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| Finance & Markets | |
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Trading News (What I am buying and selling) |
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Buying 2 July 2008 |
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I completed my evaluation in March. Sorry it has taken me so long to get it on the website. I have not bought anything from the list yet. I will tell you when I do. The picks are listed in their order from my evaluation spreadsheet. We will see how they do. Buying time is usually best around September, but these are potential growth stocks that should be good purchases this year. Remember, don't buy anything at peak--at least I don't. I am thinking about buying GM. I am evaluating whether this is a good investment or not. I already hold some shares. It has been a fantastic dividend play and I suspect the government will never let GM go bankrupt. |
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Retrospective |
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Selling |
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I have cut my holdings of oil stocks by half--the stocks are high flying and I thought it was time to take some off the table. That means I sold about half of my holdings of Conoco-Phillips and Exxon. |
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Evaluation 2008 |
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1 Southern Copper PCU 2 Hansen Natural HANS 3 Frontier Oil FTO 4 Holly HOC 5 Guess? GES 6 MEMC Electronic Materials WFR 7 McDermott International MDR 8 Terra Industries TRA 9 BE Aerospace BEAV 10 Apple AAPL |
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Evaluation 2007 |
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NutriSystem NTRI Purchased Titanium Metals TIE Thinking hard Hansen Natural HANS |
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Evaluation Prior Years |
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2006 |
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Chico's FAS CHS Purchased Cleveland-Cliffs CLF Frontier Oil FTO Urban Outfitters URBN Purchased Southwestern Energy SWN |
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2005 |
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2004 |
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Rate of Return |
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Current year to date January |
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Personal Investments x.x% Directed IRA x.x% Trusts and Estates x.x% GST #1 x.x% GST #2 x.x% |
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Cumulative 12.8% per year 205.2% |
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Personal Investments 14.5% per year 232.8% Directed IRA 11.1% per year 177.5% Trusts and Estates 9.7% per year 19.7% GST #1 1.7% per year 10.4% GST #2 14.1% per year 84.4% |
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Historical |
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2007 2006 2005 2004 2003 2002 2001 |
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Personal Investments -3.6 17.8 7.2 15.7 37.7 -12.4 2.5 Directed IRA -7.6 24.4 8.0 12.5 21.7 -9.1 10.6 Trusts and Estates 16.8 2.5 GST #1 -14.5 35.8 -11.4 0.5 0.0 0.0 GST #2 -0.8 14.1 13.8 47.5 20.2 -10.4 |
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2001 2000 1999 1998 1997 1996 1995 |
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Personal Investments 2.5 -14.7 19.5 20.8 47.0 67.0 32.1 Directed IRA 10.6 37.0 8.2 5.0 11.6 14.2 20.2 Trusts and Estates GST #1 GST #2 |
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My Investment Strategy |
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The following articles outline my investment strategies. Based on past returns, they work pretty well. |
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My Life Strategy |
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The following article outlines my strategy for organizing my life. |
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