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Follower ○○

Re: 2020 Challenge - Participants

 

At end of day today.

SoldTLT179.0000$167.81$30,037.99
SoldIAU622.0000$16.08$10,001.76
SoldCTVA1557.1353$25.51$39,722.52
     
BoughtESGV393.0000$50.89($19,999.77)
BoughtXSLV595.0000$33.60($19,992.00)
     
Cash$39,770.50   
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Follower ○○○

Re: 2020 Challenge - Participants

Sold 1,600 SOXL @111.48 ps. and 2,600 TECL @134.45 ps. Cash = 527,975.43. KM

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Follower ○○○

Re: 2020 Challenge - Participants

Bought 1,000 TQQQ @58.50 ps. Cash = 469,475.43. KM

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Follower ○○

Re: 2020 Challenge - Participants

Tax loss harvesting, I would hate for Boris to have to pay taxes this year!

SoldATO410.9813$101.21$41,595.42
SoldGCC1106.7907$14.29$15,816.04
SoldTJX752.7255$46.21$34,783.45
     
Cash$131,965.41   
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Follower ○○○

Re: 2020 Challenge - Participants

Bought additional 1,000 TQQQ @58.90 ps. Cash = 410,575.43. KM

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Follower ○○○

Re: 2020 Challenge - Participants

Bought 1,000 more TQQQ @57.50 ps. Cash = 353,075.43. KM

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Follower ○○○

Re: 2020 Challenge - Participants

Bought 1,000 TMF @44.80 ps. Cash = 308,275.43. KM

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Follower ○○○

Re: 2020 Challenge - Participants

Bought 5,600 CURE @55.00 ps. Cash = 275.43. KM

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Participant ○

Re: 2020 Challenge - Participants

Tomorrow is the end of the month of April. Get your monthly results posted and I will get an update out shortly.

Rich

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Follower ○○○

Re: 2020 Challenge - Participants

Around mid day, sold about 60% (5,039) TMF @44.75 ps. Balance will be reported after market close since it is April end. KM

Near market close, bought 1,000 TECL @161.00 PS. KM

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Follower ○○

Re: 2020 Challenge - Participants

April EOM

NameTickerPriceSharesValue
Default CashCASH$$1.00131,965.41$131,965.41
PIMCO Enhanced Short Maturity Active ETFMINT$100.571,492.67$150,117.82
iShares 20+ Year Treasury Bond ETFTLT$166.74933.07$155,580.09
PIMCO 15+ Year US TIPS ETFLTPZ$83.09677.46$56,290.15
Invesco DB Base MetalsDBB$12.481,357.27$16,938.73
iShares Gold TrustIAU$16.116,276.00$101,106.36
Bristol-Myers Squibb CompanyBMY$60.81724.93$44,082.99
Dollar General CorpDG$175.30294.23$51,578.52
Equinix IncEQIX$675.2078.33$52,888.42
Vanguard ESG US Stock ETFESGV$51.901,205.28$62,554.03
Northrop Grumman CorpNOC$330.67133.48$44,137.83
T-Mobile US IncTMUS$87.80584.00$51,275.20
Invesco QQQ TrustQQQ$218.91183.38$40,143.72
Invesco S&P SmallCap Low Volatility ETFXSLV$35.141,440.43$50,616.71
The Golden Boris   $1,009,275.98
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Follower ○○○

Re: 2020 Challenge - Participants

April end Challenge Portfolio consists of:

6,300 TQQQ @69.77 = 439,551.00

5,600 CURE @54.83 = 307,048.00

1,000 TECL @160.89 = 160,890.00

4,000 TMF @43.24 = 172,960.00

cash = 64,495.25

and balance = 1,144,944.25. 

KM

 

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Participant ○

Re: 2020 Challenge - Participants

04/30/20   
FundPriceShrsTotal
IRA   
FBSOX$71.021480.423$105,139.67
FSCSX$19.826704.904$132,891.19
FSMEX$57.78873.000$50,441.95
FSRPX$16.602624.153$43,560.95
FSPTX$19.467426.592$144,521.47
FSPHX$28.121735.239$48,794.93
FOCPX$12.768452.540$107,854.41
    
Taxable   
FNCMX$111.791664.039$186,022.95
    
FBGRX$108.801312.165$142,763.55
cash00$0.00
Total----------$961,991.07
YTD  -3.80%
MTD  13.75%

 

Good month but still in the hole.

Rich

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Follower ○○

Re: 2020 Challenge - Participants

4/30/2020 total=971,436.84

Still Holding orignal Buys.

Ron

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Follower ○○

Re: 2020 Challenge - Participants

Holdings.

2052.56 @  98.14  FAGCX  201.457.47

6823.61 @  26.89  FELIX    183.486.87

15527.95  @12.76  FOCPX   198,136.64 

4852.01  @ 38.67  PXSGX  187,627.38

7911.39  @ 2541  SDSCX  201,028.47

                                            971,736.84  Total

 

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Follower ○○○

Re: 2020 Challenge - Participants

End of April results.  This includes distributions for 4 of the positions.  14.7% for one month is darn good. Too bad I was starting from such a deep hole.

Name

Ticker

Shares

Price

Value

Select Technology

FSPTX10,461.4219.46203,579.30

Select IT Services

FBSOX

2658.161

63.05

167,597.05

OTC Portfolio

FOCPX

15,637.217

12.76

190,121.31

Select Semi-conductors

FSELX

17,131.76

10.00

183,138.48

Construction and Housing

FSHOX

3415.38

50.13

171,212.90

Total

 

 

 

947,582.88

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Contributor ○○○

Re: 2020 Challenge - Participants

As of 4/30/20, my conservative "Retirement Portfolio" had a total balance of $1,022,848.14, or a YTD total return of 2.28%.

The portfolio holdings are as follows:

CPTNX                            19.6%

ANBEX                            21.0

GIBLX                             19.9

TGLMX                           19.9

VFIJX                             19.6

Total                             100.0%

Fred

 

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Follower ○○○

Re: 2020 Challenge - Participants

Chap's End of April Report

Monthly Report   
AssetShares$/shrSubtotal
SOXL2100131.01275121
SPHQ1116733.6375211.2
Cash   $7,761.53
Totals  658093.73

 

Chap

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Explorer ○○

Re: 2020 Challenge - Participants

1 May 2020

portfolio summary

10,000 shares of SGOL           $162,500.

20,000                 FUMBX       $217,800.

20,000                 FUAMX       $240,200.

 5,000                  SGGDX        $113,800.

cash                    FDLXX          $295,427.89

Total                                     $1,029,727.89

John

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Follower ○○○

Re: 2020 Challenge - Participants

Due to my forthcoming travel to out of state and not able to access internet often, placed limit loss sale (with GTC) of all ETFs except TMF. KM

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