Third Quarter Update

Best six performers of the GREEN portfolio ( up to September 30 )

  • TSLA   That electric car company (Sales)
  • YY        China ISP and social media (ROA)
  • RGLD  GOLD! -the royalty interests (Current Ratio)
  • DLR     Technology REIT (EPS Past 5 YRS)
  • LO       Cigarettes–Tobacco and the E-kind (ROI)
  • MJN     Infant Formula (ROE)

The Numbers so far (Percent gain/loss) 1st quarter, 2nd quarter and 3rd quarter

  • TSLA   38%   15%      1%
  • YY        46%   -1%     -1%
  • RGLD  37%   22%   -14%
  • DLR     11%   11%      8%
  • LO         7%   11%     -1%
  • MJN    0.5%  12%      4%

The worst 6 performers of the GREEN portfolio ( up to September 30 )

  • CDE     Gold and Silver Mines (Price/Book)
  • CZR     Casinos on Land and Sea (Insider Buying)
  • SMFG  International Financial Services based in Japan (Recommended by advisers)
  • MTH   Sunbelt single family homes (PEG Ratio))
  • TWTR  Social Media (IPO Volume Buying)
  • MDC    Home Building and Mortgage Loans (EPS YR)

The Numbers so far (Percent gain/loss) 1st quarter, 2nd quarter and 3rd quarter

  • CDE     -13%     -1%    -47%
  • CZR       -7%  -    5%    -34%
  • SMFG  -19%     -2%       5%
  • MTH    -11%       1%   -15%
  • TWTR   -26%   -12%    11%
  • MDC    -11%       7%   -16%