$4.75 Stock Trades. Visit OptionsHouse.com Today!      Save 15% on H&R Block At Home Products Deluxe



Archive for January, 2010

Picks 01/25 – 01/29

Trading Account:

New [tag]stock picks[/tag] 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 [tag]holdings[/tag]:


Contribution this week: $0

Current [tag]capital exposure[/tag]: 0.0%     Learn more

New positions available to open: 0     Learn more

Starting [tag]account value[/tag] = $1,996.76

Account value = $1,937.17 (without margin)

Buying power = $1,937.17

[tag]Portfolio Gain/loss[/tag] this week = -2.98%

[tag]Portfolio[/tag] Gain/Loss for JANUARY 2010 = -20.34%

Portfolio Gain/loss for 2010 = -20.34%

[tag]Annual Return[/tag] (CAGR): -29.14%

 
 

aboutthisboy.com

ROTH IRA Account:

New [tag]stock picks[/tag] this week:

none

Existing & new [tag]holdings[/tag]:

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%

Contribution this week: $50

Starting [tag]account value[/tag] = $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

[tag]Portfolio Gain/loss[/tag] this week = -0.98%

[tag]Portfolio[/tag] Gain/Loss for JANUARY 2010 = -2.34%

Portfolio Gain/loss for 2010 = -2.34%

[tag]Annual Return[/tag] (CAGR): -7.15%

[tag]Portfolio Return[/tag] since inception: -20.47%


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

Stay updated with Hello Suckers Hello Suckers Feed

Posted by MartZee January 27, 2010

SYK slid -4.56% in the morning and was sold on stop loss

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.

Posted by MartZee January 26, 2010

RAX activated stop loss order

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

Posted by MartZee January 22, 2010

CTL triggered a stop loss order and has been sold

As the market continues into correction, another stock sold out hitting the stop loss order. I sold Centurytel, Inc. (CTL)

01/22/2010    15:27:19    Sold  9  CTL  @  34.1401

Posted by MartZee January 22, 2010

Visa sold on stop loss

The market is losing ground and slipping into correction. Visa (V) once again is dragged down with banks even though this company is not a bank. Another deep drop of this stock triggered my stop loss and I sold my shares of this stock. However, I still consider this stock as a high quality equity and I am ready to buy back on reversal.


01/22/2010    09:56:58    Sold  20  V  @  82.9015

TSTC sold on stop loss trigger

Telestone Technologies Corp. (TSTC) triggered stop loss order this morning and has been sold:

01/21/2010    11:33:43    Sold  19  TSTC  @  17.78

Today’s move on the market also counts as another sell off (distribution day) and puts the market under the pressure. That means I am raising cash and waiting for the next move. Will the market slip into correction or is it just a dip?

Picks 01/11 – 01/15

Trading Account:

New [tag]stock picks[/tag] this week:

Stocks bought or added to portfolio this week:
Stryker Corp. (SYK)

Stocks dropped from portfolio this week:
Medifast Inc. (MED)
RINO International Corporation (RINO)

Existing & new [tag]holdings[/tag]:

Symbol Qty Last Gain($) Gain(%)
[tag]CTL[/tag] 9 35.07 -9.18 -2.83
[tag]RAX[/tag] 37 22.12 -9.25 -1.12
SYK 15 56.03 0.75 0.09
[tag]TSTC[/tag] 19 20.66 2.86 0.73
[tag]V[/tag] 20 86.14 222.52 14.83

Contribution this week: $100

Current [tag]capital exposure[/tag]: -3.75%     Learn more

New positions available to open: 0     Learn more

Starting [tag]account value[/tag] = $2,360.71

Account value = $2,149.24 (without margin)

Buying power = $3,202.59

[tag]Portfolio Gain/loss[/tag] this week = -8.96%

[tag]Portfolio[/tag] Gain/Loss for JANUARY 2010 = -7.83%

Portfolio Gain/loss for 2010 = -7.83%

[tag]Annual Return[/tag] (CAGR): -22.97%

The market is once again over-reacting on the news and what was good for the market yesterday is not good for it today anymore. Even though the market is still in a rally, on Friday we could see a distribution day on heavy volume. It may mean nothing, it may create a short time dip (the market was rallying for long time and it is time to get some rest) or it may reverse for a correction. We will see next week. I am not going to predict the market but try to react on what it will be doing in upcoming weeks.

My stocks, however, were losing ground during last two weeks. Some were sold by triggering stop loss, such as Medifast Inc. (MED) and those stocks are not on my screen anymore. Also when I evaluated them whether they pass my “buy checklist”, they haven’t get through either. So I am moving on. I will be watching those stocks for a while, but it seems there is no momentum anymore.

The portfolio lost almost 8% this week (a paper loss only), which is an evidence that I broke my rules once again. I bought Telestone Technologies Corp. (TSTC) the previous week even though I shouldn’t do it because my portfolio was over-invested already and my maximum risk increased to almost 16%. Partially, I made a mistake when I was buying the new position because I didn’t update my spreadsheet and ran my risk calculations using old data. I adjusted my trading rules properly to update my spreadsheet first and then run calcs. I am speaking about it because every beginning investor or trader should write the rules down on the paper and repeat them as long as you start doing it all mechanically and without thinking. Even this small issue can cause quite a large loss. I also reduced my total loss for the trade from 3% of the portfolio to 2% only.
 
 

aboutthisboy.com

ROTH IRA Account:

New [tag]stock picks[/tag] this week:

none

Existing & new [tag]holdings[/tag]:

NTF Mutual Funds
Symbol Qty Last Gain($) Gain(%) Div.
Y(%)
Port.
(%)
AIGYX 83.472 12.32 28.38 2.84 7.89 35
ATIPX 83.332 9.07 23.67 3.23 7.43 26
HISIX 26.918 7.42 -0.27 -0.13 5.00 7
SICNX 27.290 7.55 6.04 3.02 4.97 7
SWDSX 36.384 11.90 28.80 7.12 4.00 15
SWLSX 29.814 9.93 27.13 10.09 1.63 10
Individual ETFs
Symbol Qty Last Gain($) Gain(%) Div.
Y(%)
Portfolio
(%)
IGD 29.0 12.52 6.38 1.79 11.90 100
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% 88%
ETFs 357.86 20% 11%

Contribution this week: $50

Starting [tag]account value[/tag] = $3,327.60

Account value = $3,335.70

Dividends received in 2010 = $11.10

Portfolio dividends yield 2010 = 0.33%

Dividends received lifetime = $95.22

[tag]Portfolio Gain/loss[/tag] this week = 0.24%

[tag]Portfolio[/tag] Gain/Loss for JANUARY 2010 = 1.37%

Portfolio Gain/loss for 2010 = 1.37%

[tag]Annual Return[/tag] (CAGR): -6.37%

[tag]Portfolio Return[/tag] since inception: -18.14%


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

Stay updated with Hello Suckers Hello Suckers Feed

Posted by MartZee January 16, 2010

RINO triggered stop loss

RINO triggered stop loss and has been sold this morning:

01/15/2010    13:11:23    Sold  7  RINO  @  25.2

Posted by MartZee January 15, 2010

SYK added to portfolio

Today I added Stryker Corp (SYK):

01/15/2010    09:30:17    Bought  15  SYK  @  55.98