Western Sage Equity Fund

Day Trading Setup




Current Positions

Updated: Friday, August 17, 2018   •   Total Gain: +38.01%   •   Total Portfolio Grade: B

* Grade (GR) is based on the stock’s rating at Portfolio Grader. ETFs are not graded.

GR* Gain Symbol Corporation Sector Dividend Yield Acquired
B +86.51% BA Boeing Company Aerospace & Defense $6.84 2.03% 05/08/17
B +67.76% ISRG Intuitive Surgical, Inc. Medical Robots 06/26/17
B +60.89% SHOP Shopify, Inc. Technology 05/05/17
B +50.82% AAPL Apple, Inc. Technology $2.92 1.44% 04/25/17
C +28.46% CAT Caterpillar Inc. Industrials $3.44 2.08% 07/17/17
B +25.75% AAPL Apple, Inc. Technology $2.92 1.44% 11/03/17
A +9.41% AEO American Eagle Outfitters, Inc. Retail Apparel $0.55 2.06% 08/06/18
B +7.91% V Visa, Inc. Credit Cards $0.84 0.64% 05/10/18
A +5.13% AMZN Amazon.com, Inc. Internet Retail 07/12/18
A +4.51% AEO American Eagle Outfitters, Inc. Retail Apparel $0.55 2.06% 08/15/18
F +3.79% T AT&T Telecomm/Media $2.00 6.01% 05/15/18
B +3.75% BPT BP Prudhoe Bay Royalty Trust Oil & Gas Refining $5.63 19.38% 08/15/18

Portfolio Breakdown

Stock Percentages

Screen Shot 2018-08-17 at 11.31.11 AM

Dividend Percentages

Screen Shot 2018-08-17 at 11.31.11 AM

Top Performing Stocks

finviz dynamic chart for  BA finviz dynamic chart for  ISRG finviz dynamic chart for  SHOP finviz dynamic chart for  AAPL

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Disclaimer: The content provided here is for information and entertainment purposes only. It is not intended as an offer or solicitation to purchase any investment. And this material should not be taken as investment advice, since investors’ needs and strategies may vary. Investing in equities is subject to extreme volatility.
Trade at your own risk.




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