Dirty Dozen, Long Only Portfolio, End of April 2017

Added on by C. Maoxian.

I introduced the Dirty Dozen portfolio earlier this month. I track a dozen popular stocks using a *monthly* trend following system. It might be interesting to know my take on these stocks if you hold any of them. I did settle on Chipotle as the twelfth stock, which readers overwhelmingly nominated. 

  1. Amazon
  2. Amgen
  3. Apple
  4. Chipotle
  5. Facebook
  6. Gilead
  7. Google
  8. Netflix
  10. Starbucks
  11. Tesla
  12. Twitter

There are no changes this month, but NVIDIA is at an interesting point ... it's the second longest-held position and the biggest winner ... it will be telling when the monthly trend finally turns down.