Business, Finance, Grandverse Portfolio, Investing, Stocks

Grandverse Portfolio – Performance Update for 02/27/2017

Summary:

  • Grandverse Portfolio was up 0.45% for the day
  • Benchmark Portfolio was up 0.15% for the day
  • UTHR was the big gainer, posting a 3.95% increase
  • IESC was the big loser, posting a 1.28% loss
  • GV Portfolio contained 8 winners and 6 losers
Portfolio Starting Value Previous Value Current Value Daily Change Return to Date
S&P 500 Benchmark Portfolio $100,000.00 $100,848.40 $101,003.80 0.15% 1.00%
Grandverse Portfolio $100,000.00 $100,795.40 $101,251.20 0.45% 1.25%

S&P 500 Benchmark Portfolio: (As of 7:30AM February 28, 2017)

Company Close Shares Position Value Daily Change
Cash $1,417.60
SPDR S&P 500 ETF (SPY) $237.11 420 $99,586.20 0.16%
TOTAL $101,003.80

The Grandverse Portfolio: (As of 7:30AM February 28, 2017)

Company Previous Close Shares Position Value Daily Change
Cash $2,860.50
Gilead Sciences (GILD) $70.50 90 $6,345.00 0.80%
Corning Incorporated (GLW) $27.65 230 $6,359.50 -0.29%
Skyworks Solutions, Inc. (SWKS) $95.63 70 $6,694.10 0.98%
The Goodyear Tire & Rubber Company (GT) $35.26 180 $6,346.80 -0.28%
Vipshop Holdings Limited (VIPS) $13.08 530 $6,932.40 0.31%
United Therapeutics Corporation (UTHR) $152.51 40 $6,100.40 3.95%
Chicago Board Options Exchange (CBOE) $78.96 80 $6,316.80 -0.93%
Spirit Airlines, Inc. (SAVE) $53.16 120 $6,379.20 2.39%
First Solar Inc. (FSLR) $37.83 190 $7,187.70 -0.18%
USANA Health Sciences, Inc. (USNA) $59.25 110 $6,517.50 0.51%
Comfort Systems USA, Inc. (FIX) $38.65 190 $7,343.50 0.00%
Marcus & Millichap, Inc. (MMI) $27.41 240 $6,578.40 0.88%
Solar Edge Technologies, Inc. (SEDG) $15.00 440 $6,600.00 1.01%
IES Holdings, Inc. (IESC) $19.35 320 $6,192.00 -1.28%
Enzo Biochem, Inc. (ENZ) $6.63 980 $6,497.40 -0.45%
TOTAL $101,251.20

Disclaimer: This article is for entertainment purposes only and is not, and should not be regarded as investment advice or as a recommendation regarding any particular security or course of action.

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