2023 First quarter is a monster!.
Nasdaq Composite: +16.8% YTD
S&P 500: +7.0% YTD
S&P Midcap 400: +3.4% YTD
Russell 2000: +2.3% YTD
Dow Jones Industrial Average: +0.4% YTD
Stocks I own
1- 5/8/08 NEE $57.43 to 54.39. to 51.99 to 55.93 to 57.46 to 52.04 to 60.88 to 61.08 to 68.81 to 70.33 to 69.19 to 77.68 to 81.48 to 80.41 to 85.62 to 98.02 to 98.33 to 106.23 to 98.03 to 97.55 to 103.89 to 118.71 to 122.32 to 119.64 to 128.93 to 140.58 to 146.55 to 151.71 to 162.75 to 168.56 to 167.60 to 173.82 to 192.32 to $204.86 to 242.16 to 240.62 to 246;40 to 277.56 SPLIT 4:1 to $77.15 to 75.77to 74.24 to 79.21 to 93.36 to 84.71 to 77.46 to 78.60 to 83.41 to 77.08
2 - 02/23/11 NVDA $22.51 to 18.20 to 15.94 to 12.51 to 13.86 to 15.40 to 13.82 to 13.34 to 12.29 to 12.83 to 14.04 to 15.44 to 16.02 to 18.85 to 18.45 to 20.05 to 20.11 to 24.65 to 32.96 to 36.15 to 68.52 to 106.74 to 100.43 to 144.60 to 178.77 to 215.40 to 214.25 to 236.84 to 281.02 to 133.50 to 179.56 to 164.23 to 235.30 to 263.60 to 384.49 to 541.22 to 522.20 to 552.47 to 819.48 then 4:1 split 207.42 to 294.11 to 272.86 to 151.59 to 121.53 to 146.23 to 277.77
3 - 5/14/2012 JPM $35.92 to 35.73 to 40.48 to 43.97 to 47.63 to 52.79 to 50.79 to 58.48 to 57.04 to 60.24 to 62.48 to 67.32 to 60.97 to 66.93 to 59.87 to 66.59 to 86.29 to 86.18 to 91.40 to 95.41 to 108.34 to 109.09 to 103.61 to 112.84 to 97.62 to 101.23 to 111.80 to 139.40 to 90.03 to 92.66 to 96.27 to 127.07 to 153.71 to 156.03 to 167.13 to 158.35 to 136.32 to 112.61 to 104.71 to 134.88 to 130.134
4 - 10/2/2018 PEP 110.57 to 110.48 to 122.55 to 131.13 to 136.67 to 120.10 to 138.60 to 148.30 to 141.28 to 148.91 to 150.95 to 173.71 to 167.38 to 166.66 to 163.60 to 180.98 to 182.30
5 - 2/26/2019 MSFT 107.79 to 117.94 to 133.96 to 157.70 to 157.71 to 206.26 to 210.33 to 222.42 to 242.35 to 277.65 to 289.10 to 336.32 to 308.31 to 256.83 to 233.51 to 240.25 to 288.20
6) AMD $53.15 to 97.25 to 81.09 to 94.70 to 102.45 to 143.90 to 109.34 to 76.47 to 63.40 to 65.00 to 98.01
7) WPC 69.94 to 72.36 to 75.12 to 74.14 to 82.05 to 80.84 to 82.86 to 70.07 to 77.90 to 77.45
8) MRK 91.84 to 91.17 to 86.12 to 110.91 to 106.39
10) LMT 401.38 to 387.00 to 487.00 to 472.73
11) XOM 88.02 to 87.31 to 110.34 to 109.66
12) WMT 136.94 to 129.99 to 142.35 to 147.45
13) UAA 7.14 to 10.16 to 9.49
14) SNAP 7.95 to 8.96 to 11.21
15) GOOG 102.07 to 88.98 to 104.00
16) SIRI 6.05 to 5.87 to 3.97
17) META 122.80 to 120.80 to 211.94
18) GNRC 98.21 to 100.77 to 108.01
19) RNG 33.90 to 30.67
20) PFE 40.53 to 40.80
21) FLNC 19.40 to 20.25
22) PTLM 9.78 to 9.69
Portfolio up 10.2% vs. 7.0% on the S&P 500
Sold – KO, KMI, EQT, RIG, ZM, TSLA
Crude 44.60 to 45.93 to 44.76 to 51.46 to 50.88 to 66.02 to 79.36 to 84.56 to 75.26 to 81.25 to 91.38 to 108.31 to 94.93 to 79.20 to 99.20 to 102.90 to 83.86 to 82.19 to 91.68 to 97.13 to 96.49 to 103.72 to 98.70 to 104.06 to 90.02 to 53.88 to 58.49 to 46.10 to 37.07 to 35.98 to 48.63 to 53.87 to 52.29 to 43.26 to 51.64 to 61.59 to 62.16 to 74.14 to 73.56 to 45.81 to 60.81 to 58.20 to 61.21 to 20.10 to 42.20 to 40.05 to 48.42 to 61.45 to 75.53 to 75.74 to 75.74 to 107.75 to 106.36 to 79.60 to 80.51 to 75.38
Nat Gas 5.62 to 4.41 to 4.19 to 3.75 to 3.37 to 3.98 to 5.72 to 3.76 to 4.52 to 3.81 to 4.40 to 4.34 to 4.37 to 3.66 to 2.94 to 2.12 to 2.81 to 3.31 to 3.36 to 4.02 to 3.56 to 3.54 to 4.23 to 4.41 to 4.13 to 2.92 to 2.79 to 2.51 to 2.37 to 1.98 to 3.13 to 3.70 to 3.25 to 3.04 to 3.02 to 2.78 to 2.68 to 2.87 to 3.01 to 2.96 to 2.57 to 2.31 to 2.18 to 1.64 to 1.75 to 2.56 to 2.54 to 2.63 to 3.74 to 5.54 to 3.76 to 5.65 to 5.70 to 6.83 to 4.43 to 2.21
Gasoline 1.70 to 1.93 to 1.95 to 2.09 to 2.09 to 2.48 to 2.78 to 2.83 to 2.85 to 3.24 to 3.78 to 3.79 to 3.56 to 3.43 to 4.03 to 3.46 to 3.99 to 3.36 to 3.76 to 3.78 to 3.55 to 3.55 to 3.86 to 3.59 to 2.19 to 2.89 to 2.39 to 1.89 to 1.99 to 2.13 to 2.49 to 1.99 to 2.54 to 2.39 to 2.69 to 2.11 to 2.08 to 2.31 to 2.79 to 2.54 to 2.64 to 2.19 to 2.39 to 2.19 to 2.39 to 3.09 to 3.39 to.3.49 to 3.39 to 4.49 to 5.29 to 4.29 to 3.49 to 3.79
Gold 883 to 927 to 941 to 927 to 885 to 990 to 1095 to 1115 to 1243 to 1317 to 1421 to 1431 to 1502 to 1620 to 1564 to 1668 to 1592 to 1774 to 1674 to 1596 to 1234 to 1314 to 1198 to 1319 to 1319 to 1183 to 1171 to 1117 to 1079 to 1222 to 1318 to 1183 to 1256 to 1248 to 1282 to 1320 to 1336 to 1253 to 1196 to 1280 to $1298 to 1412 to 1520 to 1591 to 1787 to 1890 to 1901 to 1728 to 1790 to 1761 to 1830 to 1943 to 1806 to 1670 to 1830 to 1986
Silver 30.20 to 27.78 to 32.20 to 27.28 to 34.55 to 30.34 to 28.30 to 19.73 to 21.69 to 18.13 to 21.00 to 21.00 to 15.70 to 15.54 to 14.49 to 14.02 to 15.44 to 19.14 to 15.99 to 17.99 to 16.57 16.69 to 17.26 to 16.38 to 16.04 to 14.69 to 15.56 to $15.11 to 15.35 to 17.90 to 14.15 to 18.31 to 23.36 to 26.52 to 24.95 to 26.,62 to 22.57 to 23.35 to 24.97 to 20.20 to 19.03 to 24.17 to 24.13
Copper 1.39 to 1.46 to 1.52 to 1.80 to 2.04 to 2.73 to 3.32 to 3.58 to 2.96 to 3.70 to 4.43 to 4.41 to 4.25 to 3.14 to 3.42 to 3.82 to 3.46 to 3.74 to 3.64 to 3.39 to 3.04 to 3.30 to 3.37 to 3.07 to 3.04 to 2.84 to 2.62 to 2.35 to 2.13 to 2.17 to 2.21 to 2.51 to 2.64 to 2.71 to 2.95 to 3.23 to 3.04 to 2.91 to 2.80 to 2.64 to 2.93 to 2.71 to 2.79 to 2.21 to 2.72 to 3.02 to 3.52 to 3.99 to 4.31 to 4.20 to 4.46 to 4.73 to 3.68 to 3.39 to 3.82 to 4.08
Scrap steel/ton $250 to $125 to $119 to $150 to $100 to $84 to $102 to 210 to 176 to 145 to 235 to 287 to 133 to 195 to 122 to 200 to
Corn 5.56 to 6.95 to 6.95 to 6.79 to 4.40 to 4.21 to 4.17 to 3.20 to 3.97 to 4.12 to 3.87 to 3.58 to 3.51 to 3.37 to 4.10 to 3.59 to 3.88 to 3.55 to 3.51 to 3.88 to 3.64 to 3.55 to 3.75 to 3..57 to 4.34 to 3.88 to 3.41 to 3.43 to 3.80 to 4.85 to 559 to 578 to 5.42 to 5.92 to 7.46 to 6.24 to 6.78 to 6.78 to 6.58
Euro/usd 1.05 to 1.05 to 1.14 to 1.18 to 1.20 to 122 to 116 to 116 to 1.14 to 1.12 to 1.13 to 1.12 to 1.10 to 1.12 to 1.17 to 1.25 to 1.17 to 1.18 to 1.15 to 1.13 to 1.10 to 1.04 to 0.98 to 1.07 to 1.08
USD/Yen 116.93 to 111 to 111 to 112 to 113 to 106 to 110 to 113 to 109 to 110 to 107 to 108 to 107 to 107 to 105 to 103 to 110 to 110 to 111to 115 to 122 to 135 to 144 to 158 to 132 to
GBP/USB 1.22 to 1.23 to 1.30 to 1.33 to 1.36 to 1.40 to 1.323 to 1.30 to 1.27 to 1.30 to 1.27 to 1.32 to 1.24 to 1.24 to 1.29 to 1.36 to 1.38 to 1.38 to 1.35 to 1.35 to 1.31 to 1.21 to 1.11 to 1.20 to 1.23
USD/RUB 55 to 58 to 57 to 56.9 to 58 to 63 to 65 to 69 to 65.66 to 63.25 to 61.76 to 78.25 to 71.36 to 77.6 to 73.9 to 76.48 to 73.30 to 72.58 to 74.39 to 85 to 54.87 to 59.2 to 72 to 77.9
Bitcoin 4310 to 16,949 to 7042 to 6.666 to 6604 to 3717 to 4100 to 11,225 to 7225 to 6446 to 9080 to 10814 to 29082 to 58,910 to 33,630 to 48,200 to 46,500 to 45,300 to 20,400 to 19,400 to $16,600 to 28,500
Dow – 11577 to 12376 to 12414 to 10913 to 12217 to 13212 to 12880 to 13437 to 13104 to 14578 to 14909 to 15111 to 15576 to 17068 to 17042 to 17823 to 17663 to 16,238 to 17,425 to 17792 to 18308 to 19862 to 20,656 to 21,349 to 22405 to 25,295 to 23.932 to 24,174 to 24458 to 23,327 to 25,928 to 26,599 to 28,538 to 21,917 to 25,827 to 27749 to 30606 to 33,153 to 34786 to 34326 to 36,338 to 34704 to 30744 to 28,725 to 33,147 to 33.274
NASDAQ – 2652 to 2789 to 2773 to 2415 to 2605 to 3091 to 2935 to 3116 to 3019 to 3267 to 3403 to 3815 to 4176 to 4485 to 4493 to 4736 to 4425 to 4620 to 5007 to 4917 to 5312 to 5383 to 5877 to 6140 to 6495 to 7136 to 6915 to 7502 to 8046 to 6,635 to 7729 to 8006 to 8972 to 7700 to 10207 to 11417 to 12888 to 13480 to 14639 to 14566 to 15,644 to 14903 to 11531 to 10575 to 10,466 to 12,221
S&P500 – 1257 to 1332 to 1320 to 1131 to 1257 to 1408 to 1362 to 1440 to 1426 to 1569 to 1606 to 1693 to 1848 to 1985 to 1972 to 2058 to 2069 to 1920 to 2093 to 2072 to 2168 to 2238 to 2355 to 2427 to 2519 to 2734 to 2604 to 2713 to 2913 to 2508 to 2838 to 2941 to 3230 to 2585 to 3130 to 3357 to 3756 to 4019 to 4352 to 4357 to 4766 to 4541 to 3783 to 3585 to 3838 to 4109 to
Unemployment 9.6% to 8.9% to 8.1% to 7.4% to 5.9% to 5.5% to 5.1% to 5.0% to 5.0% to 4.9% to 4.6% to 4.5% to 4.7% to 5.1% to 4.9% to 4.1% to 3.9% to 3.7% to 4.0 to 3.6 to 3.6 to 3.5 to 11.1 to 8.4% to 6.7% to 6.0% to 5.9% to 5.2 to 4.2% to 3.8% to 3.6% to 3.7 to 3.7 to 3.6
Fed interest rates 3.00% to 4.50% to 5.25
Inflation July 2021: +5.3% August: +5.3% September: +5.4% October: +6.2% November: +6.8% December: +7% January 2022: +7.5% February: +7.9% March: +8.5% April: +8.3% May: +8.6% June: +9.1% July: +8.5% August: +8.3% September: +8.2% 8.5 to 9.3 to 8.7 to 8.3% to 7.1% to 6.1
Mar 31, 2023 – NVDA up 90%. We are beating the S&P 500 so far. Most people stay in cash and missed this run. The war in Ukraine is showing Russian losing. Maybe this is the year of Nasdaq. We are diversified. Overweight tech, and info services. Underweight energy, real estate. |
