EGOER Wealth

Our Goal is to Provide Safe Stock Picks for the DIY Investor. We strive to minimize risk, while maximizing performance. Our goal is to give you the stock picks you need and exactly when to buy or sell. By combining our team's decades of experience, with our simple, but sophisticated approach to identifying stocks, our results have been nothing short of outstanding.

Trading Style: Aggressive Growth Investment Type(s): Stocks Time Horizon: Long Term


Start date: 06/14/2016

Lifetime Return:06/14/2016-06/17/2019 3.87%
Risk Score:-0.09
06/14/2016 - 06/18/2019
1 Month Return: -7.00%05/18/2019-06/17/2019
3 Month Return: -11.33%03/18/2019-06/17/2019
6 Month Return: -1.08%12/18/2018-06/17/2019
1 Year Return: -22.16%06/18/2018-06/17/2019
Year to Date Return: 0.29%01/01/2019-06/17/2019
Average Trades per Week: 1.3
Total Trades (Lifetime): 283

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Sort By:
Trade Name Current Price Date Acquired Portfolio Weighting Entry Price Target Exit Price Gain/Loss %
Long CASH Amount of cash held in portfolio - - 27.23% - - -
LONG ALLY Ally Financial Inc. $29.80
LONG ALSN Allison Transmission Holdings, Inc. $44.64
LONG AMCX AMC Networks Inc. $55.16
LONG APAM Artisan Partners Asset Management Inc. $27.07
LONG ATRO Astronics Corporation $39.36
LONG BBY Best Buy Co., Inc. $68.70
LONG BP BP p.l.c. $41.18
LONG CHEF The Chefs' Warehouse, Inc. $33.74
LONG CMA Comerica Incorporated $70.21
LONG CTSH Cognizant Technology Solutions Corporation $63.86
LONG ENDP Endo International plc $4.00
LONG GHDX Genomic Health, Inc. $54.08
LONG GIII G-III Apparel Group, LTD. $27.21
LONG HCA HCA Healthcare, Inc. $129.91
LONG KMI Kinder Morgan, Inc. $20.83
LONG LDOS Leidos Holdings, Inc. $78.60
LONG MCS Marcus Corporation (The) $34.56
LONG MEET The Meet Group, Inc. $3.48
LONG STX Seagate Technology PLC $45.49
LONG T AT&T Inc. $32.52
LONG UPS United Parcel Service, Inc. $102.42

Recent Trades

Name Action Date Sold Date Acquired Entry Price Target Exit Price Gain/Loss %
HLF Herbalife Nutrition Ltd. Sell
WB Weibo Corporation Sell
KSS Kohl's Corporation Sell

EGOER Wealth Follows:

This portfolio does not follow any portfolios yet.