Archive for the 'My Investments' Category


Trading Centex (CTX)

Tuesday, March 25th, 2008

When I added funds to Portfolio A in September, I claimed that I would use some a portion of the funds to create a regular trading position to go with the other intermediate term picks. In very short time, I found Apple, Google, and Humana to be great buys for various reasons and had the […]

Portfolio Moves & Update 3/24/08

Monday, March 24th, 2008

Just announcing a few portfolio moves today. As the market outlook seems to be stabilizing and we seem to be entering a near term rally (no speculation on how long it will last), I’ve decided to move around some positions in order to try to take advantage.
Portfolio A
I realize that in the last few months […]

Event Risk: Two Perspectives

Tuesday, March 11th, 2008

With the Fed’s opening of an emergency credit line for companies facing insolvency due to the current credit crisis, markets have rebounded swiftly and we’re looking at 2% days across the major indexes. I should be jumping for joy given that we haven’t seen such green days for a while now. Unfortunately, both of my […]

2007 Curious Investments Equity Income Strategy In Depth

Thursday, January 17th, 2008

And, in the final report on my current investment strategies, we’re looking at my dividend income based strategy. The portfolio has lost pretty significant value over the last few months, but this portfolio is built for the long term. While I do stress capital appreciation a little bit more than most dividend strategies, the intention […]

2007 Portfolio B in Depth

Wednesday, January 16th, 2008

Alright, in the same form as yesterday’s post on Portfolio A, we have a little position-by-position breakdown on Portfolio B. Once again, I feel a little weird touting the picks here in Portfolio B after the last two weeks have all but erased much of the performance. These stocks have suffered greatly from what seems […]

2007 Portfolio A in Depth

Tuesday, January 15th, 2008

Well, it’s been a while since I last posted due to some power outages from the recent storm here in Massachusetts as well as a week long ski trip. Given the horrible sell off we’ve seen over the last few weeks, it seems almost unnecessary to go into the trades made over the last year […]


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