below is a listing of what holdings my portfolios contain. This is a long term strategic porftolio that is hopefully designed to counteract the US$ demise and to capture the expanding global markets.
We live in an age where we can capitalize on world markets unlike only a decade ago we were not as apt to invest overseas as easily as today. A click of the button and you can buy traded symbols from all over the world including Norway, Brazil, Israel among many others.
Another revelation in recent years is that world economic health was practically entirely dependent upon the USA whereas today that is no longer true since other countries are growing leaps and bounds and as private investors, we are able to participate in that arena. Predictibly, the vast majority of the growth around the world has affected the commodities markets including natural resources, metals and building materials. And oil & ng. Especially oil and NG.
So here, I limit my holdings to no more than 20 at any given time. I can tell you that just a few years ago, I was heavily margined and only held a few securities which was a strategy undertaken to grow my portfolio but now that my philosophy has changed since the portfolio has grown significantly and not to mention that I am managing other family members` monies, I have taken a more conservative approach and my diversity in conjunction with my heavy cash position allows me to sleep at night.
I sell my losers fast - they typically are stopped out between 7-10%. My winners are sold only when the fundamentals change. Several stocks I have bought and when fundamentals changed, I would sell about 75% of the position.
Year to date, I am up 13.265% on the entire portfolio including the cash which translates into approximately 25% YTD. Excluding the cash position, my return on investments is approximately 50% annualized and my goal is 25%. I wont be counting my eggs just yet, since theres another 6 months to go in 2008.... and a lot of news, both good and bad are staring us down...
I have been trading in and out of gold and silver for some moronic reason but ultimately I am very, very bullish on the precious metal sector. I am also very bullish on the oil drilling sector now that oil has been steadily over $100bbl for several months now.
I fell asleep at the wheel when Marine Harvest took its nose dive and that should have been sold early on.
Symbol Gain(%) %of portfolio
We live in an age where we can capitalize on world markets unlike only a decade ago we were not as apt to invest overseas as easily as today. A click of the button and you can buy traded symbols from all over the world including Norway, Brazil, Israel among many others.
Another revelation in recent years is that world economic health was practically entirely dependent upon the USA whereas today that is no longer true since other countries are growing leaps and bounds and as private investors, we are able to participate in that arena. Predictibly, the vast majority of the growth around the world has affected the commodities markets including natural resources, metals and building materials. And oil & ng. Especially oil and NG.
So here, I limit my holdings to no more than 20 at any given time. I can tell you that just a few years ago, I was heavily margined and only held a few securities which was a strategy undertaken to grow my portfolio but now that my philosophy has changed since the portfolio has grown significantly and not to mention that I am managing other family members` monies, I have taken a more conservative approach and my diversity in conjunction with my heavy cash position allows me to sleep at night.
I sell my losers fast - they typically are stopped out between 7-10%. My winners are sold only when the fundamentals change. Several stocks I have bought and when fundamentals changed, I would sell about 75% of the position.
Year to date, I am up 13.265% on the entire portfolio including the cash which translates into approximately 25% YTD. Excluding the cash position, my return on investments is approximately 50% annualized and my goal is 25%. I wont be counting my eggs just yet, since theres another 6 months to go in 2008.... and a lot of news, both good and bad are staring us down...
I have been trading in and out of gold and silver for some moronic reason but ultimately I am very, very bullish on the precious metal sector. I am also very bullish on the oil drilling sector now that oil has been steadily over $100bbl for several months now.
I fell asleep at the wheel when Marine Harvest took its nose dive and that should have been sold early on.
Symbol Gain(%) %of portfolio
- LGHEF 0.04%
- MDNNF 18.00% 1.19%
- MNHVF 49.61% 2.74%
- AOB -7.80% 1.96%
- DSSPF -6.59% 2.53%
- GREXF -6.42% 1.77%
- AMAT -0.20% 2.33%
- FUQI 1.40% 2.80%
- PKI 1.79% 1.66%
- PSEC 5.05% 0.01%
- BKC 8.99% 1.81%
- MATK 15.92% 0.53%
- FDG 17.14% 4.33%
- SVMFF 18.59% 2.93%
- ONAV 49.55% 1.28%
- MEAOF 51.07% 0.93%
- SDRLF 90.36% 13.74%
- GDOCF 151.38% 9.46%
- AUYAV 4.00% 1.39%
- CASH 0.00% 46.55%
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