Additions


Additions

I'm adding 100 shares of NU to the model portfolio. The current price is $5.24 for a total cost of  $540.

Adding 2 shares of CRWD @ $118 for $236.

Adding 2 shares of CELH @ $100 for $200.

Adding 1 share of MA @ $375

Adding 1 share of CB @ $195

Adding 10 shares of GLBE @ $29 for $290

Adding 1 share of ENPH @ $155

Adding 1 share of MELI @ $1,213

Adding 5 shares of DDOG @ $75 for $375

Adding 10 shares of NET @ $41 for $410

Adding 100 shares of NU @ $5.24 for $524


P&L

SNOW 130/155 = +16%

CELH 88/100 = +12%

GOOGL 96/105 = +8.6%

WM 158/168 = +6%

MA 356/376 = +5.4%

AMD 84/87 = +3.5%


CRWD 118/118 = breakeven 

NET = breakeven

DDOG = breakeven

MELI = breakeven

NU = breakeven


GLBE = 30/29 1.03 or -3%

CB 211/195 = 1.08 or -8%

ENPH = 187/155 1.21 or -21%

Total Gain = $608

Total Portfolio Gain Percentage = +6.8%

SPY Return Since Model Portfolio Launch = +2.8%


This website is created and authored by Marlin Sandlin and is published and provided for informational and entertainment purposes only and merely cites my own personal opinions.  I am not a financial advisor, and this website is not intended to constitute investment advice or provide specific advice or recommendations for any individual or on any specific security or investment product.  Any action you take upon the information you find on this website is strictly at your own risk.  This website may share links to articles and information which is interesting to me, but it is in no way an endorsement by me or by anyone associated with me.  The views reflected in the commentary are subject to change at any time without notice.   I may or may not hold investments in the companies or securities discussed on this website.

Marlin Sandlin owns shares of Crowdstrike (CRWD), Alphabet Inc. (GOOGLE), Waste Management, Inc., Chubb Limited (CB), Advanced Micron Devices, Inc. (AMD), Mastercard Incorporated (MA), Snowflake Inc. (SNOW), Celsius Holdings, Inc. (CELH), Upstart Holdings, Inc. (UPST), Apple Inc. (AAPL), Mastercard Incorporated (MA), and Waste Management, Inc. (WM), and Crowdstrike (CRWD), Cloudflare, Inc. (NET), Global-E Online, Ltd. (GLBE), Sea Ltd. (SE), ASML NV (ASML), and NVDIA Corporation (NVDA).

Comments

Post a Comment

Popular posts from this blog

Buying Back into CELH

I sold CELH due to a double top formation and the thought that parabolic runs eventually correct. Now, the stock is down over 60%, and the valuation is much more reasonable. The reason for the CELH drop is, in my estimation, due to two factors.     1. Inventory problems at PEP. PEP had too much CELH on the shelves, so they are ordering fewer      CELH products. PEP buys CELH products directly from CELH, so when CELH products are  overstocked, PEP buys less from CELH, which means less revenue for CELH.     2. Overall slowdown in the energy drink sector. Combine these two, and you can see why the stock sold off. Sentiment toward CELH as an investment could remain negative for a while (until the inventory situation improves, one would hope). I am adding 15 shares of CELH at $33.07 for a total of $495.15. Marlin Sandlin owns shares of Celcius Holdings Inc. (CELH). This website is created and authored by Marlin Sandlin and is published and provided for...
Read more

Adding to CELH Position

CELH is undervalued, IMO. The biggest problem facing the company is an inventory problem that I believe will be a short—to medium-term problem. The stock may not do so well in the meantime, but I see this as an opportunity to add at a reduced valuation. $34 per share x 6 = $192 For those who want additional information about Celcius, you can see the summary by ChatGPT below. Celsius Holdings, Inc. is a company known for producing fitness drinks and energy beverages. Founded in 2004, Celsius markets its products as functional drinks that boost energy and metabolism, often targeting fitness enthusiasts and health-conscious consumers. Key Points: Product Line : Celsius offers a range of beverages, including sparkling and non-sparkling options. Their drinks often contain ingredients like caffeine from natural sources (like green tea and guarana), vitamins, and other performance-boosting components. Health Focus : The brand emphasizes health and wellness, positioning its products as free fr...
Read more

Model Portfolio Performance

Model Portfolio: 40.6% SPY: 17 .6%        QQQ: 50.5% While the Model Portfolio lags QQQ, I am happy with the returns. I will post a more thorough article on lessons I learned throughout this investment period. Happy Holidays! This website is created and authored by Marlin Sandlin and is published and provided for informational and entertainment purposes only and merely cites my own personal opinions.  I am not a financial advisor, and this website is not intended to constitute investment advice or provide specific advice or recommendations for any individual or on any specific security or investment product.  Any action you take upon the information you find on this website is strictly at your own risk.  This website may share links to articles and information which is interesting to me, but it is in no way an endorsement by me or by anyone associated with me.  The views reflected in the commentary are subject to change at any time without notice....
Read more