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| Finance & Markets | |
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Information |
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Economist and County Commissioner Karl Perterjohn's Presentation on the Current Recession - This is an excellent presentation that gives the basics of the problems we confront right now in the current recession. It was put together by Karl Peterjohn an economist and an elected Sedgwick County, Kansas commissioner. Hayek and Keynes Rap - entertaining and educational rap about the difference between Hayek (Austrian School) and Keynes (Socialism) on boom and bust cycles. |
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Trading News (What I am buying and selling) |
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Buying 27 July 2010 |
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I am purchasing for dividend to replace income lost through the finance stock tumble and the recession. Dividend stocks also indicate stability. I have not made an evaluation this year. Oil and stable financials top my buying list. Buying time is usually best around September. Remember, don't buy anything at peak--at least I don't. |
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Retrospective |
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Selling |
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I am selling less productive stocks and buying more dividend bearing ones. |
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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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| Growth is up, but I haven't taken the time to update these numbers. | |
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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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| If you have comments about this page or its contents... |
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