investing stocks

Western Sage Equity Fund

Current Holdings

Daily Charts ~ 10 Month Charts

Symbol Corporation Sector Grade Rating Dividend
AAPL Apple Inc. Technology A Strong Buy $1.88
BABA Alibaba Group Holding LTD Technology - -
DIS The Walt Disney Company Entertainment B Buy $1.15
FB Facebook Inc Technology B Buy
LMT Lockheed Martin Corporation Aerospace A Strong Buy $6.00
PF Pinnacle Foods Inc Food Products A Strong Buy $0.94

Grades based on Louis Navellier’s Portfolio Grader.

Comparison to the S&P 500

As of November 13, 2014, the portfolio continues to outperform the S&P 500.

As of October 25, 2014, the portfolio continues to outperform the S&P 500.


Updated: 01/04/2015

2014 Profits

Positions sold for profits.

Symbol Corporation 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
SBUX Starbucks Corporation 0.67% return
BABA Alibaba Group Holding Ltd 31.52% return
NGG National Grid PLC 9.96% return
WM Waste Management 3.79% return
BRK.B Berkshire Hathaway 7.47% return

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The author owns (or has sold) 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.

Disclaimer: Trade at your own risk.

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