racoon 的投资， 2014年12月 - 未名空间MITBBS历史存档

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racoon 的投资， 2014年12月

racoon 的投资， 2014年12月# Stock

r*n2015-01-11 08:01

1 楼

Dec. 2014
Account opened 12/10/2014 at Fidelity, Rollover IRA, no tax
consideration.
Starting value $97284.00
Date.........Value.........Return.....SPY .......SPY Return
12/10/2014...$97,284.00....0%.........$203.16.....0%
12/30/2014...$100,644.24....3.5%......$205.54.....1.2%
1/11/2015....$101,122.23...3.9%.......$204.25.....0.5%
Current Holdings
Stock: AAPL, GILD, GE, BABA
ETF: VOO, VDC, VDE, SPY, ASHR
Option: SPY150206P207
Closed Positions: TSLA, IEF, ASHR
All closed trades were in the money

r*n2015-01-11 08:01

2 楼

2015 年一月
The highly volatile month ended deep red, due to large exposure in option
positions on C and IEF, as well as unexpected drama on BABA.
Made two profitable bets, AAPL and AMZN.
Lesson: Never ever make plan to hold Chinese stock for an extended period.
15 days to 30 days should be the maximum holding period. Not even for large
caps like BABA.
Date /*/ Cum. Ret. /*/ SPY Cum. Ret.
12/10/2014 /*/ 0.00% /*/ 0.00%
12/12/2014 /*/ -0.52% /*/ -1.11%
12/19/2014 /*/ 1.79% /*/ 2.22%
12/26/2014 /*/ 3.28% /*/ 3.17%
12/31/2014 /*/ 2.92% /*/ 1.73%
1/2/2015 /*/ 2.63% /*/ 1.68%
1/9/2015 /*/ 3.41% /*/ 1.09%
1/16/2015 /*/ 1.76% /*/ -0.20%
1/23/2015 /*/ 5.60% /*/ 1.45%
1/30/2015 /*/ 1.52% /*/ -1.28%
Positions;
Symbol /*/ Quantity /*/ Cost Basis /*/ Total Gain/Loss Percent
AAPL /*/ 100 /*/ $112.23 /*/ 4.39%
AMZN /*/ 40 /*/ $312.17 /*/ 13.57%
BABA /*/ 80 /*/ $98.64 /*/ -9.69%
C150417C50 /*/ 60 /*/ $1.33 /*/ -21.69%
GE /*/ 183 /*/ $25.27 /*/ -5.46%
GILD /*/ 100 /*/ $96.25 /*/ 8.92%
IEF150320P108 /*/ 44 /*/ $0.81 /*/ -44.62%
SPY /*/ 50 /*/ $200.04 /*/ -0.29%
TSLA /*/ 40 /*/ $200.87 /*/ 1.36%
VDE /*/ 100 /*/ $109.69 /*/ -3.19%
Cash $14443