Current Portfolio

Company Name Symbol Last price Shares Cost basis Mkt value Gain Overall return
Control4 Corp CTRL 33.08 199.72 3,517.09 6,606.74 3,089.65 87.85%
Square Inc SQ 44.18 124 4,453.20 5,478.32 1,025.12 23.02%
Fox Factory Holding Corp FOXF 37.35 104 3,742.40 3,884.40 142 2.13%
Cadence Design Systems… CDNS 44.58 94 3,754.26 4,190.52 436.26 11.62%
Mercury Systems Inc MRCY 50.68 88 3,739.04 4,459.84 720.8 8.89%
AlarmCom Hldg Inc ALRM 44.2 82 3,735.98 3,624.40 -111.58 -2.99%
Applied Materials, Inc. AMAT 56.49 80 3,748.40 4,519.20 770.8 13.98%
Chemours Co CC 52.5 74 3,769.50 3,885.00 115.5 1.13%
Paypal Holdings Inc PYPL 76.38 71.85 3,566.98 5,487.90 1,920.92 53.85%
New Oriental Education… EDU 89.29 48.88 3,516.74 4,364.50 847.75 24.11%
Centene Corp CNC 95.14 44 3,742.12 4,186.16 444.04 7.58%
Paycom Software Inc PAYC 81.99 44 3,437.20 3,607.56 170.36 15.45%
Cboe Global Markets Inc CBOE 116.48 42 3,650.36 4,892.16 1,241.80 17.47%
China Lodging Group… HTHT 124.63 37 4,316.25 4,611.31 295.06 6.84%
Red Hat Inc RHT 125.95 37 4,470.28 4,660.15 189.87 4.25%
VMware, Inc. VMW 123.26 34 3,728.16 4,190.84 462.68 7.09%
Cognex Corporation CGNX 140.52 34 3,777.46 4,777.68 1,000.22 17.19%
Msci Inc MSCI 126.58 32 3,777.84 4,050.56 272.72 7.22%
Analog Devices, Inc. ADI 90.42 32 2,960.56 2,893.44 -67.12 -2.27%
NVIDIA Corporation NVDA 211.36 27.04 3,517.30 5,715.17 2,197.87 62.49%
Alibaba Group Holding… BABA 185.13 26.724487 3,104.15 4,947.50 1,843.35 28.50%
Visa Inc V 109.82 26 2,932.50 2,855.32 -77.18 -2.63%
Mastercard Inc MA 149.02 25 3,342.75 3,725.50 382.75 11.45%
Lam Research Corporation LRCX 210.47 24 3,800.72 5,051.28 1,250.56 23.16%
Align Technology, Inc. ALGN 253.89 23 3,662.49 5,839.47 2,176.98 28.83%
Arista Networks Inc ANET 233.82 20 3,814.00 4,676.40 862.4 11.50%
CIGNA Corporation CI 197.97 20 3,768.20 3,959.40 191.2 5.07%
IPG Photonics Corporatio… IPGP 237.23 20 3,716.20 4,744.60 1,028.40 27.67%
Portfolio value: $126,294.55 26.29%
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Portfolio gained 2.47% Today!

During the initial years of my investing education, I used to pick individual stocks. If I get 2% gain in few stocks, I was happy. But, it is amazing to see the portfolio of 28 stocks provided an average return of 2.47% in one day. Overall, the portfolio returned 26.44% in 7 and 1/2 months! Yes, we should be happy..More than twice the S&P 500 return during the same time..

No Change in Portfolio

We will not make any changes to the portfolio this week.

Last week has been ups and downs for our portfolio, but, still performed better than S&P 500. ALRM shares went down more than 10% even though they beat the analyst estimates. This can happen if some investors are following ‘sell on good news’. We believe the stock will come back up. Only time will tell if our belief is correct.

NVDA rose more than 5% after it beat earnings. Chip sector is hot these days mainly driven by the demands for the chips in emerging technologies like AI (Artificial Intelligence), VR (Virtual Reality), Data Centers (driven by cloud computing and internet), Driverless Automobile etc. I remember reading more than 15 years ago, when the founder of NVDA saying that GPU should be the main component of PCs and CPU etc should be after that (do not remember exact wordings, but, in essence that is what I read). That statement is becoming more true now a days.

Happy investing!

Hit an Miss..Earnings Continue..

Last week, many of the portfolio companies reported earnings..notable winners are ANET and CTL.  Losers include KEM and CORT. KEM and CORT nullified any gains we obtained from other winners last week. We reported that we will watch if the rumor about CORT’s sales is true. It appears that it is not. They had good sales, but, missed on earnings target. That is why they tanked.