cancel
Showing results for 
Search instead for 
Did you mean: 
     
Highlighted
Contributor ○○○

Re: 2020 Challenge - Participants

Sold 31,562.071 shares of SCCIX @ $13.25 per share and used the proceeds to purchase 40,366.548 shares of TMSRX @ $10.36 per share.

Fred

0 Kudos
Highlighted
Participant ○

Re: 2020 Challenge - Participants

Here we are at the end of July. Get your results in at the end of the day.

Rich

0 Kudos
Highlighted
Explorer ○

Re: 2020 Challenge - Participants

PSH NA = 200,000 @ 24.7

HFRO = 100,000 @ 8.1

BDJ = 100,000 @ 7.42

TYG = 100,000 @ 16.18

VVR = 100,000 @ 3.54

HIE = 100,000 @ 6.14

EDF = 100,000 @ 7.08

SPXX = 100,000

DNI = 100,000

 

 

0 Kudos
Highlighted
Follower ○○

Re: 2020 Challenge - Participants

July

NameTickerPriceSharesValue
Default CashCASH$$1.00449,141.74$449,141.74
PIMCO Enhanced Short Maturity Active ETFMINT$101.881,497.85$152,600.96
iShares 20+ Year Treasury Bond ETFTLT$171.00654.19$111,866.49
PIMCO 15+ Year US TIPS ETFLTPZ$88.89678.85$60,342.98
Weyerhaeuser CoWY$27.811,090.06$30,314.57
Invesco DB Base MetalsDBB$14.661,635.20$23,972.03
iShares Gold TrustIAU$18.866,276.00$118,365.36
Vanguard ESG US Stock ETFESGV$59.891,209.62$72,444.14
Invesco QQQ TrustQQQ$265.79183.70$48,825.62
The Golden Boris   $1,067,873.89
0 Kudos
Highlighted
Follower ○○

Re: 2020 Challenge - Participants

July 31,2020

FAGCX  1877.162 @ $127.05= $238,493.18

SDSCX 11,211.39 @ $33.57  = $376,366.43

ACFOX  8,507.55  @ $44.02  = $374,502.35

DFDIX  4,800.00   @ $49.69  = $238,512.00

                              TOTAL.......$1,227,873.96

Ron

0 Kudos
Highlighted
Participant ○

Re: 2020 Challenge - Participants

Welcome aboard jcoh65

07/31/20   
FundPriceShrsTotal
IRA   
FBSOX$82.731490.922$123,343.95
FSCSX$23.666911.407$163,523.90
FSMEX$68.60894.361$61,353.13
FSRPX$20.082626.641$52,742.95
FSPTX$24.807730.426$191,714.56
FSPHX$30.861788.444$55,191.39
FOCPX$15.618452.540$131,944.15
    
Taxable   
FNCMX$135.471664.039$225,427.40
    
FBGRX$138.101312.165$181,209.99
cash00$0.00
Total----------$1,186,451.41
YTD  18.65%
MTD  6.64%

 

Rich

0 Kudos
Highlighted
Follower ○○○

Re: 2020 Challenge - Participants

July 31 end:

1,000 TECL @270.930 ps (price from Fidelity) = 270,930.00

13,511 TQQQ @119.380 ps (price from Fidelity) = 1,612,943.18

Cash = 67.05

Balance = 1,883,940.23.  KM

0 Kudos
Highlighted
Follower ○○○

Re: 2020 Challenge - Participants

July Report   
AssetShares$/shrSubtotal
SOXL2100226.51475671
SPHQ1116736.94412509
Cash  7762
Totals  895942

 

Chap

0 Kudos
Highlighted
Contributor ○○○

Re: 2020 Challenge - Participants

As of 7/31/2020, my conservative "Retirement Portfolio" has a balance of $1,067,203, or a YTD total return of 6.7%.

The portfolio holdings are as follows:

ANBEX                 $433,074             40.6%

GIBLX                    216,335              20.3

TMSRX                 417,794               39.1

Total                 $1,067,203            100.0%                   

Fred

0 Kudos
Highlighted
Explorer ○○○

Re: 2020 Challenge - Participants

1 August 2020

portfolio summary

at close of yesterday’s prices, I bought 3000 additional shares of SGGDX and added distributions to cash

FUAMX          20K shares          $242,000

FUMBX          10K                      $109,000

SGOL             10K                       $189,900

SGGDX          10K                       $282,500

GAVAX            8K                       $119,840

FDLXX            Cash                    $149,401.75

total                                        $1,092,641.75

John

0 Kudos
Highlighted
Follower ○○○

Re: 2020 Challenge - Participants

Re: 2020 Challenge - Participants

End of July results.  

Name

Ticker

Shares

Price

Value

Select Technology

FSPTX14792.323.0924.80366,849.10

Select IT Services

FBSOX

2677.01

82.73

 

221,469.11

OTC Portfolio

FOCPX

22336

14.48

 

348,665.63

Select Semi-conductors

FSELX

17,131.76

12.60

215,860.14

Construction and Housing

FSHOX

0

 

 

Total

 

 

 

1,152,843.98

 

 

 

0 Kudos
Highlighted
Participant ○

Re: 2020 Challenge - Participants

2020 challenge - official - July 31.jpg

Click on image to enlarge

Rich

0 Kudos
Highlighted
Follower ○○

Re: 2020 Challenge - Participants

Selling|: SDSCX $200,000. at close

Buying: DFDIX   $200,000. at close

Ron

0 Kudos
Highlighted
Follower ○○

Re: 2020 Challenge - Participants

Aug.5,2020

Sold: SDSCX  5800.464 Shares @ $34.48 =199,999.99

Buy:  DFDIX   3813.825 Shares @ $52.44 =199,996.983 

                                                          Cash  =     $3.01

Ron

 

 

0 Kudos
Highlighted
Follower ○○○

Re: 2020 Challenge - Participants

Sold all (2100 shares) of my SOXL today at $245. Cash now at $522, 262.

Chap

0 Kudos
Highlighted
Follower ○○○

Re: 2020 Challenge - Participants

Bought 2,000 shares of SOXL at $235 (470,000) to re establish my position.

Cash now 52,262.

Chap

0 Kudos
Highlighted
Contributor ○○○

Re: 2020 Challenge - Participants

Sold 30,274.91 shares of TMSRX @ $10.40 per share. Used the proceeds today to purchase 17,971.407 shares of PIMIX @ $11.68 per share. Cash=$104,953.

Fred

0 Kudos
Highlighted
Follower ○○○

Re: 2020 Challenge - Participants

Tripped out. sold 2,000 shares of SOXL at $240. Cash now at 532,262.

Chap

0 Kudos
Highlighted
Contributor ○○○

Re: 2020 Challenge - Participants

Purchased 8,079.523 shares of FGDFX @ $12.99 per share. Cash=$0.

Fred

0 Kudos
Highlighted
Explorer ○○○

Re: 2020 Challenge - Participants

13 August 2020

At the close of today’s prices, I bought 

2000 shares of SIVR @ $26.41/share

cash = $96,571.75

John

0 Kudos
Announcements