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Portfolio Check In Lets See How We Are Doing?


 Well I apologize, it has been awhile since I have written an article and checked in with the portfolio but I have been watching our stocks and must say we have been doing quite well!  The overall portfolio has increased by 25%.  Lets do a run down of where we were at last time on May 10, 2020 and the two stocks we added to the portfolio since then AYRO on 6/17/2020 and ORBN on 8/8/2020.

Stock                                        5/10/2020                     2/23/2021

Alibaba   (BABA)                                                         201.74                           250.45

Alison Engines (ALSN)                                                 37.45                             38.15   

Amazon (AMZN)                                                      2380.50                        3,145.91

Ayro (AYRO)                                                                  2.69                               6.59

Evo Transportation (EVOA)                                         11.21                               8.80

Home Depot (HD)                                                       234.98                           265.97

Oregon Bancorp (ORBN)                                             33.00                              54.11

Nike (NKE)                                                                   90.50                            135.04

Nividia (NVDA)                                                          314.00                            554.94

Norwegian Cruise Lines (NCLH)                                12.44                               28.75

Res Med (RMD)                                                         162.75                              200.05

Tesla (TSLA)                                                               819.00                             689.00

Trowe Price (TROW)                                                   114.06                            160.31

Washington Real Estate Investment Trust (WRE)          22.13                              23.52

Unilever  (UL)                                                                  51.88                             55.60  

Totals                                                                            4,488.33                        5,617.19

  This brings us a return too date of 25%  as you can see even with the ups and downs in the market our portfolio continues to increase in value.  While Evo Transportation has cooled off, it is still well above what we purchased it for.  Our other concern would be that of Tesla, but over all I feel tesla will continue to perform even though we temporarily have shown a lose on the stock.  I am currently searching for additional stocks to add to the portfolio and diversify more.  While we have Norwegian Cruise Lines in the portfolio which has recovered the losses from the May 10th position. With out looking back I believe we originally purchased it for 26.75 so we are in the green again with the stock.  I am looking for another transportation or related industry stock.                                                                               







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