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ACTIVE PORTFOLIO
#209

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
    March 29, 2021 TGH Textainer Group 30.24 33.26 26.61
    March 29, 2021 FBK FB Financial 44.58 49.04 39.23
    March 29, 2021 LPX Louisiana Pacific 54.59 60.05 48.04
    March 29, 2021 RVLV Revolve Group 42.81 47.09 37.67
    March 29, 2021 BBY Best Buy 116.18 127.80 102.24
    March 29, 2021 BCC Boise Cascade 58.53 64.38 51.51
    March 29, 2021 LEN Lennar Corp. 100.09 110.10 88.08
    March 29, 2021 JEF Jefferies Financial 30.29 33.32 26.66
    March 29, 2021 GNRC Generac Holdings 307.04 337.74 270.20
    March 29, 2021 DE Deere & Co. 369.25 406.18 324.94

    SELL

    Date Symbol Stock Approx. Price

    Transactions

    Portfolio #