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ACTIVE PORTFOLIO
#187

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
    August 27, 2020 KL Kirkland Lake 52.19 57.41 45.93
    August 27, 2020 EA Electronic Arts 141.97 156.17 124.93
    August 27, 2020 TTWO Take-Two Interactive 174.00 191.40 153.12
    August 27, 2020 WPM Wheaton Precious Metals 51.66 56.83 45.46
    August 27, 2020 NOW ServiceNow 483.35 531.69 425.35
    August 27, 2020 ATVI Activision Blizzard 84.12 92.53 74.03
    August 27, 2020 TSCO Tractor Supply 151.33 166.46 133.17
    August 27, 2020 LOGI Logitech International 73.25 80.58 64.46
    August 27, 2020 SHOP Spotify.com 1059.03 1164.93 931.95
    August 27, 2020 EBAY Ebay Inc. 56.54 62.19 49.76

    SELL

    Date Symbol Stock Approx. Price

    Transactions

    Portfolio #