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 U.S. Stock Market Portfolio

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kimyee73
post Jun 24 2013, 01:31 PM

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QUOTE(Duarte @ May 6 2013, 02:31 AM)
Up until now I have adopted a prudent and defensive investment strategy, but now I´ll search a more aggressive valorization strategy opting for an increased market exposure, in order to catch the benchmark index. At the same time, however, I will take into account the 6-month unfavorable seasonality period, which begins on May 1 and ends on October 31 of the same year, and I will keep my eyes wide open to the possibility of trend reversion in the coming months.
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Are you a trend follower? Is this portfolio for real or just paper trading? How do you choose a ticker to trade? Sorry for many questions. I'm a trend follower myself but also swing trade as well during ranging market.
kimyee73
post Jul 8 2013, 01:07 PM

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QUOTE(Duarte @ Jul 5 2013, 08:36 PM)
3 Buys:

user posted image

The following are the annotated charts:

user posted image

user posted image

user posted image
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Why you bought ERX? ERX is in between 20SMA and 50SMA. Are you confident that it will break above this strong 50SMA? Why not wait until it break above first instead of pre-empt it? Just want to hear your rationale. Thanks.
kimyee73
post Jul 9 2013, 02:37 PM

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QUOTE(Duarte @ Jul 8 2013, 08:29 PM)
It is written on the annotated chart:
"ERX reacted positively to the 200-day exponential  moving average (EMA200)  and has been  rising ever since.
The consensus of the 12 technical indicators that I use is on the buy signal."

The movement of ERX has been similar to the UPRO.
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12 ohmy.gif I can see you're using MACD, RSI and EMA. Mind to share the rest?
What is the return so far in term of return to risk ratio? What is the max capital utilized and max drawdown experienced so far? Thanks.
kimyee73
post Jul 10 2013, 08:07 AM

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QUOTE(Duarte @ Jul 10 2013, 02:20 AM)
The result depends on developments in markets, and not depends only of me, and because of that, there is no point in saying that I expect a return of 15% in 6 months.
I don't like to think in future results, but, I try to do a good job.

My goal is to achieve a better result than benchmark index (S&P 500).
That is not the case at the moment.
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Why not buy SPY as well? At least you know that one is like on par with S&P 500 already biggrin.gif
BTW you're using fast or slow stochastic and what periods? Thanks.
kimyee73
post Jul 11 2013, 04:40 PM

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QUOTE(Duarte @ Jul 10 2013, 06:09 PM)
I took too much time to buy. For example, I bought EVC for the first time on June 12. Since then, has risen more than 38%, but I bought very few quantities and I took too much time to buy more. I could have done better.

I've been buying and selling with a delay on average of 3 to 4 days when compared with the consensus of the technical indicators that I use. This has influenced the portfolio result because the US market has risen at a very fast rate. I will try to buy and sell more quickly.
However, I also have a US long term market timer portfolio and the two portfolios complement one another.
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You need to buy the next day after you get the signal as trading require quicker action than buy and hold...oh wait...you buy and hold or trade? Don't understand why your signal tell a buy SUNE as I don't see any on mine. Look like you're game for cheap stock as well with EVC. Your date indicates Malaysia date rather than US since 6-Jul is Saturday (you bought RDN but then the high on US 5-Jul is just $11.93 while you bought at $12.28 - more like 8-Jul price), recommend to use US date 5-Jul to be less confusing.
kimyee73
post Jul 15 2013, 11:59 AM

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QUOTE(Duarte @ Jul 13 2013, 11:05 PM)
In this portfolio, I did 82 transactions since 12 Mar. (5 USD * 82 = 410 USD) So, I don't look like a buy and hold trader, don't you think?

I also have a US long term market timer portfolio with a return, at the moment, of 50,69% since January.
This portfolio is also in a public forum. As I wrote in the previous post, the two portfolios complement one another.

In relation of SUNE or EVC, we're not using the same tools and we do not have the same perception.
In financial markets, there are always some very different opinions.

In relation of RDN, I bought 38 units on Jun 12 at $13,15, I bought 118 units on Jul 18 at $11,97, I bought 287 units on Jul 9 at $12,29.  So, the total units is 443, the weight average price is 12,27853, the weight average date is 6 Jul.
This is summarized in “The Last Auxiliary Calculations in the U.S.” table.
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OIC. Your Date Bought and Purchase Price did not show actual transaction. Got me confused there.
kimyee73
post Aug 5 2013, 02:40 PM

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QUOTE(MNet @ Aug 4 2013, 08:48 PM)
anyway to buy US mutual fund/etf from malaysia?
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Transaction cost would bleed you. Best to open account with online discount broker.
kimyee73
post Aug 28 2013, 08:02 AM

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QUOTE(Duarte @ Aug 4 2013, 01:15 AM)
The portfolio reached yesterday a new annual maximum weekly.
All the trades are having profit results.
I would say that so far, so good.
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Bump up. Duarte, has been few weeks you have not update your portfolio.

 

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