Stock Screening Part 4

EDIT: At the time this blog entry was posted I had a Youtube video here. That has been removed but I want the rest of my content to be remain. Nothing hidden no past mistakes ignored. All out in the open.

Happy to see Blogger fixed and that I can post videos directly again.
Also happy to see that there was a lot of different types of companies looked at in Fastgraphs to show you guys all the different ways I use it.


Disclaimer: The investments and trades in my videos and blog entries are not recommendations for others. I am not a financial planner, financial advisor, accountant, or tax adviser. The financial actions I talk about are for my own portfolio and money and only suited for my own risk tolerance, strategy, and ideas. Copying another person's financial moves can lead to large losses. Each person needs to do their due diligence in researching and planning their own actions in the financial markets.

Week 105 update

No video this week but I do have some thoughts....

Hedging has been on my mind recently. Quite heavily actually. I will need to work not only on my sizing but the timing. I hedged once already and lost a good deal of money. That alone tells me the sizing was wrong either for the position or for the account.  But if you go too far out of the money with your options and you get a reasonable move... you aren't going to be making the money needed to cover some of the losses with your account unless its a massive move. How often do those happen? I could easily loss lots of little hedges and have the same net result as one big failed hedge.

Hedging is my focus right now for my own personal education. Sooner or later a pullback will occur and I better be ready for it. I'll still be continuing my dividend screening process with a couple more videos. Hopefully some of you are finding utility in that.


Active Account: $7,837.25
Total Return: -1.42%
Est Monthly Income: $18.57

Trading: $3,370.13
Total Return: -11.31%
Cash: $2,906.53

Investing: $4,467.12
Total Return: 7.64%
Stock
     AFL: +3.78%
     HAS: +28.15%
     SPLS: +24.4%
     STX: +40.68%
BDC
     PSEC: -3.14%
     TCPC: +1.08%
Energy
     WHZ: -20.74%
REITs
     ARCP: +16.81%
     OHI: +29.63%
Gold
     GLDI: Waiting for better view on dividend rate
Bonds
     BLV: -2.57%
     JNK: 0.17%
     PCY: -4.45%
Cash: $1,118.00

ETF Account: $8,043.89
Total Return: 1.18%
Est Monthly Income: $14.15
US Stock
     SPY: +11.46%
     XLV: +16.45%
     VNQ: +9.60%
International Stock
     EWZ: -3.98%
     PXR: -10.18%
Gold
     GLDI: Waiting for better view on dividend rate
Bonds
     BLV: -2.50%
     JNK: 0.19%
     PCY: -4.33%
Cash
     Cash: $3,549.84

Permanent Portfolio: $7,825.19
Total Return: -1.57%
Est Monthly Withdraw Rate (4% rule): $23.74
Listed by weighting
     SPY: 25.35%
     GLD: 20.51%
     TLT: 23.88%
     Cash: 30.25%


Disclaimer: The investments and trades in my videos and blog entries are not recommendations for others. I am not a financial planner, financial advisor, accountant, or tax adviser. The financial actions I talk about are for my own portfolio and money and only suited for my own risk tolerance, strategy, and ideas. Copying another person's financial moves can lead to large losses. Each person needs to do their due diligence in researching and planning their own actions in the financial markets.

Stock Screening Part 3

EDIT: At the time this blog entry was posted I had a Youtube video here. That has been removed but I want the rest of my content to be remain. Nothing hidden no past mistakes ignored. All out in the open.

Now we are getting down to some narrowing in on stock selection.




Disclaimer: The investments and trades in my videos and blog entries are not recommendations for others. I am not a financial planner, financial advisor, accountant, or tax adviser. The financial actions I talk about are for my own portfolio and money and only suited for my own risk tolerance, strategy, and ideas. Copying another person's financial moves can lead to large losses. Each person needs to do their due diligence in researching and planning their own actions in the financial markets.

Screening for Dividend stocks part 2

EDIT: At the time this blog entry was posted I had a Youtube video here. That has been removed but I want the rest of my content to be remain. Nothing hidden no past mistakes ignored. All out in the open.

How many of you are having audio problems with this? I know my voice is softer then most but turning up the volume should fix that. Some are commenting that they cannot hear.

Disclaimer: The investments and trades in my videos and blog entries are not recommendations for others. I am not a financial planner, financial advisor, accountant, or tax adviser. The financial actions I talk about are for my own portfolio and money and only suited for my own risk tolerance, strategy, and ideas. Copying another person's financial moves can lead to large losses. Each person needs to do their due diligence in researching and planning their own actions in the financial markets.

Week 104, possibly the most important video I have made.

EDIT: At the time this blog entry was posted I had a Youtube video here. That has been removed but I want the rest of my content to be remain. Nothing hidden no past mistakes ignored. All out in the open.

Active Account: $7,874.57
Total Return: -0.32%
Est Monthly Income: $18.57

Trading: $3,409.53
Total Return: -10.28%
Cash: $2,906.53

Investing: $4,465.04
Total Return: 8.90%
Stock
     AFL: +4.32%
     HAS: +30.19%
     SPLS: +20.82%
     STX: +36.15%
BDC
     PSEC: -1.70%
     TCPC: -0.44%
Energy
     WHZ: -19.17%
REITs
     ARCP: +25.78%
     OHI: +40.56%
Gold
     GLDI: Waiting for better view on dividend rate
Bonds
     BLV: -1.83%
     JNK: 0.92%
     PCY: -2.6%
Cash: $1,065.58

ETF Account: $8,061.71
Total Return: 2.05%
Est Monthly Income: $14.15
US Stock
     SPY: +12.57%
     XLV: +16.41%
     VNQ: +13.86%
International Stock
     EWZ: -4.19%
     PXR: -8.03%
Gold
     GLDI: Waiting for better view on dividend rate
Bonds
     BLV: -1.76%
     JNK: 0.56%
     PCY: -2.47%
Cash
     Cash: $3,499.84

Permanent Portfolio: $7,766.75
Total Return: -1.69%
Est Monthly Withdraw Rate (4% rule): $23.57
Listed by weighting
     SPY: 25.80%
     GLD: 20.25%
     TLT: 24.12%
     Cash: 28.34%



Disclaimer: The investments and trades in my videos and blog entries are not recommendations for others. I am not a financial planner, financial advisor, accountant, or tax adviser. The financial actions I talk about are for my own portfolio and money and only suited for my own risk tolerance, strategy, and ideas. Copying another person's financial moves can lead to large losses. Each person needs to do their due diligence in researching and planning their own actions in the financial markets.

Screening for possible dividend companies

EDIT: At the time this blog entry was posted I had a Youtube video here. That has been removed but I want the rest of my content to be remain. Nothing hidden no past mistakes ignored. All out in the open.

Let's hit the ground running with those videos I mentioned yesterday.

With tens of thousands of U.S. publicly traded companies, we need a way to weed out the losers and focus our time in on the winners. Not only do I have limited time, I have limited money and can't be wasting it on garbage companies.


Disclaimer: The investments and trades in my videos and blog entries are not recommendations for others. I am not a financial planner, financial advisor, accountant, or tax adviser. The financial actions I talk about are for my own portfolio and money and only suited for my own risk tolerance, strategy, and ideas. Copying another person's financial moves can lead to large losses. Each person needs to do their due diligence in researching and planning their own actions in the financial markets.

Week 103 and a trade!

EDIT: At the time this blog entry was posted I had a Youtube video here. That has been removed but I want the rest of my content to be remain. Nothing hidden no past mistakes ignored. All out in the open.

Active Account: $7,768.48
Total Return: -1.04%
Est Monthly Income: $18.57

Trading: $3,399.53
Total Return: -10.54%
Stock
     SWY: +0.78%
Cash: $2,906.53

Investing: $4,368.95
Total Return: 7.88%
Stock
     AFL: 1.68%
     HAS: +28.97%
     SPLS: +18.07%
     STX: +32.21%
BDC
     PSEC: -2.78%
     TCPC: -1.01%
Energy
     WHZ: -13.68%
REITs
     ARCP: +23.87%
     OHI: +33.82%
Gold
     GLDI: Waiting for better view on dividend rate
Bonds
     BLV: -1.71%
     JNK: 0.83%
     PCY: -1.70%
Cash: $1,006.83

ETF Account: $7,992.45
Total Return: 1.81%
Est Monthly Income: $14.15
US Stock
     SPY: +10.25%
     XLV: +15.17%
     VNQ: +12.29%
International Stock
     EWZ: -3.71%
     PXR: -6.58%
Gold
     GLDI: Waiting for better view on dividend rate
Bonds
     BLV: -1.64%
     JNK: 0.46%
     PCY: -1.57%
Cash
     Cash: $3,449.84

Permanent Portfolio: $7,768.07
Total Return: -1.04%
Est Monthly Withdraw Rate (4% rule): $23.57
Listed by weighting
     SPY: 25.26%
     GLD: 21.38%
     TLT: 24.27%
     Cash: 29.08%


Disclaimer: The investments and trades in my videos and blog entries are not recommendations for others. I am not a financial planner, financial advisor, accountant, or tax adviser. The financial actions I talk about are for my own portfolio and money and only suited for my own risk tolerance, strategy, and ideas. Copying another person's financial moves can lead to large losses. Each person needs to do their due diligence in researching and planning their own actions in the financial markets.

Week 102 update

EDIT: At the time this blog entry was posted I had a Youtube video here. That has been removed but I want the rest of my content to be remain. Nothing hidden no past mistakes ignored. All out in the open.

Active Account: $7,700.95
Total Return: -1.27%
Est Monthly Income: $18.57

Trading: $3,395.73
Total Return: -10.64%
Cash: $3,395.73

Investing: $4,305.22
Total Return: 7.63%
Stock
     AFL: 4.55%
     HAS: +28.32%
     SPLS: +12.57%
     STX: +35.36%
BDC
     PSEC: -0.99%
     TCPC: -1.39%
Energy
     WHZ: -15.13%
REITs
     ARCP: +18.36%
     OHI: +30.73%
Gold
     GLDI: Waiting for better view on dividend rate
Bonds
     BLV: 0.46%
     JNK: 1.36%
     PCY: -0.26%
Cash: $954.65

ETF Account: $7,935.08
Total Return: 1.73%
Est Monthly Income: $14.15
US Stock
     SPY: +8.76%
     XLV: +13.02%
     VNQ: +10.84%
International Stock
     EWZ: -3.57%
     PXR: -7.06%
Gold
     GLDI: Waiting for better view on dividend rate
Bonds
     BLV: 0.54%
     JNK: 0.99%
     PCY: -1.13%
Cash
     Cash: $3,394.53

Permanent Portfolio: $7,780.24
Total Return: -0.25%
Est Monthly Withdraw Rate (4% rule): $23.61
Listed by weighting
     SPY: 24.88%
     GLD: 21.92%
     TLT: 24.86%
     Cash: 28.34%


Disclaimer: The investments and trades in my videos and blog entries are not recommendations for others. I am not a financial planner, financial advisor, accountant, or tax adviser. The financial actions I talk about are for my own portfolio and money and only suited for my own risk tolerance, strategy, and ideas. Copying another person's financial moves can lead to large losses. Each person needs to do their due diligence in researching and planning their own actions in the financial markets.