A fed up investor creates and manages his own portfolio and ranks it against experts, the TSE index and a well known mutual fund.
Wednesday, April 4, 2012
had to sell
No matter your strategy, life always gets in the way. My stepson is buying a condo and asked to borrow some money. So, I had to liquidate my portfolio. Overall I figure I made about two and a half percent. Not terrific, but not too bad for a few months.
When I gather some more money I'll start up again.
Wednesday, February 8, 2012
thinking about this strategy
I was thinking about my trading strategy, this strategy.
Everyone says you can't time the market and that you can never hit the absolute top or pick the absolute bottom. This strategy concedes that fact. We don't try to pick the absolute top or the absolute bottom. What we do however is count on a change of $% to indicate we are past an absolute bottom or absolute top.
We buy once an up trend has started, and sell once a downturn has started. If we "think" something is going to take off we add it to our pool and watch it, but only buy once a 5% up-tick confirms our thoughts.
I like this strategy. I think it is going to pay off.
Friday, February 3, 2012
TSFA
I haven't used this years TSFA room, so I transferred $5,000.00 from this account to my TSFA account. I will need to remember this at the end of the year when I calculate how the portfolio did.
month end review - new purchases
I reviewed all the stocks in my pool, winners and loosers, to find stocks that have shown a recent 5% increase or more. I settled on the following;
Name Symbol Price Amount Cost
20.65
|
100
|
$2,065.00
|
||
7.36
|
100
|
$ 736.00
|
||
100
|
$2,692.00
|
|||
100
|
$2,395.00
|
|||
100
|
$3,716.00
|
|||
100
|
$2,344.00
|
Tuesday, January 31, 2012
month end review - my wife's u.s. stocks
my wife's u.s. stocks are doing ok. Both Kellog [k] and Molson-Coors [TAP] are down a little, but not enough to sell.
month end review
My portfolio is up 2.8% overall. The stocks that are down are quite surprising. Trans Canada Pipeline [TRP], Canadian National Railway [CNR], and Fairfax Financial [FFH] are all down over 5%. These are good companies, but, from where I got in, they are down. So I've got to sell. I don't I have many shares in any of these so I am selling all my holdings in them.
Wednesday, January 4, 2012
my wife's u.s. stocks
For those of you who are interested, these are the u.s. stocks bought in my wife's u.s. trading account.
| Qty | Security | Symbol | Price |
| 100 | CISCO SYSTEMS INC | CSCO | $18.84 |
| 100 | GENERAL ELECTRIC COMPANY | GE | $18.29 |
| 100 | KELLOGG CO | K | $50.02 |
| 50 | MOLSON COORS BREWING-B- | TAP | $44.03 |
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