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
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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
We all want to hear your opinion on the article above: No Comments |
New [tag]stock picks[/tag] 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 [tag]holdings[/tag]:
Symbol | Qty | Last | Gain($) | Gain(%) |
[tag]RAX[/tag] | 37 | 20.37 | -74.00 | -8.94 | SYK | 15 | 54.04 | -29.10 | -3.47 |
Contribution this week: $100
Current [tag]capital exposure[/tag]: -6.33%
New positions available to open: 0
Starting [tag]account value[/tag] = $2,249.24
Account value = $1,996.76 (without margin)
Buying power = $5,283.2
[tag]Portfolio Gain/loss[/tag] this week = -11.23%
[tag]Portfolio[/tag] Gain/Loss for JANUARY 2010 = -17.89%
Portfolio Gain/loss for 2010 = -17.89%
[tag]Annual Return[/tag] (CAGR): -27.99%
The stock market entered a correction. All my positions turned down and sold off. It hurt my portfolio significantly again, or more then I wanted. Even though I collected 3.89% gain on sold positions (realized gain), the liquidation value of my portfolio is down. It indicates that my investing strategy is not as best as I thought. I had to adjust my trading rules a bit more and decided to limit opening new positions based on the existing positions. From now I can open new position only if the existing positions will be in positive territory. I also will have to adjust my trailing stop loss. I will be trailing it not only based on ATR value, but I will also use parabolic system to trail the stop loss to avoid stocks which do not grow (why to tie money to losing stock and waiting for its rebound, if the stock do not move up for some long period, it will be sold).
New [tag]stock picks[/tag] this week:
Bought 11.451 ATIPX @ 9.05
Bought 6.72 SICNX @ 7.44
Existing & new [tag]holdings[/tag]:
NTF Mutual Funds |
Symbol | Qty | Last | Gain($) | 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% |
Contribution this week: $100
Starting [tag]account value[/tag] = $3,435.70
Account value = $3,343.56
Dividends received in 2010 = $11.10
Portfolio dividends yield 2010 = 0.33%
Dividends received lifetime = $95.22
[tag]Portfolio Gain/loss[/tag] this week = -2.68%
[tag]Portfolio[/tag] Gain/Loss for JANUARY 2010 = -1.39%
Portfolio Gain/loss for 2010 = -1.39%
[tag]Annual Return[/tag] (CAGR): -6.99%
[tag]Portfolio Return[/tag] since inception: -19.91%
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As the market continues into correction, another stock sold out hitting the stop loss order. I sold Centurytel, Inc. (CTL)
01/22/2010 15:27:19 Sold 9 CTL @ 34.1401
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The market is losing ground and slipping into correction. Visa (V) once again is dragged down with banks even though this company is not a bank. Another deep drop of this stock triggered my stop loss and I sold my shares of this stock. However, I still consider this stock as a high quality equity and I am ready to buy back on reversal.
01/22/2010 09:56:58 Sold 20 V @ 82.9015
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Telestone Technologies Corp. (TSTC) triggered stop loss order this morning and has been sold:
01/21/2010 11:33:43 Sold 19 TSTC @ 17.78
Today’s move on the market also counts as another sell off (distribution day) and puts the market under the pressure. That means I am raising cash and waiting for the next move. Will the market slip into correction or is it just a dip?
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New [tag]stock picks[/tag] this week:
Stocks bought or added to portfolio this week:
Stryker Corp. (SYK)
Stocks dropped from portfolio this week:
Medifast Inc. (MED)
RINO International Corporation (RINO)
Existing & new [tag]holdings[/tag]:
Symbol | Qty | Last | Gain($) | 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%
New positions available to open: 0
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.
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 = $95.22
[tag]Portfolio Gain/loss[/tag] this week = 0.24%
[tag]Portfolio[/tag] Gain/Loss for JANUARY 2010 = 1.37%
Portfolio Gain/loss for 2010 = 1.37%
[tag]Annual Return[/tag] (CAGR): -6.37%
[tag]Portfolio Return[/tag] since inception: -18.14%
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RINO triggered stop loss and has been sold this morning:
01/15/2010 13:11:23 Sold 7 RINO @ 25.2
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Today I added Stryker Corp (SYK):
01/15/2010 09:30:17 Bought 15 SYK @ 55.98
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MED hit my stop loss trigger and has been sold this morning:
01/12/2010 09:30:49 Sold 16 MED @ 25.56
We all want to hear your opinion on the article above: No Comments |
New [tag]stock picks[/tag] this week:
none
Existing & new [tag]holdings[/tag]:
Symbol | Qty | Last | Gain($) | Gain(%) |
[tag]CTL[/tag] | 9 | 30.91 | -11.25 | -3.46 |
[tag]MED[/tag] | 16 | 30.91 | -5.59 | -1.12 |
[tag]RAX[/tag] | 37 | 21.85 | -19.24 | -2.32 | [tag]RINO[/tag] | 7 | 31.24 | 27.29 | 14.26 | [tag]TSTC[/tag] | 19 | 23.25 | 52.07 | 13.36 |
[tag]V[/tag] | 20 | 87.00 | 239.72 | 15.98 |
Contribution this week: $0
Current [tag]capital exposure[/tag]: -6.33%
New positions available to open: 0
Starting [tag]account value[/tag] = $2,231.94
Account value = $2,260.71 (without margin)
Buying power = $3,536.73
[tag]Portfolio Gain/loss[/tag] this week = 1.29%
[tag]Portfolio[/tag] Gain/Loss for JANUARY 2010 = 1.29%
Portfolio Gain/loss for 2010 = 1.29%
[tag]Annual Return[/tag] (CAGR): -18.70%
New [tag]stock picks[/tag] this week:
Bought 4.202 SWDSX @ 11.9
Bought 11.901 ATIPX @ 9.03
Existing & new [tag]holdings[/tag]:
NTF Mutual Funds |
Symbol | Qty | Last | Gain($) | Gain(%) | Div. Y(%) |
Portfolio (%) |
AIGYX | 83.472 | 12.25 | 22.54 | 2.25 | 7.89 | 35 |
ATIPX | 83.332 | 9.07 | 23.67 | 3.23 | 7.43 | 26 |
HISIX | 26.918 | 7.48 | 1.35 | 0.67 | 5.00 | 7 |
SICNX | 27.290 | 7.57 | 6.58 | 3.29 | 4.97 | 7 |
SWDSX | 36.384 | 11.94 | 30.25 | 7.48 | 4.00 | 15 |
SWLSX | 29.814 | 10.03 | 30.11 | 11.20 | 1.63 | 10 |
Individual ETFs |
Symbol | Qty | Last | Gain($) | Gain(%) | Div. Y(%) |
Portfolio (%) |
IGD | 29.0 | 12.34 | 1.16 | 0.33 | 11.90 | 100 |
Individual stocks |
Symbol | Qty | Last | Gain($) | Gain(%) | Div. Y(%) |
Portfolio (%) |
Account target and current allocation |
Individual stocks | 0 | 42% | 0% |
NTF Mutual funds | 2,919.74 | 38% | 89% |
ETFs | 357.86 | 20% | 11% |
Contribution this week: $150
Starting [tag]account value[/tag] = $3,240.72
Account value = $3,277.60
Dividends received in 2010 = $7.47
Portfolio dividends yield 2010 = 0.23%
Dividends received lifetime = $91.59
[tag]Portfolio Gain/loss[/tag] this week = 1.14%
[tag]Portfolio[/tag] Gain/Loss for JANUARY 2010 = 1.14%
Portfolio Gain/loss for 2010 = 1.14%
[tag]Annual Return[/tag] (CAGR): -6.57%
[tag]Portfolio Return[/tag] since inception: -18.57%
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