October Performance
We’re heading into the final stretch of the year as October has just ended. My results for the month of October was + 6.92% bringing my total year to date gain of +38.20%. Many growth stocks performed well in October. The stocks that contributed positively to my performance were: Constellation Brands (Ticker: STZ), Visa (Ticker: V), Mastercard (Ticker: MA), Apple (Ticker: AAPL) and Qiagen (Ticker: QGEN), while Vertex Pharmaceuticals (Ticker: VRTX) was a drag.
The running monthly returns are as follows:
January -0.3%
February +4.67%
March +5.03%
April +5.13%
May +5.13%
June -0.37%
July +2.3%
August +3.3%
September +6.39%
October +6.92%
I did pick up a few shares in The Jones Group, Inc. (Ticker: JNY) yesterday at
$15.67. It looks like a deal will be finalized shortly with Sycamore Partners
as the likely acquirer. I also added more to my Spectrum Communications (Ticker: SPRD)
position by selling more of the January 2015 $30 Puts for $0.50. I guess that’s it
for now…
2 Comments:
Nice work - can you have the results audited?
I've actually thought of having my results audited as managing money have crossed my mind. So yes, a real possibility...
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