A few days late but here is a quick overview of October. Performance was -1.7% VS the S&P500s of +2.6%, mostly on weakness from
$CVS and
$PYPL but overall a decent month.
1.) Added to
$INTC, bolstering the position, and glad I did as earnings came in mixed but looking up.
2.)
$CRSR jumped to my #3 holding after a +20% pop on Friday after incredible earnings.
3.)
$INTC once again has made it to number 1 in my portfolio followed by
$CVS.
$PYPL sunk on incredible earnings dropping to number 8 from number 5 last month, still confused about that one. Other than that
$BOC has made it to number 4 after a strong month,
$SLV also went cruising upwards just not as fast.
4.)
$DJCO remained flat this month and fell out of the top 12 to be replaced by
$STLA which rose on good earnings.
5.) This month will probably see additions to
$PYPL,
$SLV, and $BRKB.