Week

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Stock Portfolio as of 1/12/2018 – 49.35% Annualized Return

Profitable Investing Stock Portfolio Summary

Portfolio current holdings returns as of this week (not including dividends received):

  • Average days in positions = 113.35 (see table)
  • Average position % return = 15.30% (see table)
  • Calculated annualized effective return = 365/113.35*15.30% = 49.35%

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Portfolio Stock Transactions This Week

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Stock Portfolio as of 1/5/2018

Profitable Investing Stock Portfolio Summary

Portfolio current holdings returns as of this week (not including dividends received):

  • Average days in positions = 108.56 (see table)
  • Average position % return = 14.19% (see table)
  • Calculated annualized effective return = 365/108.56*14.19% = 47.71%

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Portfolio Stock Transactions This Week

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Stock Portfolio as of 12/29/2017

Profitable Investing Stock Portfolio Summary

Portfolio current holdings returns as of this week (not including dividends received):

  • Average days in positions = 112.69 (see table)
  • Average % return = 12.02% (see table)
  • Calculated annualized effective return = 365/112.69*12.02% = 38.92%

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Portfolio Stock Transactions This Week

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Stock Portfolio as of 12/15/2017

Profitable Investing Stock Portfolio Summary

Portfolio current holdings returns as of this week (not including dividends received):

  • Average days in positions = 111
  • Average % return = 13.62%
  • Calculated annualized effective return = 365/111*13.62% = 44.79%

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Portfolio Stock Transactions This Week

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Stock Portfolio as of 12/22/2017

Profitable Investing Stock Portfolio Summary

Portfolio current holdings returns as of this week (not including dividends received):

  • Average days in positions = 107 (see table)
  • Average % return = 12.79% (see table)
  • Calculated annualized effective return = 365/107*13.62% = 43.63%

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Portfolio Stock Transactions This Week

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Stock Portfolio as of 12/8/2017

Profitable Investing Stock Portfolio Summary

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Stock Transactions This Week

12/5

  • Sold KRO for a gain of 4.86% in 61 days
  • Sold FMC for a loss of 2.91% in 79 days

12/4:

  • Sold IPGP for a gain of 25.4% in 98 days
  • Sold MA for a gain of 37.35% in 328 days
  • Purchased CBG for $43.58 per share

Dividends Received

  • 12/5 V dividend received

Current Portfolio Holdings and Profitability

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Stock Portfolio as of 12/1/2017

Profitable Investing Stock Portfolio Summary

Trading on 11/29 was a sort of deck shuffling activity for sector strength.

Sudden realization that the new tax plan would be damaging to electronic chip makers sent the NASDAQ into a tailspin.  At the same time other sectors such as the Financials and Industrials took off like a rocket.

Also damaging to some Technology stocks was the broadening concern that shady billing practices on some of Electronic Arts (EA) games would also impact companies in the same business.

Read more details in the profitable investing stock market weekly update.

Stock Transactions This Week

12/1:

  • Sold CAI for gain of 7.87%
  • Sold MU for a loss of 4.98%
  • Sold TMO for a loss of 0.68%

11/29:

  • Sold ACLS for a loss of 8.94%
  • Sold AMAT for a gain of 13.82%
  • Sold CY for a loss of 3.98%
  • Sold JOBS for a gain of 33.36%
  • Sold LRCX for a loss of 4.75%
  • Sold TSM for a gain of 5.98%
  • Sold TTWO for a gain of 182.65%
  • Sold V for a gain of 29.18%
  • Sold HTHT for a gain of 52.49%

Dividends Received

  • 12/4 COL
  • 12/1 DAN
  • 12/1 PFE
  • 11/29 WGO

Current Portfolio Holdings and Profitability

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