Business, Finance, Grandverse Portfolio, Investing, Stocks

Grandverse Portfolio – Performance Update for 03/01/2017

Summary:

  • Grandverse Portfolio was up 1.04% for the day
  • Benchmark Portfolio was up 1.38% for the day
  • IESC was the big winner, posting a 6.40% increase
  • SEDG was the big loser, posting a 3.41% loss
  • GV Portfolio contained 11 winners and 4 losers
Portfolio Starting Value Previous Value Current Value Daily Change Return to Date
S&P 500 Benchmark Portfolio $100,000.00 $100,735.00 $102,125.20 1.38% 2.13%
Grandverse Portfolio $100,000.00 $99,654.10 $100,694.90 1.04% 0.69%

S&P 500 Benchmark Portfolio: (As of 7:30AM March 2, 2017)

Company Close Shares Position Value Daily Change
Cash $1,417.60
SPDR S&P 500 ETF (SPY) $239.78 420 $100,707.60 1.40%
TOTAL $102,125.20

The Grandverse Portfolio: (As of 7:30AM March 2, 2017)

Company Previous Close Shares Position Value Daily Change
Cash $2,860.50
Gilead Sciences (GILD) $70.19 90 $6,317.10 -0.41%
Corning Incorporated (GLW) $28.20 230 $6,486.00 2.14%
Skyworks Solutions, Inc. (SWKS) $96.74 70 $6,771.80 2.04%
The Goodyear Tire & Rubber Company (GT) $35.76 180 $6,436.80 2.03%
Vipshop Holdings Limited (VIPS) $12.99 530 $6,884.70 -0.15%
United Therapeutics Corporation (UTHR) $148.03 40 $5,921.20 0.21%
Chicago Board Options Exchange (CBOE) $79.30 80 $6,344.00 1.60%
Spirit Airlines, Inc. (SAVE) $53.80 120 $6,456.00 3.05%
First Solar Inc. (FSLR) $35.02 190 $6,653.80 -3.23%
USANA Health Sciences, Inc. (USNA) $59.75 110 $6,572.50 2.93%
Comfort Systems USA, Inc. (FIX) $38.45 190 $7,305.50 0.79%
Marcus & Millichap, Inc. (MMI) $27.57 240 $6,616.80 0.80%
Solar Edge Technologies, Inc. (SEDG) $14.15 440 $6,226.00 -3.41%
IES Holdings, Inc. (IESC) $19.95 320 $6,384.00 6.40%
Enzo Biochem, Inc. (ENZ) $6.59 980 $6,458.20 2.17%
TOTAL $100,694.90

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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