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
CVS CVS Pharmacy Technology A Strong Buy $1.40
DIS The Walt Disney Company Entertainment B Buy $1.15
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

2015 Profits

Positions sold for profits.

Symbol Corporation Profits
FB Facebook 2.33% 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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