Monday, May 20, 2013

Great Start to the Week

My portfolio is becoming more and more tied to commodities. With SLW, NEM, NSU, FCX, TC-PT and NUGT, I have a fairly large concentration. So on a day like this, when commodities spike up, I crush the indices.  Hopefully on the down days, I just lose by a little.

Here were my top 10 stocks of the day:

Top 10
CYOU 7.9%
SLW 6.5%
NEM 5.4%
TC-PT 4.6%
GA 4.3%
RDA 3.6%
NUS 2.6%
AAPL 2.2%
DLB 1.0%
FCX 0.6%

See the pattern? Actually NSU (+11%) and NUGT (+18%) should be in there as well.

Riding The Wave

I took a look and the stocks I have purchased since April 1st are up an average of 8.6%.  That is with some real stinkers in there. Now if I can just somehow levitate SD...  Here are all my purchases in 2013:

Stock Start price Current Dividend % Gain Status
CIM                  2.61             3.26                0.09 28.4%   Open
GTAT                  3.53             3.68                    -   4.5%   Closed
NUGT                10.14          10.19                    -   0.5%   Closed
GNW                  8.10          10.78                    -   33.1%   Open
SCO                39.46          38.84                    -   -1.6%   Closed
CIM                  2.80             3.26                0.09 19.7%   Open
CDE                23.85          24.42                    -   2.4%   Closed
AOD                  3.90             4.26                0.08 11.4%   Open
VECO                33.27          32.85                    -   -1.3%   Closed
NUGT                  8.09             8.23                    -   1.7%   Closed
NUGT                  7.76             7.87                    -   1.5%   Closed
AAPL             450.60        442.93                5.70 -0.4%   Open
GA                  6.10             8.43                0.42 45.1%   Open
STRZA                16.06          22.71                    -   41.4%   Open
CA                25.07          27.71                0.25 11.5%   Open
NUS                41.94          62.80                0.30 50.5%   Open
CIM                  3.08             3.26                0.09 8.8%   Open
ABR                  7.18             7.22                0.24 3.9%   Open
SD                  5.74             5.93                    -   3.3%   Closed
FCX                32.12          32.88                0.31 3.3%   Open
AOD                  3.97             4.26                0.05 8.7%   Open
NUGT                30.69             9.79                    -   -68.1%   Open
NEM                41.18          32.28                0.43 -20.6%   Open
GTAT                  2.73             3.41                    -   25.0%   Closed
RIG                52.65          53.60                    -   1.8%   Open
SD                  5.89             5.25                    -   -10.9%   Open
SD                  5.64             5.25                    -   -6.9%   Open
SD                  5.58             5.25                    -   -5.9%   Open
FSYS                17.90          16.07                    -   -10.2%   Closed
CDE                18.05          14.42                    -   -20.1%   Closed
TC-PT                16.02          18.78                0.41 19.8%   Open
SD                  5.02             5.25                    -   4.7%   Open
RIG                49.96          53.60                    -   7.3%   Open
TC-PT                15.90          18.78                0.41 20.7%   Open
NEM                39.36          32.28                    -   -18.0%   Open
TC-PT                15.80          18.78                0.41 21.4%   Open
NEM                36.71          32.28                    -   -12.1%   Open
SD                  4.92             5.25                    -   6.7%   Open
TC-PT                15.15          18.78                0.41 26.6%   Open
AAPL             422.63        442.93                3.05 5.5%   Open
GNW                  9.54          10.78                    -   13.0%   Open
GTAT                  3.39             4.53                    -   33.6%   Open
AAPL             407.67        442.93                3.05 9.4%   Open
BAC-WTA                  5.10             5.93                    -   16.4%   Open
ABR                  7.25             7.22                0.12 1.3%   Open
TC-PT                13.99          18.78                0.41 37.1%   Open
FCX                28.30          32.88                    -   16.2%   Open
STO                23.49          22.51                1.16 0.8%   Open
KLIC                11.40          11.55                    -   1.3%   Open
CYOU                29.24          32.49                    -   11.1%   Open
RDA                  9.74          10.64                    -   9.3%   Open
NVDA                13.85          14.84                    -   7.1%   Open
CF             183.97        191.48                0.40 4.3%   Open
SLW                21.95          23.18                    -   5.6%   Open
Totals 6.6%
Average Days Held                52

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