Potential Stock Sales for August 2018

Here are the potential stock sales by portfolio:

Portfolio 8K

  • GM – consider selling
  • BZUN

Portfolio 7G

  • GM – consider selling
  • BZUN

Portfolio 6

  • ESLT
  • BZUN
  • BIDU

Portfolio 5D

  • BZUN
  • GM – consider selling 
  • BUD – recommend selling (not growing) (SOLD)
  • BIDU

Portfolio 4M

  • TSLA – recommend selling (a media circus) (SOLD)
  • ABB
  • ESLT

Portfolio 3

  • ABB
  • DWDP – recommend selling (will split into multiple companies) (SOLD)
  • BIDU
  • ESLT
  • WMT (SOLD)

Portfolio 1 and 2 – None

 

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