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A place for Get Rich Slowly readers to ask questions
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It is currently Fri Apr 18, 2014 6:55 pm




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 Post subject: Stock Portfolio 3
PostPosted: Sat Dec 14, 2013 6:35 pm 

Joined: Wed Nov 07, 2012 6:21 am
Posts: 132
My first stock portfolio here to include ADR's (Stocks listed on the American Exchange for foreign companies). 21 stocks total.

Ticker Company
AEL American Equity Investment Life Holding Co.
AGM Federal Agricultural Mortgage Corp.
BPOP Popular, Inc.
CNO CNO Financial Group, Inc.
COF Capital One Financial Corp.
CSH Cash America International, Inc.
CVRR CVR Refining, LP
EIG Employers Holdings, Inc.
EMCI EMC Insurance Group Inc.
GPRE Green Plains Renewable Energy, Inc.
GTS Triple-S Management Corporation
MBI MBIA Inc.
NWLI National Western Life Insurance Company
REGI Renewable Energy Group, Inc.
SLM SLM Corporation
STC Stewart Information Services Corp.
WLP WellPoint Inc.
BFR BBVA Banco Frances S.A.
IBA Industrias Bachoco S.A.B. de C.V.
PBR Petroleo Brasileiro
YONG Yongye International, Inc.

So let's start out with comparing this to the Dow Jones Industrial Average, the NASDAQ Composite, the NYSE Composite, the S&P 500, and VTI. That's 5 comparisons so far. Show me here the funds and indexes that you favor. I've seen some mentioned before in these forums.

**Any pick made late will be assumed to have had a cash position before the pick**


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 Post subject: Re: Stock Portfolio 3
PostPosted: Sat Dec 14, 2013 11:08 pm 

Joined: Fri May 04, 2007 8:14 pm
Posts: 1560
Oh for pity's sake. You keep setting up sprints when the race is a marathon. Stay with portfolio 2 and just modify it. And keep the process going until you've also been through 3 years of a bear market.


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 Post subject: Re: Stock Portfolio 3
PostPosted: Sun Dec 15, 2013 1:38 am 

Joined: Wed Nov 07, 2012 6:21 am
Posts: 132
Pick a fund or an index. Or pick 5 of them. I'd really like to see what represents your views. Because until you take a stand and say "This fund or index represents my investing ideal", you're just someone who has so little confidence in their position that he fears making a pick or picks that end up doing substantially worse than a portfolio I created.

I have no problem carrying over the results from the original portfolio to this portfolio. I'll calculate out the funds and apply it to this portfolio. Of course, we're doing the same thing as last time and using the opening prices on Monday to calculate how much each stock or fund is bought for. The increase in funds merely means that my portfolio will be cut into less from the transactions for buying and selling.


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 Post subject: Re: Stock Portfolio 3
PostPosted: Sun Dec 15, 2013 10:04 am 
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Joined: Wed Sep 23, 2009 9:01 am
Posts: 5205
While I agree with Vintek, I'll play along. Let's use VTV as one of your comparisons.

I'd also like to know how much of your own money you are putting at risk on this portfolio.


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 Post subject: Re: Stock Portfolio 3
PostPosted: Sun Dec 15, 2013 10:44 am 

Joined: Fri May 04, 2007 8:14 pm
Posts: 1560
Oh, I'm quite content with the indexes Matthew's already chosen. He doesn't understand that the whole point of an index is that it's never the top (or bottom) performer. Take enough risk and it's easy to beat the index in a bull market. But that kind of risk will come back to bite him in the rear when there's a bear market. He'll probably continue to beat the market (and gloat about it) for as long as the bull runs. Despite my repeated statements, he still doesn't get that it's about the long term.

Odd how he never addressed the results of the top 20 funds in the 1997-1999 period and what happened to them when the bear came on the scene.


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 Post subject: Re: Stock Portfolio 3
PostPosted: Sun Dec 15, 2013 3:14 pm 
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Joined: Wed Sep 23, 2009 9:01 am
Posts: 5205
I know. And he's heavy on insurance. Wait until he learns what happens to insurance companies when rates rise and the Fed stops easing.


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 Post subject: Re: Stock Portfolio 3
PostPosted: Sun Dec 15, 2013 3:24 pm 

Joined: Wed Feb 10, 2010 9:00 pm
Posts: 77
Some people just have to fail once or twice on their own before they learn from the wise ones.

_________________
http://MoneyRamblings.Com - Diary of a Financial Underdog


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 Post subject: Re: Stock Portfolio 3
PostPosted: Mon Dec 16, 2013 4:03 am 

Joined: Wed Nov 07, 2012 6:21 am
Posts: 132
This portfolio? I made this portfolio for you guys. I certainly would not be posting a portfolio publicly that I myself was buying into until I had at least made my buys.

I didn't set out to go buy a bunch of insurance companies. Any company on my list simply happens to have cheap stock at the moment.

So you guys are going to let me off with just six comparisons?


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 Post subject: Re: Stock Portfolio 3
PostPosted: Mon Dec 16, 2013 6:24 am 

Joined: Tue Mar 11, 2008 12:19 pm
Posts: 1683
Location: Ottawa, Canada
Matthew Clinger wrote:
This portfolio? I made this portfolio for you guys. I certainly would not be posting a portfolio publicly that I myself was buying into until I had at least made my buys.


That's probably wise. I'm sure you recognize that there are hundreds of us out here in cyberspace, anxiously waiting with bated breath to see what your picks are so we can pile into them with our retirement funds. That kind of action can cause considerable movement in the price of some of the smaller stocks like Capital One or the insurance companies.

I know I've already moved several hundred thousand dollars of my own retirement funds into the stocks you listed. I can only hope I managed to execute the trades before the rest of the herd moved in, too.


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 Post subject: Re: Stock Portfolio 3
PostPosted: Tue Dec 17, 2013 6:38 am 

Joined: Wed Nov 07, 2012 6:21 am
Posts: 132
End Value of stocks 28,635.02
Dividends 397.70
Costs of selling 129.35
Cash left over at start 4.85
Money at end 28,908.22
Calculating as within a Roth IRA fund to get rid of tax calculations.

New portfolio:

Ticker Company December 16 Opening Price Stocks Cost
AEL American Equity Investment Life Holding Co. 14.50 94 1363.00
AGM Federal Agricultural Mortgage Corp. 33.93 40 1357.20
BPOP Popular, Inc. 27.19 51 1386.69
CNO CNO Financial Group, Inc. 16.93 81 1371.33
COF Capital One Financial Corp. 71.76 19 1363.44
CSH Cash America International, Inc. 36.00 38 1368.00
CVRR CVR Refining, LP 22.29 62 1381.98
EIG Employers Holdings, Inc. 30.31 45 1363.95
EMCI EMC Insurance Group Inc. 30.16 46 1387.36
GPRE Green Plains Renewable Energy, Inc. 17.14 80 1371.20
GTS Triple-S Management Corporation 18.71 73 1365.83
MBI MBIA Inc. 11.16 123 1372.68
NWLI National Western Life Insurance Company 210.51 6 1263.06
REGI Renewable Energy Group, Inc. 8.75 156 1365.00
SLM SLM Corporation 25.61 54 1382.94
STC Stewart Information Services Corp. 30.25 45 1361.25
WLP WellPoint Inc. 87.71 16 1403.36
BFR BBVA Banco Frances S.A. 7.09 193 1368.37
IBA Industrias Bachoco S.A.B. de C.V. 41.13 33 1357.29
PBR Petroleo Brasileiro 13.87 99 1373.13
YONG Yongye International, Inc. 6.41 214 1371.74

Cost of buying: 208.95
Cash left over: 0.47


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