Model Value Investing Portfolio



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You may choose to initiate positions in selected stocks or all available options at your convenience. I will notify you when it is time to proceed with adding, reducing, or selling the positions.

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Portfolio contains 100 stocks of each company. **Do not exceed 5% in one position.**
Date Symbol Purchae Price Prev Close Fair Value Profit/Loss Notes
6/20/2025SNY$47.50$47.86$63.530.76%Buy
6/18/2025WIX$150.00$157.92$165.545.28%Buy
6/18/2025CRI$32.50$30.78$48.90-5.29%Buy
6/18/2025MHK$100.00$99.53$124.04-0.47%Buy
6/17/2025FSLR$146.30$145.00$295.68-0.89%Buy
6/16/2025WU$8.61$8.48$27.89-1.51%Buy
6/11/2025OXM$45.85$41.21$62.10-10.12%Buy
6/10/2025SJM$95.31$96.93$144.901.70%Buy
6/9/2025OMC$71.43$70.28$122.53-1.61%Buy
6/8/2025MRK$78.97$79.06$125.970.11%Buy
6/8/2025TGT$97.32$95.54$116.41-1.83%Buy
6/8/2025BBY$73.02$67.52$87.22-7.53%Buy
6/8/2025DELL$113.75$119.37$142.654.94%Buy
6/8/2025DBX$29.47$28.70$55.23-2.61%Buy
6/8/2025CNC$55.16$54.40$121.77-1.38%Buy
6/8/2025CF$92.14$100.36$112.488.92%Buy
6/8/2025BIIB$133.13$127.04$300.56-4.57%Buy
6/8/2025ANF$82.93$78.02$144.99-5.92%Buy
6/8/2025CROX$101.46$98.52$171.40-2.90%Buy
6/8/2025REGN$499.22$509.72$608.262.10%Buy
6/8/2025BDX$173.45$168.42$230.18-2.90%Buy
6/8/2025BMY$48.02$46.86$90.23-2.42%Buy
6/8/2025COP$87.22$94.69$98.538.56%Buy
6/8/2025QCOM$149.24$151.32$228.001.39%Buy
6/8/2025ADBE$417.00$376.92$498.09-9.61%Buy
6/8/2025PEP$131.00$129.07$131.82-1.47%Buy
6/8/2025NVDA$141.00$143.85$162.502.02%Buy
6/8/2025GOOG$175.00$167.73$244.91-4.15%Buy
6/8/2025CLX$127.29$120.77$124.20-5.12%Buy
6/8/2025LULU$265.27$227.47$343.87-14.25%Buy
6/8/2025UNH$303.00$302.01$361.12-0.33%Buy
6/8/2025DOCU$75.28$75.13$90.00-0.20%Buy
$414,684.00$406,048.00$-8,636.00
Total Gain / Loss (Since 06/08/2025)-2.08%

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