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ACTIVE PORTFOLIO
#205

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.
  • At the end of each day place a market sell order for any stock at or below 88% of its purchase price.

    • BUY

    Date Symbol Stock Price Upside Target Downside Stop
    February 8, 2021 SCCO Southern Copper Corp. 71.32 78.45 62.76
    February 8, 2021 WSM Williams Sonoma 128.51 141.36 113.09
    February 8, 2021 LOGI Logitech International 114.47 125.92 100.73
    February 8, 2021 ZUMZ Zumiez Inc. 47.24 51.96 41.57
    February 8, 2021 QFIN 360 Digitech Inc. 20.93 23.02 18.42
    February 8, 2021 AGCO A G C O Corp. 122.60 134.86 107.89
    February 8, 2021 NOW Servicenow Inc. 586.39 645.03 516.02
    February 8, 2021 CUBI Customers Bancorp. Inc. 25.65 28.22 22.57
    February 8, 2021 LAD Lithia Motors Inc. 381.38 419.52 335.61
    February 8, 2021 RF Regions Financial 19.16 21.08 16.86

    SELL

    Date Symbol Stock Approx. Price
    February 9, 2021 QFIN 360 Digitech Inc. 23.02

    Transactions

    February 9, 2021

    Portfolio #

  • QFIN sold +10%