Twitter Top 10 January 2015 Picks

By | January 2, 2015

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.

150101T10Picks

Below is a performance chart and details of the December holdings. This year was a rough one for the Twitter portfolio. Mass carnage in the momentum names during March was never recovered. Then another bout of selling in October and November kept the portfolio down.

150103Twitter10perf

Start Date Symbol Shares Start Price Start Total End Price End Total % Gain / Loss
12/5/2014 $BBRY 1078 10.68 11513.04 10.82 11663.96 1.31%
$VZ 233 48.61 11326.13 46.96 10941.68 -3.39%
$BBY 319 35.63 11365.97 38.79 12374.01 8.87%
$WMT 135 84.12 11356.20 85.90 11596.50 2.12%
$TGT 154 73.66 11343.64 75.33 11600.82 2.27%
$WFM 235 48.29 11348.15 50.13 11780.55 3.81%
$DIS 121 93.76 11344.96 93.75 11343.75 -0.01%
$CELG 106 114.13 12097.78 113.52 12033.12 -0.53%
$MU 311 36.49 11348.39 34.75 10807.25 -4.77%
$F 724 15.70 11366.80 15.36 11120.64 -2.17%
Cash 164.88 164.88
Totals 114575.94 115427.16 0.74%
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