Western Sage Equity Fund

Day Trading Setup




Current Positions

Updated: Monday, October 1, 2018   •   Next Update: Thursday, November 1, 2018

Total Gain: +37.71%   •   Total Portfolio Grade: B

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

GAIN SYMBOL CORPORATION SECTOR DIVIDEND YIELD ACQUIRED GR*
+102.44% BA Boeing Company Aerospace & Defense $6.84 2.03% 05/08/17 B
+92.25% SHOP Shopify, Inc. Technology 05/05/17 C
+85.09% ISRG Intuitive Surgical, Inc. Medical Robots 06/26/17 B
+58.75% AAPL Apple, Inc. Technology $2.92 1.44% 04/25/17 B
+41.02% CAT Caterpillar Inc. Industrials $3.44 2.08% 07/17/17 C
+32.36% AAPL Apple, Inc. Technology $2.92 1.44% 11/03/17 B
+15.48% V Visa, Inc. Credit Cards $0.84 0.64% 05/10/18 B
+13.25% AMZN Amazon.com, Inc. Internet Retail 07/12/18 A
+9.81% BPT BP Prudhoe Bay Royalty Trust Oil & Gas Refining $5.63 19.38% 08/15/18 A
+4.58% SBUX Starbucks Coffee!!! $1.44 2.63% 09/10/18 D
+5.35% T AT&T Telecomm/Media $2.00 6.01% 05/15/18 D
+1.32% MA Mastercard Credit Cards $1.00 0.46% 09/25/18 A
+1.03% COST CostCo Retail Membership $2.28 0.74% 09/25/18 A
+0.69% MSFT Microsoft Technology $1.84 1.61% 09/26/18 A

Portfolio Breakdown

Stock Percentages

Screen Shot 2018-09-26 at 12.17.57 PM

Dividend Percentages

Screen Shot 2018-09-26 at 12.17.57 PM

Top Performing Stocks

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

WSEF on Facebook / Investing Blog

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.




Leave a Reply

This site uses Akismet to reduce spam. Learn how your comment data is processed.