Portfolio Update

Since my last update, I bought more shares of DE. In that same time period I received a dividend payout from MCD and interest from my cash sweep account. Minor gains, but in line with the new slower paced plan I've decided to use. That is my opinion, you can take it or leave it. Disclaimer: See bottom of page. http://investorsopinion.blogspot.com

DE - Deere &Co.
MCD - McDonalds Corp

Portfolio Update

In my last update I posted that I added DE, ETP, and PEP to my portfolio in accordance with the investing strategy of buying share in strong companies with sustainable dividends with the goal of being paid every month. I have since then added MCD to my portfolio. MCD has not held its value as well, but the decline does not yet seem to be justified as anymore than profit taking.

My position in the TLT has paid out again this month. Unfortunately, the volume in the bond market is now reversing. As a result of the recent decline, I have lowered my limit order even more. No point in over paying.

I have also made adjustments to my other orders. Some of them I have increased the limit and reduced the number of shares I will purchase because they have moved higher recently. Others I have lowered because I think I see better entries at lower prices based on my technical analysis. That is my opinion, you can take it or leave it. Disclaimer: See bottom of page. http://investorsopinion.blogspot.com

DE - Deere & Co.
ETP - Energy Transfer Partners, LP
MCD - McDonalds Corp
PEP - Pepsico Inc.
TLT - iShares Trust Barclays 20+ Year Treasury Bond

Portfolio Update

This post covers a few new changes to my portfolio. On March 1st, I made two purchase for my investing account. The first of my two purchases was for a pair of DE shares. The second of my two purchases was for a pair of PEP shares. On March 2nd, I made a purchase of an additional pair of ETP shares to add to my portfolio's existing shares.

The purpose behind my most recent purchases were based on the following facts. These are dividend paying stocks. These stocks have shown to be strong earners. The dividend payouts of these stocks increase my monthly income for eight of the twelve months of the year. I am however, still missing four months of payouts; January, April, July, and October. I have orders for stocks that cover these months and I am waiting and watching for them to be executed. This all falls in line with my current strategy. That is my opinion, you can take it or leave it. Disclaimer: See bottom of page. http://investorsopinion.blogspot.com

DE - Deere & Co.
ETP - Energy Transfer Partners, LP
PEP - Pepsico Inc.

Portfolio Update

This week I have an update to make about my portfolio. I have added a position with a company I use to trade in the past. Instead of trading this security I will be adding it to my standard list of stocks that I hold for the dividend.

The symbol for this security is ETP. I only have a small position it it at this time, but as I add funds to my account I will be extending my position with this security as well as others that I have on my watch list and have open orders for. Other than the new position, I also received a dividend payout for my position in TLT.

That is my opinion, you can take it or leave it. Disclaimer: See bottom of page. http://investorsopinion.blogspot.com

ETP - Energy Transfer Partners, LP
TLT - IShares Trust Barclays 20+Year Treasury Bond Fund

Portfolio Update

As mentioned in my last post, I will be buying high dividend paying stocks. I will specifically be targeting stocks that have PEG ratios that are under 2.0. One of them I just BTO today is MCD. With a yields of 2%

I wanted to open a MCD position with a cost basis of no more than $500 as I spread my equity exposure across several stocks, so I only purchased 2 shares today with another order to buy 2 more at $90. I am not anticipating it to drop that much but I am attempting to not over pay for my position. I am aiming low with the assumption that some totally irrelevant news will temporarily drag the stock down like the news in Europe did last year.

That is my opinion, you can take it or leave it. Disclaimer: See bottom of page. http://investorsopinion.blogspot.com

BTO - buy-to-open/bought-to-open
MCD - Mc Donalds Inc.

Portfolio Update

It has been about a month since my last post. Since them I made a few portfolio changes. This post covers them and a few thoughts.

On January 12th, I STC my IWM position to get my cash back in my trading account. I did this because I want the equity percentage of my trading account to be heavier with high dividend paying stocks and not just the general market. I opened BTO orders for these high dividend paying stocks on steep pull backs since they are running to strong for me to chase them. I am adjusting this BTO prices every night as they make new highs.

Since I STC 99% of my ZNGA position, it has rebounded, dived and bounced back with a vengeance to and above the price I originally bought my position. This is despite them being outed for their copycat strategy of taking the idea of an already existing game, re-skinning the interface with only slight changes, and calling it their own. (http://tinyurl.com/7rpxgq7) Now, I don't know if they copied the code also, but the game-play is reported to be the same as well. I speculate that this could become a cause for a class-action suite against them for theft of intellectual property. This make's me hesitant to get back into it since I don't have the time to watch the stock all day. I decided to sell a Cash-Secured Put to buy back in if it falls below $9 by Feb 18th. I certainly don't want to buy back in at this time after losing out on all the upside it has already had.

Over the past month I also received dividends for CIM, IWM, and TLT. With the sale of IWM I am no longer qualified for any more IWM dividends after this point. CIM still continues to pay out the mass majority of it's earnings, unfortunately the earnings are still quite small at this time and it's price is below where I BTO. I will not be buying any more CIM until I see it promise better earnings. My TLT position is slightly dropping in cash value, reducing my portfolios position in treasury bonds. However, I will not be BTO more TLT until it drops even more.

That is my opinion, you can take it or leave it. Disclaimer: See bottom of page. http://investorsopinion.blogspot.com

BTO - buy-to-open/bought-to-open
CIM - Chimera Investment Corp.
IWM - iShares Russel 2000 Index Fund
STC - sell-to-close/sold-to-close
TLT - iShares Barclays 20+ Year Treasury Bond Fund
ZNGA - Zynga, Inc.

Portfolio Update

Again, it has been too long since my last post. It is now 2012. So here is the good and the bad for the end of November 2011 and all of December 2011.

In November, while looking over my losers of the past year, I came to accept that with the macro-economical news causing such aggravating swings, I can not play the trader game while still holding down a J.O.B. for  8 hours a day. So with that I decided that I will start applying  a variation  of the Asset Allocation Strategy of 4 cycle diversification. So with that I increased the gold position of my portfolio with the cash I liquidated from my losers. I BTO additional shares of GLD on November 21, 2011 and again on December 13, 2011 to dollar cost average my position down. As of the close of the market on January 3, 2012, GLD is at $155.92.

While making the transition to an Asset Allocation Strategy based portfolio, I took a short term gamble on the IWM ETF continuing to tank on December 9th after already tanking on the 8th. So I BTO a Jan 21 2012 72.00 Put. However, it reversed and I closed it out for a loss. To make things worse, the follow days saw IWM go back down again before bouncing back up.

Furthering along the transition into an Asset Allocation Strategy based portfolio, I BTO my position into the TLT ETF on December 9th. I then purchased again on December 14th and 20th. Since then, TLT has declined.

As one last gamble for 2011 I BTO a position into the ZNGA IPO. Unfortunately I BTO too high and closed out 99% of my position for a loss. Since then, ZNGA has bee trading above my close out price.

For the coming year, I will only be buying shares of GLD, TLT, and dividend paying stocks. All other positions I currently hold will be held until I am able to collect a profit or collect premiums through options.

That is my opinion, you can take it or leave it. Disclaimer: See bottom of page. http://investorsopinion.blogspot.com

BTO - buy-to-open / bought-to-open
GLD - SPDR Gold Shares
ETF - Exchange Traded Funds
IPO - initial public offering
IWM - iShares Russell 2000 Index Fund
TLT - iShares Barclays 20+ Year Treasury Bond Fund
ZNGA - Zynga Inc.