Business, Finance, Grandverse Portfolio, Investing, Stocks

Grandverse Portfolio – Performance Update for 06/24/2017

Summary:

  • Grandverse Portfolio is up 8.44% to date
  • Benchmark Portfolio is up 4.46% to date
  • ENZ is the big winner to date, posting a 73.53% increase
  • UTHR was the big loser to date, posting a 21.87% loss
  • GV Portfolio contains 10 winners and 5 losers
Portfolio Starting Value Current Value Return to Date
S&P 500 Benchmark Portfolio $100,000.00 $104,462.92 4.46%
Grandverse Portfolio $100,000.00 $108,439.55 8.44%

S&P 500 Benchmark Portfolio: (As of 7:30AM June 24, 2017)

Company Close Shares Position Value
Starting Cash $1,417.60
Accumulated Dividends $930.72
SPDR S&P 500 ETF (SPY) $243.13 420 $102,114.60
TOTAL $104,462.92

The Grandverse Portfolio: (As of 7:30AM June 24, 2017)

Company Previous Close Shares Position Value
Starting Cash $2,860.50
Accumulated Dividends $270.05
Gilead Sciences (GILD) $70.52 90 $6,346.80
Corning Incorporated (GLW) $29.99 230 $6,897.70
Skyworks Solutions, Inc. (SWKS) $104.36 70 $7,305.20
The Goodyear Tire & Rubber Company (GT) $33.65 180 $6,057.00
Vipshop Holdings Limited (VIPS) $11.87 530 $6,291.10
United Therapeutics Corporation (UTHR) $131.59 40 $5,263.60
Chicago Board Options Exchange (CBOE) $88.77 80 $7,101.60
Spirit Airlines, Inc. (SAVE) $52.55 120 $6,306.00
First Solar Inc. (FSLR) $39.74 190 $7,550.60
USANA Health Sciences, Inc. (USNA) $64.55 110 $7,100.50
Comfort Systems USA, Inc. (FIX) $35.40 190 $6,726.00
Marcus & Millichap, Inc. (MMI) $25.29 240 $6,069.60
Solar Edge Technologies, Inc. (SEDG) $21.40 440 $9,416.00
IES Holdings, Inc. (IESC) $17.40 320 $5,568.00
Enzo Biochem, Inc. (ENZ) $11.54 980 $11,309.20
TOTAL $108,439.55

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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