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The Monthly Stock Mobile Widget

The Monthly Stock

The Monthly Stock -- Performance Update
The Monthly Stock -- Catching Up
ATP Update
China's Unemployed
Aggressive Trader Portfolio Update
Short Term Market Outlook
TMS Performance Update
The Monthly Stock for March 2009

The building of a super competitive, yet highly disciplined portfolio, one stock at a time.

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The Monthly Stock

Content Preview for: The Monthly Stock

The Monthly Stock -- Performance Update
As of yesterday's close:
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The Monthly Stock -- Catching Up
I know you all thought this blog was dead, but I'm still here. It's time to name "The Monthly Stock for:

April: HOGS

May: TWGP

June: RNR

July: YONG

August: GFA

September: AEL

October:...
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ATP Update
Time to jump back into Theme 5 (short China)

At tomorrow's open:

Buy FXP
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China's Unemployed
I just wanted to post a couple pictures I came across tonight on the web. For those who believe Chinese growth will continue at double digit rates...you're not seeing the big picture(s)...

Thousands...
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Aggressive Trader Portfolio Update
Despite the market's recently-found strength, the mostly negative ATP is still up nearly 30% on the year. We had been hiding out in cash with several of the themes awaiting better prices. I feel like...
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Short Term Market Outlook
For those of you following my articles at Seeking Alpha, or my posts here at my blog, you know that I am fairly bearish on the market. In my government-TSP account (which has very few investment options),...
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TMS Performance Update
As of close 9 March 2009:

TMS
S&P500
1 Month
-24.90%
-22.23%
3 Months
-16.01%
-24.77%
6 Months
-51.53%
-44.75%
12 Months
-57.15%
-47.69%
*Inception
-58.82%
-55.70%

* 1 Oct 07
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The Monthly Stock for March 2009
Just a quick post to let you know I'm updating the Monthly Stock Portfolio with this month's stock pick. As I've mentioned in the past, I'm not crazy about this portfolio anymore. I set it up to instill...
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