Portfolio History

Current Long-Term Holdings

Stock# SharesFirst PurchasedAvg CostCurrent Price
PLUG181,911May 2013$ 0.67$ 0.00
GEVO36February 2015$ 61.39$ 0.00
GTIM474June 2015$ 7.71$ 0.00
HAL57June 2015$ 43.89$ 0.00
EA7September 2015$ 71.89$ 0.00
PAY27June 2016$ 18.80$ 0.00
PII7June 2016$ 80.13$ 0.00
TSLA3June 2016$ 196.60$ 0.00
SNAP20March 2017$ 25.79$ 0.00
AMAT20May 2018$ 50.55$ 0.00

 

Past Long-Term Holdings

Stock# SharesAvg CostSale PriceTime PeriodWhy I soldWhat I Learned
RSH50,897$0.66$ 0.88August - September 201470% of my thesis was proven correct, and the remaining 30% of my thesis did not provide enough incentive to keep my investmentIt's never too early to re-evaluate your thesis
FREE16,572$ 0.51$ 0.27
$1.35 before 1:5 split-adjustment
October - December 2013Rarely updated investors with new informationDon't EVER get lazy with your research. . . not even the slightest bit! EVER!
ASTM19,500$ 0.54$ 0.41June - August 2013Rejected thesisBio stocks are getting too crazy for me!
TZYM (now OCRX)37,600$ 0.46$ 0.84
$11.11 before 1:12 split- and PIPE-adjustment
April - June 2013Too many unknowns with the APO-company, OCRXA reverse merger and a PIPE (APO) combined with a reverse stock split sounded crazy but actually turned-out pretty well
BREFX422$ 18.95$ 19.65January - April 2013BoredomMutual Funds are too boring for my taste
CYBI4,630$ 0.53$ 2.45January - October 2012The company went privateThe market can overreact to any inkling of bankruptcy. . . do your research and be ready to take advantage
TSLA600$ 26.58$ 34.05January - July 2012I didn't trust in my plan or my researchPATIENCE!

 

Day and Swing Trades

Stock# SharesAvg CostSale PriceTime PeriodLearn Anything?
BAA5,270$ 0.64$ 0.63December 2013After a dozen day and swing trades, I'm still hovering around break-even. Maybe I should just stick with long-term holdings for a while.
BLDP6,312$ 1.35$ 1.38October 2013
BRD27,700$ 0.46$ 0.48July 2013
LEDS44,000$ 1.15$ 1.06July 2013Don't ever swing trade with 50k again!
CLSN4,500$ 1.15$ 1.19July 2013
ASTI4,800$ 0.74$ 0.78June 2013
CLSN1,700$ 1.68$ 1.23June 2013
BRD25,150$ 0.60$ 0.64May 2013
JAG2,500$ 0.40$ 0.41May 2013
SOQ16,100$ 0.98$ 0.93May 2013
PULS24,200$ 0.31$ 0.34February 2013
GOK13,000$ 0.29$ 0.38November 2012