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The IBD Top 25 Equal Weight Portfolio

PostSun Nov 10, 2013 3:51 am

Not Currently Tracking - Will update if that changes

===| Current Profit/Loss: 3.47% Return - Updates on Fridays |===

Idea: Stocks listed in the IBD 50 and 100 lists are often touted as market leaders, and have at times greatly outperformed the overall market. The stocks are picked as part of a CANSLIM methodology.

Note: I'm not subscribed to IBD. I get the stock list second hand. While I believe it to be accurate, I can't guarantee it.

Method: Invest equal position sizes in each of the IBD 50's top 25 stock picks. Exit stocks that leave the list, buy stocks that enter the list. Rebalance once per quarter.

Finviz Link (2 Pages): http://finviz.com/screener.ashx?t=ACT,AMBA,ANIK,SLXP,ALXN,FB,GNRC,KS,JAZZ,KORS,GMCR,THRM,MTW,PCLN,VRX,NQ,ATHM,SAVE,UBNT,QIHU,MANH,DL,URI,UA,WYNN

New positions will usually be announced on Mondays. We will update performance and recap the week on Fridays.

Entries/Exits:
  1. Mar 23: Exit BIIB, WX, enter AMBA, ATHM
  2. Mar 17: Exit AMBA, PKG, WWWW, SBNY, enter BIIB, DL, URI, WYNN
  3. Mar 10: Exit BIIB, DATA, LVS, WYNN, QIWI, enter UA, KS, AMBA, SBNY, GNRC
  4. Mar 3: Exit UA, ANFI, EDU, enter ANIK, LVS, PKG
  5. Feb 24: Exit PKG, GNRC, enter WX, SLXP
  6. Feb 17: Exit AWAY, SBNY, WX, YNDX, enter GNRC, PKG, QIWI, WWWW
  7. Feb 10: Exit AMBA, ALGN, RGR, SLXP, WWWW, enter DATA, KORS, THRM, UBNT, YNDX
  8. Feb 3: Exit DDD GNRC LOPE SYNA URI YNDX, enter ALXN ANFI MTW NQ SBNY WYNN
  9. Jan 27: Exit ALXN, MTW, LVS, XRS, enter BIIB, SYNA, UA, WWWW
  10. Jan 21: Enter ALXN, AMBA, GMCR, LOPE, MANH, MTW
  11. Jan 21: Exit FLT, HLF, QIWI, NUS, UA, NTES
  12. Jan 13: Exit AMBA, CELG, INVN, NOAH, enter EDU, NTES, RGR, VRX
  13. Jan 6: Exit RGR, enter INVN
  14. Dec 30: Exit EDU, enter RGR
  15. Dec 23: Exit SSYS, WGO, KORS - Enter AMBA, AWAY, HLF
  16. Dec 16: Exit HLF, CMG, AWAY, BIIB - Enter KORS, SSYS, UA, URI
  17. Dec 9: Exit AKRX, AMBA, LOPE, RGR - Enter HLF, CMG, AWAY, LVS
  18. Dec 2: Exit HLF, SSNC - Enter QIHU, AKRX
  19. Nov 25: Exit CLR, CMG, LL, PRLB, PXD, UA, ULTA
  20. Nov 25: Enter BIIB, CELG, EDU, HLF, QIWI, YNDX, WGO
  21. Nov 18: Exit QIHU, VRX, WDR, YNDX - Enter PXD, UA, ULTA, WX

Performance By Week
  1. Mar 28: 7.86% Loss | 3.47% Return
  2. Mar 21: 0.33% Loss | 11.33% Return
  3. Mar 14: 1.21% Loss | 11.66% Return
  4. Mar 7: 3.43% Gain | 12.87% Return
  5. Feb 28: 0.04% Gain | 9.44% Return
  6. Feb 21: 0.30% Gain | 9.4% Return
  7. Feb 14: 3.95% Gain | 9.1% Return
  8. Feb 7: 0.88% Gain | 5.15% Return
  9. Jan 31: 3.08% Gain | 4.27% Return
  10. Jan 24: 5.27% Loss | 1.19% Return
  11. Jan 17: 2.79% Loss | 6.46% Return
  12. Jan 10: 1.01% Gain | 9.25% Return
  13. Jan 3: 0.62% Gain | 8.24% Return
  14. Dec 27: 1.48% Gain | 7.62% Return
  15. Dec 20: 2.79% Gain | 6.14% Return
  16. Dec 13: 0.43% Loss | 3.35% Return
  17. Dec 6: 0.14% Loss | 3.77% Return
  18. Nov 29: 0.98% Gain | 3.91% Return
  19. Nov 22: 0.84% Loss | 2.93% Return
  20. Nov 15: 3.77% Return (Last Rebalancing)
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No longer tracking IBD25

PostSun Mar 30, 2014 5:13 pm

I stand corrected, I guess I won't see what kinds of changes they will be making.

The public source for their stock selection now requires IBD subscription verification. If this changes and we can resume tracking, we will do so.
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Weekly Review - March 28th

PostFri Mar 28, 2014 8:35 pm

This week UBNT lost 21%
NQ and ATHM lost about 15%
ALXN lost about 14%

18 of the 25 holdings not only lost, but they lost more than 5% this week.

THRM is flat, URI lost 2.6%, everything not categorized yet lost between 4 and 5%

Easily the worst week in any portfolio we are tracking. Almost as bad as 2 weeks worth of losses in January, and during that downturn the entire market felt it a lot more than it is this time, so relative to the total market, this easily outstrips that weakness.

Will it swing back? Will IBD adjust holdings to adapt a changing market place?

I will update Sunday evening or Monday with an answer to at least one of those questions.
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Monday's Changes

PostSun Mar 23, 2014 8:13 pm

We have 2 entries and exits for Monday. We re-enter AMBA and enter ATHM (its first appearance in our portfolio).

We exit BIIB and WX, both have come and gone before.
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Weekly Review - March 21st

PostFri Mar 21, 2014 8:46 pm

Another loss this week, albeit very small at 0.33%. Adjusting for leverage, this portfolio remains our top performer. However, it has lagged a bit the last 3 months due to losses in January it has mostly bounced back from.

QIHU and MANH top our losers at 5.5% and 4% losses respectively. URI and GNRC, on the other hand, were both up over 6%
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Four entries/exits for Monday

PostSun Mar 16, 2014 9:04 pm

We are back into BIIB, URI, and WYNN. DL is a new name for us. Leaving the IBD25 for this week is AMBA, PKG, SBNY, and WWWW. All 4 are names we have already exited once in the past.
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Weekly Revew - March 14th

PostFri Mar 14, 2014 8:21 pm

Pharma continues taking a hit and the portfolio is down over 1% mostly due to that weakness. JAZZ has mostly stabilized, for now. But AMBA is down 18.5% on the week and we caught 11% of that move on our entry. NQ is also down over 12%

GNRC made a great comeback today, and UBNT was the only other notable winner at almost 6%
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Monday's changes - 5 total

PostSun Mar 09, 2014 5:38 pm

QIWI is out, which is no big surprise. A little more surprising is the exit of LVS, but it likely is still on their broader list. Also exits in BIIB, DATA, and WYNN.

Four of our entries are familiar. UA, GNRC, SBNY, AMBA have all been held at one point. KS however is new to the portfolio.
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Weekly Review - March 7th

PostFri Mar 07, 2014 10:04 pm

It must be partially due to the way Finviz displays weekly performance, but it's hard to see where all the gains came from in a very strong week.

The first one being QIWI at over 25% down. Then we have JAZZ that's fighting to keep from tanking, but still lost 6.5% ALXN lost 8% WX also lost about 7% It's become clear that the IBD25 is incredibly heavy in pharma. In my opinion, it puts the portfolio in a precarious position.

In our winners, THRM, QIHU, and ANIK all gained about 10%
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Three changes for Monday

PostMon Mar 03, 2014 8:40 am

We exit ANFI, EDU, and UA for PKG, LVS, and a new name, ANIK.

LVS and PKG are in Jon Boorman's portfolio, so we will add them to our Robust portfolio as well.
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