We added 695 shares of Perion (PERI) to the high-growth model portfolio this morning at a price of $35.57. This cost $24, 730 and has taken our margin balance to $216,404, or about 28%at the value of the positions. Yesterday, we sold the remainder of our position in Trade Desk and I wanted to maintain…
This morning, we are making some changes in the high growth portfolio. We have sold 70 shares of the Trade Desk at $75.71/share. The proceeds of this sale were $5290 and we retain a position of 150 shares of TTD which represents a weighting of 2.7%. We have bought 100 shares of Monday.com at $160.09.…
The jobs report has come and it was much less of an event than feared. Job growth slipped, hourly compensation rose, previous job creation was revised down, and previous wage inflation was revised up. The unemployment rate remains quite low by historical standards. As I mentioned the other day, ADP has had issues with its…
This morning I made some changes in the High-Growth model portfolio. I sold 600 shares of Global-E at $43.21 which raised $25,920. And I sold the entire position in Palo Alto (105 shares) at $253.41. This raised $26,600. I haven’t made any purchases to offset these sales. I will await tomorrow’s jobs report before making…
Performance Chart Update We have updated the charts. The charts that were sent Monday morning did not include the two transactions we made on Friday. These charts include those transactions. I am sorry for any inconvenience. The totals of the charts were correct but of course we have to furnish charts that reflect all of…
We have made a change in the high growth portfolio Friday morning. We have sold 80 0f the 180 share position we had in Snowflake at $181.59 which had been our limit, which netted $14,510. We bought 750 shares of Sentinel one at a price of $19.04 which cost $14,270. Overall these transactions resulted in…
We have made some changes in our high growth portfolio this morning. We have sold our positions in the shares of Braze and JFrog. We sold 800 shares of Braze at $30.99 which netted $24,780. We were very reluctant to sell our Braze position. It has a leading position in customer engagement. It has unique…
We have made some changes in our Ticker Target High Growth portfolio today, March 6th. We sold our position in Elastic. The sales price for the position was $ 66.19. That netted $45,330. Elastic’s operational performance has simply been disappointing. The technology is great, but the company has had a difficult time in converting a…
We bought 190 shares of Global-E this morning at a price of $30.10. The total invested was $5725, or a little less than the sales we had made in Upstart and Affirm last Thursday. We considered starting a position in shares of Bill.com, but ultimately elected to grow our position in Global-E to a 4%…
We have made the following changes in the high growth portfolio: We have sold the 400 share position of Asana at $26.71, which netted $10, 670. We bought 460 additional shares of Nutanix at $22.98. This cost $10,585. The high growth portfolio now has a holding of 1230 shares, and a weighting of approximately 4%.…