August was a comeback month for me. I am still not where I was earlier in the year though. I gained 3.9% in August and ended up 41% for the year so far compared to 37.1% last month. The DOW is up 15.5% (up 1.4% in August) and NASDAQ is up 18.4% (up 4.6% in August), so I am still well ahead of the market averages. I didn’t sell anything in August or buy any new stocks, but I added to a couple of existing positions that I am bullish on.

We are 2/3rds through 2021, inflation is rampant and the prospects of tax hikes, high oil prices, high crime and foreign policy risks appear to be rising. Who knows if Afghanistan will affect the market going forward. A market correction or crash has to happen eventually, so I am continuing to try to be cautious. I have banked just over half of my 2021 gains and cut my market exposure by just under 25% so far this year.

In late 2015 I started offering a paid subscription service which is similar to the Blog, but I tell you exactly what stocks I bought and why—and sold every day, with a weekly summary of activity, open positions, how many shares I own and their valuations.

The cost to subscribe is $50 a month for individuals, with a 100 subscriber limit. First-time subscribers can purchase a 3 month subscription for $100. I am not trying to get rich by having thousands of subscribers. I do this for self-discipline in my investing, so I am accountable to someone besides myself, which helps keep me focused. I am NOT a trader. I buy my stocks thinking I will own them for 2 years. Many, I own for far less than two years, but some I have held for five years or more. Including my current open positions, 91% of my stocks have been or are profitable.

Through August, 2021, I have averaged a 51% gain on the 58 stocks I have sold (54 winners and 4 losers) in my private portfolio since January 1, 2016. Fourteen of the 58 stocks have had buy-out offers, including two in 2016, six in 2017, two in 2018, none in 2019, two in 2020 and two so far in 2021.

My total portfolio was up 30.6% in 2020 and 72.8% in 2019. I have taken most of my gains and banked them in cash.

I stopped publishing our free weekly CSI Blog after 10 years of publishing at the end of 2015. I closed out the two remaining stock positions on the Blog in February 2021. Since inception in 2006, I had 73 winners, 20 losers for a 78.5% win-rate with an average gain of 38.9% on the free blog.

If you are interested in becoming one of my private paid subscribers, please e-mail me at daveosowski@gmail.com to get all the terms and conditions.

Here is the list of private subscription stocks I have bought and closed out my position on, since December 2015.

2021 Lee Enterprises, 115% gain

2021 Leaf Group, 84% gain-**Buy-Out**

2021 Evolving Systems, 222% gain

2021 DHI Group, 49% gain

2021 Avid Technology, 143% gain

2021 Synacor, 10% loss-**Buy-Out**

2021 Extreme Networks, 52% gain

2021 Synchronoss, 77% gain

2021 Accuray, 62% gain

2021 Alphatec, 96% gain

2020 ZAGG 43% loss-**Buy-Out**

2020 Alaska Comm. 46% gain-**Buy-Out (again)**

2020 MIX Telegraphics, 27% gain

2020 QUAD Graphics, 3% gain

2020 VOXX, 1% gain

2020 Alaska Comm. 46% gain

2020 Cutera, 31% gain

2020 Aviat Networks, sold remaining 1/3 for a 7% gain (overall 15% gain)

2020 DHI .4% gain

2020 QUAD Graphics 54% gain

2020 Medical equipment company-sold 33% for a 61% gain

2019 EXFO, 1% gain

2019 PERI, 77% gain

2019 Quantum Corp, sold for 48% gain

2019 EXTR, 15% gain

2019 DHI Corp, 46% gain

2019 Medical device company, (sold 80%), 69% gain

2019 Lantronix, 41% gain

2019 PDLI, 15% gain

2018 The Rubicon Project 1% gain

2018 Otelco 116% gain.

2018 Global Ship Lease 4% gain, **Buy-Out**

2018 Telecom Services (57% sold) 3% gain

2018 Lantronix, 52% gain

2018 Ceragon Networks, 82% gain

2018 Aviat Newtowrks. (1/3 sold) 17% gain

2018 Pitney Bowes 31% gain

2018 Calix-1% gain

2018 Xerox 34% gain, **Buy-Out**

2018 RMG Networks-1% gain

2017 Telecommunications Co., 59% gain (partial sale)

2017 magicJack 17% gain, **Buy-Out**

2017 eGain 56% gain

2017 YUME 90% gain, **Buy-Out**

2017 MaxPoint Interactive 60% gain

2017 Shortel 24% gain, **Buy-Out**

2017 Tremor Video 25% gain

2017 MRV Communications 6% loss, **Buy-Out**

2017 Ceragon Networks 55% gain

2017 Angie’s List 60% gain, **Buy-Out**

2017 Lantronix 135% gain

2017 Syneron Medical 46% gain, **Buy-Out**

2017 RocketFuel 140% gain

2017 Conduent .1% gain

2017 Harmonic 74% gain

2016 Ceragon Networks 48% gain

2016 Alphatec 71% gain

2016 Universal Insurance 36% gain

2016 Mitel Networks 15% gain

2016 Avid Technology 50% gain

2016 Silicon Graphics 70% gain, **Buy-Out**

2016 Imatron 30% gain

2016 Harmonic 80% gain

2016 United Online 5% loss, **Buy-Out**