The Financial Analyst Program follows the “growth” investment objective in selecting stocks and consults the “price-momentum” approach in deciding when to take the positions.

The FAP Portfolio as of February 2, 2020

Stocks = $733,299.22
  • AAPL / Avg. Price Basis = $250.79 / 5.91% of Portfolio / 23.41% Gain
  • ACGL / Avg. Price Basis = $41.23 / 2.58% of Portfolio / 7.11% Gain
  • CERN / Avg. Price Basis = $67.53 / 2.56% of Portfolio / 6.37% Gain
  • CMSCA / Avg. Price Basis = $44.08 / 4.58% of Portfolio / -2.02% Loss
  • CRM / Avg. Price Basis = $147.53 / 1.56% of Portfolio / 23.57% Gain
  • CSGP / Avg. Price Basis = $605.72 / 5.30% of Portfolio / 7.80% Gain
  • EDU / Avg. Price Basis = $121.37 / 4.74% of Portfolio / 0.15% Gain
  • HD / Avg. Price Basis = $200.27 / 4.45% of Portfolio / 13.90% Gain
  • KMX / Avg. Price Basis = $85.88 / 5.38% of Portfolio / 12.99% Gain
  • MSFT / Avg. Price Basis = $116.14 / 5.95% of Portfolio / 46.57% Gain
  • SBUX / Avg. Price Basis = $86.28 / 4.70% of Portfolio / -1.68% Loss
  • TMHC / Avg. Price Basis = $25.10 / 5.09% of Portfolio / 3.11% Gain
  • TMUS / Avg. Price Basis = $68.40 / 3.00% of Portfolio / 15.77% Gain
  • TTEK / Avg. Price Basis = $83.81 / 4.86% of Portfolio / 2.14% Gain
  • UNH / Avg. Price Basis = $280.42 / 4.90% of Portfolio / -2.84% Loss
  • V / Avg. Price Basis = $207.03 / 4.95% of Portfolio / -3.89% Loss
ETFs = $294,326.85
  • GLD / Avg. Price Basis = $126.16 / 1.56% of Portfolio / 18.37% Gain
  • IEMG / Avg. Price Basis = $51.11 / 2.60% of Portfolio / -1.02% Loss
  • ITB / Avg. Price Basis = $45.53 / 5.01% of Portfolio / 4.33% Gain
  • QQEW / Avg. Price Basis = $70.02 / 5.05% of Portfolio / 5.44% Gain
  • QQQ / Avg. Price Basis = $140.57 / 7.23% of Portfolio / 55.84% Gain
  • SPY / Avg. Price Basis = $281.36 / 2.61% of Portfolio / 14.35% Gain
  • VT / Avg. Price Basis = $57.29 / 3.09% of Portfolio / 39.17% Gain 
Total Value of Portfolio = $1,084,224.97                                                                          Portfolio YTD = 2.02% Gain