איך התחלתי להשקיע?

אתם יודעים למה משתמשים במושג שוק שורי או שוק דובי?
כי כשדוב תוקף הוא תוקף מלמעלה למטה וכששור תוקף הוא תוקף מלמטה למעלה.
אומרים שוק דובי כשהשוק יורד ושורי כשהשוק עולה.

התחלתי להשקיע בחודש נובמבר 2016 אחרי שלקחתי קורס של מדריך ישראלי בשם עומר רבינוביץ.
לאחר הקורס בחרתי 9 חברות אמריקאיות ומדד אחד שאני רוצה להשקיע בהן.
החברות הידועות והמדד שבחרתי בהן באופן לא מפתיע היו:
Apple, Visa, Unilever, Google, Alibaba, S&P 500
החברות הפחות ידועות שבחרתי בהן היו:
Gilead Sciences, Korea Electric Power, Allergan, Sanofi
3 חברות תרופות וחברת החשמל של קוריאה.
כמו שלמדתי בקורס. בכולן בחרתי לאחר סינון ומחקר. גם פתחתי קובץ excel עם כל הנתונים.

בחודש דצמבר הכרתי את I Know First.
קניתי את המוצר שלהם. המוצר שלהם הוא דוא״ל יומי עם פרדיקציות על השוק ל6 טווחי זמן שונים.
מכיוון שאני מתכנת עם זיקה לbig data פיתחתי אלגוריתם שמשקיע על סמך הפרדיקציות.
כך בעצם זנחתי את אסטרטגיית השקעות הערך והתחלתי לבדוק, ללמוד ולשפר את האלגוריתם שלי.

 

בחודש אפריל 2017 במקרה פתחתי את אותו excel עם הפורטפוליו הישן שלי.
ראיתי שהבחירות שלי היו טובות ואפילו יותר טובות מהאלגוריתם שלי.
באותו חודש נסעתי גם לארה״ב לבקר את אחי. הוא ממש המליץ לי לחזור לאסטרטגיה הראשונה.
גם קראתי 2 פוסטים של מוניש שמתארים אסטרטגיות מעניינות.

בראשון ליוני יצאתי לדרך חדשה. בחרתי 10 חברות להשקיע בהן לפי השיטה של עומר, 10 חברות מI Know First, עוד 10 מ2 הפוסטים של מוניש, 2 מדדים ועוד חברה ישראלית שקראתי עליה בבלוג של אסף נתן.
ככה הפורטפוליו שלי נראה היום:

הקבוצה הראשונה נקראת ״העתקה ללא בושה״. מוניש פרסם אותה בפברואר וגם את החוקים לבחירת המניות.
בגדול הפורטפוליו הזה מעתיק מ9 משקיעים גדולים בעולם ומתקן כלשנה בסוף השנה, זה לא הפתעה שיש פה חברות ענקיות שמובילות את הכלכלה:


Shamless cloning


Price

Capital Gain

Dividends

Total Return
AAPL.NAS Apple Inc 156.250
4.44%


0.61%


5.05%

BRK.B.NYS Berkshire Hathaway Inc 189.040
14.12%


0.00%


14.12%

CHTR.NAS Charter Communications Inc 350.760
3.29%


0.00%


3.29%

MSFT.NAS Microsoft Corp 78.810
13.42%


0.81%


14.23%

ORCL.NYS Oracle Corp 49.250
9.00%


0.84%


9.85%

Total
8.66%


0.51%


9.17%

לקבוצה השניה קוראים ״קניבלים ענקיים״. קוראים להם כך כי הן חברות שקונות מניות של עצמן, קניבליות.
גם פה מוניש מפרסם את הבחירות כל אפריל, כי הוא מחכה לדוחות של מרץ שיגיעו. גם האלגוריתם נמצא במאמר שלו.


Uber Cannibals


Price

Capital Gain

Dividends

Total Return
HCKT.NAS Hackett Group Inc 15.390
-21.48%


0.77%


-20.71%

LOW.NYS Lowe’s Companies Inc 80.040
-3.88%


0.91%


-2.97%

NVR.NYS NVR Inc 3,223.250
43.46%


0.00%


43.46%

SCSS.NAS Select Comfort Corp 34.010
2.72%


0.00%


2.72%

WLFC.NAS Willis Lease Finance Corp 25.250
0.69%


0.00%


0.69%

Total
16.83%


0.21%


17.04%

הקבוצה השלישית היא המדדים שבחרתי להשקיע בהם.
השקעתי בS&P 500 כמובן, ועוד מדד שאני חושב שהולך להתפוצץ ב20 שנים הקרובות: מדד של חברות בתחום הIoT – Internet Of Things. בתור טכנולוג אני חושב שהתחום הזה יצמח והחברות הללו גם.


ETF


Price

Capital Gain

Dividends

Total Return
SNSR.NAS GlblX Int Of Th Shs 19.110
3.81%


0.00%


3.81%

SPY.NYS SPDR S&P500 ETF Trust Units 257.110
7.60%


1.01%


8.61%

Total
6.10%


0.61%


6.71%

הקבוצה הרביעית היא 10 חברות שבחרתי מהדוא״לים האחרונים שקיבלתי מI Know First.


IKF


Price

Capital Gain

Dividends

Total Return
CAMT.NAS Camtek Ltd 5.720
-12.32%


0.00%


-12.32%

CPA.NYS Copa Holdings SA 125.890
1.94%


1.02%


2.96%

CVE.NYS Cenovus Energy Inc 9.910
8.89%


0.86%


9.75%

EXAS.NAS Exact Sciences Corp 49.150
31.55%


0.00%


31.55%

EXR.NYS Extra Space Storage Inc 81.770
7.64%


2.05%


9.69%

IMMU.NAS Immunomedics Inc 11.000
44.70%


0.00%


44.70%

JAZZ.NAS Jazz Pharmaceuticals PLC 144.050
-4.85%


0.00%



-4.85%

RAVN.NAS Raven Industries Inc 33.600
-4.42%


0.74%


-3.68%

UCTT.NAS Ultra Clean Holdings Inc 32.980
37.78%


0.00%


37.78%

UVE.NYS Universal Insurance Holdings Inc 24.200
-3.39%


1.12%


-2.28%

Total
8.31%


0.41%


8.72%

הקבוצה החמישית היא 10 חברות שבחרתי בעצמי לאחר שלמדתי וחקרתי כל חברה והתחום שלה.
אני מתאר בוידאו איך בחרתי את החברות ואעביר את זה לכתב בקרוב


Omer


Price

Capital Gain

Dividends

Total Return
AMGN.NAS Amgen Inc 182.960
15.26%


0.72%


15.98%

DIS.NYS Walt Disney Company 99.400
-1.42%


0.19%


-1.22%

FOX.NAS Twenty-First Century Fox Inc 26.840
-0.15%


0.21%


0.06%

GE.NYS General Electric Co 23.830
-14.23%


1.73%


-12.50%

GWW.NYS WW Grainger Inc 207.810
19.15%


0.73%


19.88%

PFE.NYS Pfizer Inc 36.420
11.44%


0.98%


12.41%

PG.NYS Procter & Gamble Co 88.250
-0.17%


1.56%


1.39%

RHHBY.OTH Roche Holding AG ADR US$34.110
-0.20%


0.00%


-0.20%

VFC.NYS VF Corp 66.380
22.74%


1.55%


24.29%

WFC.NYS Wells Fargo & Co 54.920
4.93%


0.75%


5.67%

Total
2.95%


0.65%


3.60%

החברה האחרונה שהשקעתי בה היא חברה ישראלית שהחלטתי להשקיע לאחר שקראתי כמה פוסטים של אסף נתן

פעולה שם נייר כמות שער שער עלות
מותאם
שינוי משער עלות מותאם % שינוי
יומי
שווי אחזקה
באחוזים בש”ח
מניות

סאני תקשורת

מספר נייר ערך:

1082353

ת. פעולה אחרון:

12/06/2017

תנועות בנייר

מתיק %

100 %

244.50 266.44 -8.23% -2.43%
סה”כ לכל התיק:

-8.23%

בסה״כ מיוני ועד היום:

Since 21 Mar 2017 Total Return Capital Gain Income
Your Portfolio:

My Portfolio

 

 

8.26%

=  

 

7.77%

+  

 

0.50%

זו בערך ההיסטוריה הקצרה ויש עוד הרבה לאן להמשיך

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Starting Point

Hi,

I’ve divided my portfolio to some segments with names

  1. Shameless cloning
    My plan is to re evaluate on January 2018

    1. AAPL
    2. BRK.B
    3. CHTR
    4. MSFT
    5. ORCL
  2. Uber Cannibals
    My plan is to re evaluate on April 2018

    1. HCKT
    2. LOW
    3. NVR
    4. SCSS
    5. WLFC
  3. ETF
    My plan is to keep it forever

    1. SNSR
    2. SPY
  4. I Know First
    My plan is to re evaluate on June 2018

    1. CAMT
    2. CPA
    3. CVE
    4. EXAS
    5. EXR
    6. IMMU
    7. JAZZ
    8. RAVN
    9. UCTT
    10. UVE
  5. Israel stock
    My plan is to re evaluate every quarter

    Ticker My target price
    Sunny communications 4
  6. Omer
    My plan is to re evaluate every quarter

    Ticker My target price
    AMGN 188
    DIS 134
    FOX 35
    GE 32
    GWW 202
    PFE 37
    PG 94
    RHHBY 43.5
    VFC 64
    WFC 66

I’ll update on changes

Conclusions and my portfolio for 2017-05-29 post trade

Conclusions to my suggestions:

Symbol Return

Current Portfolio:
Bought on 2017-03-21 and plan to sell before 2018-03-21 open:

Symbol % Portfolio % Return
SPY %23.28 %1.78

Average return is: %1.78
Bought on 2017-04-21 and plan to sell before 2018-04-21 open:

Symbol % Portfolio % Return
CHTR %2.87 %-0.8
MSFT %2.79 %6.34
AAPL %3.03 %8.02
BRK-B %2.8 %0.58
ORCL %2.85 %1.46

Average return is: %3.12
Bought on 2017-04-22 and plan to sell before 2018-04-22 open:

Symbol % Portfolio % Return
WLFC %2.87 %14.73
SCSS %2.82 %-12.21
HCKT %2.5 %-22.97
LOW %2.84 %-2.32

Average return is: %-5.69
Bought on 2017-05-16 and plan to sell before 2017-06-06 open:

Symbol % Portfolio % Return
PRGO %3.55 %-5.15
EA %5.21 %2.34
NVO %5.22 %2.52
WYNN %4.85 %-1.57
ZG %5.17 %0.69
MAR %5.34 %1.93
CPA %5.26 %-9.64
GPN %4.97 %2.84

Average return is: %-0.76
Bought on 2017-05-16 and plan to sell before 2018-05-16 open:

Symbol % Portfolio % Return
NVR %9.57 %2.19

Average return is: %2.19
Bought on 2017-05-17 and plan to sell before 2017-06-07 open:

Symbol % Portfolio % Return
MANH %2.22 %0.59

Average return is: %0.59

Total average return is: %-0.43
Today I’ve sold:

Symbol Bought Date Return

Average return is: %0

Suggestions and my plan for my portfolio for 2017-05-28 pre trade

Suggestion for you to buy:

Symbol Plan
CB Sell before 2017-06-18 open
CNC Sell before 2017-06-18 open
RAI Sell before 2017-06-18 open
EMR Sell before 2017-06-18 open
BIIB Sell before 2017-06-18 open
CHKP Sell before 2017-06-18 open
ING Sell before 2017-06-18 open
JAZZ Sell before 2017-06-18 open
KSU Sell before 2017-06-18 open
EW Sell before 2017-06-18 open
CPA Sell before 2017-06-18 open
MRVL Sell before 2017-06-18 open
WYNN Sell before 2017-06-18 open
MCK Sell before 2017-06-18 open
REGN Sell before 2017-06-18 open
EXR Sell before 2017-06-18 open
IAC Sell before 2017-06-18 open
MOH Sell before 2017-06-18 open
CVE Sell before 2017-06-18 open
ENDP Sell before 2017-06-18 open
IRBT Sell before 2017-06-18 open
NVO Sell before 2017-06-18 open
DECK Sell before 2017-06-18 open
VRX Sell before 2017-06-18 open
EXAS Sell before 2017-06-18 open
DDD Sell before 2017-06-18 open
BBY Sell before 2017-06-18 open
WRLD Sell before 2017-06-18 open
ADSK Sell before 2017-06-18 open
SYX Sell before 2017-06-18 open
BDSI Sell before 2017-06-18 open
STRT Sell before 2017-06-18 open
UCTT Sell before 2017-06-18 open
INSY Sell before 2017-06-18 open
KTOS Sell before 2017-06-18 open
MOD Sell before 2017-06-18 open
RADA Sell before 2017-06-18 open
CAMT Sell before 2017-06-18 open

Current Portfolio:
Bought on 2017-03-21 and plan to sell before 2018-03-21 open:

Symbol % Portfolio % Return
SPY %23.28 %1.78 Sell before 2018-03-21 open

Average return is: %1.78
Bought on 2017-04-21 and plan to sell before 2018-04-21 open:

Symbol % Portfolio % Return
CHTR %2.87 %-0.8 Sell before 2018-04-21 open
MSFT %2.79 %6.34 Sell before 2018-04-21 open
AAPL %3.03 %8.02 Sell before 2018-04-21 open
BRK-B %2.8 %0.58 Sell before 2018-04-21 open
ORCL %2.85 %1.46 Sell before 2018-04-21 open

Average return is: %3.12
Bought on 2017-04-22 and plan to sell before 2018-04-22 open:

Symbol % Portfolio % Return
WLFC %2.87 %14.73 Sell before 2018-04-22 open
SCSS %2.82 %-12.21 Sell before 2018-04-22 open
HCKT %2.5 %-22.97 Sell before 2018-04-22 open
LOW %2.84 %-2.32 Sell before 2018-04-22 open

Average return is: %-5.69
Bought on 2017-05-16 and plan to sell before 2017-06-06 open:

Symbol % Portfolio % Return
PRGO %3.55 %-5.15 Sell before 2017-06-06 open
EA %5.21 %2.34 Sell before 2017-06-06 open
NVO %5.22 %2.52 Sell before 2017-06-06 open
WYNN %4.85 %-1.57 Sell before 2017-06-06 open
ZG %5.17 %0.69 Sell before 2017-06-06 open
MAR %5.34 %1.93 Sell before 2017-06-06 open
CPA %5.26 %-9.64 Sell before 2017-06-06 open
GPN %4.97 %2.84 Sell before 2017-06-06 open

Average return is: %-0.76
Bought on 2017-05-16 and plan to sell before 2018-05-16 open:

Symbol % Portfolio % Return
NVR %9.57 %2.19 Sell before 2018-05-16 open

Average return is: %2.19
Bought on 2017-05-17 and plan to sell before 2017-06-07 open:

Symbol % Portfolio % Return
MANH %2.22 %0.59 Sell before 2017-06-07 open

Average return is: %0.59

Total average return is: %-0.43
My plan to buy:

Symbol Plan

Suggestions and my plan for my portfolio for 2017-05-28 pre trade

Suggestion for you to buy:

Symbol Plan
CB Sell before 2017-06-18 open
CNC Sell before 2017-06-18 open
RAI Sell before 2017-06-18 open
EMR Sell before 2017-06-18 open
BIIB Sell before 2017-06-18 open
CHKP Sell before 2017-06-18 open
ING Sell before 2017-06-18 open
JAZZ Sell before 2017-06-18 open
KSU Sell before 2017-06-18 open
EW Sell before 2017-06-18 open
CPA Sell before 2017-06-18 open
MRVL Sell before 2017-06-18 open
WYNN Sell before 2017-06-18 open
MCK Sell before 2017-06-18 open
REGN Sell before 2017-06-18 open
EXR Sell before 2017-06-18 open
IAC Sell before 2017-06-18 open
MOH Sell before 2017-06-18 open
CVE Sell before 2017-06-18 open
ENDP Sell before 2017-06-18 open
IRBT Sell before 2017-06-18 open
NVO Sell before 2017-06-18 open
DECK Sell before 2017-06-18 open
VRX Sell before 2017-06-18 open
EXAS Sell before 2017-06-18 open
DDD Sell before 2017-06-18 open
BBY Sell before 2017-06-18 open
WRLD Sell before 2017-06-18 open
ADSK Sell before 2017-06-18 open
SYX Sell before 2017-06-18 open
BDSI Sell before 2017-06-18 open
STRT Sell before 2017-06-18 open
UCTT Sell before 2017-06-18 open
INSY Sell before 2017-06-18 open
KTOS Sell before 2017-06-18 open
MOD Sell before 2017-06-18 open
RADA Sell before 2017-06-18 open
CAMT Sell before 2017-06-18 open

Current Portfolio:
Bought on 2017-03-21 and plan to sell before 2018-03-21 open:

Symbol % Portfolio % Return
SPY %23.28 %1.78 Sell before 2018-03-21 open

Average return is: %1.78
Bought on 2017-04-21 and plan to sell before 2018-04-21 open:

Symbol % Portfolio % Return
CHTR %2.87 %-0.8 Sell before 2018-04-21 open
MSFT %2.79 %6.34 Sell before 2018-04-21 open
AAPL %3.03 %8.02 Sell before 2018-04-21 open
BRK-B %2.8 %0.58 Sell before 2018-04-21 open
ORCL %2.85 %1.46 Sell before 2018-04-21 open

Average return is: %3.12
Bought on 2017-04-22 and plan to sell before 2018-04-22 open:

Symbol % Portfolio % Return
WLFC %2.87 %14.73 Sell before 2018-04-22 open
SCSS %2.82 %-12.21 Sell before 2018-04-22 open
HCKT %2.5 %-22.97 Sell before 2018-04-22 open
LOW %2.84 %-2.32 Sell before 2018-04-22 open

Average return is: %-5.69
Bought on 2017-05-16 and plan to sell before 2017-06-06 open:

Symbol % Portfolio % Return
PRGO %3.55 %-5.15 Sell before 2017-06-06 open
EA %5.21 %2.34 Sell before 2017-06-06 open
NVO %5.22 %2.52 Sell before 2017-06-06 open
WYNN %4.85 %-1.57 Sell before 2017-06-06 open
ZG %5.17 %0.69 Sell before 2017-06-06 open
MAR %5.34 %1.93 Sell before 2017-06-06 open
CPA %5.26 %-9.64 Sell before 2017-06-06 open
GPN %4.97 %2.84 Sell before 2017-06-06 open

Average return is: %-0.76
Bought on 2017-05-16 and plan to sell before 2018-05-16 open:

Symbol % Portfolio % Return
NVR %9.57 %2.19 Sell before 2018-05-16 open

Average return is: %2.19
Bought on 2017-05-17 and plan to sell before 2017-06-07 open:

Symbol % Portfolio % Return
MANH %2.22 %0.59 Sell before 2017-06-07 open

Average return is: %0.59

Total average return is: %-0.43
My plan to buy:

Symbol Plan

Suggestions and my plan for my portfolio for 2017-05-28 pre trade

Suggestion for you to buy:

Symbol Plan
CB Sell before 2017-06-18 open
CNC Sell before 2017-06-18 open
RAI Sell before 2017-06-18 open
EMR Sell before 2017-06-18 open
BIIB Sell before 2017-06-18 open
CHKP Sell before 2017-06-18 open
ING Sell before 2017-06-18 open
JAZZ Sell before 2017-06-18 open
KSU Sell before 2017-06-18 open
EW Sell before 2017-06-18 open
CPA Sell before 2017-06-18 open
MRVL Sell before 2017-06-18 open
WYNN Sell before 2017-06-18 open
MCK Sell before 2017-06-18 open
REGN Sell before 2017-06-18 open
EXR Sell before 2017-06-18 open
IAC Sell before 2017-06-18 open
MOH Sell before 2017-06-18 open
CVE Sell before 2017-06-18 open
ENDP Sell before 2017-06-18 open
IRBT Sell before 2017-06-18 open
NVO Sell before 2017-06-18 open
DECK Sell before 2017-06-18 open
VRX Sell before 2017-06-18 open
EXAS Sell before 2017-06-18 open
DDD Sell before 2017-06-18 open
BBY Sell before 2017-06-18 open
WRLD Sell before 2017-06-18 open
ADSK Sell before 2017-06-18 open
SYX Sell before 2017-06-18 open
BDSI Sell before 2017-06-18 open
STRT Sell before 2017-06-18 open
UCTT Sell before 2017-06-18 open
INSY Sell before 2017-06-18 open
KTOS Sell before 2017-06-18 open
MOD Sell before 2017-06-18 open
RADA Sell before 2017-06-18 open
CAMT Sell before 2017-06-18 open

Current Portfolio:
Bought on 2017-03-21 and plan to sell before 2018-03-21 open:

Symbol % Portfolio % Return
SPY %23.28 %1.78 Sell before 2018-03-21 open

Average return is: %1.78
Bought on 2017-04-21 and plan to sell before 2018-04-21 open:

Symbol % Portfolio % Return
CHTR %2.87 %-0.8 Sell before 2018-04-21 open
MSFT %2.79 %6.34 Sell before 2018-04-21 open
AAPL %3.03 %8.02 Sell before 2018-04-21 open
BRK-B %2.8 %0.58 Sell before 2018-04-21 open
ORCL %2.85 %1.46 Sell before 2018-04-21 open

Average return is: %3.12
Bought on 2017-04-22 and plan to sell before 2018-04-22 open:

Symbol % Portfolio % Return
WLFC %2.87 %14.73 Sell before 2018-04-22 open
SCSS %2.82 %-12.21 Sell before 2018-04-22 open
HCKT %2.5 %-22.97 Sell before 2018-04-22 open
LOW %2.84 %-2.32 Sell before 2018-04-22 open

Average return is: %-5.69
Bought on 2017-05-16 and plan to sell before 2017-06-06 open:

Symbol % Portfolio % Return
PRGO %3.55 %-5.15 Sell before 2017-06-06 open
EA %5.21 %2.34 Sell before 2017-06-06 open
NVO %5.22 %2.52 Sell before 2017-06-06 open
WYNN %4.85 %-1.57 Sell before 2017-06-06 open
ZG %5.17 %0.69 Sell before 2017-06-06 open
MAR %5.34 %1.93 Sell before 2017-06-06 open
CPA %5.26 %-9.64 Sell before 2017-06-06 open
GPN %4.97 %2.84 Sell before 2017-06-06 open

Average return is: %-0.76
Bought on 2017-05-16 and plan to sell before 2018-05-16 open:

Symbol % Portfolio % Return
NVR %9.57 %2.19 Sell before 2018-05-16 open

Average return is: %2.19
Bought on 2017-05-17 and plan to sell before 2017-06-07 open:

Symbol % Portfolio % Return
MANH %2.22 %0.59 Sell before 2017-06-07 open

Average return is: %0.59

Total average return is: %-0.43
My plan to buy:

Symbol Plan

Suggestions and my plan for my portfolio for 2017-05-28 pre trade

Suggestion for you to buy:

Symbol Plan
CB Sell before 2017-06-18 open
CNC Sell before 2017-06-18 open
RAI Sell before 2017-06-18 open
EMR Sell before 2017-06-18 open
BIIB Sell before 2017-06-18 open
CHKP Sell before 2017-06-18 open
ING Sell before 2017-06-18 open
JAZZ Sell before 2017-06-18 open
KSU Sell before 2017-06-18 open
EW Sell before 2017-06-18 open
CPA Sell before 2017-06-18 open
MRVL Sell before 2017-06-18 open
WYNN Sell before 2017-06-18 open
MCK Sell before 2017-06-18 open
REGN Sell before 2017-06-18 open
EXR Sell before 2017-06-18 open
IAC Sell before 2017-06-18 open
MOH Sell before 2017-06-18 open
CVE Sell before 2017-06-18 open
ENDP Sell before 2017-06-18 open
IRBT Sell before 2017-06-18 open
NVO Sell before 2017-06-18 open
DECK Sell before 2017-06-18 open
VRX Sell before 2017-06-18 open
EXAS Sell before 2017-06-18 open
DDD Sell before 2017-06-18 open
BBY Sell before 2017-06-18 open
WRLD Sell before 2017-06-18 open
ADSK Sell before 2017-06-18 open
SYX Sell before 2017-06-18 open
BDSI Sell before 2017-06-18 open
STRT Sell before 2017-06-18 open
UCTT Sell before 2017-06-18 open
INSY Sell before 2017-06-18 open
KTOS Sell before 2017-06-18 open
MOD Sell before 2017-06-18 open
RADA Sell before 2017-06-18 open
CAMT Sell before 2017-06-18 open

Current Portfolio:
Bought on 2017-03-21 and plan to sell before 2018-03-21 open:

Symbol % Portfolio % Return
SPY %23.28 %1.78 Sell before 2018-03-21 open

Average return is: %1.78
Bought on 2017-04-21 and plan to sell before 2018-04-21 open:

Symbol % Portfolio % Return
CHTR %2.87 %-0.8 Sell before 2018-04-21 open
MSFT %2.79 %6.34 Sell before 2018-04-21 open
AAPL %3.03 %8.02 Sell before 2018-04-21 open
BRK-B %2.8 %0.58 Sell before 2018-04-21 open
ORCL %2.85 %1.46 Sell before 2018-04-21 open

Average return is: %3.12
Bought on 2017-04-22 and plan to sell before 2018-04-22 open:

Symbol % Portfolio % Return
WLFC %2.87 %14.73 Sell before 2018-04-22 open
SCSS %2.82 %-12.21 Sell before 2018-04-22 open
HCKT %2.5 %-22.97 Sell before 2018-04-22 open
LOW %2.84 %-2.32 Sell before 2018-04-22 open

Average return is: %-5.69
Bought on 2017-05-16 and plan to sell before 2017-06-06 open:

Symbol % Portfolio % Return
PRGO %3.55 %-5.15 Sell before 2017-06-06 open
EA %5.21 %2.34 Sell before 2017-06-06 open
NVO %5.22 %2.52 Sell before 2017-06-06 open
WYNN %4.85 %-1.57 Sell before 2017-06-06 open
ZG %5.17 %0.69 Sell before 2017-06-06 open
MAR %5.34 %1.93 Sell before 2017-06-06 open
CPA %5.26 %-9.64 Sell before 2017-06-06 open
GPN %4.97 %2.84 Sell before 2017-06-06 open

Average return is: %-0.76
Bought on 2017-05-16 and plan to sell before 2018-05-16 open:

Symbol % Portfolio % Return
NVR %9.57 %2.19 Sell before 2018-05-16 open

Average return is: %2.19
Bought on 2017-05-17 and plan to sell before 2017-06-07 open:

Symbol % Portfolio % Return
MANH %2.22 %0.59 Sell before 2017-06-07 open

Average return is: %0.59

Total average return is: %-0.43
My plan to buy:

Symbol Plan

Suggestions and my plan for my portfolio for 2017-05-28 pre trade

Suggestion for you to buy:

Symbol Plan
CB Sell before 2017-06-18 open
CNC Sell before 2017-06-18 open
RAI Sell before 2017-06-18 open
EMR Sell before 2017-06-18 open
BIIB Sell before 2017-06-18 open
CHKP Sell before 2017-06-18 open
ING Sell before 2017-06-18 open
JAZZ Sell before 2017-06-18 open
KSU Sell before 2017-06-18 open
EW Sell before 2017-06-18 open
CPA Sell before 2017-06-18 open
MRVL Sell before 2017-06-18 open
WYNN Sell before 2017-06-18 open
MCK Sell before 2017-06-18 open
REGN Sell before 2017-06-18 open
EXR Sell before 2017-06-18 open
IAC Sell before 2017-06-18 open
MOH Sell before 2017-06-18 open
CVE Sell before 2017-06-18 open
ENDP Sell before 2017-06-18 open
IRBT Sell before 2017-06-18 open
NVO Sell before 2017-06-18 open
DECK Sell before 2017-06-18 open
VRX Sell before 2017-06-18 open
EXAS Sell before 2017-06-18 open
DDD Sell before 2017-06-18 open
BBY Sell before 2017-06-18 open
WRLD Sell before 2017-06-18 open
ADSK Sell before 2017-06-18 open
SYX Sell before 2017-06-18 open
BDSI Sell before 2017-06-18 open
STRT Sell before 2017-06-18 open
UCTT Sell before 2017-06-18 open
INSY Sell before 2017-06-18 open
KTOS Sell before 2017-06-18 open
MOD Sell before 2017-06-18 open
RADA Sell before 2017-06-18 open
CAMT Sell before 2017-06-18 open

Current Portfolio:
Bought on 2017-03-21 and plan to sell before 2018-03-21 open:

Symbol % Portfolio % Return
SPY %23.28 %1.78 Sell before 2018-03-21 open

Average return is: %1.78
Bought on 2017-04-21 and plan to sell before 2018-04-21 open:

Symbol % Portfolio % Return
CHTR %2.87 %-0.8 Sell before 2018-04-21 open
MSFT %2.79 %6.34 Sell before 2018-04-21 open
AAPL %3.03 %8.02 Sell before 2018-04-21 open
BRK-B %2.8 %0.58 Sell before 2018-04-21 open
ORCL %2.85 %1.46 Sell before 2018-04-21 open

Average return is: %3.12
Bought on 2017-04-22 and plan to sell before 2018-04-22 open:

Symbol % Portfolio % Return
WLFC %2.87 %14.73 Sell before 2018-04-22 open
SCSS %2.82 %-12.21 Sell before 2018-04-22 open
HCKT %2.5 %-22.97 Sell before 2018-04-22 open
LOW %2.84 %-2.32 Sell before 2018-04-22 open

Average return is: %-5.69
Bought on 2017-05-16 and plan to sell before 2017-06-06 open:

Symbol % Portfolio % Return
PRGO %3.55 %-5.15 Sell before 2017-06-06 open
EA %5.21 %2.34 Sell before 2017-06-06 open
NVO %5.22 %2.52 Sell before 2017-06-06 open
WYNN %4.85 %-1.57 Sell before 2017-06-06 open
ZG %5.17 %0.69 Sell before 2017-06-06 open
MAR %5.34 %1.93 Sell before 2017-06-06 open
CPA %5.26 %-9.64 Sell before 2017-06-06 open
GPN %4.97 %2.84 Sell before 2017-06-06 open

Average return is: %-0.76
Bought on 2017-05-16 and plan to sell before 2018-05-16 open:

Symbol % Portfolio % Return
NVR %9.57 %2.19 Sell before 2018-05-16 open

Average return is: %2.19
Bought on 2017-05-17 and plan to sell before 2017-06-07 open:

Symbol % Portfolio % Return
MANH %2.22 %0.59 Sell before 2017-06-07 open

Average return is: %0.59

Total average return is: %-0.43
My plan to buy:

Symbol Plan

Suggestions and my plan for my portfolio for 2017-05-28 pre trade

Suggestion for you to buy:

Symbol Plan
CB Sell before 2017-06-18 open
CNC Sell before 2017-06-18 open
RAI Sell before 2017-06-18 open
EMR Sell before 2017-06-18 open
BIIB Sell before 2017-06-18 open
CHKP Sell before 2017-06-18 open
ING Sell before 2017-06-18 open
JAZZ Sell before 2017-06-18 open
KSU Sell before 2017-06-18 open
EW Sell before 2017-06-18 open
CPA Sell before 2017-06-18 open
MRVL Sell before 2017-06-18 open
WYNN Sell before 2017-06-18 open
MCK Sell before 2017-06-18 open
REGN Sell before 2017-06-18 open
EXR Sell before 2017-06-18 open
IAC Sell before 2017-06-18 open
MOH Sell before 2017-06-18 open
CVE Sell before 2017-06-18 open
ENDP Sell before 2017-06-18 open
IRBT Sell before 2017-06-18 open
NVO Sell before 2017-06-18 open
DECK Sell before 2017-06-18 open
VRX Sell before 2017-06-18 open
EXAS Sell before 2017-06-18 open
DDD Sell before 2017-06-18 open
BBY Sell before 2017-06-18 open
WRLD Sell before 2017-06-18 open
ADSK Sell before 2017-06-18 open
SYX Sell before 2017-06-18 open
BDSI Sell before 2017-06-18 open
STRT Sell before 2017-06-18 open
UCTT Sell before 2017-06-18 open
INSY Sell before 2017-06-18 open
KTOS Sell before 2017-06-18 open
MOD Sell before 2017-06-18 open
RADA Sell before 2017-06-18 open
CAMT Sell before 2017-06-18 open

Current Portfolio:
Bought on 2017-03-21 and plan to sell before 2018-03-21 open:

Symbol % Portfolio % Return
SPY %23.28 %1.78 Sell before 2018-03-21 open

Average return is: %1.78
Bought on 2017-04-21 and plan to sell before 2018-04-21 open:

Symbol % Portfolio % Return
CHTR %2.87 %-0.8 Sell before 2018-04-21 open
MSFT %2.79 %6.34 Sell before 2018-04-21 open
AAPL %3.03 %8.02 Sell before 2018-04-21 open
BRK-B %2.8 %0.58 Sell before 2018-04-21 open
ORCL %2.85 %1.46 Sell before 2018-04-21 open

Average return is: %3.12
Bought on 2017-04-22 and plan to sell before 2018-04-22 open:

Symbol % Portfolio % Return
WLFC %2.87 %14.73 Sell before 2018-04-22 open
SCSS %2.82 %-12.21 Sell before 2018-04-22 open
HCKT %2.5 %-22.97 Sell before 2018-04-22 open
LOW %2.84 %-2.32 Sell before 2018-04-22 open

Average return is: %-5.69
Bought on 2017-05-16 and plan to sell before 2017-06-06 open:

Symbol % Portfolio % Return
PRGO %3.55 %-5.15 Sell before 2017-06-06 open
EA %5.21 %2.34 Sell before 2017-06-06 open
NVO %5.22 %2.52 Sell before 2017-06-06 open
WYNN %4.85 %-1.57 Sell before 2017-06-06 open
ZG %5.17 %0.69 Sell before 2017-06-06 open
MAR %5.34 %1.93 Sell before 2017-06-06 open
CPA %5.26 %-9.64 Sell before 2017-06-06 open
GPN %4.97 %2.84 Sell before 2017-06-06 open

Average return is: %-0.76
Bought on 2017-05-16 and plan to sell before 2018-05-16 open:

Symbol % Portfolio % Return
NVR %9.57 %2.19 Sell before 2018-05-16 open

Average return is: %2.19
Bought on 2017-05-17 and plan to sell before 2017-06-07 open:

Symbol % Portfolio % Return
MANH %2.22 %0.59 Sell before 2017-06-07 open

Average return is: %0.59

Total average return is: %-0.43
My plan to buy:

Symbol Plan

Suggestions and my plan for my portfolio for 2017-05-28 pre trade

Suggestion for you to buy:

Symbol Plan
CB Sell before 2017-06-18 open
CNC Sell before 2017-06-18 open
RAI Sell before 2017-06-18 open
EMR Sell before 2017-06-18 open
BIIB Sell before 2017-06-18 open
CHKP Sell before 2017-06-18 open
ING Sell before 2017-06-18 open
JAZZ Sell before 2017-06-18 open
KSU Sell before 2017-06-18 open
EW Sell before 2017-06-18 open
CPA Sell before 2017-06-18 open
MRVL Sell before 2017-06-18 open
WYNN Sell before 2017-06-18 open
MCK Sell before 2017-06-18 open
REGN Sell before 2017-06-18 open
EXR Sell before 2017-06-18 open
IAC Sell before 2017-06-18 open
MOH Sell before 2017-06-18 open
CVE Sell before 2017-06-18 open
ENDP Sell before 2017-06-18 open
IRBT Sell before 2017-06-18 open
NVO Sell before 2017-06-18 open
DECK Sell before 2017-06-18 open
VRX Sell before 2017-06-18 open
EXAS Sell before 2017-06-18 open
DDD Sell before 2017-06-18 open
BBY Sell before 2017-06-18 open
WRLD Sell before 2017-06-18 open
ADSK Sell before 2017-06-18 open
SYX Sell before 2017-06-18 open
BDSI Sell before 2017-06-18 open
STRT Sell before 2017-06-18 open
UCTT Sell before 2017-06-18 open
INSY Sell before 2017-06-18 open
KTOS Sell before 2017-06-18 open
MOD Sell before 2017-06-18 open
RADA Sell before 2017-06-18 open
CAMT Sell before 2017-06-18 open

Current Portfolio:
Bought on 2017-03-21 and plan to sell before 2018-03-21 open:

Symbol % Portfolio % Return
SPY %23.28 %1.78 Sell before 2018-03-21 open

Average return is: %1.78
Bought on 2017-04-21 and plan to sell before 2018-04-21 open:

Symbol % Portfolio % Return
CHTR %2.87 %-0.8 Sell before 2018-04-21 open
MSFT %2.79 %6.34 Sell before 2018-04-21 open
AAPL %3.03 %8.02 Sell before 2018-04-21 open
BRK-B %2.8 %0.58 Sell before 2018-04-21 open
ORCL %2.85 %1.46 Sell before 2018-04-21 open

Average return is: %3.12
Bought on 2017-04-22 and plan to sell before 2018-04-22 open:

Symbol % Portfolio % Return
WLFC %2.87 %14.73 Sell before 2018-04-22 open
SCSS %2.82 %-12.21 Sell before 2018-04-22 open
HCKT %2.5 %-22.97 Sell before 2018-04-22 open
LOW %2.84 %-2.32 Sell before 2018-04-22 open

Average return is: %-5.69
Bought on 2017-05-16 and plan to sell before 2017-06-06 open:

Symbol % Portfolio % Return
PRGO %3.55 %-5.15 Sell before 2017-06-06 open
EA %5.21 %2.34 Sell before 2017-06-06 open
NVO %5.22 %2.52 Sell before 2017-06-06 open
WYNN %4.85 %-1.57 Sell before 2017-06-06 open
ZG %5.17 %0.69 Sell before 2017-06-06 open
MAR %5.34 %1.93 Sell before 2017-06-06 open
CPA %5.26 %-9.64 Sell before 2017-06-06 open
GPN %4.97 %2.84 Sell before 2017-06-06 open

Average return is: %-0.76
Bought on 2017-05-16 and plan to sell before 2018-05-16 open:

Symbol % Portfolio % Return
NVR %9.57 %2.19 Sell before 2018-05-16 open

Average return is: %2.19
Bought on 2017-05-17 and plan to sell before 2017-06-07 open:

Symbol % Portfolio % Return
MANH %2.22 %0.59 Sell before 2017-06-07 open

Average return is: %0.59

Total average return is: %-0.43
My plan to buy:

Symbol Plan