NYSpecialist.com
Low P/E Stocks with High Quarterly Earnings Surprise In A Live Portfolio
If you prefer opinions from "objective" people who keep
their money in CDs, you are in the
wrong place.
We trade the stocks we analyze. We are conflicted and afraid.
We trade the stocks we analyze. We are conflicted and afraid.
We Look For No Load Index Mutual Funds
Academic studies show that the average rate of return for no load mutual funds is about equal to that of loaded mutual funds before subtracting the sales load which can run 4% to 10%. Consequently, we never buy a fund with a sales load. We always buy no load mutual funds. We don't care how nice the salesman talks. He is not getting 4% of our money up front.| Mutual Funds: Recent Trades Date: 2011-11-07 | |||||
|---|---|---|---|---|---|
Symbol |
L/S | Recent Price |
Position $Amount |
||
| VFINX | Long | 126 | 50,000 | ||
| VCIT | Long | 82 | 35,000 | ||
| VCSH | Long | 78 | 15,000 | ||
| Other | 0 | ||||
| Cash | 0 | ||||
| Total | 100,000 | ||||
|
VFINX = Vanguard 500 Index
VCIT = Vanguard Intermedite Term Corporate Bond Fund VCSH = Vanguard Short-term Corporate Bond Fund L/S = Long or Short | |||||
2011-11-07: Latest position
The economic policies of the Obama administration are a jackboot on the throat of the economy. But, the election in 11/2012 should bring some relief. The market will rise to discount that relief months before the election. Now is the time to start accumulating equities. Dollar cost aveage in over the next 6 to 9 months.| Mutual Funds: Recent Trades | |||||
|---|---|---|---|---|---|
Symbol |
Buy/ Sell |
Date |
Trade Price |
Trade $Amount |
Position $Amount 05/29/09 |
| VFINX | Sell | 09/26/2008 | 111.65 | 21,000 | 29,000 |
| VBMFX | Sell | 09/26/2008 | 9.89 | 50,000 | 0 |
| VFITX | Buy | 09/26/2008 | 11.49 | 71,000 | 71,000 |
| Other | 0 | ||||
| Cash | 0 | ||||
| Total | 142,000 | 100,000 | |||
|
VFINX = Vanguard 500 Index
VBMFX = Vanguard Total Bond Market Index VFITX = Vanguard Intermediate Term Treasury Fund | |||||