Portfolio Growth (YTD) | 42.67% |
Portfolio Value (Asset Value) | $16,552.38 |
Account Value (Owner's Equity) | $12,117.19 |
Outstanding Shares | 100,000 |
Wittaya Wongwanich | 88,362 |
Pramote Lumyai | 11,638 |
Price/Share | $0.1655 |
Capital Inflow | $0 |
Capital Outflow | $0 |
Fund Purchasing Fee | $0 |
Total Capital | $11,600.00 |
Wittaya Wongwanich | $10,250.00 |
Pramote Lumyai | $1,350.00 |
Asset Category | |
Cash Acct Balance | ($0.78) |
Margin Acct Balance | $4,435.97 |
Margin Loan Balance | $0 |
Equity | $12,117.19 |
Fixed Income | $0 |
Commodity | $0 |
Real Estate | $0 |
Options | $0 |
Tuesday, March 31, 2009
Portfolio Update March 2009
Friday, March 20, 2009
Screen Potential Candidate EP V
Momentum Stocks
Yet, with that said, it has to be understood that there are those who want hot stocks and lots of trading action for a portion of their portfolio. Still, whether or not you believe that this is a good investment strategy is another story altogether.
Screening can be used to find information about the underlying technicals of a stock. A wonderful search that can be found directly on the MSN Money website looks for stocks whose prices have moved rapidly higher during the past six months. The screen also has requirement of at least a $100 million market cap and an average daily volume of at least 10,000, to help exclude very small companies.
will lead us toward stocks that are finding more interest with investors.
Criteria We Used:
- Market Cap more than 1 Billion.
- On Balance Volume between 80 and 300.
- Average Daily Volume Last 2 Weeks more than Average Daily Volume Last Month.
- Average Daily Volume Last Month more than Average Daily Volume Last Quarter.
- Average Daily Volume Last Quarter more than Average Daily Volume Last Year.
- Average Daily Volume Last Month more than 10,000.
- 6-Month Relative Strength more than 90.
- 12-Month Relative Strength more than 90.
- 3-Month Relative Strength more than 6-Month Relative Strength.
- Percent Price Change 1 Week more than 5%.
to the previous to ensure gains during the more recent period. Momentum is the goal here.
With that in mind, it is time to move on to the next topic in order to help bring some of this together. It is wise to remember that none of the disciplines that are presented represent a
black-box answer to investment analysis. Only when combined with the appropriate investment research and analysis should a decision be reached to buy or sell a stock.
black-box answer to investment analysis. Only when combined with the appropriate investment research and analysis should a decision be reached to buy or sell a stock.
Tuesday, March 17, 2009
Apple Store, Fifth Avenue. You got it !!!
New York City, the city that never sleeps, there’s a store that never stops. the Apple Store at 5th Avenue in Midtown Manhattan, they open 24 hours a day, 365 days a year. Whenever you ready to see and test-drive the latest Apple products, they ready to serve you. Such a cool design; a unique glasses box-like shaped exterior with a spiral stair to basement and very sleek store layout.
Tuesday, March 3, 2009
Science vs. Philosophy
Monday, March 2, 2009
Screen Potential Candidate EP IV
GARP (Growth at Reasonable Price)
Somewhere in between the world of growth and value investing is the GARP (growth at a reasonable price) patron. This theory focuses on finding opportunities with a modest risk within the realm of smaller capitalization stocks. To control risk, companies with proven management structures with sound balance sheets and strong standings in their industries, while simultaneously avoiding those that are already overpriced.
Criteria We Used:
- Market Cap less than 1 Billions.
- Income Per Employee more than Industry Average.
- Inventory Turnover more than Industry Average.
- D/E less than 50%.
- 5-Year Revenue Growth more than 20%.
- EPS Growth Next 5 Years as High as possible.
- P/E Ratio less than EPS Growth Next 5 Years.
- PEG Ratio Below 1.
Debt to equity is very important to keep at a minimum, especially in smaller companies. The impact of large debt loads are most pronounced with small-cap firms. As this screen hunts for companies with market capitalization of under $1 billion, this particular overlay provides a better positioning with companies that have lower than average debt.
Subscribe to:
Posts (Atom)