U.S.Portfolio

[Duarte 10]

1 New Buy and 1 New stop loss order

 

 

[Duarte 10]

Annotated chart:

 

[Duarte 10]

Current portfolio:

 

[Duarte 10]

The following is the market timer portfolio:

(The chart is updated on a weekly basis.)

 

 

[Duarte 10]

Below are some annotated charts:

 

 

 

 

 

 

 

 

 

 

 

[Duarte 10]

Up until now I have adopted a prudent and defensive investment strategy, but now I´ll search a more aggressive valorization strategy opting for an increased market exposure, in order to catch the benchmark index. At the same time, however, I will take into account the 6-month unfavorable seasonality period, which begins on May 1 and ends on October 31 of the same year, and I will keep my eyes wide open to the possibility of trend reversion in the coming months.

[Duarte 10]

3 Buys:

 

[Duarte 10]

The following table shows the Auxiliary calculations:

 

[Duarte 10]

2 Buys for today:

 

[Duarte 10]

The following is the market timer portfolio:

 

[Duarte 10]

The following daily chart gives a short-term perspective for Apple Inc: (NASD: AAPL)

 

AAPL rallied since the stock put in a bottom in April 4, 2013. Since then, the stock already climbed 18,32%.

At the moment, the Relative Strength Index (RSI) is above the previous high, and despite the price is still lower than the previous high, 463,53, I think this is a positive sign. Another positive sign is that the exponential moving average 10 green has just crossed with the rise the exponential moving average 50 purple, something that did not happen for a long time.

 

[Duarte 10]

The following table shows the Auxiliary calculation:

 

[Duarte 10]

The following is the current market timer portfolio:

 

[Duarte 10]

2 Buys for today:

 

[Duarte 10]

Here is the annotated chart for Nuskin Enterprises Inc: (NYSE: NUS):

 

[Duarte 10]

The following table shows the Recently Auxiliary Calculations:

 

 

The following is the market timer portfolio update:

(The chart is updated on a weekly basis.)

 

 

[Duarte 10]

The portfolio still remains lower than the benchmark (S&P 500), and is still far from having developed its full potential, but it is now positive. I think more in portfolio result than in trade results. I will buy, sell and adjust the weight of each security in the portfolio on a dynamic basis and over time in the light of the varying market conditions, goals and perception.

That said, next week I will possibly make some changes.

[Duarte 10]

3 New Buys:

 

 

Only some time later I will post the annotated charts and update the portfolio.

[Duarte 10]

Monday last week, I had a computer problem. The hard disk stopped working and I took some time to recover the information. Now things are getting back to normal.

 

I made two modifications:

I have changed the calculation of the weighted average price to 3 decimal places. And I stopped provide an approximation of the money used for the trade and started to provide the real money used for the trade. (The money used for the trade is not used for calculating the trade gain or loss.)

[Duarte 10]

The following table shows the Recently auxiliary calculations:

 

[Duarte 10]

The following table shows the Recently Closed Trades:

 

[Duarte 10]

The following table shows the Closed Trades:

 

[Duarte 10]

The following table shows the portfolio:

 

[Duarte 10]

I will update the stop loss orders.

 

 

Today, I was unable to write it on time.

[Duarte 10]

The following is the list of recently closed trades:

 

 

The following is the list of closed trades:

 

 

The following is the list of money from dividends:

 

 

The following is the current portfolio: