Back to 2023
Monthly Detail
December 2023
Monthly Return
+6.19%
Portfolio Value
$10.05M
Monthly Return
+6.19%
# Stocks
20
Holdings Shown
20
Portfolio Holdings
20 positions for the period 2023-11-30 to 2023-12-29.
| Symbol | Stock | New | Begin $ | End $ | Div | Gain % |
|---|---|---|---|---|---|---|
| ADBE | Adobe Systems | $611.01 | $596.60 | $0.00 | -2.36% | |
| AKAM | Akamai Tech | NEW | $115.53 | $118.35 | $0.00 | +2.44% |
| AMZN | Amazon.Com Inc | NEW | $146.09 | $151.94 | $0.00 | +4.00% |
| ANET | Arista Networks | $219.71 | $235.51 | $0.00 | +7.19% | |
| AVGO | Broadcom Inc | $925.73 | $1116.25 | $5.25 | +21.15% | |
| BRBR | Bellring Brands | $52.90 | $55.43 | $0.00 | +4.78% | |
| CEG | Constellatn Egy | NEW | $121.04 | $116.89 | $0.00 | -3.43% |
| CELH | Celsius Holding | $49.51 | $54.52 | $0.00 | +10.12% | |
| CNX | Cnx Resources | NEW | $20.86 | $20.00 | $0.00 | -4.12% |
| RCL | Royal Caribbean | $107.46 | $129.49 | $0.00 | +20.50% | |
| GOOG | Alphabet Inc-C | NEW | $133.92 | $140.93 | $0.00 | +5.23% |
| INTC | Intel Corp | NEW | $44.70 | $50.25 | $0.00 | +12.42% |
| JBL | Jabil Inc | $115.32 | $127.40 | $0.00 | +10.48% | |
| LLY | Lilly Eli & Co | $591.04 | $582.92 | $0.00 | -1.37% | |
| META | Meta Platforms | $327.15 | $353.96 | $0.00 | +8.20% | |
| NVDA | Nvidia Corp | $467.70 | $495.22 | $0.04 | +5.89% | |
| SMCI | Super Micro Com | $273.47 | $284.26 | $0.00 | +3.95% | |
| VST | Vistra Corp | $35.41 | $38.52 | $0.21 | +9.38% | |
| WFRD | Weatherford Int | $90.69 | $97.83 | $0.00 | +7.87% | |
| XPO | Xpo Inc | $86.28 | $87.59 | $0.00 | +1.52% |
Disclaimer: Past performance does not guarantee future results. All investments involve risk including possible loss of principal. Holdings shown reflect actual portfolio positions for the indicated period.