Western Sage Equity Fund
The WSEF is an investment portfolio of common stocks.
|DIS||The Walt Disney Company||Entertainment||Bullish||$0.86|
|LMT||Lockheed Martin Corporation||Aerospace||Very Bullish||$5.32|
|NGG||National Grid PLC||Utilities||Neutral||$2.34|
Comparison to the S&P 500
As of August 19, 2014, the portfolio continues to outperform the S&P 500.
As of July 30, 2014, the current portfolio continues to outperform the S&P 500.
As of June 9, 2014, the WSEF has outperformed the S&P 500.
Positions sold for profits.
|ISRG||Intuitive Surgical||128.26% return|
|V||Visa Inc||57.71% return|
|DIS||The Walt Disney Company||45.39% return|
|FB||Facebook Inc||43.57% return|
|AAPL||Apple Inc||10.32% return|
|WPG||Washington Prime Group||1808% return|
|MA||MasterCard Inc||10.56% return|
|WFC||Wells Fargo & Co||3.41% return|
Disclaimer: Trade at your own risk.
The author owns (or has owned) positions in the above equities, making the information available as a means to educate and share trading ideas. The information should not be considered solid recommendations to buy or sell a stock.
Each individual investor’s trading strategy will be different.
The trading and investing of stocks and other investment vehicles is not without its risks, and ultimately it is the responsibility of the individual investor to know the risks involved.