PRIVATE SUBSCRIPTIONS
We stopped publishing our free weekly CSI Blog after 10 years of publishing at the end of 2015. We are following our 6 remaining open positions until the end.
In late 2015 we started offering a paid subscription service which is similar to the Blog, but we tell you exactly what stocks we bought—and sold every day, with a weekly summary of activity, open positions, how many shares we own and their valuations.
Here is the list of private subscriptions positions I have bought and sold since December 2015.
Syneron Med. 46% gain on Buy-Out
RocketFuel, 140% gain in 4 months
Lantronix, 135% gain
Undisclosed spinoff, 1% gain
HLIT, 74% gain on our remaining position
Ceragon, 48% gain
Imation, 31% gain
Mitel, 15% gain
SGI, 70% gain on BUY-OUT.
AVID, 55% gain (this was a trading position-in addition to our long-term holding)
HLIT, 85% gain. We sold 75% of our position here.
UVE, 36% gain.
ATEC, 71% gain. (This was a trading position-in addition to our long-term BLOG holding)
United Online, 6% loss (take-under)
If you are interested in becoming one of our private paid subscribers, please e-mail me at daveosowski@gmail.com. It is NOT CHEAP though.
We averaged a 58.4% gain on our 13 sold stocks (12 winners and 1 small loser) in our private portfolio since January 1, 2016. We have 19 open stock positions with 13 stocks up, and 6 down.
CSI FREE BLOG
Of our closed out positions on the Blog, since inception, we have had 70 winners, 17 losers for an 80.5% win-rate with an average gain of 38%.
Since we have only 6 remaining stocks in our “portfolio” we will be discontinuing the portfolio performance metrics in 2017. We will continue to update on the remaining stock positions individually in 2017.
Index | April |
Dow | 1.4% |
Nasdaq | 2.5% |
April 2017 Legacy Portfolio
Share | Current | Lifetime | 2017 | Current | Price to | Prior | |
Stock | Cost | Price | Gain | Gain | Value | Value | Value |
CCUR ** | 4.58 | 7.11 | 55% | -3.8% | 13.83 | 51% | 9.49 |
BLIN | 3.95 | 0.76 | -81% | 18.8% | 1.38 | 55% | 1.53 |
SYNC | 2.56 | 3.55 | 39% | 14.5% | 5.66 | 63% | 6.17 |
PRSS | 4.01 | 2.85 | -29% | -3.1% | 10.15 | 28% | 7.43 |
ATEC | 7.06 | 2.03 | -71% | -36.8% | 8.87 | 23% | 16.50 |
AVID | 8.35 | 5.61 | -33% | 27.5% | 18.54 | 30% | 22.03 |
** Current price includes cumulative dividends |