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ACTIVE PORTFOLIO
#221

Below is the current active IES portfolio. For each new portfolio you should do the following:

  • Divide your portfolio into 10 equal dollar segments. Then calculate the number of shares you will be buying of each stock.
  • For each stock, buy the calculated number of shares at market.
  • For each stock record the 110% target sell price listed below. Place automatic sell orders using these prices for each stock.
  • Calculate the 102.5% automatic end of day sell price for your portfolio. Monitor your portfolio at the end of each day to see if the 102.5% value has been reached and if so sell all stocks.
  • Place a market sell order for any stock at or below 88% of its purchase price. NOTE: If a stock has a "V" notation it is considered as high volatility, consider manually monitoring stop losses.
  • BUY

    Date Symbol Stock Price Upside Target Downside Stop
    July 26, 2021 CPRT Copart Inc. 145.65 160.22 127.44
    July 26, 2021 ADBE Adobe Inc. 621.27 683.40 543.61
    July 26, 2021 DAVA Endava Plc. 121.47 133.62 106.29
    July 26, 2021 BX Blackstone Group 113.18 124.50 99.03
    July 26, 2021 AN Autonation Inc. 115.15 126.67 100.76
    July 26, 2021 INTU Intuit Inc. 527.81 580.59 461.83
    July 26, 2021 DOCU Docusign Inc. 306.39 337.03 268.09
    July 26, 2021 DHR Danaher Corp. 289.83 318.81 253.60
    July 26, 2021 WB Weibo Corp. 57.26 62.99 50.10
    July 26, 2021 FDX Fedex Corp. 296.75 326.43 259.66

    SELL

    Date Symbol Stock Approx. Price

    Transactions