Our Portfolio
Our company has had an excellent track record over the years. We take pride in ensuring that all of the decisions and investments we make are well-researched and analyzed. Here is a list of some of the major investments our company has made over the last few years.
NYSE: PINS
Bought at: $62.45
Buy Date: 08/03/2021
Sold at: $80.34
Sell Date: 06/07/2021
Hold period: 120 days
Profit: 28.65%
NASDAQ: PYPL
Bought at: $226.89
Buy Date: 06/01/2021
Sold at: $275.55
Sell Date: 13/04/2021
Hold period: 97 days
Profit: 21.45%
NYSE: PFE
Bought at: $33.39
Buy Date: 29/10/2020
Sold at: $42.62
Sell Date: 08/12/2020
Hold period: 40 days
Profit: 27.64%
NRG Energy Inc.
NYSE: NRG
Bought at: $29.54
Buy Date: 15/04/2020
Sold at: $38.12
Sell Date: 08/06/2020
Hold period: 54 days
Profit: 29.05%
Coca-Cola Co
NYSE: KO
Bought at: $37.56
Buy Date: 23/03/2020
Sold at: $48.92
Sell Date: 14/04/2020
Hold period: 22 days
Profit: 30.24%
Apple Inc.
NASDAQ: AAPL
Bought at: $297.43
Buy Date: 03/01/2020
Sold at: $323.65
Sell Date: 19/02/2020
Hold period: 47 days
Profit: 8.82%
Align Technology, Inc.
NASDAQ: ALGN
Bought at: $196.02
Buy Date: 29/07/2019
Sold at: $256.12
Sell Date: 29/10/2019
Hold period: 92 days
Profit: 30.66%
Mastercard Inc
NYSE: MA
Bought at: $249.20
Buy Date: 04/06/2019
Sold at: $292.08
Sell Date: 05/09/2019
Hold period: 93 days
Profit: 17.21%
Broadcom Inc
NASDAQ: AVGO
Bought at: $251.64
Buy Date: 31/05/2019
Sold at: $300.80
Sell Date: 23/07/2019
Hold period: 53 days
Profit: 19.54%
NVIDIA Corporation
NASDAQ: NVDA
Bought at: $136.19
Buy Date: 04/01/2019
Sold at: $190.95
Sell Date: 05/04/2019
Hold period: 91 days
Profit: 40.21%
Tripadvisor Inc
NASDAQ: TRIP
Bought at: $48.96
Buy Date: 11/05/2018
Sold at: $59.88
Sell Date: 20/07/2018
Hold period: 70 days
Profit: 22.30%
Netflix Inc
NASDAQ: NFLX
Bought at: $288.85
Buy Date: 06/04/2018
Sold at: $374.15
Sell Date: 28/09/2018
Hold period: 175 days
Profit: 29.53%
Chipotle Mexican Grill, Inc.
NYSE: CMG
Bought at: $322.14
Buy Date: 09/03/2018
Sold at: $431.39
Sell Date: 29/06/2018
Hold period: 112 days
Profit: 33.91%
Fortinet Inc
NASDAQ: FTNT
Bought at: $44.94
Buy Date: 12/01/2018
Sold at: $54.46
Sell Date: 09/03/2018
Hold period: 66 days
Profit: 21.18%
Adobe Inc
NASDAQ: ADBE
Bought at: $141.89
Buy Date: 26/05/2017
Sold at: $175.64
Sell Date: 20/10/2017
Hold period: 147 days
Profit: 23.79%
Intuitive Surgical, Inc.
NASDAQ: ISRG
Bought at: $314.05
Buy Date: 11/08/2017
Sold at: $398.15
Sell Date: 24/11/2017
Hold period: 105 days
Profit: 26.78%
Paypal Holdings Inc
NASDAQ: PYPL
Bought at: $42.99
Buy Date: 10/03/2017
Sold at: $53.65
Sell Date: 30/06/2017
Hold period: 112 days
Profit: 24.80%
Vertex Pharmaceuticals Incorporated
NASDAQ: VRTX
Bought at: $87.37
Buy Date: 27/01/2017
Sold at: $115.90
Sell Date: 07/04/2017
Hold period: 70 days
Profit: 32.65%
Comerica Incorporated
NYSE: CMA
Bought at: $37.65
Buy Date: 01/04/2016
Sold at: $45.85
Sell Date: 19/08/2016
Hold period: 140 days
Profit: 21.78%
Quanta Services Inc
NYSE: PWR
Bought at: $24.85
Buy Date: 05/08/2016
Sold at: $31.43
Sell Date: 11/11/2016
Hold period: 98 days
Profit: 26.48%
Applied Materials, Inc
NASDAQ: AMAT
Bought at: $24.41
Buy Date: 27/05/2016
Sold at: $29.66
Sell Date: 19/08/2016
Hold period: 84 days
Profit: 21.51%
ONEOK, Inc.
NYSE: OKE
Bought at: $21.94
Buy Date: 15/01/2016
Sold at: $30.82
Sell Date: 18/03/2016
Hold period: 63 days
Profit: 40.47%
Hormel Foods Corp
NYSE: HRL
Bought at: $30.86
Buy Date: 11/09/2015
Sold at: $39.93
Sell Date: 24/12/2015
Hold period: 104 days
Profit: 29.39%
First Solar, Inc.
NASDAQ: FSLR
Bought at: $42.95
Buy Date: 24/07/2015
Sold at: $51.21
Sell Date: 09/10/2015
Hold period: 77 days
Profit: 19.23%
NVIDIA Corporation
NASDAQ: NVDA
Bought at: $22.74
Buy Date: 29/08/2015
Sold at: $31.39
Sell Date: 20/11/2015
Hold period: 83 days
Profit: 38.04%
Amazon.com, Inc.
NASDAQ: AMZN
Bought at: $308.50
Buy Date: 02/01/2015
Sold at: $382.65
Sell Date: 10/04/2015
Hold period: 98 days
Profit: 24.04%
Keurig Dr Pepper Inc
NYSE: KDP
Bought at: $51.19
Buy Date: 11/04/2014
Sold at: $60.05
Sell Date: 20/06/2014
Hold period: 70 days
Profit: 17.31%
Electronic Arts Inc.
NASDAQ: EA
Bought at: $34.44
Buy Date: 16/05/2014
Sold at: $44.88
Sell Date: 12/12/2014
Hold period: 210 days
Profit: 30.31%
Allergan plc
NYSE: AGN
Bought at: $198.10
Buy Date: 25/04/2014
Sold at: $223.29
Sell Date: 27/06/2014
Hold period: 63 days
Profit: 12.72%
Southwest Airlines Co
NYSE: LUV
Bought at: $19.44
Buy Date: 03/01/2014
Sold at: $23.92
Sell Date: 14/03/2014
Hold period: 70 days
Profit: 23.05%
Microsoft Corporation
NASDAQ: MSFT
Bought at: $31.86
Buy Date: 02/08/2013
Sold at: $37.84
Sell Date: 15/11/2013
Hold period: 105 days
Profit: 18.77%
Delta Air Lines, Inc.
NYSE: DAL
Bought at: $14.38
Buy Date: 05/04/2013
Sold at: $18.00
Sell Date: 31/05/2013
Hold period: 56 days
Profit: 25.17%
Micron Technology, Inc.
NASDAQ: MU
Bought at: $10.82
Buy Date: 10/05/2013
Sold at: $17.21
Sell Date: 20/09/2013
Hold period: 133 days
Profit: 59.06%
Netflix Inc
NASDAQ: NFLX
Bought at: $25.82
Buy Date: 08/02/2013
Sold at: $32.30
Sell Date: 31/05/2013
Hold period: 112 days
Profit: 25.10%
Apple Inc.
NASDAQ: AAPL
Bought at: $80.14
Buy Date: 01/06/2012
Sold at: $97.19
Sell Date: 07/09/2012
Hold period: 98 days
Profit: 21.28%
HollyFrontier Corp
NYSE: HFC
Bought at: $35.91
Buy Date: 16/03/2012
Sold at: $41.60
Sell Date: 21/09/2012
Hold period: 189 days
Profit: 15.85%
CVR Energy, Inc.
NYSE: CVI
Bought at: $23.03
Buy Date: 13/01/2012
Sold at: $30.05
Sell Date: 04/05/2012
Hold period: 112 days
Profit: 30.48%
HollyFrontier Corp
NYSE: HFC
Bought at: $29.70
Buy Date: 01/06/2012
Sold at: $39.85
Sell Date: 17/08/2012
Hold period: 77 days
Profit: 33.77%
NVIDIA Corporation
NASDAQ: NVDA
Bought at: $15.46
Buy Date: 15/09/2011
Sold at: $14.96
Sell Date: 11/11/2011
Hold period: 57 days
Profit: -3.23%
Activision Blizzard, Inc.
NASDAQ: ATVI
Bought at: $10.71
Buy Date: 12/08/2011
Sold at: $13.46
Sell Date: 28/10/2011
Hold period: 77 days
Profit: 25.68%
Cisco Systems, Inc.
NASDAQ: CSCO
Bought at: $15.57
Buy Date: 15/07/2011
Sold at: $18.44
Sell Date: 18/11/2011
Hold period: 126 days
Profit: 18.43%
Expedia Group Inc
NASDAQ: EXPE
Bought at: $19.70
Buy Date: 18/02/2011
Sold at: $28.85
Sell Date: 08/07/2011
Hold period: 140 days
Profit: 46.45%
Starbucks Corporation
NASDAQ: SBUX
Bought at: $11.71
Buy Date: 21/08/2010
Sold at: $16.32
Sell Date: 10/12/2010
Hold period: 111 days
Profit: 39.37%
Wheaton Precious Metals Corp.
NYSE: WPM
Bought at: $19.80
Buy Date: 06/08/2010
Sold at: $28.75
Sell Date: 29/10/2010
Hold period: 84 days
Profit: 45.20%
Alphabet Inc Class A
NASDAQ: GOOGL
Bought at: $233.75
Buy Date: 09/07/2010
Sold at: $300.75
Sell Date: 15/10/2010
Hold period: 98 days
Profit: 28.66%
Apple Inc.
NASDAQ: AAPL
Bought at: $31.75
Buy Date: 19/04/2010
Sold at: $43.95
Sell Date: 22/10/2010
Hold period: 186 days
Profit: 38.43%
Become a client today
We are always aiming to achieve the optimum results for our clients and for our company. We believe that the success of our clients and investors is directly linked to our growth and outstanding achievements.
Accurate Information
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Thorough Analysis
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Bespoke Strategies
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