| Date | Top1 | Top2 | Top3 | Total Equity | Monthly return | Total return | ||||||
| 1/31/2012 | CIE | REGN | MNST | 19,330.50 | ||||||||
| 2/29/2012 | CIE | REGN | SOA | 24,138.21 | 23.83% | 20.81% | ||||||
| 3/31/2012 | CIE | REGN | AMLN | 25,342.71 | 2.92% | 26.84% | ||||||
| 4/30/2012 | CIE | REGN | AMLN | 25948.91 | 2.44% | 29.87% | ||||||
| 5/31/2012 | REGN | AMLN | MNST | 24754.27 | -5.24% | 23.90% | ||||||
| 6/30/2012 | REGN | AMLN | CHSI | 23520.91 | ||||||||
| 07/02/2012 | REGN | EXPE | CHSI | 24421.45 | -1.34% | 22.23% | ||||||
| 7/27/2012 | REGN | EXPE | CTRX | 24299.32386 | -1.84% | 21.62% | ||||||
| 7/31/2012 | REGN | EXPE | ALXN | 26203.11 | 11.40% | 31.15% | ||||||
| 09/05/2012 | REGN | EXPE | EQIX | 26443.48 | 0.92% | 32.35% | ||||||
| 9/28/2012 | REGN | EXPE | EQIX | 27888.21 | 5.46% | 39.58% | ||||||
| 10/31/2012 | REGN | EXPE | WLK | 26507.62798 | -4.95% | 32.67% | ||||||
| 11/30/2012 | REGN | EXPE | VAC | 29135.33875 | 9.91% | 45.82% | ||||||
| 12/31/2012 | REGN | SSYS | WLK | 28690.95875 | -1.53% | 43.60% | ||||||
| 1/31/2013 | GMCR | THC | NFLX | 30097.76 | 4.90% | 50.64% | ||||||
| 2/28/2013 | LNKD | THC | NFLX | 32002.2662 | 6.33% | 60.17% | ||||||
| 3/28/2013 | STRZA | THC | NFLX | 34641.1162 | 8.25% | 73.38% | ||||||
| 4/30/2013 | STRZA | VRTX | NFLX | 36001.24 | 3.93% | 80.19% | ||||||
| 5/31/2013 | GMCR | TSLA | NFLX | 36675.11 | 1.87% | 83.56% | ||||||
| 6/28/2013 | GMCR | TSLA | NFLX | 37207.24 | 1.45% | 86.22% | ||||||
| 7/31/2013 | GMCR | TSLA | NFLX | 42644.22 | 14.61% | 113.43% |
The highlight is that after 15 months the value of the portfolio more than doubled. The result is rather encouraging. For the month, the return of the portfolio is 14.61%, the second highest since inception. It's overall a "normal" month--the portfolio delivered a strong return during a very bullish month (S&P up more than 4%).
The concern is all about TSLA, which the current sky high valuation and a quaterly result to be released early August, risk of big move (up or down) is quite likely. We hope it is to move up...
The concern is all about TSLA, which the current sky high valuation and a quaterly result to be released early August, risk of big move (up or down) is quite likely. We hope it is to move up...
Disclaimer
Please note that the information in the blog are provided for you by way of information only. All the information, report and analysis were and should be taken as having been prepared for the purpose of general circulation and that none were made with regard to any specific investment objectives, financial situation and particular needs of any particular person who may receive the information, report or analysis (including yourself). Any recommendation or advice that may be expressed in or inferred from such information, reports or analysis therefore does not take into account and may not be suitable for your investment objectives, financial situation and particular needs
Please note that the information in the blog are provided for you by way of information only. All the information, report and analysis were and should be taken as having been prepared for the purpose of general circulation and that none were made with regard to any specific investment objectives, financial situation and particular needs of any particular person who may receive the information, report or analysis (including yourself). Any recommendation or advice that may be expressed in or inferred from such information, reports or analysis therefore does not take into account and may not be suitable for your investment objectives, financial situation and particular needs
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