In our portfolio of 12 stocks we had 8 winners and 4 losers. This was good but not as good as the overall markets. Our performance was 13%. We lost in oil, healthcare, and trucking. We won in aviation, retail, banking, housing, and used auto retail.
Our biggest gainer was Jones Lang LaSalle Incorporated. It gained 56%. This was our real estate nitch. Air lease Corporation was our runner up with a 27% gain.
Our biggest loser was in the oil equipment sector with Dril-Quip down 27%. It’s still a good company going forward but just out of favor. $60 will help this one in 2018.
So here is what we did in 2017
AL cost basis $3,792.00 value is $4806.00 = $1024.00
DRQ cost basis $6,547.00 value is $4,755.00 = - $1,785.00
DNKN cost basis $5,273.00 value is $6,565.00 = $1,292.00
CGI cost basis $769.00 value is $635.00 = - $136.00
SRCL cost basis $7,719 value is $6,779.00= -939.00
LULU cost basis $6,855.00 value is $7,909.00 = $1,054.00
GNTX cost $1,856.00 current $2,105.00 = +250.00
BNS paid $5,408.00 value $6,463.00 = +$1,055.00
TSCO paid $6,667 value $7,521.00 = $854.00.00
KMX paid $5,444 value $6,541.00 = + $1,097.00
LCI paid $3,238 value $2,440.00 = - $798.00.00
JLL paid $9,699 value $15,081.00 = + $5,382.00
So our total gain was $8,331.00 or 13.16%.
We will start over in 2018. This is fun and educational for me. I hope it helps you.
Here’s what I am exploring for our next stock.
1. TOL or Toll Brothers a real estate business.
2. GLW or Corning Corporation an high tech and glass company. Make screens for iPhone X.
3. ALK or Alaska Air Group more than an airline also a major shipping source in Alaska.
4. PAYC or Paycom Solutions a payroll service company in OKC.
5. PZZA or Papa Johns International a Company in the political bullseye right now. Founder and CEO resigned, numbers lower, compitetion from companies like McDonald’s and Buffalo Wild Wings starting to deliver could cut into their pizza delivery. We will see. Speculation.
Last year we did one company a month. This year we will do two and select all 24 by July 1, 2018.
So our total gain was $8,331.00 or 13.16%.
We will start over in 2018. This is fun and educational for me. I hope it helps you.
Here’s what I am exploring for our next stock.
1. TOL or Toll Brothers a real estate business.
2. GLW or Corning Corporation an high tech and glass company. Make screens for iPhone X.
3. ALK or Alaska Air Group more than an airline also a major shipping source in Alaska.
4. PAYC or Paycom Solutions a payroll service company in OKC.
5. PZZA or Papa Johns International a Company in the political bullseye right now. Founder and CEO resigned, numbers lower, compitetion from companies like McDonald’s and Buffalo Wild Wings starting to deliver could cut into their pizza delivery. We will see. Speculation.
Last year we did one company a month. This year we will do two and select all 24 by July 1, 2018.
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