It’s been another bad week for the Twitter Top 10 Portfolio. This month it picked two stocks that are seriously under performing. GT Advanced Technology (GTAT) down 21% and Zynga (ZNGA) down more than 9%. Over the past few months the portfolio has been hit hard as one stock after another blows up. This month is more of the same, but has a bit of support from a rotation to some defensive stocks that have held up.
Below is a performance chart and details of the current holdings.
| Start Date | Symbol | Shares | Start Price | Start Total | End Price | End Total | % Gain / Loss |
| 5/2/2014 | $MU | 415 | 26.31 | 10918.65 | 26.79 | 11117.85 | 1.82% |
| $AGN | 64 | 169.91 | 10874.24 | 162.17 | 10378.88 | -4.56% | |
| $INTC | 413 | 26.41 | 10907.33 | 26.28 | 10853.64 | -0.49% | |
| $CELG | 74 | 147.40 | 10907.60 | 145.55 | 10770.70 | -1.26% | |
| $RAD | 1387 | 7.87 | 10915.69 | 7.53 | 10444.11 | -4.32% | |
| $GTAT | 761 | 16.91 | 12868.51 | 13.41 | 10201.21 | -20.73% | |
| $ZNGA | 2828 | 3.86 | 10916.08 | 3.51 | 9926.28 | -9.07% | |
| $XLE | 116 | 93.72 | 10871.52 | 93.72 | 10871.52 | 0.00% | |
| $JNJ | 110 | 99.31 | 10924.10 | 100.97 | 11106.70 | 1.67% | |
| $GE | 409 | 26.68 | 10912.12 | 26.44 | 10813.96 | -0.90% | |
| Cash | 102.83 | 102.83 | |||||
| Totals | 111118.67 | 106587.68 | -4.08% |
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