| 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 | ||||||||
| 7/2/2012 | 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% | ||||||
| 9/5/2012 | 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% | ||||||
| 8/31/2013 | GMCR | TSLA | NFLX | 50467.81 | 18.35% | 152.59% | ||||||
| 9/30/2013 | NUS | TSLA | NFLX | 52933.89 | 4.89% | 164.93% | ||||||
| 10/31/2013 | NUS | TSLA | NFLX | 52395.01 | -1.02% | 162.24% | ||||||
| 11/29/2013 | NUS | P | NFLX | 52362.23 | -0.06% | 162.07% | ||||||
| 12/31/2013 | NUS | SCTY | NFLX | 52583.89 | 0.42% | 163.18% | ||||||
| 1/31/2014 | INCY | SCTY | TSLA | 53134.19 | 1.05% | 165.94% |
It was a month full of roller coaster rides and lots of "only if we did/did not...". We noticed the stocks we sold, such as P and TSLA rallied a lot during the month and we would be lying if we claim no regrets. But we have to believe that we sold them for precaution just in case they head south without looking back. After all, we don't look at the fundamentals at all, so we take it as a price to pay.
The more scary story for the month is NUS was investigated by Chinese Government and rumors in the market are as bad as "losing china market". The stock, as a result, lost as much as 50% in 2-3 days. For the month, it was down about 40%.
Thanks to SCTY and NFLX, by the end of the month, the portfolio was still up 1.05%.
For the month NUS and NFLX have been replaced by INCY and TSLA (yes we bought it back, at a higher price than we sold).
NFLX ends well, we didn't have to sell it after a correction, which is usually the case in a momentum strategy. Actually we sold it at all time high, for now. We were not expecting it to reach 400+ when bought it at 160+, honestly. So, thank you, NFLX!
Disclaimer: Please note that the information 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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