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 - -
BRK.B Berkshire Hathaway Financials B Buy
DIS The Walt Disney Company Entertainment B Buy $0.86
FB Facebook Inc Technology A Strong Buy
LMT Lockheed Martin Corporation Aerospace A Strong Buy $6.00
NGG National Grid PLC Utilities B Buy $2.34
WM Waste Management, Inc Industrials C Hold $1.50

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: 11/12/2014

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

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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.

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