What a great start to the New Year!
Our portfolio really has rounded off the first week with a BANG!
Forty two of our stocks saw the week out in the green! (Intel still counts as we got in on a good bottom of the current dip)
This is purely a stock report however... XRP and Ethereum get an honorable mentions as they have both set all time highs this month!
We have started to implement our 2018 strategy to hedge our exposure to the US stock markets, however this will take time to slowly cycle through all the changes, but we have taken our first steps down the road by taking on a few more commodity rich stocks and directly in GOLD COPPER and PLATINUM.
If you’ve missed the 2018 Strategy follow this link.
Apple $AAPL 3.41%
After the fallout from the battery-gate scandal Apple has bounced back nicely and just keeps smiling along the way!
HOLD (unless a correction really shines through)
Google $GOOG 5.34%
Google is back in our portfolio after quite a long absence, the web giant/ tech giant should do very well of the corporate tax cut (that’s if they actually pay much tax in the first place..) However the repatriation breaks and the falling dollar could really set them up for a very good year if they bring funds back. Although Alphabet has never paid out a dividend, they could open the floor to a share buy back to increase their over all share value. With the original founders still holding their very powerful voting shares a dividend is unlikely to be payed out any time soon.
Microsoft $MSFT 3.1%
A high tide raises all boats!
Still HOLD as a hedge to Apple.
Alcoa $AA 0.41%
One of our new additions that is doing quite well recently. Its one of our components of the 2018 strategy and will become integral as it covers us on another asset class.
(+ Any strong corrections)
Bank of America $BAC 2.74%
Another good week for the financial sector as the tax bill is digested.
Disney $DIS 3.82%
As mentioned in my end of year, it seems like The Force teaming up with the X-men with The Avengers thrown in there as well has made a killer combo in pushing the share price back up!
General Electric $GE 6.25%
Wow what a GREAT first week to the year! Seems there is a lot of positive sentiment around GE at the moment, with a New Year and new beginnings! I’ve added a couple more positions to it as the pure nature of GE and the impact of the tax reform could really start their innovation drive with-in the US and really get some of their technical offices churning out some good ideas and get back to innovation. The weaker USD could really encourage them to repatriate funds back to the US.
Intel $INTC -3.08%
In the portfolio we are only a shave in the red with -0.1% in the red.
We saw a huge drawdown on the stock after the Spectre (not that easy to fix) was discovered as a flaw in their chips.
However it can also effect AMD chips as well. I will be looking to write up an article of the prospective impacts it will have on the chip making industry.
I’ll still be holding our current positions, but may close the one smaller one that is currently holding leverage on it.
I still see that the falls in Intel will give us great entry points to do some bottom feeding.
JP Morgan $JPM 1.31%
Another good week for JPM
Walmart $WMT 1.4%
A good start to the year, I will be very much looking forward to their earnings report due - at the moment- FEB 15.
HOLD / BUY
Could be one of the financial transfer companies that Ripple have been referring to... If it is confirmed this could increase their efficiency and bottom line.
Time Warner $TMX
I will be culling Time Warner from our portfolio once back in the green as it looks like the take over is on hold for the time being by AT & T.
Tesla $TSLA 1.68%
Rumors abound as always. Part of me wishes that Elon Musk would just focus on one thing at a time and getting it perfect, but the multiple transport streams he’s going for do make sense long term and could have the rest of the truck manufactures putting in a top gear to catch up.
First Solar $FSLR 2.44%
Now the hedging is in full swing as the import restrictions don’t do any harm to First Solar but don’t do it any huge favors either. They are a little behind in their silicone based panels.
Berkshire Hathaway $BRK.B 1.15%
Just keeps going from strength to strength.
Electronic Arts $EA 0%
Pretty much ended exactly how it started...
Netflix $NFLX 9.39%
The best performing stock of the week!
Seems like the now film and series studio is really gaining more and more of a following. To me they are gaining more ground in front of the other competitors at the moment and world domination is on their minds.
The future has been ‘BRIGHT’ened!
Lockheed Martin $LMT 2.69%
Trouble in the Whitehouse will always spark this up a little.
Nvidia Corp. $NVDA 11.32%
Nvidia definitely picked up the pieces of Intel this week along with some off AMD aswell as the news broke they were susceptible for the faults as well.
Activision Blizzard $ATVI 4.82%
Constellation Brands Inc. $STZ -3.8%
One of our newest editions didn’t get off the best of starts this year, as Trump has nixed some of the legislation surrounding the marijuana legalization. How ever they also have holdings with in wine, beer and spirits and even have the Corona branding in the US.
Now matter what the economy does the drinks industry still keeps trundling onwards and we could see an increase in this stock if/when the the bubble deflates or pops in the US stock markets.
Alibaba $BABA 10.6%
Wow... seems like they were saving one of the best presents for just after the new year.
Part of the amazing gains this week have been down to the fact that in Asia their web browser has managed to take Google Chrome off the top spot for favored browser especially in India and Indonesia!
Long may Baba continue!
ArcelorMittal $MT.PA 4.93%
What started as a bottom feeder has now become part of our long term holdings. I will looking add a little more to our positions.
JD.com $JD.CH 10.19%
The Chinese markets have rallied this week with the $China50 gaining 2.78%. Next week could be interesting with important economic data being released about the balance of trade and foreign investment numbers.
Goldman Sachs $GS 0.3%
One of our worse performing banks, but still a keeping them in our portfolio.
Paypal $PYPL 6.9%
Another one of our bottom feed stocks that has a huge bump for the first week of 2018!
Ps. As one of our first trades to fall into our 5% of allocation leverage trades the x2 position currently stands at 15.63%
Northrop Grumman Corp 0.43%
US Bancorp $USB 3.25%
Looking forward to when all the implications of the tax reform become clear.
Ameriprise Financial Inc. $AMP 0.47%
Universal Health Services $UHS -1.22%
One of the few sectors that saw a retraction this week. But still very optimistic for the coming year!
Fitb Third Bancorp $FITB 1.22%
Mattel $MAT 5.72%
I was going to close in the new year, but it seems like the bears are getting off its back and I wonder if Disney has enough money in the bank to buy it up, then they would own the rights to all the toys that they farm out at the moment... (pure speculation!)
Advanced Micro Devices $AMD 15.56%
We have seen a huge jump in AMD on the news of Intel... but I’m not counting my chickens before the eggs have hatched. Some of their chips are susceptible to the same flaws as Intel, so treating this stock with huge caution.
Zillow Group Inc. $Z 3.93%
Could be back on the path of the rises going through this year as the tax bill could affect them quite a fair amount once it fully becomes realized.
KeyCorp $KEY 0.79%
Square Inc. $SQ 18.66%
Its about time we saw a big increase in Square! We have been very patient with our holdings in them the Leveraged trades that were opened during the huge break out but managed to slip through the net on the way back down! We are starting to see some green again though.
SolarEdge Technologies $SEDG 0.93%
A good hedge to First Solar
Editas Medicine $EDIT 9.21%
A huge mover this week and it seems like the gene editing technology has gotten eToro to jump in and create a ‘Mutant Copyfund’ 🧟♀️ 🧟♂️
I am a great believer in this technology being able to radically change the health sector radically.
British Telecom $BT.L -0.25%
We have managed to get in at a good price and will hold for the foreseeable future.
Centrica $CNA.L 5.64%
Another one of our bottom feeder stocks that has really come into its own and adding healthy greens to our equity. Cold temperatures are always good for their profit line so lets hope for another cold snap.
National Grid $NG.l -0.91%
Unilever $ULVR.L -1.13%
Garrick Gold $ABX 3.32%
Where $GOLD goes Barrick will follow.
Interactive Brokers $IBKR 1.91%
Another great week, even with the recent correction its seems now to have bottomed out, might push a x5 position out there and then run a tSL to ride it back up to its ATH.
Transocean LTD $RIG 8.71%
With Trump mentioning that more areas are being opened up to offshore drilling this should see Transocean making the most of it. Along with the drive up of oil has boosted RIG this week.
Signature Bank $SBNY 3.13%
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