Financial Machine.
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Created by mike123arm
DESCRIPTION:
Date updated:03-22-2008
My Trading/Investment strategy is overly aggressive. I spend a lot of time researching, on tv and internet, love to see charts, and am very goal oriented. I bravely pull the trigger. I lose sleep over some of the risk I take, but I shall continue with my ways.
September and October 2007 were fantastic months where my overweight Tech Options earned me a ridiculous amount of money, so much in fact that I met my investing goals for the next 7 years.
At times I take too much risk in my investments, but since I use 35% of my job earnings for my investment base I don't think it's too out of line. (20% goes into my 401k, and 15% goes into my company ESPP).
Historic performance was:
2004 = 26.6%
2005 = 4.4%
2006 = 29.0%
2007 = 151.6%
2008 = -21.84% (was down 21.23% on Feb. 1)
In summary 2007 was a great year. 2008 started as horribly as 2007 ended. I am basically starting in a -20% hole for the year, so it looks like 2008 could bring a huge capital loss carryforward, but I think I can earn 20% for the remaining 8 months of the year.
1. The combined base stocks I hold in DHR and ESL will not be sold.
2. My ESL stake will probably grow in excess of 200 sh. annually for next 10-12 years, when I retire.
3. My investment goals are 10-15% return.
4. In 2007 I reduced debt by taking stock gains and payed off a second mortgage that was at 8.75% and also purchased a motorhome.
5. I am currently sitting with 25% in cash. I will reduce this position as value opportunies arise.
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V
Visa Inc. - $80.00
- -0.22%
- $79.72
Like many other investors I watched MA climb in value. Sadly I ownded it a few times in the 50's and sold in the 60's. I started a large position and will most likely add more in the upcoming weks especially on signs of weakness. (8% of my portfolio)
-
ESL
Esterline Tech Cp - $41.32
- +0.32%
- $41.01
Esterline. I work there. I take full advantage of a company *ESPP* and buy the maximum amount allowed at a 15% discount. ESL passed $1B in sales. This is a $55-$60 stock with additional upside as aerospace remains strong. On 5/10/04 it was $22.94 On 1/09/08 it is $47.00 On 2/22 it dipped to $45 so I added some speculative shares to my protfolio (25% of my portfolio)
-
DHR
Danaher Cp - $71.68
- +0.01%
- $71.54
Nice conglomerate. Well diversified company. This is one of the few that was bought to HOLD. My DHR stock grew 21% in 2007. On 5/10/04 it was $44.48 On 1/01/08 it was $87.74 Now it retreated some to $76 (21% of my portfolio)
-
WWE
World Wrestling E - $16.09
- -1.71%
- $16.30
Lets go Wrastlin' A nice dividend play and it is growing in leaps and bounds in South America. This is a new position that I bought to hold. (5.0% of my portfolio)
-
NLY
Annaly Capital Ma - $18.11
- -0.66%
- $18.20
A financial company that I think should avoid the issues that Bears and Stearns did not. (4.5% of my portfoilio)
-
DD
Du Pont E I De Ne - $34.51
- -0.26%
- $34.42
Dupont. This is one of my two agriculture plays, the other is Potash. As long as government mandates their crackpipe-smoking love affair for ethanol, the cost of grains will remain high. (3.5% of my portfolio)
-
POT
Potash Cp Saskatc - $114.70
- +1.35%
- $110.49
Fertilizer to grow crops will be high demand since the farmers need to get every dollar out of the soil they have. (3.7% of my portfolio)
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