It is generally said that beating S&P 500 on a regular basis is hard. I have been experimenting with an idea of a portfolio of 28 stocks that are evaluated on a weekly basis based on many of my own criteria. Some new stocks are added in place of stocks that do not meet my criteria any more. This has done extremely well so far. I want the readers to have a look at this and express their opinions and suggestions.
The performance for the last 1 month for my portfolio is 7.36% against S&P 500 return of 2.37%. BABA, CDW and ESNT were sold on April 3, 2017 and replaced by COHR, VMW and RP. CAVM was replaced by ALGN on April 17. This new portfolio was started on March 27, 2017. For the calculation, the buy price is the open price of the stock on the day it was bought.
For the history of this portfolio, visit: https://monkeymoneysite.wordpress.com/
|Name||Symbol||Last price||Shares||Mkt value||Overall Return|
|Advanced Energy Industries, Inc.||AEIS||$73.80||54.10||$3,992.37||11.79%|
|TAL Education Group (ADR)||TAL||$119.11||33.67||$4,010.65||12.30%|
|Microchip Technology Inc.||MCHP||$75.58||49.00||$3,703.45||3.70%|
|Applied Materials, Inc.||AMAT||$40.61||92.52||$3,757.27||5.20%|
|Lam Research Corporation||LRCX||$144.85||28.23||$4,088.98||14.49%|
|Mercury Systems Inc||MRCY||$37.38||93.54||$3,496.63||-2.09%|
|Priceline Group Inc||PCLN||$1,846.82||2.05||$3,784.52||5.97%|
|IDEXX Laboratories, Inc.||IDXX||$167.73||23.25||$3,900.43||9.21%|
|Weibo Corp (ADR)||WB||$55.86||73.26||$4,092.21||14.58%|
|Veeva Systems Inc||VEEV||$53.62||72.57||$3,891.25||8.96%|
|Activision Blizzard, Inc.||ATVI||$52.25||72.99||$3,813.62||6.78%|
|Ulta Beauty Inc||ULTA||$281.44||12.72||$3,580.33||0.25%|
|Monolithic Power Systems, Inc.||MPWR||$91.50||39.16||$3,583.28||0.33%|
|Arista Networks Inc||ANET||$139.64||27.08||$3,781.95||5.89%|
|Momo Inc (ADR)||MOMO||$37.98||107.93||$4,099.25||14.78%|
|NetEase Inc (ADR)||NTES||$265.39||12.46||$3,306.16||-7.43%|
|Criteo SA (ADR)||CRTO||$54.43||70.33||$3,828.21||7.19%|
|Paycom Software Inc||PAYC||$60.25||65.37||$3,938.53||10.28%|
|Alibaba Group Holding Ltd||BABA||$115.50||-||$-||1.66%|
|Essent Group Ltd||ESNT||$37.01||-||$-||5.32%|
|Align Technology, Inc.||ALGN||$134.62||30.01||$4,039.70||17.65%|
Disclaimer: This portfolio is created for my own study purpose. Do not consider this as a recommendation to buy any of these stocks. I may or may not have positions in some or all of these stocks. I am not paid by anyone to write this.
Disclosure: I am/we are long AEIS.
Additional disclosure: This portfolio is created for my own study. This article is not a recommendation to buy any of the stocks. I am not paid by anyone to write this article. You are free to use this portfolio without my permission, but, please understand that investment carries risk. If you are using this portfolio for investment or for any other purpose, you agree that I will not be responsible for any damages arising out of your use of this article/portfolio.