After months of lagging performance the Twitter Top 10 portfolio has finally logged a large gain against the S&P 500 Index (SPX). The portfolio is up over 3% from the first Friday of the month while SPX is basically flat. Celgene (CELG), Lululemon (LULU), FireEye (FEYE), and Starbucks (SBUX) are responsible for the majority of […]
So far this month the StockTwits Top 10 portfolio is playing catch up with the market. The S&P 500 Index (SPX) is basically flat from the first Friday of the month while the StockTwits portfolio is up about 1.25%. The out performance comes from Lululemon (LULU), Celgene (CELG), and Starbucks (SBUX). There were four losers […]
The top 10 stocks in the following list are the January picks for the Twitter Top 10 portfolio. I’ll update this post with the December performance numbers sometime after the close on Friday. Below is a performance chart and details of the December holdings. This year was a rough one for the Twitter portfolio. Mass […]
The Top 10 stocks in the following list are the StockTwits top 10 picks for January. I’ll do a post sometime over the weekend with the December performance numbers. Enjoy the rest of the holidays. Below is a perfomance chart and details of the December holdings. As you can see the portfolio held its own […]
Over the past week the StockTwits Top 10 portfolio rose a touch. It was up about .5%. During the same time period the S&P 500 index had a fairly sharp move down. The out performance was a result of Lululemon Atheletica (LULU) which was up nearly 17%. The rest of the stocks in the portfolio […]
Over the past month the StockTwits Top 10 portfolio was crushed (down over 3.3%) even though the S&P 500 Index (SPX) was up. The under performance in the portfolio came from a stock that had characteristics that I warn about often. Walter Energy (WLT) is a low priced stock and was also in a clear […]
The Twitter Top 10 portfolio is falling hard this month. It is down over 6%. The only stock that is positive on the month is FireEye (FEYE) up almost 3%. The broad based selling of momentum stocks is similar to what we saw in January and March. The portfolio never recovered from those declines and indicates […]
The StockTwits Top 10 portfolio is experiencing broad based selling this month. Not a single stock has dodged the market weakness. So far this month the stocks are down between 3% and 17%. The portfolio as a whole is down 7.5%. This is a strong indication that investors are reducing risk (similar to the March dip). […]
The Twitter Top 10 portfolio held up reasonably well this month. It was only down a bit over 1% while the S&P 500 Index is down about 2%. Since the portfolio often holds momentum stocks it usually under performs when the market falls. That didn’t happen this month and suggests that market participants are still taking […]
The StockTwits Top 10 portfolio fell slightly over the past month and is tracking pretty much in line with the S&P 500 index (SPX) for the year. Only two stocks had gains larger than 5% this month. They were Twitter (TWTR) up 6.5% and Luluemon (LULU) up over 7%. The stocks that lagged the most were […]