MMPortfolio: As of May 26 Close

Name Symbol Last price Shares Mkt value Gain Return %
Veeva Systems Inc VEEV  $66.82 72.57  $4,849.19  $1,277.76 35.78%
Lam Research Corporation LRCX  $155.12 28.23  $4,378.89  $807.47 22.61%
Coherent, Inc. COHR  $248.46 17.58  $4,367.93  $703.26 19.19%
Paycom Software Inc PAYC  $65.96 65.37  $4,311.80  $740.37 20.73%
Activision Blizzard, Inc. ATVI  $58.28 72.99  $4,253.73  $682.30 19.10%
Momo Inc (ADR) MOMO  $39.14 107.93  $4,224.45  $653.02 18.28%
Applied Materials, Inc. AMAT  $45.50 92.52  $4,209.70  $638.27 17.87%
Cognex Corporation CGNX  $93.65 44.8  $4,195.88  $624.46 17.48%
NVIDIA Corporation NVDA  $141.84 28.61  $4,058.04  $337.33 9.07%
TAL Education Group (ADR) TAL  $119.27 33.67  $4,016.04  $444.61 12.45%
Microchip Technology Inc. MCHP  $81.70 49  $4,003.33  $431.90 12.09%
Arista Networks Inc ANET  $146.45 27.08  $3,966.39  $394.96 11.06%
Alibaba Group Holding Ltd BABA  $123.99 31.47  $3,901.51  $249.06 4.27%
Paypal Holdings Inc PYPL  $51.19 76.17  $3,899.14  $118.54 3.14%
IDEXX Laboratories, Inc. IDXX  $167.56 23.25  $3,896.47  $325.05 9.10%
Facebook Inc FB  $152.13 25.58  $3,892.06  $320.64 8.98%
Medidata Solutions Inc MDSO  $72.70 53.26  $3,872.00  $151.11 4.06%
PRA Health Sciences Inc PRAH  $72.37 53.09  $3,842.12  $121.38 3.26%
Chemours Co CC  $42.52 89.91  $3,822.97  $96.59 2.59%
Control4 Corp CTRL  $18.07 211.32  $3,818.55  $98.00 2.63%
New Oriental Education & Tech Grp (ADR) EDU  $73.43 51.72  $3,797.80  $77.54 2.08%
SINA Corp SINA  $104.25 36.39  $3,793.66  $13.66 0.36%
Ulta Beauty Inc ULTA  $302.40 12.42  $3,755.81  $35.56 0.67%
Dave & Buster’s Entertainment, Inc. PLAY  $66.05 56.82  $3,752.64  $100.20 2.74%
Fox Factory Holding Corp FOXF  $33.20 112.66  $3,740.31  $19.80 0.53%
Cirrus Logic, Inc. CRUS  $66.43 56.25  $3,736.89  $84.44 2.31%
Taiwan Semiconductor Mfg. Co. Ltd. (ADR) TSM  $35.51 104.83  $3,722.51  $1.72 0.05%
LogMeIn Inc LOGM  $110.20 31.95  $3,520.89  $(199.31) -5.36%
Cash  $17.13
Total  $111,611.87  11.61%
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MM Portfolio’s 2 Months – Top 5 Winners and Top 5 Losers

Two months have passed since MM portfolio was created on March 27, 2017. One curious informtion most of you would like to know is who are the top winners and the losers. Here you go:

Top 5 Winners

Name Symbol Overall Return Comment
Veeva Systems Inc VEEV 35.78%
Lam Research Corporation LRCX 22.61%
Align Technology, Inc. ALGN 21.39%  Closed
Paycom Software Inc PAYC 20.73%
Coherent, Inc. COHR 19.19%  

Top 5 Losers

Name Symbol Overall Return Comment
NetEase Inc (ADR) NTES -7.44%  Closed
Bioverativ Inc BIVV -6.78%  Closed
NutriSystem Inc. NTRI -6.17%  Closed
LogMeIn Inc LOGM -5.36%
Masimo Corporation MASI -4.84%  Closed

S&P 500 Beating Portfolio: Performance as of May 26, 2017

Performance Since Inception on March 27, 2017

S&P 500 : 3.72%

MM Portfolio : 11.62%

Weekly Performance for week ending May 26, 2017

S&P 500 : 1.46%

MM Portfolio :1.68%

This week saw ups and downs – some stocks went down drastically, while others went up drastically.  Notable one that went down is MOMO which lost 12% for the week. At the same time, VEEV gained around 9%. Both of these stocks can tell you the bad luck and good luck associated with picking individual stocks. MOMO was high flying and if you bought that stock last Friday, you would have lost 12% by today. But, if you picked VEEV, you could have gained 9% in a week’s time. It is hard to find out which stock will go up and which will go down. That is why we created this portfolio that contains a very selected set of 28 stocks. I would say, hand-picked or cherry-picked.

Due to the efforts put in creating this wonderful portfolio,  MM Portfolio gained 1.68% for this week.  In 9 weeks, MM Portfolio gained a I-jump-up-and-down-with-excitement  11.62% whereas S&P 500 gained only 3.72%. When did you get that type of gain?

Invest carefully. But, invest.

Market Beating Portfolio As of May 19, 2017 Market Close

Name Symbol Last price Shares Mkt value Total Return
Ulta Beauty Inc ULTA 294.08 12.42 3652.47 -0.75%
Coherent, Inc. COHR 245.74 17.58 4320.11 17.89%
IDEXX Laboratories, Inc. IDXX 161.63 23.25 3758.58 5.24%
Facebook Inc FB 148.06 25.58 3787.94 6.06%
Arista Networks Inc ANET 144.07 27.08 3901.93 9.25%
Lam Research Corporation LRCX 152.4 28.23 4302.11 20.46%
NVIDIA Corporation NVDA 136 28.61 3890.96 4.58%
Alibaba Group Holding Ltd BABA 123.22 31.47 3877.28 3.93%
LogMeIn Inc LOGM 113.05 31.95 3611.95 -2.91%
TAL Education Group (ADR) TAL 123.75 33.67 4166.89 16.67%
Global Payments Inc GPN 90.04 42.25 3804.19 2.26%
CBOE Holdings, Inc CBOE 85.04 43.91 3734.11 0.37%
Cognex Corporation CGNX 90.9 44.8 4072.67 14.03%
Microchip Technology Inc. MCHP 80.18 49 3928.85 10.01%
New Oriental Education & Tech Grp (ADR) EDU 71.7 51.72 3708.32 -0.32%
PRA Health Sciences Inc PRAH 69.93 53.09 3712.58 -0.22%
Medidata Solutions Inc MDSO 70.68 53.26 3764.42 1.17%
Cirrus Logic, Inc. CRUS 64.7 56.25 3639.57 -0.35%
Dave & Buster’s Entertainment, Inc. PLAY 66.7 56.82 3789.57 3.75%
Paycom Software Inc PAYC 64.89 65.37 4241.85 18.77%
Veeva Systems Inc VEEV 60.31 72.57 4376.75 22.55%
Activision Blizzard, Inc. ATVI 55.88 72.99 4078.56 14.20%
Chemours Co CC 43.84 89.91 3941.65 5.78%
Applied Materials, Inc. AMAT 44.08 92.52 4078.32 14.19%
Taiwan Semiconductor Mfg. Co. Ltd. (ADR) TSM 35.2 104.83 3690.02 -0.83%
Momo Inc (ADR) MOMO 43.58 107.93 4703.66 31.70%
Fox Factory Holding Corp FOXF 32.4 112.66 3650.18 -1.89%
Control4 Corp CTRL 17.7 211.32 3740.36 0.53%
Cash 12.96 12.96
 Total 10938.84 9.39%

CBOE, GPN Out, SINA, PYPL In

On Monday, May 22nd, we will be selling CBOE and GPN from our portfolio and buying SINA (Sina.com) and PYPL (PayPal) from the proceeds. As we discussed in my past posts, the proceeds from the selling is equally divided among the new securities. You may or may not be able to equally divide them since the price of the securities fluctuate and the price at which you bought the stock might be slightly different than the price you used for calculation. This is OK in the large scheme of things.

Happy investing..the monkey way!

S&P 500 Beating Portfolio: Performance as of May 19, 2017

Performance Since Inception on March 27, 2017

S&P 500 : 2.26%

MM Portfolio : 9.94%

Weekly Performance for week ending May 19, 2017

S&P 500 : –0.39%

MM Portfolio :0.82%

This week witnessed the largest drop in major indexes for the last 8 months. Though stocks recovered, S&P 500 still lost -0.39%. The main reason attributed for the loss was turmoil in Washington DC related with Trump’s presidency and his recent decisions. The media writes that investors are worried that these distractions will not allow him to do his much awaited reforms that would energize companies and stock market. It could be true, it could be false. Now a days, you cannot trust the financial media much. They have become a place for rubbish opinions from the so-called experts.

Irrespective of all that happened this week,  MM Portfolio gained 0.82%.  In 8 weeks, MM Portfolio gained a mouth-watering 9.94% whereas S&P 500 gained only 2.26%. That is almost 4 times the performance of S&P 500.

Taking a decision on investing in stocks is not easy for everyone. You always worry about the risks. You have to think multiple times before you invest in stock market if you are in need of money in the very near future. Also, at the same time, if you do not act in time, the opportunity to make a profit will be gone.

Can I invest using this portfolio if I am starting today?

Very good question. The answer is yes. We evaluate the stocks on a weekly basis. Out of the thousands of US and US listed foreign stocks available there, we hand pick the 28 best stocks in our view. It takes time, but, it is worth it. So, you can use this portfolio at any time. Make sure, you read the blog before Monday to check and see if there are any changes in the stocks.

Don’t forget to ask more questions..I will try to answer them here if I have enough time.

Happy investing, folks! The monkey way…

 

 

 

 

 

Market Beating Portfolio in Charts

A picture is worth more than 1000 words or probably more than 1000 dollars. Here is the performance of the portfolio since March 27 when it was formed. Also, comparison against S&P 500 performance during that period. S&P 500 number is slightly off since I took the opening price of S&P 500 on March 27 and the graph uses the S&P 500 price on the previous market close.

MonkeyMoneyPortfolio Performance
Performance of MonkeyMoney Portfolio vs S&P 500

MM Portfolio as of May 12, 2017

Name Symbol Last price Shares Mkt value Gain % Return
Advanced Energy Industries, Inc. AEIS  $77.59 54.1  $4,197.40  $625.97 17.53%
TAL Education Group (ADR) TAL  $127.97 33.67  $4,308.98  $737.56 20.65%
Microchip Technology Inc. MCHP  $79.00 49  $3,871.03  $299.60 8.39%
Cognex Corporation CGNX  $91.25 44.8  $4,088.35  $516.93 14.47%
Applied Materials, Inc. AMAT  $43.44 92.52  $4,019.11  $447.68 12.54%
Masimo Corporation MASI  $84.83 38.49  $3,265.27  $(306.15) -8.57%
Lam Research Corporation LRCX  $149.58 28.23  $4,222.51  $651.08 18.23%
Priceline Group Inc PCLN  $1,818.18 2.05  $3,725.83  $154.40 4.32%
IDEXX Laboratories, Inc. IDXX  $163.22 23.25  $3,795.55  $224.12 6.28%
BioTelemetry, Inc. BEAT  $28.15 134.24  $3,778.93  $207.50 5.81%
Veeva Systems Inc VEEV  $56.34 72.57  $4,088.65  $517.22 14.48%
Activision Blizzard, Inc. ATVI  $56.01 72.99  $4,088.05  $516.62 14.47%
Facebook Inc FB  $150.33 25.58  $3,846.01  $274.59 7.69%
Arista Networks Inc ANET  $146.82 27.08  $3,976.41  $404.98 11.34%
NutriSystem Inc. NTRI  $49.35 67.7  $3,340.80  $(230.63) -6.46%
Momo Inc (ADR) MOMO  $40.14 107.93  $4,332.38  $760.95 21.31%
Alibaba Group Holding Ltd BABA  $120.34 31.47  $3,786.65  $134.21 2.68%
RealPage Inc RP  $35.10 104.32  $3,661.63  $(3.57) -0.10%
Align Technology, Inc. ALGN  $138.67 30.01  $4,161.23  $727.50 21.19%
Cirrus Logic, Inc. CRUS  $63.98 56.25  $3,599.07  $(53.38) -1.46%
Synopsys, Inc. SNPS  $74.42 49.25  $3,665.53  $13.09 0.36%
TransUnion TRU  $41.20 90.64  $3,734.53  $82.08 2.25%
Bioverativ Inc BIVV  $55.08 61.67  $3,396.71  $(255.74) -7.00%
Dave & Buster’s Entertainment, Inc. PLAY  $66.03 56.82  $3,751.51  $99.06 2.71%
Zebra Technologies Corp. ZBRA  $99.64 38.47  $3,833.51  $181.06 4.96%
Chemours Co CC  $43.82 89.91  $3,939.86  $213.47 5.73%
Cash  $21.85  $21.85  
Total  $109,122.64   $9,122.64  9.12%