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Archive for September, 2010

Posted by MartZee September 13, 2010

BDT added to portfolio

I need to rebuild this portfolio, accumulate some funds and start investing into more save securities to stop losing money here. Therefore I decided to change my strategy a bit and use dividend investing the same way as I do in my ROTH IRA account to accumulate. One of the investment I had in my watch list was BlackRock Strategic Dividend (BDT) which I want to buy in my ROTH IRA account. I liked this ETF for quite a good dividend, large discount and its strategy it seeks to invest. I think it may be a good investment. On the other hand with this ETF I can keep the money available for another trade (unlike with HSTIX which is a NO-Transaction-Fee mutual fund and thus can be sold after 180 days to wave fees). So, if I see better opportunity, I can sell and buy.

09/13/2010   12:24:35  Bought  100  BDT  @  9.399

Posted by MartZee September 13, 2010

The market is trending up again, will it sustain?

It seems like investors are finally realizing that nothing goes down forever (as well as nothing growths up forever) and start buying stocks again. However I still would be cautious. This rally may not sustain if more bad news and panicking comes in. It is OK buying stable stocks such as large cap companies (which are not so volatile), dividend paying companies, or mutual funds. Buying highly speculative stocks, or small caps would be still dangerous. It depends on your strategy.

In my ROTH IRA I will be still buying during this time since I am buying large caps, good quality value stocks. In my trading account I am postponing all trades as long as I find a good opportunity to buy.

I am also changing the market status into “Rally Attempt” and let’s see the following weeks if the market starts running up again for longer period than just a few weeks.

Posted by MartZee September 13, 2010

Visa sold on stop loss

Last Friday Visa has been beaten down by bad news (still boo boo news in my opinion) about impact of regulatory act and Fed creating the new fee rules or whatever they are going to mess with the free market (which seems to be free no more). Investors were selling like crazy and I sold my shares on stop loss order.

09/09/2010   11:20:39   Sold  20  V  @  67.2806

Today morning Visa lost another 3.30% on downgrades and it seems it will be heading further down. I am definitely postponing any buybacks of this stock. However, as soon as this stock finds its bottom we may expect quite great run up, for which I am planning to keep some money available.

Also I am starting the accumulation process and parking my free money into more conservative investments. I decided to buy HSTIX mutual fund as my savings vehicle and I will buy some dividend ETFs to help recuperate my portfolio.

09/09/2010   20:43:20   Bought  60.606  HSTIX  @  8.25

 

Posted by MartZee September 07, 2010

Portfolio monthly review – August 2010

Portfolio monthly review - August 2010

I decided to change frequency of reviewing and posting my portfolio reviews from weekly to monthly. Weekly reviews are not as important as I thought originally and due to time issues I am not able to keep up posting in such frequency. So here is the review of August 2010 of my Trading account, which is my aggressive portfolio where I buy individual stocks, my ROTH IRA retirement account which is my dividend investing portfolio (to which I am focusing the most right now) and my Lending Club account, P2P lending investment which is growing very well.
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