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2019 Trade Review and 8 Trade Ideas

March 31, 2019 by Don Roth

The following are all of my recommendations during Q1 2019.

38 recommendations.
34 winners
4 losers

Closed:

JD.com Inc (JD) +16% partial sale
Agios Pharmaceuticals Inc +13% partial sale
Baozun (BZUN) +13% partial sale
Prudential Financial Inc (PRU) +10%
Discover Financial Services (DFS) +12%
Invesco Ltd (IVZ) +8%
Ameriprise Financial (AMP) +9%
Lincoln National Corporation (LNC) +10%

Open: gains/losses does NOT include dividends:

Financial Sector ETF (XLF) +6%
Schwab +.05%
Japan ETF (EWJ) +3%
Vanguard Growth ETF (VUG) +11%
Vanguard Total World Stock ETF +7%
Vanguard FTSE All World EX-US ETF (VEU) +5%
Invesco S&P 500 Low Volatility Portfolio (SPLV) +10%
iShares MSCI Japan Index Fund ETF +3%%
SPDR’s Select Sector Industrial ETF +10%
iShares Dow Jones US Pharmaceutical Index Fund ETF (IHE) +5%
SPDR’s S&P Transportation ETF (XTN) +5%
Invesco S&P Equal Wt Industrial ETF (RGI) +10%
JD.com Inc (JD) +20%
Baozun Inc (BZUN) +19%
Agios Pharmaceutical Inc (AGIO) +14%
New Age Beverages Corporation (NBEV) -9%
Grayscale Bitcoin Trust BTC (GBTC) +9%
Editas Medicene Inc (EDIT) +6%
Sphere 3D corporation (ANY) even
Coffee Holding Co Inc (JVA) -9%

The following were dividend recommendation holds with good chart set ups:

United Parcel Service Inc (UPS) +14%
Fedex Corp (FDX) +6%
Carnival Corp (CCL) -1%
Cambell Soup (CPB) +10%
The Kraft Heinz Company (KHC) -28%
WisdomTree International Dividend Top 100 Fund (DOO) +5.5%

The following were income generators with good chart set ups:

Vanguard Total International Bond ETF (BNDX) +3%
Invesco Preferred Portfolio ETF (PGX) +4%
iShares S&P US Preferred Stock Index Fund (PFF) +8%
iShares JP Morgan USD Emerging Markets Bond Fund ETF (EMB) +4%

If you want more details on how I find low risk/high reward entries like these just watch the short video below.

In this video I cover:

S&P 500 price action and 8 companies that I plan on legging into over the next couple of weeks.

PDFS
CTSH
XNET
CPB
HAL
TRIP
K
KMAX

Have a wonderful week,

Don

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Don Roth

Don Roth, Smart Chart Investor

Recent Market Updates

  • Blow Off Top?
  • Major Announcement!
  • Trade Alert (BE)
  • Important Notice
  • Weekly Market Commentary and Pre Announcement

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