Hello Suckers …

Trading Account:

New stock picks this week:

Stocks bought or added to portfolio this week:
none

Stocks dropped from portfolio this week:
none

Existing & new holdings:
100% cash

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Contribution this week: $100

Current capital exposure: 0.0%     

New positions available to open: 0     

Starting account value = $2,037.17

Account value = $2,037.17 (without margin)

Buying power = $6,790.83

Portfolio Gain/loss this week = 0.0%

Portfolio Gain/Loss for FEBRUARY 2010 = 0.0%

Portfolio Gain/loss for 2010 = -19.54%

Annual Return (CAGR): -27.88%

 
 

ROTH IRA Account:

New stock picks this week:

Bought 11.612 ATIPX @ 8.99

Existing & new holdings:

NTF Mutual Funds

Symbol	Qty	Last	Gain($)	Gain(%)	Div. Y(%)	Port. (%)
AIGYX	83.472	11.73	-20.87	-2.09	7.89	32
ATIPX	106.395	8.94	11.00	1.17	7.28	31
HISIX	26.918	6.69	-19.92	-9.96	4.56	6
SICNX	34.010	6.88	-16.01	-6.40	4.97	8
SWDSX	36.384	11.26	5.51	1.36	4.00	14
SWLSX	29.814	9.36	10.14	3.77	1.63	9

Individual ETFs

Symbol	Qty	Last	Gain($)	Gain(%)	Div. Y(%)	Portfolio (%)
IGD	29.0	11.33	-28.13	-7.89	12.77	100

Individual stocks

Symbol

Qty

Last

Gain($)

Gain(%)

Div. Y(%)

Portfolio (%)

Account target and current allocation

Individual stocks	0	42%	0%
NTF Mutual funds	3,033.11	38%	89%
ETFs	328.57	20%	10%

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Contribution this week: $100

Starting account value = $3,460.21

Account value = $3,411.68

Dividends received in 2010 = $15.49

Portfolio dividends yield 2010 = 0.45%

Dividends received lifetime = $99.61

Portfolio Gain/loss this week = -1.40%

Portfolio Gain/Loss for FEBRUARY 2010 = -1.40%

Portfolio Gain/loss for 2010 = -3.64%

Annual Return (CAGR): -7.36%

Portfolio Return since inception: -21.12%

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Trading Account:

New stock picks this week:

Stocks bought or added to portfolio this week:
none

Stocks dropped from portfolio this week:
Rackspace Hosting, Inc (RAX)
Stryker Corp. (SYK)

Existing & new holdings:

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Contribution this week: $0

Current capital exposure: 0.0%     

New positions available to open: 0     

Starting account value = $1,996.76

Account value = $1,937.17 (without margin)

Buying power = $1,937.17

Portfolio Gain/loss this week = -2.98%

Portfolio Gain/Loss for JANUARY 2010 = -20.34%

Portfolio Gain/loss for 2010 = -20.34%

Annual Return (CAGR): -29.14%

 
 

ROTH IRA Account:

New stock picks this week:

none

Existing & new holdings:

NTF Mutual Funds

Symbol	Qty	Last	Gain($)	Gain(%)	Div. Y(%)	Port. (%)
AIGYX	83.472	11.81	-14.19	-1.42	7.89	33
ATIPX	94.783	8.99	16.32	1.95	7.43	29
HISIX	26.918	6.87	-15.07	-7.54	5.00	6
SICNX	34.010	7.04	-10.57	-4.23	4.97	8
SWDSX	36.384	11.36	9.15	2.26	4.00	14
SWLSX	29.814	9.39	11.03	4.10	1.63	9

Individual ETFs

Symbol	Qty	Last	Gain($)	Gain(%)	Div. Y(%)	Portfolio (%)
IGD	29.0	12.23	-2.03	-0.57	11.98	100

Individual stocks

Symbol

Qty

Last

Gain($)

Gain(%)

Div. Y(%)

Portfolio (%)

Account target and current allocation

Individual stocks	0	42%	0%
NTF Mutual funds	2,955.54	38%	88%
ETFs	354.67	20%	11%

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Contribution this week: $50

Starting account value = $3,393.56

Account value = $3,360.21

Dividends received in 2010 = $11.10

Portfolio dividends yield 2010 = 0.33%

Dividends received lifetime = $95.22

Portfolio Gain/loss this week = -0.98%

Portfolio Gain/Loss for JANUARY 2010 = -2.34%

Portfolio Gain/loss for 2010 = -2.34%

Annual Return (CAGR): -7.15%

Portfolio Return since inception: -20.47%

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Stryker Corp. (SYK) hit my stop loss order at the opening and has been sold:

01/27/2010    09:35:05    Sold  15  SYK  @  53.3806

The stock continued sliding significantly down. By now I am 100% cash waiting for the market to recover from the correction. I will also work on adjusting my trading rules to avoid loses such as this month. I again over invested myself, so my present rules were not able to protect me against loss during slip down such as in January 2010.

Rackspace Hosting, Inc (RAX) hit my protective stop loss order and has been sold this morning:

01/26/2010    09:32:02    Sold  37  RAX  @  19.9

Trading Account:

New stock picks this week:

Stocks bought or added to portfolio this week:
none

Stocks dropped from portfolio this week:
Centurytel, Inc. (CTL)
Visa, Inc. (V)
Telestone Technologies Corp. (TSTC)

Existing & new holdings:

Symbol	Qty	Last	Gain($)	Gain(%)
RAX	37	20.37	-74.00	-8.94
SYK	15	54.04	-29.10	-3.47

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Contribution this week: $100

Current capital exposure: -6.33%     

New positions available to open: 0     

Starting account value = $2,249.24

Account value = $1,996.76 (without margin)

Buying power = $5,283.2

Portfolio Gain/loss this week = -11.23%

Portfolio Gain/Loss for JANUARY 2010 = -17.89%

Portfolio Gain/loss for 2010 = -17.89%

Annual Return (CAGR): -27.99%

The stock market entered a correction. All my positions turned down and sold off. It hurt my portfolio significantly again, or more then I wanted. Even though I collected 3.89% gain on sold positions (realized gain), the liquidation value of my portfolio is down. It indicates that my investing strategy is not as best as I thought. I had to adjust my trading rules a bit more and decided to limit opening new positions based on the existing positions. From now I can open new position only if the existing positions will be in positive territory. I also will have to adjust my trailing stop loss. I will be trailing it not only based on ATR value, but I will also use parabolic system to trail the stop loss to avoid stocks which do not grow (why to tie money to losing stock and waiting for its rebound, if the stock do not move up for some long period, it will be sold).
 
 

ROTH IRA Account:

New stock picks this week:

Bought  11.451  ATIPX  @  9.05
Bought  6.72  SICNX  @  7.44

Existing & new holdings:

NTF Mutual Funds

Symbol	Qty	Last	Gain($)	Gain(%)	Div. Y(%)	Port. (%)
AIGYX	83.472	11.91	-5.84	-0.58	7.89	33
ATIPX	94.783	9.02	19.16	2.29	7.43	29
HISIX	26.918	7.07	-9.69	-4.85	5.00	6
SICNX	34.010	7.20	-5.13	-2.05	4.97	8
SWDSX	36.384	11.50	14.24	3.52	4.00	14
SWLSX	29.814	9.57	16.40	6.10	1.63	10

Individual ETFs

Symbol	Qty	Last	Gain($)	Gain(%)	Div. Y(%)	Portfolio (%)
IGD	29.0	12.26	-1.16	-0.32	11.98	100

Individual stocks

Symbol

Qty

Last

Gain($)

Gain(%)

Div. Y(%)

Portfolio (%)

Account target and current allocation

Individual stocks	0	42%	0%
NTF Mutual funds	2,919.74	38%	89%
ETFs	357.86	20%	11%

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Contribution this week: $100

Starting account value = $3,435.70

Account value = $3,343.56

Dividends received in 2010 = $11.10

Portfolio dividends yield 2010 = 0.33%

Dividends received lifetime = $95.22

Portfolio Gain/loss this week = -2.68%

Portfolio Gain/Loss for JANUARY 2010 = -1.39%

Portfolio Gain/loss for 2010 = -1.39%

Annual Return (CAGR): -6.99%

Portfolio Return since inception: -19.91%

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Are you interested in Reverse Scale Strategy and see how it works when implemented to even a small account?

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