investing stocks

Western Sage Equity Fund

The WSEF is an investment portfolio of common stocks.

Daily Charts ~ 10 Month Charts

Symbol Corporation Sector Rating Dividend
AAPL Apple Inc. Technology Bullish $1.88
BRK.B Berkshire Hathaway Financials Bullish $0.00
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
SBUX Starbucks Corporation Services Neutral $1.04

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.

Portfolio vs S&P 500 - July 30, 2014

As of June 9, 2014, the WSEF has outperformed the S&P 500.

Portfolio Distribution

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

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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