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D&D Note

D&D Note (2.20.2018) ~ Pot and Semi’s Rally / Diversification ~

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D&D Note (2.20.2018) ~ Pot and Semi’s Rally / Diversification ~

What we normally see before a 3 day weekend instead happened today seeing investors lighten up on positions. The major indexes all finished lower on the day. However Pot stocks and Semiconductor stocks both rallied on the day pushing D&D to finish the day well in the green up over 2%.

Both Canopy and Emerald finished the day up over 10% and Aphria rising over 6% on the session. The largest drag on the day was IMLFF down -4.31% followed by MO, PYPL, and TCEHY.

Semiconductor stocks found a decent bid today with NVDA finishing up 2.15% and TSM up 0.60%.

One of the most important aspects of investing is diversification. This is spreading out your positions over sectors, dividend yield, high beta, indexes, and countries. Below is a chart outlining D&D’s current positions and grouped by diversification across sectors.

Screen Shot 2018-02-20 at 2.29.09 PM

We are currently overweight in Technology and Healthcare. Both of these sectors are where D&D is looking to take profits in and then redeploy cash to further diversify into the Materials sector. On our watch list are; PKG and IP both cardboard packaging companies that are tied to Amazon deliveries.

The overall Beta of our portfolio is 1.323 which means we are positioned to move more than the overall market by times 1.323. The highest Beta stock in our portfolio is IMLFF at 7.89 which is offset by CNTTF at -7.42. The next highest Beta stock is EMHTF at 3.22 while the next lowest is MO at 0.56.

The highest dividend yielder for D&D is MO at 4.10% followed by SIEGY at 3.33%, and TSM at 2.63%.

D&D is overweight positions in: APHQF, TWMJF, AMZN, TSM, AAPL, FB, GOOG (these are positions we would look to take profits in to reduce exposure)

We are underweight positions in: HON, DIS, WNS, ITW (these are positions we would look to add to to increase exposure)



D&D movers:

– TWMJF up 10.73%

– EMHTF up 10.16%

– APHQF up 6.41%

– CNTTF up 3.45%

– IMLFF down -4.31%

– MO down -1.94%

– PYPL down -1.67%

– TCEHY down -1.29%


– DOW down -0.65%

– NASDAQ down -0.07%

– S&P down -0.58%

Sector Movers:

– Technology up 0.25%

– Consumer Staples down -2.25%

– Telecom down -1.71%

– Utilities down -1.26%


– US 2-YR 2.223% (up 0.034)

– US 10-YR 2.89% (up 0.013)

– US 30-YR 3.154% (up 0.019)


– VIX 20.60 (up 5.86%)

Crypto (1:00 PST)

– BTC $11,739.99

– ETH $918.06

– BCH $1,492.77

– LTC $242.51


– Gold $1,332.00 down -1.78%

– Silver $16.415 down -1.78%

– Copper $3.1865 down -1.91%


– Oil $61.77 up 0.36%

– Brent $65.12 down -0.84%

– Nat Gas $2.637 up 3.13%

About ddinvestments

Trading Partner for D&D Investments


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