Valentine Capital Asset Management, Inc.

data from 31/12/2015

Capitalization

$ 89.553 M -20.86 %

Average holding period

3 ans

Performance

$ 137.186 M 36.67 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Valentine Capital Asset Management, Inc.

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2015/12/31 TARO TARO PHARMACEUTICAL INDS LTD 4.91% 4.394 M $ 28431 2012/09/30 392.895 K $ 8.16 %
2015/12/31 SLVO CREDIT SUISSE NASSAU BRH X LINK SILVER 4.61% 4.130 M $ 442256 2015/06/30 -123.449 K $ -6.04 %
2015/12/31 XBI SPDR SERIES TRUST S&P BIOTECH 4.39% 3.930 M $ 55991 2013/06/30 531.703 K $ 12.77 %
2015/12/31 BIB PROSHARES TR PSHS ULT 4.00% 3.584 M $ 50135 2013/12/31 788.216 K $ 22.69 %
2015/12/31 GNRC GENERAC HLDGS INC 3.41% 3.051 M $ 102518 2015/12/31 0.000 $ 0.00 %
2015/12/31 GLDI CREDIT SUISSE NASSAU BRH X LINK GOLD 2.94% 2.630 M $ 256372 2015/06/30 -126.746 K $ -5.96 %
2015/12/31 IFN INDIA FD INC 2.77% 2.481 M $ 109103 2012/03/31 -216.569 K $ -6.65 %
2015/12/31 DIS DISNEY WALT CO 2.67% 2.392 M $ 22772 2011/12/31 55.295 K $ 2.82 %
2015/12/31 T AT&T INC 2.46% 2.200 M $ 63963 2015/09/30 138.805 K $ 5.61 %
2015/12/31 DIREXION SHS ETF TR INDIA BULL 3X 2.44% 2.185 M $ 162283 2013/09/30 -216.563 K $ -7.62 %
2015/12/31 OHI OMEGA HEALTHCARE INVS INC 2.43% 2.177 M $ 62260 2013/06/30 -12.677 K $ -0.48 %
2015/12/31 FBT FIRST TR NY ARCA BIOTECH 2.30% 2.064 M $ 18270 2013/06/30 249.853 K $ 11.55 %
2015/12/31 BX BLACKSTONE GROUP L P COM 2.05% 1.839 M $ 62907 2015/09/30 -69.636 K $ -5.78 %
2015/12/31 HOSPITALITY PPTYS TR 1.79% 1.602 M $ 61275 2013/12/31 41.580 K $ 2.19 %
2015/12/31 CVX CHEVRON CORP NEW 1.71% 1.532 M $ 17030 2011/12/31 228.026 K $ 14.05 %
2015/12/31 TNA DIREXION 1.71% 1.528 M $ 24059 2015/12/31 0.000 $ 0.00 %
2015/12/31 IEP ICAHN ENTERPRISES LP DEPOSITARY 1.70% 1.526 M $ 24896 2013/06/30 -171.582 K $ -8.54 %
2015/12/31 BRIGGS & STRATTON CORP 1.69% 1.509 M $ 87226 2015/12/31 0.000 $ 0.00 %
2015/12/31 EEM ISHARES TR MSCI EMG MKT 1.66% 1.485 M $ 46150 2015/09/30 -32.334 K $ -1.80 %
2015/12/31 KMI KINDER MORGAN INC DEL 1.56% 1.401 M $ 93940 2015/12/31 0.000 $ 0.00 %
2015/12/31 WYNN WYNN RESORTS LTD 1.55% 1.388 M $ 20063 2015/12/31 0.000 $ 0.00 %
2015/12/31 UAA UNDER ARMOUR INC 1.53% 1.366 M $ 16955 2012/12/31 -322.348 K $ -16.71 %
2015/12/31 TGT TARGET CORP 1.50% 1.339 M $ 18450 2014/12/31 -129.167 K $ -7.69 %
2015/12/31 SBUX STARBUCKS CORP 1.39% 1.249 M $ 20815 2015/09/30 78.620 K $ 5.61 %
2015/12/31 CRM SALESFORCE COM INC 1.39% 1.249 M $ 15939 2015/09/30 169.219 K $ 12.92 %
2015/12/31 DES WISDOMTREE TR SMALLCAP 1.37% 1.230 M $ 18950 2013/12/31 43.401 K $ 3.05 %
2015/12/31 BIIB BIOGEN INC 1.36% 1.217 M $ 3973 2015/12/31 0.000 $ 0.00 %
2015/12/31 NFLX NETFLIX INC 1.35% 1.209 M $ 10573 2015/09/30 136.631 K $ 10.77 %
2015/12/31 AAPL APPLE INC 1.35% 1.207 M $ 11472 2013/12/31 -15.220 K $ -4.57 %
2015/12/31 COP CONOCOPHILLIPS 1.32% 1.182 M $ 25322 2015/06/30 -38.926 K $ -2.65 %
2015/12/31 LOGM LOGMEIN INC 1.30% 1.167 M $ 17400 2014/12/31 -21.518 K $ -1.55 %
2015/12/31 HE HAWAIIAN ELEC INDUSTRIES 1.29% 1.159 M $ 40054 2015/09/30 12.333 K $ 0.91 %
2015/12/31 INTREXON CORP 1.28% 1.142 M $ 37900 2015/03/31 -74.983 K $ -5.25 %
2015/12/31 NAT NORDIC AMERICAN TANKERS LIMI 1.23% 1.102 M $ 70932 2015/12/31 0.000 $ 0.00 %
2015/12/31 TSLA TESLA MTRS INC 1.22% 1.095 M $ 4563 2015/09/30 -22.873 K $ -3.38 %
2015/12/31 KSS KOHLS CORP 1.17% 1.051 M $ 22068 2015/12/31 0.000 $ 0.00 %
2015/12/31 EQM EQT MIDSTREAM PARTNERS LP 1.16% 1.041 M $ 13807 2013/09/30 155.639 K $ 13.76 %
2015/12/31 AMZN AMAZON COM INC 1.12% 1.007 M $ 1490 2011/12/31 346.039 K $ 32.04 %
2015/12/31 GILD GILEAD SCIENCES INC 1.12% 1.001 M $ 9900 2013/12/31 35.100 K $ 3.05 %
2015/12/31 IBB ISHARES TR NASDQ BIOTEC 1.10% 988.000 K $ 2921 2013/06/30 117.143 K $ 11.54 %
2015/12/31 ISHARES MSCI TAIWAN 1.07% 959.000 K $ 75150 2014/12/31 -35.270 K $ -3.04 %
2015/12/31 GPN GLOBAL PMTS INC 1.05% 941.000 K $ 14600 2014/12/31 122.808 K $ 12.44 %
2015/12/31 VZ VERIZON COMMUNICATIONS INC 1.04% 928.000 K $ 20099 2011/12/31 63.099 K $ 6.23 %
2015/12/31 EDIV SPDR INDEX 1.00% 895.000 K $ 37759 2013/12/31 -61.834 K $ -5.16 %
2015/12/31 ETW EATON VANCE TXMGD GL BUYWR O 0.88% 788.000 K $ 70188 2015/09/30 45.198 K $ 5.05 %
2015/12/31 LINKEDIN CORP COM 0.87% 782.000 K $ 3475 2014/09/30 138.528 K $ 18.32 %
2015/12/31 INDY ISHARES INDIA 50 0.82% 731.000 K $ 26900 2013/03/31 -22.151 K $ -2.55 %
2015/12/31 BABA ALIBABA GROUP HLDG LTD 0.82% 731.000 K $ 9000 2015/03/31 240.839 K $ 37.81 %
2015/12/31 MU MICRON TECHNOLOGY INC 0.79% 708.000 K $ 50000 2015/09/30 -41.000 K $ -5.47 %
2015/12/31 EET PROSHARES TR MSCI EMRG 0.75% 673.000 K $ 14970 2015/09/30 -7.950 K $ -0.97 %
2015/12/31 SHPG SHIRE PLC 0.73% 656.000 K $ 3200 2014/12/31 -850.000 $ -0.11 %
2015/12/31 EWG ISHARES MSCI GERMANY 0.72% 649.000 K $ 24800 2014/12/31 40.962 K $ 5.86 %
2015/12/31 NKE NIKE INC 0.70% 625.000 K $ 10002 2015/09/30 11.972 K $ 1.64 %
2015/12/31 AVAGO TECHNOLOGIES LTD 0.69% 616.000 K $ 4250 2014/12/31 97.216 K $ 15.86 %
2015/12/31 MNST MONSTER BEVERAGE CORP NEW 0.64% 569.000 K $ 3824 2015/09/30 62.868 K $ 10.26 %
2015/12/31 MDLZ MONDELEZ INTL INC 0.64% 569.000 K $ 12697 2015/09/30 44.564 K $ 7.10 %
2015/12/31 EWZ ISHARES MSCI BRZ CAP 0.53% 475.000 K $ 22975 2013/03/31 -34.264 K $ -5.79 %
2015/12/31 COST COSTCO WHSL CORP NEW 0.52% 469.000 K $ 2910 2015/03/31 57.562 K $ 11.70 %
2015/12/31 FIVE FIVE BELOW INC 0.45% 401.000 K $ 12500 2014/12/31 -21.755 K $ -4.40 %
2015/12/31 PRAA PRA GROUP INC 0.45% 399.000 K $ 11530 2014/12/31 -260.324 K $ -34.43 %
2015/12/31 EWC ISHARES MSCI CDA 0.44% 397.000 K $ 18475 2011/12/31 -31.417 K $ -6.52 %
2015/12/31 MGA MAGNA INTL INC 0.42% 378.000 K $ 9340 2014/06/30 -80.683 K $ -15.52 %
2015/12/31 DXCM DEXCOM INC 0.41% 365.000 K $ 4459 2015/03/31 -137.027 K $ -4.61 %
2015/12/31 EPAM EPAM SYS INC 0.38% 338.000 K $ 4303 2014/12/31 21.537 K $ 5.51 %
2015/12/31 SDRL SEADRILL LIMITED 0.35% 315.000 K $ 93100 2015/03/31 0.000 $ 0.00 %
2015/12/31 ALXN ALEXION PHARMACEUTICALS INC 0.29% 257.000 K $ 1350 2012/12/31 54.117 K $ 22.00 %
2015/12/31 GOOGL ALPHABET INC CAP STK 0.18% 159.000 K $ 205 2015/12/31 0.000 $ 0.00 %
2015/12/31 GOOG ALPHABET INC CAP STK 0.17% 155.000 K $ 205 2015/12/31 0.000 $ 0.00 %
2015/12/31 WAB WABTEC CORP 0.17% 149.000 K $ 2100 2014/12/31 -42.629 K $ -19.20 %
2015/12/31 CLAYMORE EXCHANGE TRD FD TR GUGG CA ENRG 0.16% 143.000 K $ 21250 2015/03/31 0.000 $ 0.00 %
2015/12/31 ISHARES MSCI SINGAP 0.14% 127.000 K $ 12450 2014/12/31 0.000 $ 0.00 %
2015/12/31 V VISA INC COM 0.10% 88.000 K $ 1147 2015/12/31 0.000 $ 0.00 %
2015/12/31 GLD SPDR GOLD TRUST GOLD 0.09% 80.000 K $ 790 2015/12/31 0.000 $ 0.00 %
2015/12/31 CSQ CALAMOS STRATEGIC TOTL R 0.08% 76.000 K $ 7760 2015/12/31 0.000 $ 0.00 %
2015/12/31 MLAB MESA LABS INC 0.08% 72.000 K $ 728 2015/12/31 0.000 $ 0.00 %
2015/12/31 DISCK DISCOVERY COMMUNICATNS 0.08% 70.000 K $ 2800 2015/12/31 0.000 $ 0.00 %
2015/12/31 DISCA DISCOVERY COMMUNICATNS 0.08% 69.000 K $ 2600 2015/12/31 0.000 $ 0.00 %
2015/12/31 ARG AIRGAS INC 0.08% 69.000 K $ 500 2015/12/31 0.000 $ 0.00 %
2015/12/31 CVS CVS HEALTH CORP 0.07% 66.000 K $ 680 2015/12/31 0.000 $ 0.00 %
2015/12/31 TSCO TRACTOR SUPPLY CO 0.07% 66.000 K $ 780 2013/06/30 0.000 $ 0.00 %
2015/12/31 ET ENERGY TRANSFER EQUITY L P 0.07% 65.000 K $ 4750 2013/06/30 0.000 $ 0.00 %
2015/12/31 GM GENERAL MTRS CO 0.07% 60.000 K $ 1782 2015/12/31 0.000 $ 0.00 %
2015/12/31 TARGA RESOURCES PARTNERS LP COM 0.07% 59.000 K $ 3623 2015/03/31 0.000 $ 0.00 %
2015/12/31 TCRT ZIOPHARM ONCOLOGY INC 0.06% 50.000 K $ 6118 2015/12/31 0.000 $ 0.00 %
2015/12/31 CXP COLUMBIA PPTY TR INC 0.05% 49.000 K $ 2125 2015/12/31 0.000 $ 0.00 %
2015/12/31 QCOM QUALCOMM INC 0.05% 42.000 K $ 850 2015/12/31 0.000 $ 0.00 %
2015/12/31 CSCO CISCO SYS INC 0.04% 38.000 K $ 1400 2015/12/31 0.000 $ 0.00 %
2015/12/31 RYDEX TRUST GUG S&P500EQWTHC 0.04% 34.000 K $ 225 2015/12/31 0.000 $ 0.00 %
2015/12/31 ULTA ULTA SALON COSMETCS & FRAG I 0.04% 32.000 K $ 175 2015/12/31 0.000 $ 0.00 %
2015/12/31 IWF ISHARES TR RUS 1000 GRW 0.03% 31.000 K $ 320 2015/12/31 0.000 $ 0.00 %
2015/12/31 AGN ALLERGAN PLC 0.03% 28.000 K $ 90 2015/12/31 0.000 $ 0.00 %
2015/12/31 IPGP IPG PHOTONICS CORP 0.03% 28.000 K $ 322 2015/12/31 0.000 $ 0.00 %
2015/12/31 PFF ISHARES TR U.S. PFD STK 0.03% 27.000 K $ 700 2015/12/31 0.000 $ 0.00 %
2015/12/31 IDV ISHARES TR INTL SEL DIV 0.03% 27.000 K $ 965 2015/12/31 0.000 $ 0.00 %
2015/12/31 EWZS ISHARES BRAZIL SM-CP 0.03% 26.000 K $ 3900 2015/12/31 0.000 $ 0.00 %
2015/12/31 IWD ISHARES TR RUS 1000 VAL 0.03% 25.000 K $ 265 2015/12/31 0.000 $ 0.00 %
2015/12/31 EDU NEW ORIENTAL ED & TECH GRP I SPON 0.03% 25.000 K $ 800 2015/12/31 0.000 $ 0.00 %
2015/12/31 NORTHSTAR RLTY FIN CORP 0.03% 23.000 K $ 1391 2015/12/31 0.000 $ 0.00 %
2015/12/31 CMG CHIPOTLE MEXICAN GRILL INC 0.03% 23.000 K $ 50 2015/12/31 0.000 $ 0.00 %
2015/12/31 ADBE ADOBE SYS INC 0.03% 23.000 K $ 250 2015/12/31 0.000 $ 0.00 %