SHU portfolio holdings

[admin]

Below is our old portfolio, we have started afresh here. 

• Real-time buys and sells you can follow here

So what did we buy the last couple of months:

• 300 FNSR at $22.20 on Sept 29 2017
• 300 NTNX at $22.42 on Sept 29 2017
• 200 JD at $38.24 on Sept 29 2017
• 300 SKX at $24.65 on Oct 3 2017
• 5000 INSG at $1.52 on Oct 5 2017
• 6000 DSNY at $0.21 on Oct 9 2017
• 10,000 DSNY at $0.20 on Oct 13 2017
• 2000 XXII at $2.68 on Oct 18 2017
• 15,000 DSNY at $0.185 on Oct 18 2017
• 200 SKX at $30.70 on Nov 7 2017
• 50 BABA at $178.50 on Dec 11 2017
• 200 LITE at $45.70 on Dec 13 2017
• 300 ESIO at $19.06 on Feb 1 2018
• 300 ESIO at $20.71 on Feb 1 2018
• 200 TDD at $54.97 on Mar 1 2018
• 200 BZUN at $44.32 on Mar 17 2018
• 200 JD at $37.09 on Apr 23 2018
• 100 ROKU at $37.77 on June 1 2018
• 4000 NNDM at $2.70 on June 19 2018
• 2500 NNDM at $2.40 on June 21 2018
• 1500 MJCO at $7.32 on Oct3 2018
• 500 DAIO at $5.36 on Oct 18 2018
• 500 BLFS at $12 on Oct 23 2018
• 2000 SMSI at $2.43 on Oct 26 2018
• SELL 300 FNSR at $22.10 on Nov 14 2018
• 2000 TEUM at $2.53 on Feb 1, 2019
• 3000 TEUM at $3.84 on March 5 2019

• 3500 BOXL at $3.05 on Apr 5 2019
  
• SELL 2500 TEUM at $4.44 on Apr 10 2019
  
• 500 PAR at $20.97 on Apr 10 2019
  
• 2000 CRNT at $2.82 on June 4 2019
  
• 5000 OESX at $2.70 on June 7 2019
  
• SELL 2500 TEUM at $3.28 on June 7 2019
  
• 2500 RMBL at $4.65 on Jun 13 2019
  
• 1000 ZYXI at $10.36 on Jun 25 2019
  
• 1000 ZYXI at $8.75 on Jun 27 2019
  
• 500 PAR at $22.88 on Aug 13 2019
  
• 500 PAYS at $9.76 on Sept 9 2019
  
• 500 NSSC at $26.32 on Sept 12 2019
  
• 400 TUFN at $17.63 on Sept 26 2019
  
• 100 AYX at $93.85 on Oct 21 2019
  
• 1000 TLRA at $6.31 on Nov 6 2019
  
• 2500 PERI at $5.25 on Nov 7 2019
  
• 1000 FLGT at $9.87 on Nov 18 2019
  
• SELL 5000 OESX at $3.77 on Nov 18 2019
  
• 2500 SSI at $3.27 on Jan 13 2020
  
• 200 NSSC at $22.07 on Feb 5 2020
  
• 1000 RAMP at $39.03 on Feb 12 2020
  
• 1000 APPS at $7.15 on Feb 14 2020
  
• 1500 SMSI at $4.45 on Apr 27 2020
  
• 1000 EDAP at $2.36 on Apr 30 2020
  
• SELL 2000 ZYXI at $19.40 on May 8 2020
  
• 50 ESPR at $44.92 on May 14 2020
  
• 4000 INTZ at $4.15 on May 20 2020
  
• 3400 INTZ at $4.30 on May 26 2020
  
• 5000 INTZ at $4.28 on May 27 2020
  
• 5000 INTZ at $4.02 on May 27 2020
  
• 5000 INTZ at $4.10 on May 27 2020
  
• 2000 LIQT at $5.50 on June 25 2020
  
• SELL 3500 BOXL at $3.95 on July 16 2020
  
  
  

[admin]

Above you might have gathered that we bought:

• 200TDD at $54.97 on Mar 1 2018

These things are now zooming up 28% after a stellar quarter..

[admin]

How are we doing after the TDD bonanza today?

See here for the entire SHU portfolio performance through May 11 2018

[admin]

Forgot to mention, we bought 100 shares ROKU at $37.77 on June 1 2018

We wrote the article here

[admin]

We just bought 4000 shares in Nano Dimension (NNDM) at $2.70. Should have done that sooner, as it happened. For instance in the wake of our article on the company.

[admin]

We bought another 2500 shares of Nano Dimension (NNMD) at $2.40. While volatile, we see this company as an exceptional longer-term opportunity.

[admin]

Very good day for the portfolio with Inseego (INSG) and Roku (ROKU) up double digits on good figures.

• We wrote an article about Inseego which you can find here.
• We bought 5000 INSG at $1.52 on October 5 last year and that's almost a dollar higher now.
• We bought 100 ROKU only on June 1 for $37.77, and that's already nearly $20 higher.

[admin]

And another one explodes..

• We bought 200 shares of The Trade Tesk (TTD) on March 1 of this year (2018) for $54.99
• After another stellar earnings report this morning, these shares have now more than doubled already and are trading at $125+ at the moment of writing.

[admin]

How are we doing? Up a solid 25% with two doubles and one nearly double. Not bad..

[admin]

• Oct 3, 2018: We are buying 1500 shares in Majesco (MJCO) at $7.32