HomeOur Portfolio

We have built our company off the back of our successes. The strategies that we develop have stood the test of time and are uniquely adaptable to changes we all face, whether they be social, economic or political.

We are proud of our previous investment recommendations, which we have detailed below.

Prologis

NYSE: PLD

Buy Price: $88.53
Buy Date: 07/01/2020
Sold Price: $99.19
Sell Date: 21/02/2020
Hold period: 45 days
Profit Margin: 12.04%

AT&T Inc.

NYSE: T

Buy Price: $32.89
Buy Date: 26/06/2019
Sold Price: $39.40
Sell Date: 08/11/2019
Hold period: 135 days
Profit Margin: 19.79%

Align Technology, Inc.

NASDAQ: ALGN

Buy Price: $200.17
Buy Date: 11/10/2019
Sold Price: $270.05
Sell Date: 19/11/2019
Hold period: 39 days
Profit Margin: 34.91%

Mastercard Inc

NYSE: MA

Buy Price: $241.35
Buy Date: 13/05/2019
Sold Price: $292.26
Sell Date: 29/11/2019
Hold period: 200 days
Profit Margin: 21.09%

Axon Enterprise Inc

NASDAQ: AAXN

Buy Price: $52.37
Buy Date: 05/03/2019
Sold Price: $70.93
Sell Date: 10/06/2019
Hold period: 97 days
Profit Margin: 35.44%

Boeing Co.

NYSE: BA

Buy Price: $311.88
Buy Date: 03/01/2019
Sold Price: $410.13
Sell Date: 06/02/2019
Hold period: 34 days
Profit Margin: 31.50%

Microsoft Corporation

NASDAQ: MSFT

Buy Price: $90.23
Buy Date: 02/04/2018
Sold Price: $113.75
Sell Date: 10/09/2018
Hold period: 161 days
Profit Margin: 26.07%

Uniqure NV

NASDAQ: QURE

Buy Price: $28.99
Buy Date: 04/05/2018
Sold Price: $39.30
Sell Date: 24/08/2018
Hold period: 112 days
Profit Margin: 35.56%

Mattel Inc

NASDAQ: MAT

Buy Price: $10.26
Buy Date: 23/03/2018
Sold Price: $13.20
Sell Date: 01/06/2018
Hold period: 70 days
Profit Margin: 28.65%

Intuitive Surgical Inc

NASDAQ: ISRG

Buy Price: $379.51
Buy Date: 05/01/2018
Sold Price: $489.51
Sell Date: 15/06/2018
Hold period: 161 days
Profit Margin: 28.98%

Newmont Goldcorp Corp

NYSE: NEM

Buy Price: $32.02
Buy Date: 17/07/2017
Sold Price: $41.04
Sell Date: 26/01/2018
Hold period: 193 days
Profit Margin: 28.17%

NVIDIA Corporation

NASDAQ: NVDA

Buy Price: $127.89
Buy Date: 12/05/2017
Sold Price: $167.21
Sell Date: 04/08/2017
Hold period: 84 days
Profit Margin: 23.52%

Tesla Inc

NASDAQ: TSLA

Buy Price: $243.90
Buy Date: 10/03/2017
Sold Price: $339.86
Sell Date: 02/06/2017
Hold period: 84 days
Profit Margin: 39.34%

Johnson & Johnson

NYSE: JNJ

Buy Price: $142.40
Buy Date: 20/10/2017
Sold Price: $138.01
Sell Date: 24/11/2017
Hold period: 35 days
Profit Margin: -3.08%

First Solar Inc

NASDAQ: FSLR

Buy Price: $37.99
Buy Date: 24/02/2017
Sold Price: $48.89
Sell Date: 28/07/2017
Hold period: 154 days
Profit Margin: 28.69%

Best Buy Co Inc

NYSE: BBY

Buy Price: $34.25
Buy Date: 05/08/2016
Sold Price: $42.67
Sell Date: 30/12/2016
Hold period: 147 days
Profit Margin: 24.58%

Arrowhead Pharmaceuticals Inc

NASDAQ: ARWR

Buy Price: $4.33
Buy Date: 04/03/2016
Sold Price: $5.50
Sell Date: 01/07/2016
Hold period: 119 days
Profit Margin: 27.02%

ONEOK, Inc.

NYSE: OKE

Buy Price: $36.13
Buy Date: 29/04/2016
Sold Price: $44.92
Sell Date: 05/08/2016
Hold period: 98 days
Profit Margin: 24.33%

Amazon.com, Inc.

NASDAQ: AMZN

Buy Price: $354.53
Buy Date: 30/01/2015
Sold Price: $443.54
Sell Date: 10/07/2015
Hold period: 161 days
Profit Margin: 25.11%

Eagle Pharmaceuticals Inc

NASDAQ: EGRX

Buy Price: $59.80
Buy Date: 24/04/2015
Sold Price: $90.74
Sell Date: 17/07/2015
Hold period: 84 days
Profit Margin: 51.74%

Novo Nordisk A/S

NYSE: NVO

Buy Price: $42.43
Buy Date: 06/02/2015
Sold Price: $57.54
Sell Date: 22/05/2015
Hold period: 105 days
Profit Margin: 35.61%

SYSCO Corporation

NYSE: SYY

Buy Price: $36.61
Buy Date: 08/05/2015
Sold Price: $41.40
Sell Date: 14/08/2015
Hold period: 98 days
Profit Margin: 13.08%

Yum! Brands, Inc

NYSE:YUM

Buy Price: $49.14
Buy Date: 17/10/2014
Sold Price: $64.62
Sell Date: 08/05/2015
Hold period: 203 days
Profit Margin: 31.50%

Under Armour Inc

NYSE: UUA

Buy Price: $20.98
Buy Date: 24/01/2014
Sold Price: $29.97
Sell Date: 21/03/2014
Hold period: 56 days
Profit Margin: 42.85%

Nabors Industries Ltd.

NYSE: NBR

Buy Price: $16.98
Buy Date: 03/01/2014
Sold Price: $24.23
Sell Date: 25/04/2014
Hold period: 112 days
Profit Margin: 42.70%

Electronic Arts Inc.

NASDAQ: EA

Buy Price: $26.67
Buy Date: 11/04/2014
Sold Price: $35.95
Sell Date: 03/10/2014
Hold period: 175 days
Profit Margin: 25.81%

Bank of America Corp

NYSE: BAC

Buy Price: $12.15
Buy Date: 12/04/2013
Sold Price: $15.85
Sell Date: 29/11/2013
Hold period: 231 days
Profit Margin: 30.45%

Starbucks Corporation

NASDAQ: SBUX

Buy Price: $31.68
Buy Date: 24/5/2013
Sold Price: $40.67
Sell Date: 22/11/2013
Hold period: 182 days
Profit Margin: 28.38%

Amazon Inc

NASDAQ: AMZN

Buy Price: $297.85
Buy Date: 13/09/2013
Sold Price: $386.90
Sell Date: 06/12/2013
Hold period: 84 days
Profit Margin: 29.90%

Facebook, Inc.

NASDAQ: FB

Buy Price: $26.67
Buy Date: 15/03/2013
Sold Price: $37.10
Sell Date: 16/08/2013
Hold period: 154 days
Profit Margin: 39.11%

3D Systems Corporation

NYSE: DDD

Buy Price: $32.22
Buy Date: 18/03/2013
Sold Price: $50.62
Sell Date: 13/09/2013
Hold period: 179 days
Profit Margin: 57.11%

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OUR SAMPLE MTA

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