Beat the Market

Market has a choppy 1st quarter in 2018. It has experienced a melt-up in January, following by correction in February and high volatility thereafter. I have made lots of changes in my portfolio: mainly increased REITs, Finance and Tech after the selloff. Long-term Still Holding: AXP, C, CELG, COP, CPTA, COST, DIS, FB, GILD, GPS, HD, IBM, M, SBUX Exited: BIDU (took profit, was afraid of high volatility) WDC (took profit after recent rally) BIVV (the company was taken over) OHI (took profit, reinvest in Tech) CVS (took profit, reinvest in CI) MOMO (took profit, reinvest in YY) Added weight of existing stocks: C (I believe recent selloff is overdone for finance, as big banks will benefit from rising interest rate) FB (Recent turmoil created great opportunity to add more shares) Added new positions: NTES (it is still high growth company) YY (the selloff after ER is overdone, it is growing rapidly, spinoff is on the table) CI (has more u...

Market has a good year in 2017. S&P 500 +19.5%, Dow Jones +25.2%, Nasdaq +28.3%. I have made lots of changes in my portfolio: mainly reduced the weight of Retailers and increased Finance and Tech . Long-term Still Holding: AXP, BIVV, COP, CPTA, COST, DIS, GILD, GPS, HD, IBM, M, SBUX Exited: KR (sold before the recent run, too bad) MAT (glad I exited with some profit, it is in bad shape now) NKE (concerns over the weakness in North America, wait for the correction to buy back) O (replaced by other REITs) UAL (was afraid of the bad weather) Added: BIDU: their AI effects, including self-driving cars, will be paid fat with the government supports. C & FRC (First Republican Bank): banks will do well in 2018. CELG: despite the recent headwinds, it is still growing fast and generating a lot of cash. CVS: I think the recent weakness is a buy. FB: it is still growing fast and dominating social network. I prefer FB over TWTR or SNAP. GE: I boug...

Long-term (most are dividend-growth) BIVV: got this from BIIB spin-off COP: lost a lot on this, will hold for a few years CPTA: 17% dividend COST: hold until retired DIS: hold until retired Gild: start to hold GILD 2 years ago, adjusted weight for several times HD: hold until retired IBM: planning to hold for another 1-2 years KR: bought recently @ $20, planning to hold long M: bought around $20, planning to hold until reaching $30 MAT: lost the bet on this one, will hold for a while NKE: hold until retired O: hold until retired SBUX: hold until retired UAL: recently weakness is good buying opportunity Short-term: GOOG:  playing day-trade or ultra-short term these days LC:  it has been around $6 for a while now, waiting for breakout NAP:  8.6% dividend RUBI:  waiting for the turn-around plan in 2018 TIS: it has been a nice run recently, reduced my position by half to lock the profit, the rest is expected to sell ...