Share your portfolio...

[smurphy]

Was thinking maybe we could just lay it all out, and hopefully share some good insight. Here's what I got going at the moment...basically equal investment in each position:

AGU
AKS
ARW
BG
CE
CF
CHL
ETN
EWA
EWS
EWZ
FDS
FTEK
IGLD
JASO
JCI
KR
MIPS
MOS
MVL
SBSA
SNV
TRA
WPZ

Been reading a book called "Swing Trading", by Jon Markman, and following it's strategies for most trades. It emphasizes charts more than anything else - and avoiding bad sectors (ie mortgage funding/re loans at the moment). So far, it seems to make sense. Except for the index funds and a couple long term favorites, I'll sell anything in the portfolio once it shows a technical reversal. I used to think you should "buy low, sell high", but it seems a lot safer to "buy high, sell higher".

Still very new at all this though, and would like to share as much info here as possible.

 

[DOGS THAT BARK]

In last couple years have went to very conservative mode on SEP account (due to age 57)--still have fun playing with the more aggressive China account but not where most of my eggs are.

Have looked for fairly stable stocks that pay good dividends--here are a few I bought with anticpation of modest gains and bulk of appreciation via div --however was fortunate to buy them in market where you could throw darts and rarily miss and stock appreciation has been very good also-Tempted to sell the latter-Apollo as it is tied to real estate market--but will prob sell on its own shortly via stop loss set.


TELECOM SAO PAULO (NYSE:TSP) Delayed quote data

Last Trade: 26.15
Trade Time: Feb 23
Change: 0.14 (0.53%)
Prev Close: 26.29
Open: 26.16
Bid: N/A
Ask: N/A
1y Target Est: 26.38

Day's Range: 25.83 - 26.24
52wk Range: 18.21 - 27.55
Volume: 86,400
Avg Vol (3m): 70,283.6
Market Cap: 13.24B
P/E (ttm): 9.91
EPS (ttm): 2.64
Div & Yield: 2.42 (9.20%)
============================
EAGLE BULK SHIPPING (NasdaqGS:EGLE) Delayed quote data

Last Trade: 21.30
Trade Time: Feb 23
Change: 0.34 (1.57%)
Prev Close: 21.64
Open: 21.62
Bid: 10.39 x 100
Ask: N/A
1y Target Est: 20.40

Day's Range: 20.94 - 21.85
52wk Range: 11.84 - 22.00
Volume: 1,066,330
Avg Vol (3m): 395,154
Market Cap: 764.67M
P/E (ttm): 17.05
EPS (ttm): 1.25
Div & Yield: 2.04 (9.40%)
===========================
APOLLO INVESTMENT CO (NasdaqGS:AINV) Delayed quote data

After Hours: 23.07 0.00 (0.00%) as of 7:10pm ET on 02/23/07

Last Trade: 23.07
Trade Time: Feb 23
Change: 0.35 (1.49%)
Prev Close: 23.42
Open: 23.42
Bid: 23.01 x 100
Ask: 23.05 x 300
1y Target Est: 24.61

Day's Range: 22.89 - 23.42
52wk Range: 17.70 - 24.20
Volume: 1,174,607
Avg Vol (3m): 1,045,840
Market Cap: 2.32B
P/E (ttm): 7.11
EPS (ttm): 3.24
Div & Yield: 2.00 (8.50%)
============================

 

[selkirk]

okay have 4 portfolios

1. Telus
Alcan
CNQ
FDg.un
ECA
Pwt.un
TLM
NXY
CNR
SLF

also have 24 covered calls and puts out on this account sometimes more. these stocks may change

2. ATP.un
QSR.un
ATS.un
TCK.b
RBC US Growth

this account always had just income trusts except RBC US Growth Mutual fund, and TCK.b teck (base metals). trade around the income trusts during the month.

so far this year have done 37 trades, which is high for this account.

3. smallest account
Mawer New Canada (small cap )
TD monthly income
PCA

have to put more money in this account. happy with all investments except for Petro Canada. have written covered calls which have expired and still lost money. the account was helped made by a large gain on Aclaim which merged. sold it.

DRIPs and SPP

have bought all of these stock and had them for at least 10 years.
BMO , BNS, CM, cdn. retail banks, great investments. maybe future is not as good as the past, still like them.

Riocan avg. price 8 now 26, pays over 5% yield great play on retail. fully value...still.

Enbridge. pipeline stock that increases divs,and great growth prospects, fully valued. still good long term play 5-10%.

BCE small position loss money.

FAp my int. bong fund trades in the US believe. great way to play Asia and Australia debt. 8% yield can live with also.

CGI oldest cdn. mutual fund company, just keep on beating the index....I finally believe.

Alcan small positon.

Suncor over 450% gain since 1997. still have an article by Eric Reguly (boring but Profitable) described a stock that should grow by 10-15%. then again we dreamed of $40 oil......

made over a 400% in CP, they broke themselves up and shareholders were the big winners, wish had a little more time to buy more.

loss 50% on Nortel. by the time I sold (got the shares, and sold them) went from a small gain to a healthy loss......

sometimes trade on margin, often use stock options. and do over 100 trades a year.

note : RRSP cdn. index fund and a few funds from Saxon, Mawer, and RBC.

keep number of open ended funds below 8, more than that to hard to track.

note: US own MCD, HD.
also own 10 stocks consider more spec. some work out, HBM, oil, lately.

biggest failure Agate bay resources.....
thanks
selkirk