Oct
21
6 Month Review of Two Portfolios
October 21, 2008 | Comments Off
Just as the financial crisis started to unravel, I designed (and invested) on two portfolios. The Technocrat Portfolio, related to my career, and believing that it would do better than the market due to the need for technology that increases productivity. The other one was what I thought more reliant to recessions, and what would [...]
May
4
Where do you think they will get money from?
May 4, 2008 | 2 Comments
Banks have not been doing well lately. They got caught into a sub-prime mess of their own co-creation (the American Consumer, and overseas mortgage backed investors being their accomplices). They have also co-created a secondary mess: credit cards.
In the Old Days banks got money from charging Interest. In the 90’s and 2000’s they got money [...]
Mar
25
Portfolio vs. Portfolio – 20 Days Later
March 25, 2008 | Comments Off
Just to keep myself honest, these are the two portfolios I started tracking (my recommendations since March 6 2008).
This is my poor’s man portfolio experiment:
Company
Symbol
Start Price Mar/06
Actual Price
Win/Loss
Pepsi
PEP
70.13
72
+2.7%
Walmart
WMT
50.04
53.11
+6.1%
Yum Brands
YUM
35.80
37.8
+5.6%
ATT
T
35.06
37.76
+7.7%
This is my Technocrat Portfolio experiment:
Company
Symbol
Start Price Mar/06
Actual Price
Win/Loss
Cisco
CSCO
23.90
25.62
+7.2%
Intel
INTC
19.87
22.11
+11.3%
Microsoft
MSFT
27.58
29.10
+5.6%
Apple
AAPL
120.93
139.98
+15.75%
Had I invested in the DOW 30 (DIA), NASDAQ 100 (QQQQ) or SP500 (SPY), this is how I would [...]
Mar
20
Zecco: Free Trading and $100 To Top It Off
March 20, 2008 | 2 Comments
Long ago I had opened my Zecco Trading account lured by the Free trading offer. They still hold their promise and offer free trades if you hold a balance of more than a few thousand dollars. My initial visit to the website found it very cumbersome to handle. Way to many clicks [...]
Mar
11
The Technocrat Portfolio
March 11, 2008 | 1 Comment
“I am a sucker for technology. I love gadgets. I can’t live without the fastest and meanest computer.” No, that is not me. That is America! I am a Computer Engineer, but I have lightly outdated hardware technology here even when I build state of the art software. But [...]
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