Sunday, 30 November 2014

Buys/Sells for Monday 1st Dec 2014

No sells
No Buys, All Ords Index switch is Off
Considered buying into Healthcare as it's the strongest sector, but my method is to buy dips & there's nothing suitable this week.

Saturday, 29 November 2014

Open positions 29th November 2014

P Hybrid

P Runner

Very little change this week, a reasonable result all things considered.

Sunday, 23 November 2014

Buys/Sells for Monday 23rd November 2014

P Hybrid - I'll be Selling/Taking Profit in DMP
P Runner - Holding all stocks

Aussie market switch/filter is Off
US market switch/filter is On
China has lowered interest rates which should boost their economy which in turn should boost our exports, so we may see a rise in stock prices next week especially the miners.
I expect my Aussie market switch to turn on next week, but I'm not going to pre-empt  it, I'll act on what actually happens not what I think is going to happen.

Saturday, 22 November 2014

Open positions 22nd November 2014

P Hybrid

P Runner

FPH goes ex-div in about 12 days on 3rd December
Will pay 5.2665c per share.

Sunday, 16 November 2014

Buys/Sells for Monday 17th November 2014

No Sells 
No Buys as my Aussie market switch has turned Off 
Most US Index switches are still On except for Russell 2000

Saturday, 15 November 2014

Open positions 15th November 2014

P Hybrid
P Runner

A good week, both portfolios up over 1.5% and P Runner has reached a new equity high.
The All Ords Index was down 1.5% for the week and the ASX 100 was down 1.8%

Sunday, 9 November 2014

Buys/Sells for Monday 10th November 2014

No Sells
Market switch is ON
Buy SPK for both portfolios Monday at the open
SPK, Spark NZ Ltd ASX 200
 Telecommunication Services. Telecommunication Services. Diversified Telecommunication Services. Integrated Telecommunication Services.
Goes ex div March & September
There was a name change 08/08/14 from Telecom Corp NZ to Spark.
Rant follows :)
The name change makes no sense to me, they're a telecom company and now the name 'Spark' makes them sound like a power company. I expect in a couple of years they'll spend another few million dollars changing it to something more appropriate.
Telstra does a similar thing over here with the local phone directory, every year they swap the order of the white pages & yellow pages or turn one upside-down in the phone book seemingly just to make it new.
They could put the money to better use by increasing the dividend!

Saturday, 8 November 2014

Open positions 8th November 2014

P Hybrid
P Runner

P Runner is close to new equity high.
I'm getting close to dropping P Hybrid, it's clearly being outperformed by the wider exit on P Runner.
My new daily system is coming along, I'm still forward testing it but it has real potential due the higher trade frequency.

Sunday, 2 November 2014

Buys/Sells for Monday 3rd November 2014

Market switch ON
No Sells
Buy SHV for both portfolios
SHV; Select Harvests, ASX 300 Small Ords
Consumer Staples. Food Beverage & Tobacco. Food Products. Agricultural Products
SP $6.29 Goes ex-div in March & September pays around 10c
SP has gained approx 400% over the last 2 years.

Saturday, 1 November 2014

Open positions 1st November 2014

P Hybrid
P Runner

No divis last week, the next stock to go ex-dividend is FPH in about a month.