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Bull and Bear Portfolio Update 11.29.2017

November 29, 2017 By Richard Young

Model Guidance: I want you to close out both the long and short positions on the Short-term Bull & Bear Portfolio at the open today. Based on yesterday’s close if you initially invested $90,000 in the nine long positions in the model you have made close to $9,000 in only two months. A $30,000 investment in the three short positions has lost only about $2,200. The net gain on my Short-term Bull & Bear Portfolio is $6,742, or a 7.5% gain assuming $90,000 in starting capital. You’ve done better than the Dow with less stock market risk.

The Short-term Bull & Bear Portfolio was the first feature of my new digital-only Young’s World Money Forecast. There will be much more to come in 2018.

Symbol Description L / S Initial Investment Starting Price Qty L/S Prior Day Close Current Price Current Value % Chg. Day % Chg. Inception
AAPL US Apple Inc Long 10,000.00 165.70 60.34 187.00 187.00 11,283.49 0.00 12.83
CSCO US Cisco Systems Inc Long 10,000.00 44.10 226.81 43.50 43.50 9,857.11 0.00 -1.43
HD US Home Depot Inc Long 10,000.00 177.00 56.49 185.30 185.30 10,470.03 0.00 4.70
INTC US Intel Corp Long 10,000.00 51.50 194.06 54.80 54.20 10,523.97 -1.06 5.24
JPM US Jpmorgan Chase & Co Long 10,000.00 111.50 89.71 113.00 113.00 10,133.67 0.00 1.34
TRV US Travelers Cos Inc/The Long 10,000.00 136.80 73.08 130.70 130.70 9,552.76 0.00 -4.47
UNH US Unitedhealth Group Inc Long 10,000.00 235.10 42.54 243.00 243.00 10,336.08 0.00 3.36
UTX US United Technologies Corp Long 10,000.00 123.10 81.25 124.60 124.60 10,124.31 0.00 1.24
WMT US Walmart Inc Long 10,000.00 87.00 114.97 84.50 84.20 9,683.84 -0.31 -3.16
VZ US Verizon Communications Inc Long 10,000.00 47.90 208.77 47.90 47.90 9,989.56 0.00 -0.10
KO US Coca-Cola Co/The Short -8,000.00 43.70 -182.90 42.30 42.30 -7,736.63 0.00 3.40
CVX US Chevron Corp Short -8,000.00 122.30 -65.41 129.50 129.50 -8,467.66 0.00 -5.52
DWDP US Dowdupont Inc Short -8,000.00 66.04 -121.14 68.16 68.16 -8,256.81 0.00 -3.11
MRK US Merck & Co. Inc. Short -8,000.00 58.83 -135.99 59.07 59.07 -8,032.64 0.00 -0.41
IBM US Intl Business Machines Corp Short -8,000.00 144.90 -55.21 144.50 144.50 -7,977.92 0.00 0.28
Longs 100,000.00 101,955.00 -0.14 1.95
Shorts -40,000.00 -40,471.66 0.00 -1.17

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Filed Under: Dow Bull and Bear Updates

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