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StockTwits Top 10 Portfolio Up 6.9% YTD

The StockTwits Top 10 Portfolio is up 4.48% from the first Friday in February and up 6.9% on the year. Solar stocks contributed the most to the gains with First Solar (FSLR) up 13.6% and SunPower up 12.7% on the month.

It’s the first Friday of the month so it’s time for new portfolio picks.  None of the stocks from last month stayed in the portfolio.  Here are the symbols for the March picks.

ZNGA, BIDU, AMD, SLV, EBAY, NOK, REGN, AA, GE, ANR

Here are the next five stocks in the list.

AIG, MS, HPQ, DIS, ABX

Below is a performance chart and details of last month’s holdings. NOTE: I’ll update the details again after the close today.  After the close the portfolio was up 4.64% for the February holdings.

Start Date Symbol Shares Start Price Start Total End Price End Total % Gain / Loss
2/7/2014 $GILD 130 78.75 10237.50 79.58 10345.40 1.05%
$CRM 166 61.55 10217.30 60.74 10082.84 -1.32%
$FSLR 205 49.83 10215.15 56.11 11502.55 12.60%
$SPWR 333 30.68 10216.44 34.62 11528.46 12.84%
$BIIB 32 315.54 10097.28 328.75 10520.00 4.19%
$HPQ 352 29.07 10232.64 30.34 10679.68 4.37%
$MRK 187 54.77 10241.99 57.47 10746.89 4.93%
$DIS 135 75.67 10215.45 82.21 11098.35 8.64%
$Z 119 85.80 10210.20 82.03 9761.57 -4.39%
$JNJ 113 90.04 10174.52 93.32 10545.16 3.64%
Cash 297.28 297.28
Totals 102355.75 107108.18 4.64%
 
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