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ACTIVE PORTFOLIO
#180

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 103% automatic end of day sell price for your portfolio. Monitor your portfolio at the end of each day to see if the 103% 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
    July 2, 2020 AAXN Axon Enterprises 100.19 110.21 88.17
    July 2, 2020 ZM Zoom Video Comm. 262.48 288.73 230.78
    July 2, 2020 SSRM SSR Mining 20.85 22.94 18.35
    July 2, 2020 DT Dynatrace Inc. 42.60 46.86 37.49
    July 2, 2020 DDOG Datadog Inc. 90.00 99.00 79.20
    July 2, 2020 PLMR Palomar Holdings 85.91 94.50 75.60
    July 2, 2020 FNV Franco Nevada 138.06 151.87 121.49
    July 2, 2020 VRTX Vertex Pharma 291.44 320.58 256.47
    July 2, 2020 CHGG Chegg Inc. 70.21 77.23 61.78
    July 2, 2020 IPHI Inphi Corp. 117.54 129.29 103.44

    SELL

    Date Symbol Stock Approx. Price

    Transactions

    Portfolio #