Portfolio status for Jun 24, 2012

Open positions 

Symbol	Entry Date	Entry Price	Current Price	Profit %
END	22/06/12	7.30	7.33	0.4%
CWEI	22/06/12	44.35	45.06	1.6%
ATPG	22/06/12	3.95	3.87	-2%
ONXX	22/06/12	63.35	65.67	3.66%

New buy signal

New buy signals:
BK - entry price @ 24.4
PFG - entry price @ 29.2

Portfolio status for March 3, 2012

Starting capital: 100,000$
Current value: 99,794.8$


Open positions 

Symbol	Entry Date	#	Entry Price	Current Price	Profit %	Profit
SDRL	6/02/12	33	38	39.85	4.87	61.05
PFG	6/02/12	110	26.97	39.85	2.26	67.10
X	6/02/12	33	31.76	27.51	-13.38	-140.25
BMR	6/02/12	90	19.31	18.46	-4.40	-76.50
NVDA	9/02/12	107	16.40	15.38	-6.22	-109.14
COF	17/02/12	100	49.13	49.89	1.55	76.00
LEAP	29/02/12	673	10.48	10.55	0.67	47.11
ONTY	29/02/12	403	8.79	8.4	-4.44	-157.17

Positions which were closed during the past week:

Symbol	Entry Date	#	Entry Price	Exit Price	Profit %	Profit
YGE	6/2/2012	171	5.20	4	-23.08	-205.20

New buy signal

Bought LEAP@ 10.48$. Stop loss positioned @ 8.5$

Bought ONTY@ 8.79$. Stop loss positioned @ 6$

Portfolio update for February 11, 2012

Open positions for the week ending on February 11, 2012

Symbol	Entry Date	#	Entry Price	Current Price	Profit %	Profit
SDRL	6/2/2012	33	38	39.51	3.97	64.93
PFG	6/2/2012	110	26.97	26.21	-2.82	-86.30
X	6/2/2012	33	31.76	29.40	-7.43	-77.88
BMR	6/2/2012	90	19.31	18.77	-2.80	-48.60
NVDA	9/2/2012	107	16.40	15.90	-3.08	-54.04

And... I'm back

It's been awhile since I last shared a post over the results of my trading system (almost two years). Since I trade on a weekly basis I will try to update the signals I receive from the system I developed. The system is based on technical analysis, including Point & Figure charts.

The importance of visioning your life

One of my of favorite blogs is The Kirk Report by Charles E. Kirk. His post about visioning your goals reminded me of the things I planned to accomplish during the last year, some of them I was able to accomplish successfully and some I hope to accomplish in the year to come.

Following Kirk advice I think I will spend the next few days making a list of all the things I wish to accomplish in the following year. I believe a written list will help clarify what are the most important things I need to focus on.

Here is a partial list of the things I need to take care of:

• Launch ChartStocker international website
• Successfully manage our portfolio.
• Find a new daily job (As a project manager)
• Find a bigger house
• Have a new baby girl after my two boys (6.5 and 9.5 years old). I think I’m going to make this one a top priority :-)

What’s your goals for the coming year?

A screenshot of our US portfolio

In my previous post I mentioned the new path me and my partner have embarked. One task is to manage a portfolio for a client. We decided to start with a moderate portfolio of ~128,000$.

It’s been a month and a half since we started managing the portfolio and I’m happy to say it’s going very well. We were able to gain more than 5% in this period.

I’m attaching a couple of screenshots of the portfolio taken on January 8th, 2010. The image shows a list of all the open trades.

I will post new screenshots of the portfolio from time to time to keep you updated.

Let me know which stocks you currently hold.

And we’re back…

It’s been a long time since my last post but that’s only because a lot has happened. In the last year I was very busy setting up a business with a friend (Eran Perluk) who became my business partner.

We opened a web site www.chartstocker.co.il where we shared our stock picking with our visitors. As the year is about to end we are very pleased with the results of our portfolio. Our profit stands just above 70% (after commissions). If you know Hebrew you can see the screenshot of our brokerage account we took on October. The reason we haven’t updated the screenshot is because we are working very hard on opening an international version of the website. We already bought a domain and if all goes well we intend to launch the site in the beginning of February.

So Merry Christmas all and make sure you visit soon

Open positions for October 13th

Here is the status of my current holdings:

Symbol	Entry Date	Entry Price	Current Price	Profit %
IRET	9/6/08	10.37	9.49	-8.5
QNTA	15/9/08	2.75	2.80	0.18

Open positions for September 29th

Here is the status of my current holdings:

Symbol	Entry Date	Entry Price	Current Price	Profit %
IRET	9/6/08	10.37	10.93	5.4
CLRT	25/08/08	2.19	1.85	-15.5
QNTA	15/9/08	2.75	2.76	0.03

Open positions for September 22th

Last week has been very hectic week for me so I didn’t find the time to publish my weekly status. I entered a new position QNTA due to new signal from the system.

Here is the status of my current holdings:

Symbol	Entry Date	Entry Price	Current Price	Profit %
IRET	9/6/08	10.37	10.48	1.06
SHLM	7/6/08	22.06	21.73	-1.49
CLRT	25/08/08	2.19	2.09	-4.56
QNTA	15/9/08	2.75	2.70	-1.80

Open positions for September 8th

Here is the status of my current holdings:

Symbol	Entry Date	Entry Price	Current Price	Profit %
IRET	9/6/08	10.37	10.48	1.06
SHLM	7/6/08	22.06	23.35	5.84
CLRT	25/08/08	2.19	2.09	-4.56

Open positions for September 1st

Here is the status of my current holdings:

Symbol	Entry Date	Entry Price	Current Price	Profit %
IRET	9/6/08	10.37	10.33	-0.01
SHLM	7/6/08	22.06	24.22	9.79
CLRT	25/08/08	2.19	2.15	-0.01

Buy signal for August 25

A new buy signal was received from the system for Clarient (CLRT).

I intend to buy CLRT during the next trading day.

Open positions for August 25

Here is the status of my current holdings:

Symbol	Entry Date	Entry Price	Current Price	Profit %
SATC	05/05/2008	1.86	2.24	20.40
IRET	9/6/2008	10.37	10.28	-0.67
SHLM	7/6/08	22.06	23.97	6.06

Open positions for August 18th

Here is the status of my current holdings:

Symbol	Entry Date	Entry Price	Current Price	Profit %
SATC	05/05/2008	1.86	2.11	13.44
GILT	27/05/2008	10.79	8.85	-17.00
IRET	9/6/2008	10.37	10.64	2.60
SHLM	7/6/08	22.06	23.25	2.88

Open positions for August 4th

Here is the status of my current holdings:

Symbol	Entry Date	Entry Price	Current Price	Profit %
SATC	05/05/2008	1.86	2.52	35.48
GILT	27/05/2008	10.79	10.95	1.48
IRET	9/6/2008	10.37	10.69	1.48
SHLM	7/6/08	22.06	23.03	1.90

Open positions for July 28th

Here is the status of my current holdings:

Symbol	Entry Date	Entry Price	Current Price	Profit %
SATC	05/05/2008	1.86	2.35	26.34
GILT	27/05/2008	10.79	10.90	1.02
IRET	9/6/2008	10.37	10.25	-1.16
SHLM	7/6/08	22.06	23.07	2.08