PéLE-$1BILLION-STOCK-NOTIONAL-PORTFOLIO STATE OF THE PORTFOLIO REPORT From 6-Sep-19 To 12-Dec-19
Dear Friends & Connections:
“A bird in hand is worth twice in the bush” is a maxim that reflects my approach to stock investing.
Today, the Pele portfolio will harvest its gains in 18 stocks, as our targets have been achieved.
The invested funds of the Pele-$1Billion-Stock-Notional-Portfolio has posted an outstanding gain of 11.7% over 72 trading days (or 46.3% annualized). We are aiming for greater heights. Is the Pele promise of 12-month 100% gain achievable? Knock on wood! Indeed if our target for each stock is achieved, this portfolio would return a 300%-400% gain.
The 18 stocks are:
Charles Schwab Corporation (SCHW, 28.0% gain), Daiya Tsusho Company Limited (TYO: 7462, 59.3%), Energizer Holdings Inc (ENR, 25.9 %), Fitbit Inc (FIT, 72.5%), Furuya Metal Company Limited (TYO: 7826, 66.0%), GS Yuasa Corporation (TYO: 6674, 26.9%), I-K Company Limited (Aichi) (TYO: 2722, 153.9%), International Paper (IP, 18.1%), Marubeni Corporation (TYO: 8002, 17.3%), Mitsubishi Gas Chemical Company Inc (TYO: 4182, 29.2%), Naigai Tec Corporation (TYO: 3374, 105.0%), Nippon Sharyo Ltd (TYO: 7102, 32.7), Osaka Organic Chemical Industry Limited (TYO: 4187, 43.1%), PRADA SpA ADR (PRDSY, 25.5%), Sharp Corporation (TYO: 6753, 37.5%), Sigma Koki Company Limited (TYO: 7713, 50.9%), Sun-Wa Technos Corporation (TYO: 8137, 52.6%) and The Furukawa Battery Company Limited (TYO: 6937, 38.9%).
Attached, please, find the latest state of the portfolio.
Sincerely:
Anin-Kofi Addo