K****D
发帖数: 30533 | 1 日期(MM/DD/YY):
01/15/10
YTD:
1.37%
S&P 500: 1.88%
备注:
Beat the index by 0.8% this week (0% vs -0.8%).
My AA dropped 8% this week due to a bad ER, but fortunately my portfolio
held on thanks to diversification. Still haven\'t traded yet in the new
year. The portfolio size increased by 10% by cash injection.
In the coming weeks I need to figure out a few stocks as my next targets.
The currently holdings based on FA need to be sold gradually after the
Feb ER. One of the target I used to watch alread |
a*****s
发帖数: 3643 | 2 What stocks you are holding? |
K****D
发帖数: 30533 | 3 As a tradition, I can only disclose the sectors.
Currently I have 50% in services, 8% in materials, 11%
in shorts and 31% in cash.
These numbers may change drastically since my turn over ratio
is not low and I don't stick to asset allocation.
【在 a*****s 的大作中提到】
: What stocks you are holding?
|
l******n
发帖数: 641 | 4 no bond, no currency, no commodity?
【在 K****D 的大作中提到】
: As a tradition, I can only disclose the sectors.
: Currently I have 50% in services, 8% in materials, 11%
: in shorts and 31% in cash.
: These numbers may change drastically since my turn over ratio
: is not low and I don't stick to asset allocation.
|
K****D
发帖数: 30533 | 5 Currently no, I am not a fan of asset allocation.
Historically, of course I've had commodity before. But never
had bond or currency so far, hehe.
【在 l******n 的大作中提到】
: no bond, no currency, no commodity?
|
n******n
发帖数: 12088 | 6 what is service?
【在 K****D 的大作中提到】
: As a tradition, I can only disclose the sectors.
: Currently I have 50% in services, 8% in materials, 11%
: in shorts and 31% in cash.
: These numbers may change drastically since my turn over ratio
: is not low and I don't stick to asset allocation.
|
K****D
发帖数: 30533 | |
s**********n
发帖数: 868 | 8 +2.1%
I lost 1.7% in this losing week.
【在 K****D 的大作中提到】
: 日期(MM/DD/YY):
: 01/15/10
: YTD:
: 1.37%
: S&P 500: 1.88%
: 备注:
: Beat the index by 0.8% this week (0% vs -0.8%).
: My AA dropped 8% this week due to a bad ER, but fortunately my portfolio
: held on thanks to diversification. Still haven\'t traded yet in the new
: year. The portfolio size increased by 10% by cash injection.
|
t*******d
发帖数: 2570 | 9 stock: 7.44%
mutual fund: 1.64%
mutual fund allocation:
~25% domestic stock, ~25% international stock, ~25% municipal bond, ~20%
emerging market, ~5% REIT.
stock:
~8% financial, ~40% precious and base metal or commodity related, ~25%
technology, ~12% China, ~15% oil.
Does not mean I want it this way. Just what I have at the moment. |
a**n
发帖数: 2431 | 10 Personal Rate of Return from 01/01/2010 to 01/14/2010 is 1.5%*
【在 K****D 的大作中提到】
: 日期(MM/DD/YY):
: 01/15/10
: YTD:
: 1.37%
: S&P 500: 1.88%
: 备注:
: Beat the index by 0.8% this week (0% vs -0.8%).
: My AA dropped 8% this week due to a bad ER, but fortunately my portfolio
: held on thanks to diversification. Still haven\'t traded yet in the new
: year. The portfolio size increased by 10% by cash injection.
|
g*********0
发帖数: 672 | 11 太低太低
还ｓｈｏｗｏｆｆ，晕
投资版真的不如股海弄潮
欢迎加入 |
K****D
发帖数: 30533 | 12 There are reasons that IDs on investment board, especially the
old IDs, do not go to stock board.
You may read a post I wrote earlier to get a flavor:
http://www.mitbbs.com/article/Investment/31179289_3.html
Regarding the "showoff", it's just a showing thread every
Friday after market close, rain or shine. It's a good measurement
of different investment styles and performances. I personally
use S&P as my benchmark, while others may have their own
benchmarks.
A fundamental theory that many IDs on
【在 g*********0 的大作中提到】
: 太低太低
: 还ｓｈｏｗｏｆｆ，晕
: 投资版真的不如股海弄潮
: 欢迎加入
|
K****D
发帖数: 30533 | 13 The new showoff post is here:
http://www.mitbbs.com/article/Investment/31216751_3.html
I know currently many of you can't see it directly, me neither.
MITBBS sucks!
【在 K****D 的大作中提到】
: 日期(MM/DD/YY):
: 01/15/10
: YTD:
: 1.37%
: S&P 500: 1.88%
: 备注:
: Beat the index by 0.8% this week (0% vs -0.8%).
: My AA dropped 8% this week due to a bad ER, but fortunately my portfolio
: held on thanks to diversification. Still haven\'t traded yet in the new
: year. The portfolio size increased by 10% by cash injection.
|
