As cross-posted on Trading GoddessThere has been a lot of discussion on this website about how to handle your investments in a difficult trading environment.Should we identify stocks that are of good value, and then buy more when they decline making their value even more compelling? Should we chase price momentum, buying the hottest solar stock or Chinese 'stock du jour'? Should we set our horizons 10 to 15 years ahead and then 'batten the hatches' as the perfect storm sweeps over us? Or should we just try to time the market and bail when it appears the sky is falling?As I write about frequently on my blog and occasionally on this website, I believe that we should probably think about our planned strategy for our portfolios before we ever buy any stocks or other investments. I know that I have spent an awful lot of time thinking about my own responses to the market and what I should be doing in response to the widest range of events.We can probably all agree that the lo
Movius Interactive Corporation, a global leader in messaging, collaboration and mobile media solutions, introduced Mobile Instant Messaging (IM) today, the latest in a series of offerings to join its family of applications for the interactive mobile media market. Through a strategic partnership with Colibria, the leading global provider of mobile instant messaging (MIM) and Presence-enabled solutions, Movius provides mobile operators a new application that drives incremental revenue, customer retention and brand equity.Subscribers around the globe are adopting presence-based mobile messaging, both from mobile versions of established PC based IM experiences like MSN, Yahoo Messenger or GoogleTalk as well as from mobile carriers branding their own IM communities where PC penetration is low. Using Colibria's technology, Movius' Mobile IM solution addresses both the mobilization of PC-based IM services as well as carrier branded IM communities."The mobile IM market is expected to double an
To be an effective investor, you need a stock market plan that guides your choice of investments, the way you buy stocks, how long you keep investments in your portfolio, and when you sell.That's called an investment strategy!Without a stock market strategy, you're likely to invest randomly -- a stock here, a bond there -- without a sense of how your investments can work together to achieve the return you want and without being able to control your risks.What's more, much of the long-term success of any investment portfolio depends on the way its assets are allocated, or distributed, among the range of investment choices.
The report portfolio users can display an overview of the report classes and reports in their report portfolios. The menu can be structured differently for each user group. The nodes of the hierarchy correspond to the report classes. The different reports are assigned to these classes. A color is assigned to each node. This color can depend on exception conditions you define. If certain thresholds in the report have been exceeded, the appropriate reports and report classes will be colored red or green accordingly. The following graphic represents a graphical menu. By selecting a report class, you can display all the reports belonging to this class. By selecting the name of a report, you can display the pages of this report. You can then scroll through the report portfolio report. For more information see Report Portfolio.
Hello Friends! Thanks so much for stopping by and visiting my blog, Stock Picks Bob's Advice! As always, please remember that I am an amateur investor, so please remember to consult with your professional investment advisers prior to making any investment decisions based on information on this website.In the midst of this market 'meltdown', it is still business as usual on this blog. My portfolio investment strategy is kicking in as it has been for the last several weeks. As stocks decline, if they reach sale points they are sold and not replaced. I am now down to 9 positions and could conceivably drop to 5 positions (my minimum) well below the maximum of 5 positions.I have attempted to accomplish several things on this blog simultaneously. For one, I have been listing many investment 'ideas' that I would find suitable for purchase. In addition, I have outlined my own ideas of portfolio management wit
Hello Friends! Thanks so much for stopping by and visiting my blog, Stock Picks Bob's Advice! As always, please remember that I am an amateur investor, so please remember to consult with your professional investment advisers prior to making any investment decisions based on information on this website.As we approach the end of 2007 and begin a new year in a couple of days, I thought that this was about as good a time as any to take a look at my Trading Account. I haven't been doing these updates quite as frequently as previously because you can all venture over to my Covestor Page where my holdings and performance are summarized and analyzed and compared to indices as well as other investors on the site.In fact, I last reviewed my holdings on October 7, 2007, and my overall performance has been pretty neutral since that post. This is the status of my account as of December 30, 2007. These holdings are listed in the alphabetical order of their trading sym
by Annie Sorich There's lots of talk of a recession these days, making many investors nervous. What exactly is a recession? The technical definition is two quarters (six months) of negative gross domestic product growth. (GDP is the total market value of the new goods and services produced during a specified time span.) More simply, a recession describes a shrinking economy rather than a growing one.Although a downturn in market performance isn't necessarily a recession, the two can go hand in hand, as the last two recessions in 1990 and 2001 suggest. Currently there's not a consensus on whether the U.S. is in a recession, heading for a recession, or simply slowing down a bit, but it never hurts to be ready. Below are a few important steps to take when the economy turns sour.Buy, Don't SellWe all know the old adage "Buy low, sell high." Yet that's the opposite of what some people do when the economic climate looks gloomy. The start of a recession is not the time to liquidate yo
Hello Friends! Thanks so much for stopping by and visiting my blog, Stock Picks Bob's Advice! As always, please remember that I am an amateur investor, so please remember to consult with your professional investment advisers prior to making any investment decisions based on information on this website.As part of my continued effort at transparency on this website, I have been reviewing my actual holdings in my Trading Account approximately every three weekends. Currently with 13 positions, this will take me about 39 weeks to complete the cycle. Three weeks ago I reviewed Harris Corporation. Going alphabetically (by symbol) brings me up to IHS Corp (IHS). Let's take a closer look at this stock and see whether it still deserves a spot on my blog and in my own investment portfolio.Currently I own 140 shares of IHS which closed at $64.20 on December 21, 2007. These shares were acquired 10/1/07 with a cost basis of
A little over a year ago I changed my plan for how I was investing my RRSP portfolio. At first I was just in some managed mutual funds, but now I’m fully over to using just index funds (equally split with bonds, Canadian index, S&P 500 index, and an international index). My wife’s [...]
I have been putting up some old photos on facebook recently, but I shared them on flickr, because I don't think everyone can see them on there. Here are some of my favorites that I have come across.http://www.flickr.com/photos/rocknlouie1291/Please fee...
Hello Friends! Thanks so much for stopping by and visiting my blog, Stock Picks Bob's Advice! As always, please remember that I am an amateur investor, so please remember to consult with your professional investment advisers prior to making any investment decisions based on information on this website. As one of the roles of this blog, I have been sharing with you my thoughts on a multitude of 'investable' stocks. In addition, I am also trying to provide transparency on my actual investment activities. Recently, I have been participating in Covestor, where you can visit my Covestor page and review my actual holdings, purchases, sales, and performance overall relative to the S&P and other investors. I would encourage you to visit there. But I plan on continuing to examine my holdings one by one on intervals. Currently I own 14 positions in my trading account. Trying to review a holding every 3 or
Hello Friends! Thanks so much for stopping by and visiting my blog, Stock Picks Bob's Advice! As always, please remember that I am an amateur investor so please remember to consult with your professional investment advisers prior to making any investment decisions based on information on this website.About once a month or so I have been trying to share with you an updated status report on my Trading Portfolio. Most of this is really unnecessary as my participation on Covestor can give you most of the same data. However, Covestor does not provide actual #'s of shares held but rather the composition of the portfolio by %'s. Also, I have been dealing with margin debt in my account and my long-term goal is to eliminate this debt and that kind of information is also not part of Covestor. Besides, while I do want to have you visit Covestor and check out some of the other portfolios on that website, I do not want to require you now to visit anot
Hello Friends! Thanks so much for stopping by and visiting my blog, Stock Picks Bob's Advice! As always, please remember that I am an amateur investor, so please remember to consult with your professional investment advisers prior to making any investment decisions based on information on this website.It has been several weeks since I last discussed an actual holding of mine on this blog. In fact, almost a month has passed since I reviewed Covance (CVD) on this blog. Going alphabetically (by symbol) through my list of 15 holdings, I am now up to U.S. Global Investors (GROW).Let's take a closer look at GROW and I will show you why it still makes sense for my portfolio and whether it still represents an "investable" company.U.S. GLOBAL INVESTORS (GROW) IS RATED A HOLD Currently I own 245 shares of U.S. Global Investors (GROW) that were purchased October 10, 2007, at a cost basis of $21.27. GROW closed 11/2/07 at a pri
By David Bogoslaw Once burned, twice shy. Even though the major stock indexes are trading at record highs and concerns about a possible credit crunch-led recession have abated slightly, many of today's investors have vivid memories of the market meltdown of 20 years ago. No surprise, then, that one feature distinguishing the current stock market from the one that crashed in October, 1987, is evidence of more caution among investors.It wasn't that way back when Gordon Gekko of Wall Street was telling investors that "Greed is good." Twenty years ago, traders in thrall to the possibilities of making money by exploiting the differentials between stock index futures and the underlying stock indexes were buying and selling without covering themselves with an opposing transaction, a strategy that would have afforded them some protection when their bets went sour.Today, they're much more likely to put safeguards in place to hedge against downside risks. Since 1987, the average daily trading vo
Hello Friends! Thanks so much for stopping by and visiting my blog, Stock Picks Bob's Advice! As always, please remember that I am an amateur investor, so please remember to consult with your professional investment advisers prior to making any investment decisions based on information on this website. As one of my occasional weekend functions on the blog, I like to go through my actual holdings and review their performance and underlying fundamentals. Going alphabetically, I last reviewed Cerner (CERN) on September 2, 2007. Copart (CPRT) is actually next in line, but since it was a recent purchase, I shall move past that one to Covance (CVD) which I acquired 4/9/07 and currently own 119 shares. These shares were purchased at a price of $62.61. CVD closed at $78.68 on 10/5/07, for a gain of $16.07 or 25.7% since being acquired.At what price would I sell shares?On the upside, since I have yet to sell any sh
Hello Friends! Thanks so much for stopping by and visiting my blog, Stock Picks Bob's Advice! As always, please remember that I am an amateur investor, so please remember to consult with your professional investment advisers prior to making any investment decisions based on information on this website.I have been trying to accomplish several things simultaneously on this blog. First of all, this blog is about investing strategy--what to buy, when to buy, when to sell, and how much to buy and sell. At the same time, as part of my effort of learning the best way to do all of this, and as part of my own attempt at transparency, I have been sharing with you all of my transactions and holdings in my own trading account. For the last several months this information has been available on my Covestor Page, where Covestor tracks my trades and performance relative to the S&P and other investors. I would encourage you to visit and consider signing up on
For any investor who holds oil and natural gas stocks in their portfolio, the movement of those stocks is typically tied to the underlying commodity, not to the broader markets. Investing in energy stocks does not come without sharp volatility that may keep small investors on their toes and awake at night, but with [...]
Hello Friends! Thanks so much for stopping by and visiting my blog, Stock Picks Bob's Advice! As always, please remember that I am an amateur investor, so please remember to consult with your professional investment advisers prior to making any investment decisions based on information on this website. As one of my weekend tasks, I try to examine one of my actual holdings every few weeks. Going alphabetically through the list of what is now 15 holdings, I am up to my holding in Cerner (CERN). Two weeks ago I reviewed my holdings in Bolt (BTJ). Let's review my experience with CERN and see if it still deserves a spot in my blog as well as a holding in my Trading Portfolio!Currently I own 120 shares of Cerner which were acquired 2/2/07 at a cost basis of $49.76. I have not sold any shares from my original purchase. Cerner closed at $57.04 on August 31, 2007. This represents a gain of $7.28 or 14.6% since my purchase
Hello Friends! Thanks so much for stopping by and visiting my blog, Stock Picks Bob's Advice! As always, please remember that I am an amateur investor, so please remember to consult with your professional investment advisers prior to making any investment decisions based on information on this website.Transparency. Such an important topic. As part of my blogging, I have worked very hard to keep all of my readers informed of my actual holdings, my actual trades, and how I have been doing. I don't know how to write about stocks without letting you know whether I own or don't own positions in the stocks I write about. I cannot discuss with you portfolio management philosophy without showing you what I am actually doing in my own 'trading portfolio'. This blog is not about hyping any stocks or pretending to be something it isn't. It is just about thinking about stocks, developing investment strategy, and dealing with t
Hello Friends! Thanks so much for stopping by and visiting my blog, Stock Picks Bob's Advice! As always, please remember that I am an amater investor, so please remember to consult with your professional investment advisers prior to making any investment decisions based on information on this website.One of my weekend assignments on this blog is to update my trading portfolio. This blog serves several simultaneous tasks. I try to post as many stock market ideas as possible, I discuss my own stock holdings which I call my "Trading Portfolio", and I spend time suggesting and exploring portfolio management strategy. I hope that all of this is useful for all of you. If any of you have any comments or questions, I am always interested in reading them as comments on the blog or you can email me at bobsadviceforstocks@lycos.com.Currently I am at 16 positions, down from my maximum of 20, yet well above my minimum of 5. I have
Just when you thought the list of society’s outcast stocks couldn’t get any longer, I’ve found four stocks in the bunch that are poised for a bounce back to more rational levels. The market correction over the past two weeks has brought these stocks to the front of the pack, and it is time [...]
Just when you thought the list of society’s outcast stocks couldn’t get any longer, I’ve found four stocks in the bunch that are poised for a bounce back to more rational levels. The market correction over the past two weeks has brought these stocks to the front of the pack, and it is time [...]
Hello Friends! Thanks so much for stopping by and visiting my blog, Stock Picks Bob's Advice! As always, please remember that I am an amater investor, so please remember to consult with your professional investment advisers prior to making any investment decisions based on information on this website.One of my goals of this blog is to share with you my own experience in investing. As part of this transparency I have been on a regular basis reviewing each of my stock holdings which now number twenty. On July 7, 2007, I reviewed Wolverine World Wide (WWW). Alphabetically, that was the bottom of th list. Starting at the top once more I am at Baldor Electric (BEZ). Let's take a closer look at Baldor, which being one of the latest additions to my portfolio is teetering on the edge of a sale. I first wrote up Baldor on Stock Picks Bob's Advice on May 4, 2007, when the stock was trading at $44.01/share.
Woah - hold on!Lots has happened since my last post two days ago.Overview is as follows:I sold FTK due it continuing to fall. My lesson from this stock was that I shouldn't have bought it half way through the day. My screen didn't show it at the end of the day and so should not have been included. I sold it at a loss of -12.47%I sold OYOG for a profit of +11.02%. This stock was chosen on the basis of good fundamentals and it had also been gaining nicely on my watchlist for a couple of days.I sold VSEA for a profit of +12.59%. Same as above. See my comments on the next blog regarding some potential new rules.My portfolio now looks like this:JOSB -3.53% 07/17/2007 DWSN -0.12% 07/17/2007 CPX -6.24% 07/12/2007 SF +5.50% 07/10/2007 SPTN +7.99% 07/10/2007 VCLK +1.76% 07/10/2007
My Portfolio is as follows after todays trading: CPX -3.00% (dropped from +0.64) FTK -7.33%(dropped from -1.14) SF +4.71%(dropped from +5.88) SPTN +9.09% (Increased from +7.02) VCLK -3.81%(dropped from -1.26 OYOG +9.01% (Increased from +5.02) VSEA +3.93%(Increased from 3.55%) I think that my portfolio has reflected the general market trading day which wasn't very impressive.My general watch list is as follows:(CPA) -0.98%
I borrow this statement from a fellow blogger called Robert from Bobs Advice"Please remember that I am an amateur investor, so please remember to consult with your professional investment advisors prior to making any investment decisions based on information on this website." Good advice Bob and I will be putting this on my blog regularly! Please make sure you visit his excellent blog.Okay, here is what my portfolio looks like right now... CPX $25.02 +0.64% 16.4% FTK $32.47 -1.14% 17.7% SF $56.9 +5.80% 7.1% SPTN $31.04 +7.02% 8.7% VCLK $30.19 -1.26% 16.1% OYOG $76.12 +5.02% 17.0% VSEA $39.17 +3.55% 16.9% Total +2.09% 100.0% I added positions of CPX and
Hello Friends! Thanks so much for stopping by and visiting my blog, Stock Picks Bob's Advice! As always, please remember that I am an amateur investor, so please remember to consult with your professional investment advisers prior to making any investment decisions based on information on this website.As I like to do from time to time on this blog, I would like to share with you the current status of my Trading Portfolio. I last wrote up my "trading portfolio update" on June 7, 2007, a month ago. There have been a few changes since then. But the biggest development has been my partipation in Covestor. You now can check my Covestor page and see the daily changes, all trades, and my performance relative to the indices and other registered investors. Thus far, I have been doing quite well as it has been a fortunate month for me especially with he Ventana bid by Roche. I am always grateful when my portfolio and my investing stra
Hello Friends! Thanks so much for stopping by and visiting my blog, Stock Picks Bob's Advice! As always, please remember that I am an amater investor, so please remember to consult with your professional investment advisers prior to making any investment decisions based on information on this website.As one of the things I like to do to share with all of my readers what I am thinking about investments, I have chosen to share with all of you my actual trading portfolio and my actual trades. On weekends, I have been trying to go through each of my now 19 positions, and update you as I once again review some of the basic fundamental information about each of these stocks.On June 17, 2007, I wrote up my holding Ventana Medical Systems (VMSI), which I recently sold after a 25 point rise after Roche announced a bid for the stock. Going alphabetically, I am now back to the bottom of my list with Wolverine World Wide (WWW). WWW is
Our latest work is a portfolio for Ana-Maria Curca, painter and photographer. She wanted a fresh offline, HTML portfolio website that would reflect her artistic, graceful and joyful personality. I think we did that.
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Hello Friends! Thanks so much for stopping by and visiting my blog, Stock Picks Bob's Advice! As always, please remember that I am an amateur investor, so please remember to consult with your professional investment advisers prior to making any investment decisions based on information on this website.I hope you all had a Happy Father's Day! I had a fairly tranquil day visiting my inlaws and running errands for my daughter as she prepares for a trip. Then we all went off to a local Chinese Restaurant, Hunan, where I had a nice dish of lamb with broccoli. Afterwards, we headed over to The Pearl Ice Cream Parlor where I had a chocolate soda while my daughter worked on an Ice Cream. It was a nice evening for this Dad, yet my diet suffered once again. So Monday, back to lots of water.Like so many Americans, and others around the world, we spend time with family and friends and yet food is the common
It occurs to me that I need to do some more planning about how my portfolio is going to look in early retirement. I specifically need to be conservative with that money that is going to bridge the gap between 45 to 65.Currently most of this money is in index funds with the following allocation:25% Bond index25% TSX index (Canada)25% SP 500 index (US)25% International indexThis is what I'm thinking about using when I turn 45:60% bond index or other fixed income15% Real Estate Income Trust or similar10% TSX index (Canada)10% S&P 500 index (US)5% CashAt the same time I'm unsure about dropping the international portion of the portfolio. Despite being subject shifts in the currency exchange international markets does offer some diversification outside of North America just in case there is an economic slow down just in our local markets.Another issue I'm a bit unsure on is how do I convert the one portfolio over to the other? Do I just wait until I'm a few years out and start to sl
About a week ago, I stumbled upon one of the newest Web 2.0 applications that happen to meet the needs of investors. The tool is much like any other web-based portfolio monitoring application, such as Yahoo! Finance/Google Finance and Smartmoney.com to name a few, but what sets Stockalicious.com above the rest is its ability to share and display your performance to the rest of the Stockalicious community and to the world. Because of this useful and unique aspect of Stockalicious.com, I have started to implement the site on the Indiana University of Pennsylvania Student Managed Investment Portfolio website that I manage because of its ability to provide our visitors and members with real-time information concerning the performance of the portfolio.
Another great feature of Stockalicious.com is the charting abilities within the free portfolio monitoring software. Stockalicious.com allows users to map their portfolio’s performance against the standard benchmarks (S&P 500, Dow Jones
You can view the real-time holdings and performance of this strategy at http://stockalicious.com/stock_journal/553
Investment Strategy:
The portfolio strategy was developed around the use of the new leveraged ETFs (Exchange Traded Funds) that seek to double the daily performance of a particular index. The idea was first presented in the blog post entitled “Utilizing Leveraged ETFs to Simulate the Performance of the S&P with Less Risk“. The strategy is to create a diversified portfolio, which will lower the risk of the portfolio as a whole, all while maintaining the profitability of investing in an index. The goal of this portfolio is to allow a long-term investor to create a basket of securities that do not limit the upside potential of being invested in equities, while creating a cushion if the equity markets become negative. The main focus of the portfolio is for capital preservation, which is accomplished by investing in two asset classes that typically move inve
Fantastic works in portfolio showcase from Jonathan Moore - art direction & motion expert. Great stuff, check it out...
Portfolio includes works for Motorola, 2Advanced, Lucas Arts, Lexus, Gnomon, Chevrolet, Adobe and many more ...
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