UNH,ADBE,STMP,STZ, GPN, PRAH, NCLH, RP, ATHM,TRU,TSM Out, IPGP, CGNX, ALRM, CDNS, CC, CI, SAFM, ANET, CORT, VMW, FIZZ, MSCI In

On Monday, Oct 2, 2017, we will sell all the shares of UNH,ADBE,STMP,STZ, GPN, PRAH, NCLH, RP, ATHM,TRU,TSM stocks and buy shares of IPGP, CGNX, ALRM, CDNS, CC, CI, SAFM, ANET, CORT, VMW, FIZZ, MSCI.

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MM Portfolio as of Sept 22, 2017

Company Ticker  Current Price   Shares   Cost Basis   Market Value   Gain  Gain %
UnitedHealth Group Inc UNH  $          193.03            16.00  $     3,127.60  $       3,088.48  $        (39.12) -1.25%
Adobe Systems Incorporat… ADBE  $          148.50            21.00  $     3,118.01  $       3,118.50  $            0.49 0.02%
Align Technology, Inc. ALGN  $          188.00            23.00  $     3,662.49  $       4,324.00  $        661.51 14.81%
Lam Research Corporation LRCX  $          176.73            24.00  $     3,800.72  $       4,241.52  $        440.80 12.18%
Stamps.com Inc. STMP  $          210.30            25.00  $     3,765.25  $       5,257.50  $    1,492.25 18.04%
Mastercard Inc MA  $          141.89            25.00  $     3,342.75  $       3,547.25  $        204.50 6.12%
Alibaba Group Holding… BABA  $          178.14            26.72  $     3,104.15  $       4,760.70  $    1,656.55 25.70%
NVIDIA Corporation NVDA  $          179.00            27.04  $     3,517.30  $       4,840.16  $    1,322.86 37.61%
Constellation Brands… STZ  $          201.81            35.00  $     6,950.59  $       7,063.35  $        112.76 1.62%
China Lodging Group… HTHT  $          120.36            37.00  $     4,316.25  $       4,453.32  $        137.07 3.18%
Global Payments Inc GPN  $            95.82            40.00  $     3,768.00  $       3,832.80  $          64.80 0.49%
CBOE Holdings, Inc CBOE  $          106.60            42.00  $     3,650.36  $       4,477.20  $        826.84 11.68%
Centene Corp CNC  $            92.22            44.00  $     3,742.12  $       4,057.68  $        315.56 5.87%
New Oriental Education… EDU  $            85.58            48.88  $     3,516.74  $       4,183.15  $        666.41 18.95%
PRA Health Sciences Inc PRAH  $            75.09            50.17  $     3,516.87  $       3,767.27  $        250.40 7.12%
Norwegian Cruise Line… NCLH  $            54.02            54.00  $     3,099.56  $       2,917.08  $     (182.48) -5.89%
Paypal Holdings Inc PYPL  $            65.08            71.85  $     3,566.98  $       4,676.00  $    1,109.02 31.09%
RealPage Inc RP  $            39.90            76.00  $     3,054.00  $       3,032.40  $        (21.60) -0.53%
Applied Materials, Inc. AMAT  $            47.77            80.00  $     3,748.40  $       3,821.60  $          73.20 4.45%
Autohome Inc (ADR) ATHM  $            64.17            82.00  $     3,745.82  $       5,261.94  $    1,516.12 40.47%
TransUnion TRU  $            45.85            85.00  $     3,676.65  $       3,897.25  $        220.60 4.27%
Mercury Systems Inc MRCY  $            49.80            88.00  $     3,739.04  $       4,382.40  $        643.36 7.83%
Fox Factory Holding Corp FOXF  $            41.50          104.00  $     3,742.40  $       4,316.00  $        573.60 8.08%
Taiwan Semicond. Mfg… TSM  $            37.77          107.00  $     3,869.21  $       4,041.39  $        172.18 1.71%
KEMET Corporation KEM  $            19.71          153.00  $     3,078.59  $       3,015.63  $        (62.96) -2.05%
Control4 Corp CTRL  $            28.62          199.72  $     3,517.09  $       5,715.99  $    2,198.90 62.52%
TAL Education Group… TAL  $            33.16          202.03  $     3,571.43  $       6,699.35  $    3,127.92 87.58%
Cash  $         130.65
Total  $100,000.00  $  116,920.55  $  16,920.55 16.92%

FB Out, HTHT In

On Tuesday, September 5, 2017, we will sell all FB stocks and replace it with HTHT using the proceeds.

Market Commentary

Market cam back from the recent downs caused by geopolitical issues nicely.  Our portfolio is up 14.49% since it was established on March 27, 2017. Meantime, S&P 500 posted a gain of 6.33%. More than double of S&P 500 performance!

Happy investing!