Stock Portfolio Summer Update

Hi everyone.  I know it's been several months of no updates.  The stock market had a crazy pull off around March and many stocks' price were severly beaten down.  However, looking to the long term, technology sector will still boom due to the fact that it did in fact changed our lifestyle.  We pretty much "google" everything for advice.  Whether it be checking if an item's price is competitive before purchasing, researching how to fix your house, finding guitar tabs, or just watching youtube videos for fun, you can access them everywhere.  Mobile computing and communication technolgies advancements will enable us to do many of the "googling" more effortlessly and more afordably.  The trend I see in technology that will be hot for a while is in four main sectors:  Clean Tech, Mobile Computing, Internet hardware and software(security, high performance hardware), and Mobile and web applications for nich markets.  Going with any of those 4 sectors, if researched and filtered carefully, you will most likely gain from your investments.

Enough said, let's check our porfolio performance for HDA's Portfolio since I still want to show how we did so far with our long term holds:

Symbol	Company Name	Buy Price($)	Current Price($)	% gain
INVN	Invensense	11.87	21.69	104.7
ADNC	Audience, Inc.	16.28	10.67	-48.1
AMBA	Ambarella, Inc.	16.79	29.46	69.3
SYNA	Synaptics, Inc.	38.77	57.03	114.8
HIMX	Himax Tech., Inc.	6.48	14.41	7.4
			Average % gain	49.6

As you can see, dispite of plenty of geopolitical bad news, our progress for longer term (1 year+) gain was not so shabby - average at 49.6%.   INVN is still my top holds since it has potential to grow for wearables and other mobile devices. Also, because I hold alot more INVN and trade ADNC in small amount (~1% of portfolio) on and off, the gain was much more than the merely 49.6% mentioned above. Therefore, I recommend buying INVN for long term.  As for AMBA, SYNA, HIMX, you could choose to sell for short term or hold for long term, depending on how well the google glass and smart phone sector is doing and if they remain as market leader in their specialty.  As for ADNC, if you have not bought it, buy it around 6-7 dollars range if you can get it, you will not regret it.


Have fun trading.