Thursday, August 07, 2014

Look at Week 31

Week 31

After a series of very poor weeks, week 31 is actually up while the IWV is down.  I have a week by week chart with both my performance and IWV performance:


So you can see I was up 5.0% going into this week and I am now up 1.9%. Meanwhile, IWV was up 5.3% and is now up 4.6%.

Gap Up

Did get some good news on GPS this evening (GAP says sales edge up 3 percent in second quarter).  The stock is up 5% after the bell.

August 15th Picks, Rejects and Run Off

With just a week left before the sun sets on my August 15th 2013 tranche, I thought it'd be fun to take a look at the stocks I considered but didn't pick:

Actual Picks

8/15/2013 Start Current Dividend Pct Gain R3K Gain
CF $187.26 $243.81 $3.00 31.8% 16.6%
FLR $66.06 $71.12 $0.53 8.5% 16.6%
AGX $15.60 $34.89 $0.75 128.5% 16.6%
KLIC $11.29 $13.89 $0.00 23.0% 16.6%
RPXC $15.92 $14.94 $0.00 -6.2% 16.6%
Totals 37.1% 16.6%

Run Off

August 2012 Picks - Runoff 8/13-14

So holding my five picks from 2012 would have still been up over 26% (I do not have dividends in here).

Rejects

August 2013 Rejects

Interestingly, up almost exact same percentage. Almost every stock (except CYOU) was pretty decent.

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