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January 16, 2018 | Brodie Miller
Econ Advisory January 16, | Brodie Miller
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Portfolio Performance
Company Quantity Price Price Change % Market Value Cost Basis Gain/Loss $ Gain/Loss % % Of Account 3M COMPANY 172 $244.74 0.11% $42,095.28 $18,068.95 $24,026.33 132.97% 6.38% ALPHABET INC. CLASS A 17 $1,130.70 0% $19,221.90 $4,724.34 $14,497.56 306.87% 2.91% ALPHABET INC. CLASS C $1,121.76 -0.04% $19,069.92 $4,696.36 $14,373.56 306.06% 2.89% CHEVRON CORPORATION 177 $132.01 -1.19% $23,365.77 $20,015.44 $3,350.33 16.74% 3.54% CONSTELLATION BRANDS 150 $217.76 $32,664.00 $25,846.95 $6,817.05 26.37% 4.95% DOMINOS PIZZA INC 90 $209.29 -0.88% $18,836.10 $12,435.30 $6,400.80 51.47% 2.85% ENBRIDGE INC 600 $39.78 0.10% $23,868.00 $24,583.65 ($715.65) -2.91% 3.61% FIRST SOLAR INC 404 $71.22 -2.98% $28,772.88 $24,891.35 $3,881.53 15.59% 4.36% INGERSOLL RAND PLC 315 $90.26 -0.92% $28,431.90 $24,988.39 $3,443.51 13.78% 4.31% IQVIA HOLDINGS INC 385 $99.93 -0.11% $38,473.05 $29,958.91 $8,514.14 28.42% 5.83% NVIDIA CORP 117 $220.11 -1.29% $25,752.87 $24,797.25 $955.62 3.85% 3.90% ROCKWELL COLLINS INC 240 $136.65 -0.86% $32,796.00 $25,166.55 $7,629.45 30.32% 4.97% SALESFORCE COM 356 $108.89 -1.22% $38,764.84 $22,810.75 $15,954.09 69.94% 5.87% SNAP ON INC 160 $180.67 -1.59% $28,907.20 $24,366.55 $4,540.65 18.63% 4.38% VEEVA SYSTEMS INC CLASS A 397 $56.51 -3.19% $22,434.47 $24,241.80 ($1,807.33) -7.46% 3.40% VANGUARD TOTAL MARKET ETF 1,333 $142.12 -0.44% $189,445.96 $161,140.88 $28,305.08 17.57% 28.69% -- $47,365.33 7.17% Account Total $660,265.47 $472,733.42 $140,166.72 29.65%
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Portfolio Highlights CEO of Domino’s Pizza departs, Credit Suisse upgrades to outperform First Solar announces production of Series 6 panels will begin in Q2 Nvidia announces partnership with Uber to create autonomous driving technology, introduces new gaming displays at CES Rockwell Collins shareholders approve merger with United Technologies, expected to close in Q3 What To Watch For 3M reports earnings next week, Alphabet and Chevron in the beginning of Februrary
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Market Summary Stocks continue strong start to the year
China and trade worries spark brief volatility Strong retail sales data send retail stocks higher Corporate bond buyers snap up new issuance SPX was slightly lower today, trading at $2,776.42 DJIA down as well, at $25,792.86 Bitcoin crashes to 11k, other coins down even more on fears of regulatory crackdown
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Market Summary
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Upcoming Events Housing Market Index and Fed’s Beige Book released tomorrow Chinese GDP, Industrial Production and Retail Sales on Thursday Consumer Sentiment on Friday Industry Group meetings CCI: Resume and Cover Letter writing workshop. 4:15 on Thursday (Jan 18) in Axinn 219
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