Step It Up

The market has been kind lately, except for Apple’s performance. 

I decided to remove this stock from my weekly reporting for a while. I would like to buy more as it seems likely to recover but this could take some time and the trend is still sliding downward.  I stopped reporting on Apple once in the past when it's gain seemed too much. (I long for a return to those days now)

Overall I am pleased with recent progresses, but have to remind myself that all positions taken have been small, time to step it up… methinks.

We are approaching the all-time high of the Dow of 14164 set on October 9, 2007. The recent trend is headed to that point, perhaps in the next couple of weeks if the trend continues. If that does occur, it would seem like that more money would pour into the market.

 



What did I see in my weekend review?

The 10-yr Treasury yield is at 1.95, where did that pop come from?
I have to remind myself that short term fluctuations mean little, but it has been interesting to watch the rates move gently upwards recently and also remember that over the long term bond rates do move opposite from the stock market.

IBD (Investor Business Daily): Confirmed Uptrend.  Last week noted “The market remains in an uptrend, and top-rated stocks continue to show good action. Many are at or near new highs”

Copernicus Systems: is mostly Long

Moneys Flows:  All up and all positive, but still see a divergence with one of the portfolio prices…would like to see this resolved in an upward fashion

Currently my "Stocks for a Trade" now consists of:
(All gains or losses shown are the total since purchase)
RGR +1.69%
SOHU +1.88% hope to sell this soon in favor of GSOL…just need a little more gain

ETF’s for a trade are:

XLF +4.93%

SPY +3.04%

GLD  +3.04%, not sure I understand this gain

FXI -.62%
EEM -.83% will sell in favor of ILF as soon as it return to even
EWZ +35%

Doghouse:

Emptied the doghouse but still own AAPL, but it has gone to the infirmary for a much needed recovery

What will I do?

I have plans to sell SOHU and picked up GSOL, both are Chinese companies.

I will sell EEM an emerging market ETF and pick up ILF a Latin American ETF that seems to be performing better.

I hope you have a great week.

Looking for Rainbows …found one

I have been looking for a place to put some cash where money can be made with little risk of loss. Losses do occur when funds are placed at risk, but I have been searching for something that avoids the 40% to 50% loss seen by most stock’s, ETF’s and mutual funds in late 2008 and early 2009

I know, I know, bonds are the answer (I don't like them) but I finally relented with a small position in the Vanguard Total Bond Funds, but losses do occur in bonds but their gain can be pretty slim.

I finally found the James Balanced: Golden Rainbow Fund. Their stated objective is: “to provide total return through a combination of growth and income and preservation of capital in declining markets”
Well at least I like the objective and I see it held up fairly well in 2008 and early 2009. 

Here is a comparison with:
SPY an ETF for the S & P 500
VBMFX Vanguard Total Bond Fund which mirrors the total bond market
FCNTX Fidelity Contra Fund a wonderful mutual fund that at least beats the market most of the time while many funds fall short of that.

 


In this time period the Golden Rainbow Fund did well and it seems to be due to losing less due the 2008-2009 drop.

I don’t know how it will do in the future, but it seems to be what I was looking for and I will try to report on how it does.

What did I see in my weekend review?

The 10-yr Treasury yield is at 1.84 

IBD (Investor Business Daily) : Confirmed Uptrend and “The market remains in an uptrend, and top-rated stocks continue to show good action. Many are at or near new highs”

Copernicus Systems: is mostly Long
Moneys Flows:  All up and all positive, but I see a divergence with the portfolio prices

Currently my "Stocks for a Trade" now consists of:
(All gains or losses shown are the total since purchase)

RGR +4.21% very nice pop into positive ground this week
SOHU -.21%, the Chinese online media company looks interesting picked up last week, but now not doing as hoped

ETF’s for a trade are:

XLF +3.00%

SPY +.1.72%

GLD  +1.29% , even gold turned positive for this week

FXI -.83%
EEM +.55% another turn positive
EWZ -.23%

Doghouse:

AAPL  -21.59%

What will I do?

Well I am hoping that the Apple earnings this week are favorable to give this stock a much needed boost. No more plans to buy, but will be hawkishly watching SOHO and see it if climbs, if not it will be adios.

I hope you have a great week.