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Follower ○○

Re: 2020 Challenge - Participants

Re: 2020 Challenge - Participants

End of March results. Ouch!  Boris ain't gonna like this!

Name

Ticker

Shares

Price

Value

Select Technology

FSPTX10,050.2517.62177,085.42

Select IT Services

FBSOX

2658.161

63.05

167,597.05

OTC Portfolio

FOCPX

15,637.217

11.06

172,947.62

Select Semi-conductors

FSELX

15,974.441

10.00

159,744.41

Construction and Housing

FSHOX

3225.286

46.05

148,524.42

Total

 

 

 

825,898.92

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Participant ○

Re: 2020 Challenge - Participants

This isn't the fun I expected by investing.

03/31/20   
FundPriceShrsTotal
IRA   
FBSOX63.051480.423$93,340.70
FSCSX17.796704.904$119,280.24
FSMEX51.73873.000$45,160.29
FSRPX13.872624.153$36,397.01
FSPTX17.627426.592$130,856.54
FSPHX25.441735.239$44,144.49
FOCPX$11.068452.540$93,485.09
    
Taxable   
FNCMX$96.771664.039$161,029.08
    
FBGRX$108.761312.165$142,711.07
cash00$0.00
Total----------$866,404.51
YTD  -13.36%
MTD  -8.08%

 

Rich

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Follower ○○

Re: 2020 Challenge - Participants

"Ross,

I don't know what input you use for closing prices, but at least your QQQ closing price should be $190.40 instead of $188.27 you reported. Best, KM"

Thanks, those prices are exported from M* port and indeed QQQ is showing after hours price for QQQ. I will double check all for closing prices with Yahoo! and edit as needed.

*I gained $46 TMUS was a little high and QQQ was a little low.

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Follower ○○○

Re: 2020 Challenge - Participants

Hi Ross and others,

I have been observing lately that M* closing prices are often "not right" especially during weekdays. I use "finance.yahoo.com" as well as fidelity.com to verify closing prices. Since M* reported closing price of TQQQ today (3/31) was different from the price reported by Yahoo, I checked the M* reported price of QQQ and found out it was "not correct". Best, KM

 

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Contributor ○○○

Re: 2020 Challenge - Participants

As of 3/31/20, my conservative "Retirement Portfolio" had a total balance of $1,012,746.78, or a YTD total return of 1.27%.

The portfolio is currently fully invested in VUSXX, a Treasury MM fund.

Fred

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Explorer ○○

Re: 2020 Challenge - Participants

1 April 2020

portfolio summary

with monthly distributions added to cash,

cash (FDLXX)                       $403,633.89

10,000 shares of SGOL        $151,500.

20,000                FUMBX     $218,000.

20,000                FUAMX     $240,200.

total                                  $1,013,333.89

John

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Follower ○○

Re: 2020 Challenge - Participants

March Report   
AssetShares$/shrSubtotal
SOXL210094.74198954
SPHQ1116729.93334228.31
Cash   $7,761.53
Totals  540,943.84

 

Chap

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Contributor ○○○

Re: 2020 Challenge - Participants

With proceeds from MM fund, purchased the following:

17,937.219 shares of FSTGX  @ $11.15 per share

7,209.805      "          GIBLX   @ $27.74       "

19,455.252    "          TGLMX @ $10.28       "

18,484.288    "          VFIIX    @ $10.82       "

VUSXX (MM) balance is $212,746.78.

Fred

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Participant ○

Re: 2020 Challenge - Participants

Glad to see Fred and John still have there heads above water. I'm going ahead and posting the results although I still have not heard from Ron (oppe99). I will update if I hear from him.

2020 challenge - official - March.jpg

Click on image to enlarge.

Can April bring any relief? I have my doubts.

edit: added Ron's results

Rich

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Follower ○○

Re: 2020 Challenge - Participants

Sorry I'm Late.

Same Holdings.

4-3-2020 ___$785,810 Down YTD 20.82 %.

Ron

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Follower ○○○

Re: 2020 Challenge - Participants

Sold 1,000 SOXL @102.75 ps. and 2,000 TQQQ @49.80 ps. Cash = 811,292.63. KM

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Follower ○○○

Re: 2020 Challenge - Participants

Bought 2,000 TMF @44.40 ps. sold 1,000 SOXL @107.50 ps. and 2,000 TQQQ @52.00 ps. Cash = 933,992.63. KM

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Follower ○○○

Re: 2020 Challenge - Participants

Bought 2,000 TMF @42.00 ps. Cash = 849,992.63. KM

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Follower ○○○

Re: 2020 Challenge - Participants

Bought 1,300 TECL @130.00 ps. Cash = 680,992.63. KM

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Follower ○○○

Re: 2020 Challenge - Participants

Bought 3,300 TQQQ @51.75 ps., 1,300 TECL @127.50 ps., 1,600 SOXL @108.50 ps., and 4,000 TMF @42.30 ps. Cash = 1667.63. KM

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Follower ○○○

Re: 2020 Challenge - Participants

Bought 39 TMF @41.80 ps. Cash = 37.43. KM

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Follower ○○

Re: 2020 Challenge - Participants

 

Bought 1,357.272 shares DBB at $12.35  for $16,762.31. Cash $0

I find it hard to believe that the market will be up today going into a three day weekend, but my Boris port is positive again at $1,005,953.04. Cool.

 

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Explorer ○○

Re: 2020 Challenge - Participants

13 April 2020

at the close of today’s prices, I bought 

5000 shares of SGGDX @ $21.76

cash (FDLXX) = $294,833.89

 

John

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Contributor ○○○

Re: 2020 Challenge - Participants

Purchased 18,827.148 shares of ANBEX @ $11.30 per share. Cash=$0.

Fred

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Contributor ○○○

Re: 2020 Challenge - Participants

Sold all shares of FSTGX @$11.16 per share, and used the proceeds to purchase 17,051.052 shares of CPTNX @ $11.74 per share.

Fred

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