inVisement Portfolio Holdings

August 14, 2018
Blog inVisement Portfolio Stock Recommendation

inVisement Performance:

We are very thrilled by our extraordinary performance for the past 3 months season: over 30%

Period:             3 months ending August 14, 2018  
inVisement Return:  31.4%  
S&P 500 Return:     3.7%  
Nasdaq 100 Return:  6.7%  
Dow Jones Return:   1.7% 

inVisement Position: Hold

inVisement portfolio consists of

We are bullish and aiming at 25% overall return of our portfolio for 2018:

Total Expected Return = (15%+10%) * 60% + 40% * 25% + 0% * 15% = 25%

Stocks

Company     | Symbol    | Shares    | $ Cost
---         | ---       | ---       | ---
Alphabet    | GOOG      | 50        | 55030
MongoDB     | MDB       | 610       | 23033
NVIDIA      | NVDA      | 130       | 33012
Square      | SQ        | 440       | 25493
Salesforce  | CRM       | 200       | 23868
Twitter     | TWTR      | 830       | 27639

Call Options

Stock       | $ Strike  | Expiration| Contacts          | $ Cost
---         | ---       | ---       | ---               | ---
QQQ         | 183       | 2019-06-21| 10                | 10260
QQQ         | 190       | 2019-06-21| 10                | 7500
QQQ         | 200       | 2020-01-17| 10                | 7500
SPY         | 310       | 2019-09-20| 10                | 4300
SPY         | 310       | 2020-01-17| 10                | 4690
SPY         | 320       | 2019-06-20| 10                | 2970
AAPL        | 215       | 2020-01-17| 10                | 13550
AAPL        | 220       | 2020-01-17| 10                | 11550
AAPL        | 245       | 2020-01-17| 10                | 10000
DIA         | 270       | 2020-01-17| 10                | 10100
GS          | 280       | 2020-01-17| 10                | 10000

Cash

$50000