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Participant ○○

Re: 2020 Challenge - Participants

Here are the resulys from August. It was a good month for all. Congrats to MK, I may just ask him to run my real retirement portfolio. I forgot to post with my results I consider my retirement portfolio on the aggressive side.  Looks like September might be a bit more difficult. An interesting tidbit about our two indexes. Back at the end of March VWELX/VWINX had lost -10.6% and at the same time VFINX had lost -21%, about double. At the end of August VFINX had caught the duo. 

2020 challenge - official - August 31.jpg

Click on the picture to increase size.

Rich

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Follower ○○○

Re: 2020 Challenge - Participants

Hi Rich, due to 3X, my portfolio gives jet coaster ride. Today (9/3) it lost 15.36% and expected to lose 5% or more on 9/4. I just placed entire holding on stop loss. KM

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Follower ○○○

Re: 2020 Challenge - Participants

This morning trailing stop loss orders executed. Sold 7,914 TQQQ @145.2315 ps. and 7,849 TQQQ @140.4719 ps. 100% cash now. Cash = 2,252,093.08. KM

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Frequent Contributor

Re: 2020 Challenge - Participants

Sold all shares of APGAX @ $70.89 per share, and of IBFFX @ $14.24 per share. With the proceeds purchased 8,083.009 shares of FGDFX @ $13.45 per share, 18,951.02 shares of ARBIX @ $11.18 per share, and 18,001.054 shares of PIMIX @ $11.77 per share.

Fred

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Follower ○○○

Re: 2020 Challenge - Participants

Bought back 1,000 TQQQ @128.00 ps. Cash = 2,124,093.08. KM

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Follower ○○○

Re: 2020 Challenge - Participants

Near the market close a limit order executed. Bought 1,000 more TQQQ @122.00 ps. Cash = 2,002,093.08. KM

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Explorer ○

Re: 2020 Challenge - Participants

7/31/2020 8/31/2020
shares last price last price dividends

Sorry for the delay.  Here are my results from August (up 7.2%)

 

PSH NA = 200,000 @ 24.7 psh na psh na equity 8097 24.7 27.85 25,506
HFRO = 100,000 @ 8.1 hfro hfro equity 12346 8.1 8.88 0.077 10,580
BDJ = 100,000 @ 7.42 bdj bdj equity 13477 7.42 7.6 0.05 3,100
TYG = 100,000 @ 16.18 tyg tyg equity 6180 16.18 16.5 1,978
VVR = 100,000 @ 3.54 vvr vvr equity 28249 3.54 3.68 0.02 4,520
HIE = 100,000 @ 6.14 hie hie equity 16287 6.14 6.69 0.04 9,609
EDF = 100,000 @ 7.08 edf edf equity 14124 7.08 7.11 0.08 1,554
SPXX = 100,000 spxx spxx equity 7607 13.1464 14.17 7,786
DNI = 100,000 dni dni equity 9479 10.55 11.39 7,962

72,595

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Follower ○○

Re: 2020 Challenge - Participants

At the close bought:

437  VTI  @ $168.58 for $73,669.46

117 ONEQ @ $423.16 for $49,509.72

Cash $325,962.56

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Participant ○○

Re: 2020 Challenge - Participants

jcoh65, No problem, having trouble understanding total value. Can you put a dollar total?

Rich

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Explorer ○

Re: 2020 Challenge - Participants

1,072,595 - up roughly 7.26%

--
Jim Cohen
(727) 463-1775
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Follower ○○○

Re: 2020 Challenge - Participants

Bought 1,000 TQQQ @130.00 ps. Cash = 1,872,093.08. KM

Bought 1,000 TQQQ @131.00 ps. Cash = 1,741,093.08. KM

Near the market close, bought 2,000 TQQQ @132.00 ps. Cash = 1,477,093.08. KM

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Follower ○○○

Re: 2020 Challenge - Participants

Bought 2,000 TQQQ @136.00 ps. and then bought 2,000 more TQQQ @135.00 ps. Cash = 935,093.08. KM

Just bought 1,000 TQQQ @134.00 ps.  Cash = 801,093.08. KM

Bought 2,000 TQQQ @132.00 ps. Cash = 537,093.08. KM

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Follower ○○○

Re: 2020 Challenge - Participants

Bought 2,000 TQQQ @123.00 ps. Cash = 291,093.08. KM

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Explorer ○○○

Re: 2020 Challenge - Participants

10 September 2020

portfolio changes

at close of day’s prices, I sold

2,000 shares of SIVR @ $25.86

8,000 shares of GAVAX @ $14.98 

and bought 

10,000 shares of BFIFX @ $11.10

cash =  $157,508.75

John

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Follower ○○○

Re: 2020 Challenge - Participants

Well, caught on the falling knife! Sold those settled 2,000 TQQQ @121.00 ps. Cash = 533.093.08. KM

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Frequent Contributor

Re: 2020 Challenge - Participants

Sold all shares of AKREX @ $50.62 per share and used proceeds to purchase 7,969.294 additional shares of FGDFX @ $13.23 per share. Also sold 3,627 shares of GIBLX @ $29.80 per share and purchased 5,633 shares of PCI @ $19.19 per share.

Fred

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Follower ○○○

Re: 2020 Challenge - Participants

Using settled cash, bought 1,000 TQQQ @133.00 ps, and then 1,000 additional TQQQ @132.00 ps. Cash = 268,093.08. KM

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Follower ○○○

Re: 2020 Challenge - Participants

All cash settled. Bought 2,008 TQQQ @133.50 ps. Cash = 25.08. KM

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Follower ○○○

Re: 2020 Challenge - Participants

Sold entire (17,008) TQQQ @120.00 ps. Cash = 2,040,985.08. KM

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