Saturday, 26 October 2013

Buys/Sells for Monday 28th Oct 2013

No Sells hold all stocks
P Taker Buy OKN & RCR
OKN is All Ords/Information Technology. Software & Services. IT Services. IT Consulting & Other Services
RCR is ASX 300 Small Ords/Industrials. Capital Goods.Construction & Engineering. Construction &
Both stocks have recently paid a dividend, have had the pull back & are now heading in the right direction -North!
Recently watched a YouTube video by John Bollinger, he's a top down man, Market, Sector, Industry, Stock. I'll see if I can embed it..

Friday, 25 October 2013

Open positions 25th Oct 2013

P Taker
P Hybrid
P Runner
A good week for all portfolios, getting close to, if not reached new equity highs.

Tuesday, 22 October 2013

New Site

Just found this website looks pretty good if everything is up to date
Getting info from the Standard & Poors website is usually a pain in the @rse so this should be useful.
Edit: Unfortunately it turns out that the constituents lists do not show the changes made in the June 2013 quarterly rebalance.

Sunday, 20 October 2013

Buys/Sells for week beginning 20th Oct 2013

No sells
P Taker buy CGF & DXS
P Hybrid Buy CGF
DXS goes exdiv late Dec, looks to be starting it's run now.
CGF exdiv March 2014
Both entries have resumed weekly up trend after a pull-back, could have been a week earlier on DXS but my market switch was off last week.

Saturday, 19 October 2013

Open positions 19th Oct 2013

P Taker
P Hybrid
P Runner
Was pleasantly  surprised to see that 2 of the portfolios went up last week, & will be adding another stock next week. 

Saturday, 12 October 2013

Portfolio Management for week starting 14th Oct 2013

Only one sell:
P Taker Sell EWC
No buys for any of the 3 portfolios as my market switch is off.
For those braver than I, Utilities & Property trusts are the best sectors IMHO
I'd post a chart but my charting software has been "upgraded" to new version that jumps about the screen like it's possessed, needs re-naming Incredibly Annoying charts.
 I'll be switching to Amibroker as soon as my current subscription expires.

Open positions 12th Oct 2013

P Taker
P Hybrid
P Runner
Got rid of 2 links from the Blogroll, both had "Paul McCartney is awesome" as their latest posts.
I cannot trust their judgement after that!

Saturday, 5 October 2013

Portfolio management for week starting 7th Oct 2013

P Taker
Sell BHP and WPL
P Hybrid
Sell WPL
P Runner
No Sells
No Buys for any portfolio next week as my market switch is off.
US Markets are neutral but 'Straylia is OFF
If the market falls next week I'm ok with that, I wouldn't mind taking some of those unrealised profits!

Open positions 5th October 2013

P Taker
P Hybrid
P Runner
All portfolios down slightly
It will be interesting to see if my market switch has turned off this week