Canopy Portfolio

Here’s the list of investments that make up the Canopy portfolio. We will update this listing whenever we make changes to these positions. The Canopy portfolio has less diversification and more volatility than our other portfolios but also had the greatest return in the last year. This is our main portfolio that we think suits most investors. This portfolio represents a long-term investing approach and we use it for money we will not need in the next 5 years. Be sure to check out our other portfolios in the “Portfolios” tab. If you have any questions, please check out the FAQ or email us.

CompanySymbolAllocation
PowerShares Buyback AchieversPKW25%
Vanguard Small CapVB25%
iShares NASDAQ Biotechnology IndexIBB12.5%
PowerShares Nasdaq InternetPNQI12.5%
AppleAAPL7.5%
GoogleGOOG7.5%
Tesla MotorsTSLA5%
PowerShares DWA Em Mkts Technical LdrsPIE5%

*Past Performance is not indicative of future results. Investing involves significant risk and the information provided on this site does not constitue investing advice or recommendations.

Comments

  • How do you recommend new subscribers start building one of your portfolios? Dollar-cost averaging?

    bgwatson99September 4, 2012
    • There are several ways that subscribers could start using our portfolios as a model for their own investments. DCA represents an excellent strategy but can also incur high trading fees in proportion to one’s account value. A user with a smaller account value could use a set portfolio size, like $10000, and purchase complete positions of a security all at once (like purchasing $1500 of Apple stock in one transaction for 15% of the portfolio). Once the $10000 portfolio is “completed,” they could then create a new lot size (like another $10000) and go down the list purchasing securities in this fashion again.

      adminSeptember 5, 2012
  • thank you. i have approx. 140k from a recent 401k rollover. i guess what i’m still a little confused about is the timing of my purchases. I’m not suggesting that i want to “time the market”, but should i consider everything in the portfolio is a recommended buy at current price? Or wait for buy recommendations to be posted in the weekly updates? does the quarterly report provide any further guidance in this regard? i dont seem to be able to access the Q2 report.

    bgwatson99September 5, 2012
    • We approach market “timing” as generally good and bad times to make investing purchases. Refer to our weekly updates for our thoughts on the relative level of the market. We don’t engage in buy/sell recommendations for specific securities but we do like to look at the market as a whole to make those decisions. We make our purchases based on predicted broad market movements up or down. The first quarterly report available on the site will be published by 9/30/12.

      *Remember that content on this site does not constitue investment advice or recommendations. We can only legally provide investing “commentary.” For personalized investment advice, seek a registered financial advisor.

      adminSeptember 5, 2012
  • thanks. i appreciate your input.

    bgwatson99September 6, 2012
  • I’m looking at putting $50,000 in the Canopy portfolio and I’m wondering if it makes sense to allocate 10% to Apple, which would buy less than 10 shares. A 20.00 increase in price would produce only $90 gain. Same for Priceline.
    Thanks for your views on this
    wlittlejohn

    walterlittlejohnOctober 23, 2012
    • Ultimately share price won’t affect your total gains in your portfolio. Unless a company’s share price is extremely small (less than several dollars) or very large (several thousand dollars), it is largely irrelevant. When we look at stocks that we think will increase in value, we do so by looking at this number as a percentage, not a dollar amount. So if every stock were to go up 5%, you would earn 5% on your money in each stock regardless of share price or shares owned. Does that answer your question?

      adminOctober 25, 2012

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