TracyK’s Activity

Thu Jul 5

NL

Boards Post

TracyK replied to the Saul's Investing Discussions board. 11:34 AM

Re: TracyK's portfolio through June, 2018

Hey Nilvest,
I enjoy listening the various TMF podcasts, and they talked about Teledoc in one of the episodes. Simply put - I liked what I heard. I can't see a hospital developing their own solution that would compete; I have to think they [more]

Wed Jul 4

NL

Boards Post

TracyK posted to the Saul's Investing Discussions board. 7:21 AM

TracyK's portfolio through June, 2018

Hello fellow investing warriors,

Here are my results through June:
Tracy’s portfolio is up 36.7%
S&P = +1.7%
NASDAQ (.ixic) = +8.8%
Russell 2000 (iwm) = +6.6%

Top ten stocks - % growth:
CRSP (CRISPR [more]

Wed Jun 20

NL

Boards Post

TracyK replied to the Saul's Investing Discussions board. 10:34 AM

Re: NKTR: A Story Stock still being told

Interesting thought on TSLA...on one of TMF podcasts, one of their analysts thought that Elon Musk should take TSLA private in order to give him space to run the company without constant quarterly/analysts expectations.

NL

Boards Post

TracyK posted to the Saul's Investing Discussions board. 10:14 AM

TMF podcasts: APPF, SSTI, and CBLK

I listened to two of The Motley Fool podcasts yesterday: Motley Fool Money and Market Foolery. They mentioned three stocks that I thought sounded interesting. Here is a brief summary:

AppFolio (APPF) was founded in 2006 and offers [more]

Wed Jun 13

NL

Boards Post

TracyK replied to the Saul's Investing Discussions board. 1:53 PM

Re: TracyK's portfolio performance through M

Great question, Saul. And you're right. I have a lot of what Bear describes as "lead weight."

This sort of investing is new to me, and it's taking me awhile to let go of my stalwarts. I've said bye-bye to a handful; I [more]

NL

Boards Post

TracyK replied to the Saul's Investing Discussions board. 1:43 PM

Re: TracyK's portfolio performance through M

Thanks, Ant! I sold OLED for a couple of reasons: (1) I have ~50 stocks; I'm looking to condense where I can. (2) Stock price has dropped nearly 50% my from initial purchase.

NL

Boards Post

TracyK replied to the Saul's Investing Discussions board. 1:38 PM

Re: Selling

What a great question, Bear! As of this moment - NFLX is up $16.25. I did put in a limit order to sell just a bit. If the order was to go through...I would consider WIX, MU, and TWLO. I still haven't found a way to do follow up investments in [more]

Tue Jun 12

NL

Boards Post

TracyK posted to the Saul's Investing Discussions board. 3:17 PM

TracyK's portfolio performance through May 2018

Hello to my fellow investing warriors,

Here are my results through May:
Tracy’s portfolio = +26%
S&P = +1.2%
NASDAQ (.ixic) = +7.8%
Russell 2000 (iwm) = +6.8%

Top ten stocks - % growth:
CRSP (CRISPR [more]

NL

Boards Post

TracyK replied to the Saul's Investing Discussions board. 3:03 PM

Re: Selling

Man oh man, Bear - you're preaching to one side of my brain. My NFLX position has grown to nearly 30% of my portfolio. My brain is battling it out. I did sell some last year, but the growth this year has been nuts. If that baby falls - I'll [more]

Wed May 23

NL

Boards Post

TracyK replied to the Saul's Investing Discussions board. 6:27 PM

Re: TracyK Portfolio Performance through 4/30/20

Dave, your note got me to thinking...what was NFLX's closing year-end price since I've owned the stock?

2007 $26.62
2008 $29.89
2009 $55.09
2010 $175.70
2011 $69.29
2012 $13.23
2013 $368.17
2014 [more]

Tue May 22

NL

Boards Post

TracyK replied to the Saul's Investing Discussions board. 9:11 AM

Re: TracyK Portfolio Performance through 4/30/20

Hey Dave,
Yes - I have owned NFLX since 2007. The split adjusted purchase price was slightly below $3.00 per share. I did sell a bit in 2017, and have held onto the rest. It's been a great performer, and that being said - if/when it dips - I [more]

Mon May 21

NL

Boards Post

TracyK replied to the Saul's Investing Discussions board. 12:37 PM

Re: TracyK Portfolio Performance through 4/30/20

volfan84, you're right - and that's why I've been slow to move. I have some old stalwarts: V, MA, GOOG/L, APPL, BRK-B that I have held onto. I also have a REIT - MFA that currently has an ~10% yield. So far...I have only whittled down [more]

One Boards Post

TracyK replied to the One boards. 12:23 PM

Stock Advisor Boards Post

TracyK replied to the Stock Advisor boards. 11:41 AM

NL

Boards Post

TracyK replied to the Saul's Investing Discussions board. 11:34 AM

Re: TracyK Portfolio Performance through 4/30/20

Hey doppel,
Thanks for reading the post. Actually, GauchoChris was super helpful in aiding me in seeing the benefit of gradually letting go of my solid, but staid holdings. I'm whittling down my BRK-B bit by bit. I still have GOOG/L, MA, V, [more]

Thu May 17

NL

Boards Post

TracyK replied to the Saul's Investing Discussions board. 7:00 PM

Re: HUBS PSTG NEWR

Thanks, Penguin for posting this. I didn't know this was possible. ~TracyK

NL

Boards Post

TracyK posted to the Saul's Investing Discussions board. 6:47 PM

TracyK Portfolio Performance through 4/30/2018

Good evening fellow investing journeymen/women,
We are more than halfway through May, and I’m just now catching up with April results.
Through April:
Tracy’s portfolio is up 20% (same as March)
S&P = (-1%)
NASDAQ = [more]

Mon Apr 23

NL

Boards Post

TracyK replied to the Saul's Investing Discussions board. 12:31 PM

Re: PAYC

Hey Jim,
PAYC has been one of my solid performers for the last two years. ~TracyK

Wed Apr 11

NL

Boards Post

TracyK replied to the New Paradigm Investing board. 1:31 PM

Re: VEEV - Near Monopoly

Thanks for posting this. I held Veeva for nearly two years, and exited last summer. I'm giving thought to re-investing, and your timely post will push me to get started in my re-examination. Thanks for posting. ~TracyK

Tue Apr 3

NL

Boards Post

TracyK posted to the Saul's Investing Discussions board. 4:27 PM

TracyK's portfolio performance through 3/31/2018

Greetings to my fellow investing adventurers,
Here are my results through March 31, 2018.

YTD through March: held steady at +20%
S&P: -1%
.IXIC: 2% (NASDAQ)
IWM: 0% (Russell 2000)

Top holdings - % growth
CRSP [more]

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Boards Stats & Trivia

Two stars, 250 posts Old School Fool Motley Fool One Everlasting Fool
Board Posts 343
Recs Received 849
People who have rec'd these posts 350
Recs to Posts Ratio (last 30 days) N/A
Threads Started 48
Threads Started Percentage 13.99 %
Most Frequent Board Saul's Investing Discussions
Very First Post Re: Molly Ivans (2/1/2007)
Percentage of Posts Rec'd 53.06 %
Show TracyK’s 10 Latest Posts