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Brian Nichols is the author of the critically acclaimed book "Taking Charge With Value Investing: How to Choose the Best Investments According to Price, Performance, & Valuation to Build a Winning Portfolio (McGraw-Hill 2013)". This is a book that takes a deep look into the psyche... More
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  • Brian Nichols' Portfolio Positions As Of 6/15/2012 6 comments
    Jun 15, 2012 2:16 PM | about stocks: HOG, XPO, SPPI, S, F, ALU, MA, IMUC, ZAGG, GALE, JVA, ONTY, QCOR, NBS

    Last time I reported my holdings was on 4/25/2012. I honestly didn't realize that it had been so long. Therefore, I determined it was time to update, as I have been very busy this last month. I also thought I would try something new, and show the performance of my holdings from the time I last reported. First, here are the stocks I sold, and my total return:

    (HOG) 41% overall return. It was my 8th largest position on 4/25

    Current holdings from largest to smallest along with performance since 4/25

    (XPO) 8% = limit order $40 $90

    (SPPI) 22% = limit order = $25, $50

    (S) 26% = limit order $6, $10

    (F) (9%) = limit $13, $18

    (ALU) (13%) I continue to hold the large position because I first bought the stock so cheap. I am now about even, but have set a limit order to exit the position at $2.50

    (MA) (1%) Have limit order at $500.

    (IMUC) 20% uplisted to NYSE tons of upside

    (ZAGG) (6%) limit $20

    (GALE) EVEN -- Have more than doubled return since I bought. Will not sell for at least three years. I am waiting this one out

    (JVA) (33%) -- Common sense suggests that I should sell. But I only invested $2,000 into the company. It is my smallest position therefore I will hold

    New Positions Since 4/25

    (ONTY) @$3.80 3% gain

    (QCOR) @$40 = 20% return with limit order at $60

    (NBS) @$0.3473 = 35% gain = limit order at $0.95

    Notes:

    On 4/25 I had a cash balance of $52,217 that was not invested in stocks or bonds. Today I have a cash balance of $44,217 after $9,968 returned from HOG and investments of $10,000 in QCOR, $5,000 in ONTY, and $3,000 in NBS. Any questions or comments please feel free to use the section below for discussions.

    Disclosure: I am long XPO.

    Additional disclosure: I am long all stocks that I have disclosed within the blog. This material is for informational purposes only and should not determine any investment decisions. The limit orders are subject to change without notice, but are current as of 6/15/2012

    Stocks: HOG, XPO, SPPI, S, F, ALU, MA, IMUC, ZAGG, GALE, JVA, ONTY, QCOR, NBS
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This post has 6 comments:

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  •  
    Thanks! I love these updates!!

    Did you sell AAPL ?

    What's your limit order for HOG ?

    (why wouldn't you sell PUTS on your cash position?)
    17 Jun 2012, 03:54 PM Reply Like
  •  
    I finally sold HOG for a 41% gain last month. I just bought CAT on June 25 at $82.75 and EOG on June 21 @ $86.62
    25 Jun 2012, 05:10 PM Reply Like
  •  
    Thanks for the information, Brian. Very helpful. I just wanted to check my understanding: (S) 26% = limit order $6, $10, does it mean that you own 26% of S of your total portfolio and your limit order is $10 and stop lost at $6.00?

    Thanks,

    Waqar
    2 Jul 2012, 12:16 PM Reply Like
  •  
    Brian, can you explain, (S) 26% = limit order $6, $10, in plain English?

    Appreciate!
    12 Aug 2012, 08:46 PM Reply Like
  •  
    Has there been any changes in your portfolio positions? Thanks.
    12 Aug 2012, 08:51 PM Reply Like
  •  
    your holding gale for 3 years instead of imuc for 1...that is insane
    19 Mar, 08:55 PM Reply Like
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