| |
<-Back to "Findings"
ACE'S PORTFOLIO OF ALPHA
STOCKS - 10-MO. PERFORMANCE REPORT
(Posted: 01/30/09)
SUMMARY: 7 stocks sold. Portfolio lost -5.53% in 8.56 months. The S&P 500 lost
-9.16% in the same period.
During September 9, 2008 thru October 9, 2008, the
intraday prices of ACE'S
Alpha stocks
went below their stop limit prices.
"Sell flags" were thus triggered for the subject stocks and the stocks, subsequently, were virtually
sold at their respective "over-the-limit" stop prices.
Table A below summarizes the portfolio's line items, after the sells have been
completed on October 9, 2008.
RECAP:
The portfolio currently has a market value of $63,226.90. The portfolio was
launched December 17, 2007 and had a starting fund of $100,000. The portfolio
thus has a total loss of $36,773.10 (or 36.77%) that was incurred in about
10-month investment period..
TABLE A
ACE'S
VIRTUAL
PORTFOLIO OF ALPHA STOCKS (As of09/05/2008) |
Stock Name,
(Business sector) |
SYM |
CAP/ TYP |
ASG |
"Flagged" Date |
"Flagged"
Date Closing Price/Sh. |
"Flagged"
Date EMA-13 Price/Sh. |
Buy Date |
"Opening"
Buy Price/Sh. |
Shrs. Bought |
Trade Fee |
Total Buy Cost |
"Stop Limit" Sell Price/Sh. |
Sell) Date |
SelL Dt Price/Sh. |
Total Eval. (or Sell)
Mrkt/Net Proceeds |
Months Invested |
Total Net Gain
(Loss) |
% Gain (Loss) |
Deere & Co.
(NYSE\Construction
& Agri. Machinery) Code
Nm: Mach-1
|
DE |
L/V |
52.02 (As of 12/12/07) |
12/17/07 |
$85.05 |
$85.89 |
12/18/07 |
$82.04 |
118 |
$10.00 |
$10,045.90 |
$57.43 |
09/26/08 |
$54.50 |
$6,421.00 |
9.27 |
($3,624.90) |
(36.08%) |
Petroleo Brasileiro S.A.
(NYSE\Oil
& Gas - Integrated) Code
Nm: Oiler-1
|
PBR |
L/G |
52.02 (As of 12/12/07) |
12/17/07 |
$49.81 |
$51.95 |
12/18/07 |
$52.06 |
194 |
$10.00 |
$10,099.64 |
$36.08 |
10/06/08- |
$28.18 |
$5,456.92 |
9.60 |
($4,642.72) |
(45.97%) |
Novo Nordisk A.S.
(NYSE\Biotechnology
& Drugs) Code
Nm: Biotech-1
|
NVO |
L/G |
53.55 (As of 12/12/07) |
12/19/07 |
$63.63 |
$64.29 |
12/20/07 |
$64.06 |
154 |
$10.00 |
$9,996.90 |
$44.85 |
10/09/08 |
$44.32 |
$6,799.88 |
9.63 |
($3,197.02) |
(31.98%) |
Potash Saskatchwn. (NYSE\Non-metallic
Mining) Code
Nm: Miner-1
|
POT |
L/G |
53.55 (As of 12/12/07) |
12/19/07 |
$123.85 |
$124.71 |
12/20/07 |
$132.21 |
80 |
$10.00 |
$10,049.20 |
$92.54 |
10/02/08 |
$92.50 |
$7,390.00 |
.9.40 |
($2,659.20) |
(26.46%) |
Denbury Res. Inc. (NYSE\Oil
& Gas Operations) Code
Nm: Oiler-2
|
DNR |
M/G |
48.20 (As of 01/11/08) |
01/10/08 |
$29.83 |
$32.04 |
01/11/08 |
$29.23 |
337 |
$10.00 |
$9,988.68 |
$20.46 |
09/16/08 |
$18.76 |
$6,312.12 |
8.17 |
($3,676.56) |
(36.81%) |
Mosaic Co., The (NYSE\Chemical
Manufacturing) Code
Nm: Chem-1
|
MOS |
L/G |
42.84 (As of 01/18/08) |
01/18/08 |
$80.02 |
$91.33 |
01/22/08 |
$80.15 |
139 |
$10.00 |
$9,995.49 |
$56.06 |
10/02/08 |
$39.41 |
$5,457.99 |
8.33 |
($4,527.50) |
(45.30%) |
Comp.
Siderurgica Nacional (NYSE\Iron
& Steel) Code
Nm: Steel-1
|
SID |
L/G |
45.90 (As of 02/15/08) |
03/20/08 |
$35.54 |
$35.70 |
03/24/08 |
$34.66 |
190 |
$10.00 |
$6,838.60 |
$25.25 |
09/09/08 |
$23.88 |
$4,787.50 |
5.50 |
($2,051.10) |
(29.99%) |
(Un-invested Funds) |
- |
- |
- |
- |
- |
- |
- |
- |
- |
- |
$3.01 |
|
- |
- |
$20,591.49 |
- |
- |
- |
T O T A L S |
- |
- |
- |
- |
- |
- |
- |
- |
1362 |
$90.00 |
$96,888.89 |
|
- |
- |
$63,226.90 |
8.56 |
($24,379.00) |
(36.08%) |
^Top page
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ACE'S PORTFOLIO OF ALPHA
STOCKS - 7-MO. PERFORMANCE REPORT
(Posted: 09/05/08)
SUMMARY: 3 stocks sold. Portfolio lost -5.53% in 7.21 months. The S&P 500 lost
-9.16% in the same period.
On July 2, 2008, the
intraday price of an
Alpha stock, Vimpel
Communications (VIP),
went below it's stop limit price.
A
"sell flag" was thus triggered for the subject stock and the stock, subsequently, was virtually
sold on July 2, 2008
at its given stop limit price.
On August 5, 2008, the
intraday price of an
Alpha stock,
Comp. De Minas Buenaventura (BVN),
went below it's stop limit price.
A
"sell flag" was thus triggered for the subject stock and the stock, subsequently, was virtually
sold on August 5, 2008
at its given stop limit price.
On August 8, 2008, the
intraday price of an
Alpha stock, Mobile
Telesystems (MBT),
went below it's stop limit price.
A
"sell flag" was thus triggered for the subject stock and the stock, subsequently, was virtually
sold on August 8, 2008
at its given stop limit price. Table A below summarizes the portfolio's line items, after the
sells have been completed on August 8, 2008.
The portfolio's mix of stocks as of August 8, 2008: 3 domestic and 4 foreign stocks;
1
Mid-cap and 6 Large-caps; 3
Good ASGs and 4 Very Good ASGs. Industries:
Biotechnology & Drugs
(1); Chemical Manufacturing (1); Iron & Steel
(1); Construction & Agriculture Machinery (1);
Mining,
Non-metallic (1); and
Oil & Gas Operations (2). There are presently seven (7) Alpha stocks in the
portfolio. The portfolio has $20,591.49 of un-invested funds.
RECAP:
The portfolio has a market value of $91,385.24, thus realizing a loss of
$5,614.56 (or -5.53%) in about 7.21 months. (NOTE: The S&P 500 had a loss of
-9.16% during the same period). The top gainer was Mosaic Co. (MOS)
with a 48.34% gain made in about 7.23 months. Next best gainer was Potash
Saskatchewan (POT) with a 38.10% gain made in about 7.94 months. Bottom gainer
was Comp. De Minas Buenaventura (BVN) with a loss of 32.72% made in about
5.30 months.
The BVN stock dropped below its Stop Limit and was sold. The funds from
the stock sales ($20,588.48) are presently
un-invested.
TABLE A
ACE'S
VIRTUAL
PORTFOLIO OF ALPHA STOCKS (As of09/05/2008) |
Stock Name,
(Business sector) |
SYM |
CAP/ TYP |
ASG |
"Flagged" Date |
"Flagged"
Date Closing Price/Sh. |
"Flagged"
Date EMA-13 Price/Sh. |
Buy Date |
"Opening"
Buy Price/Sh. |
Shrs. Bought |
Trade Fee |
Total Buy Cost |
"Stop Limit" Sell Price/Sh. |
Eval. (or Sell) Date |
Eval. (or Sell) Dt Price/Sh. |
Total Eval. (or Sell)
Mrkt/Net Proceeds |
Months Invested |
Total Net Gain
(Loss) |
% Gain (Loss) |
Deere & Co.
(NYSE\Construction
& Agri. Machinery) Code
Nm: Mach-1
|
DE |
L/V |
52.02 (As of 12/12/07) |
12/17/07 |
$85.05 |
$85.89 |
12/18/07 |
$85.05 |
118 |
$10.00 |
$10,045.90 |
$59.54 |
08/29/08 |
$70.57 |
$8,327.26 |
8.35 |
($1,728.64) |
(17.21%) |
Mobile Telesystem
(NYSE\Communication
Services) Code
Nm: Comm-1 |
MBT |
L/G |
54.32 (As of 12/12/07) |
12/17/07 |
$89.95 |
$93.33 |
12/18/07 |
$92.57 |
108 |
$10.00 |
$10,007.56 |
$64.80 |
08/08/08 |
$63.95 |
$6,896.60 |
7.70 |
($3,110.96) |
(31.09%) |
Petroleo Brasileiro S.A.
(NYSE\Oil
& Gas - Integrated) Code
Nm: Oiler-1
|
PBR |
L/G |
52.02 (As of 12/12/07) |
12/17/07 |
$49.81 |
$51.95 |
12/18/07 |
$52.06 |
194 |
$10.00 |
$10,099.64 |
$36.08 |
08/29/08- |
$52.74 |
$10,231.56 |
8.35 |
$131.92 |
1.31% |
Vimpel-Comm.
(NASD\Communication
Services) Code
Nm: Comm-2
|
VIP |
M/G |
48.96 (As of 12/12/07) |
12/17/07 |
$35.74 |
$36.72 |
12/18/07 |
$36.77 |
272 |
$10.00 |
$10,011.44 |
$25.74 |
07/02/08 |
$25.78 |
$7,002.16 |
6.47 |
($3,009.28) |
(30.06%) |
Novo Nordisk A.S.
(NYSE\Biotechnology
& Drugs) Code
Nm: Biotech-1
|
NVO |
L/G |
53.55 (As of 12/12/07) |
12/19/07 |
$63.63 |
$64.29 |
12/20/07 |
$64.85 |
154 |
$10.00 |
$9,996.90 |
$45.40 |
08/29/08 |
$55.56 |
$8,556.24 |
8.32 |
($1,440.66) |
(14.41%) |
Potash Saskatchwn. (NYSE\Non-metallic
Mining) Code
Nm: Miner-1
|
POT |
L/G |
53.55 (As of 12/12/07) |
12/19/07 |
$123.85 |
$124.71 |
12/20/07 |
$125.49 |
80 |
$10.00 |
$10,049.20 |
$87.84 |
08/29/08 |
$173.60 |
$13,878.00 |
.7.94 |
$3,828.80 |
38.10% |
Denbury Res. Inc. (NYSE\Oil
& Gas Operations) Code
Nm: Oiler-2
|
DNR |
M/G |
48.20 (As of 01/11/08) |
01/10/08 |
$29.83 |
$32.04 |
01/11/08 |
$29.64 |
337 |
$10.00 |
$9,988.68 |
$20.75 |
08/29/08 |
$24.89 |
$8,377.93 |
7.58 |
($1,610.75) |
(16.13%) |
Mosaic Co., The (NYSE\Chemical
Manufacturing) Code
Nm: Chem-1
|
MOS |
L/G |
42.84 (As of 01/18/08) |
01/18/08 |
$80.02 |
$91.33 |
01/22/08 |
$71.91 |
139 |
$10.00 |
$9,995.49 |
$50.34 |
08/29/08 |
$106.74 |
$14,826.86 |
7.23 |
$4,831.37 |
48.34% |
Comp.
De Minas
Buenaventura ADS (NYSE\Gold
& Silver) Code
Nm: Miner-2
|
BVN |
M/G |
47.43 (As of 03/07/08) |
03/19/08 |
$71.17 |
$72.00 |
03/20/08 |
$68.03 |
292 |
$10.00 |
$9,942.38 |
$23.52 |
08/05/08 |
$22.91 |
$6,689.72 |
5.30 |
($3,252.66) |
(32.72%) |
Comp.
Siderurgica Nacional ADS (NYSE\Iron
& Steel) Code
Nm: Steel-1
|
SID |
L/G |
45.90 (As of 02/15/08) |
03/20/08 |
$35.54 |
$35.70 |
03/24/08 |
$35.94 |
190 |
$10.00 |
$6,838.60 |
$26.16 |
08/29/08 |
$34.71 |
$6,595.90 |
5..16 |
($253.70) |
(3.71%) |
(Un-invested Funds) |
- |
- |
- |
- |
- |
- |
- |
- |
- |
- |
$3.01 |
|
- |
- |
$20,591.49 |
- |
- |
- |
T O T A L S |
- |
- |
- |
- |
- |
- |
- |
- |
1362 |
$90.00 |
$96,888.89 |
|
- |
- |
$91,385.24 |
7.21 |
($5,614.56) |
(5.53%) |
Legend: "Code Nm:" - The code name given to its portfolio
stock. The name is used for general public messaging or announcement of
portfolio performance and/or activities.
"CAP/TYP" - Capitalization / Type (L - Large-cap, M - Mid-cap, S -
Small-cap; /G - Growth stock, /V - Value stock)
"ASG" - ACE'S Stock Grade
"Flagged Date" - Date when subject stock's closing price dropped
below its EMA-13 price."
"Buy Date" - The market date immediately following the "Flagged Date". "Opening Buy
Price/Sh." -
The subject stock's "Opening" price on its "Buy Date". "Stop
Limit Sell Price/Sh." -
The price when reached will trigger the stock to be sold automatically. The Stop
Limit price is 70% of the subject stock's "Buy Price".
"Eval.
(or Sell) Date" - The subject stock's closing price on
its evaluation (or sell) date "Eval. (or Sell) Dt Price/Sh." -
The subject stock's closing price at its related evaluation (or sell) date" "(Uninvested
Funds) - In the real world, ACE'S' broker would automatically place these
funds in a Money Market account (which will generate some returns to ACE'S). For
this portfolio, to keep things simple, we will not account for any
Money Market earnings for Uninvested Funds.
^Top page
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ACE'S PORTFOLIO OF ALPHA
STOCKS - 3-MO. PERFORMANCE REPORT
(Posted: 04/16/08)
SUMMARY: 1 stock sold, 2 new stocks bought. Portfolio gained 10.73% in 3 months.
On February 6, 2008, the
intraday price of an
Alpha stock, Apple Inc. (AAPL),
went below it's stop limit price.
A
"sell flag" was thus triggered for the subject stock and the stock, subsequently, was virtually
sold
on February 6, 2008
at its given stop limit price.
On March 19, 2008, a new stock was included in ACE'S list of
Alpha stocks: Comp. De
Minas Buenaventura ADS
(BVN).
On this same date, the new Alpha's
closing price dropped below its EMA-13.
A
"buy flag" was thus triggered
and the stock, subsequently, was virtually bought at its opening price on
March 20, 2008.
On March 20, 2008, a new stock was included in ACE'S list of
Alpha stocks: Comp.
Siderurgica Nacional ADS
(SID).
On this same date, the new Alpha's
closing price dropped below its EMA-13.
A
"buy flag" was thus triggered
and the stock, subsequently, was virtually bought at its opening price on
March 24, 2008. Table A below summarizes the portfolio's line items, after the
sell and buys
have been completed on March 24, 2008.
The portfolio's mix of stocks as of March 24, 2008: 3 domestic and 7 foreign stocks;
3
Mid-caps and 7 Large-caps; 5
Good ASGs and 5 Very Good ASGs. Industries:
Biotechnology & Drugs
(1); Chemical Manufacturing (1); Communication Services (2); Iron & Steel
(1); Construction & Agriculture Machinery (1);
Mining,
Non-metallic (1); Gold & Silver Mining (1); and
Oil & Gas Operations (2). There are now ten (10) Alpha stocks in the
portfolio. The portfolio's $100,000 investment funds is now fully invested.
RECAP:
The portfolio has a market value of $110,734.36, thus realizing a gain of
$10,734.36 (or 10.73%) in about 3 months. The top gainer was Mosaic Co. (MOS)
with a 58.92% gain made in about 2.80 months. Next best gainer was Potash
Saskatchewan (POT) with a 39.04% gain made in about 3.90 months. Bottom gainer
was Apple Inc. (AAPL) with a loss of 30.98% made in about 1.20 months.
The Apple stock dropped below its Stop Limit and was sold. The freed and
un-invested funds were used to buy Comp. de Minas Buenaventura (BVN) and
Comp.
Siderurgica
Nacional (SID).
TABLE A
ACE'S
VIRTUAL
PORTFOLIO OF ALPHA STOCKS (As of04/16/2008) |
Stock Name,
(Business sector) |
SYM |
CAP/ TYP |
ASG |
"Flagged" Date |
"Flagged"
Date Closing Price/Sh. |
"Flagged"
Date EMA-13 Price/Sh. |
Buy Date |
"Opening"
Buy Price/Sh. |
Shrs. Bought |
Trade Fee |
Total Buy Cost |
"Stop Limit" Sell Price/Sh. |
Eval. (or Sell) Date |
Eval. (or Sell) Dt Price/Sh. |
Total Eval. (or Sell)
Mrkt/Net Proceeds |
Months Invested |
Total Net Gain
(Loss) |
% Gain (Loss) |
Deere & Co.
(NYSE\Construction
& Agri. Machinery) Code
Nm: Mach-1
|
DE |
L/V |
52.02 (As of 12/12/07) |
12/17/07 |
$85.05 |
$85.89 |
12/18/07 |
$85.05 |
118 |
$10.00 |
$10,045.90 |
$59.54 |
04/15/08 |
$86.22 |
$10,163.96 |
3.97 |
$119.06 |
3.42% |
Mobile Telesystems
(NYSE\Communication
Services) Code
Nm: Comm-1 |
MBT |
L/G |
54.32 (As of 12/12/07) |
12/17/07 |
$89.95 |
$93.33 |
12/18/07 |
$92.57 |
108 |
$10.00 |
$10,007.56 |
$64.80 |
04/15/08 |
$78.03 |
$8,417.24 |
3.97 |
($1,590.32) |
(14.98%) |
Petroleo Brasileiro S.A.
(NYSE\Oil
& Gas - Integrated) Code
Nm: Oiler-1
|
PBR |
L/G |
52.02 (As of 12/12/07) |
12/17/07 |
$99.82 |
$103.90 |
12/18/07 |
$103.09 |
97 |
$10.00 |
$10,009.73 |
$72.16 |
04/15/08- |
$123.10 |
$11,930.70 |
3.97 |
$1,920.97 |
18.23% |
Vimpel-Communicatons
(NASD\Communication
Services) Code
Nm: Comm-2
|
VIP |
M/G |
48.96 (As of 12/12/07) |
12/17/07 |
$35.74 |
$36.72 |
12/18/07 |
$36.77 |
272 |
$10.00 |
$10,011.44 |
$25.74 |
04/15/08 |
$31.34 |
$8,514.48 |
3.97 |
($1,496.96) |
(16.65%) |
Novo Nordisk A.S.
(NYSE\Biotechnology
& Drugs) Code
Nm: Biotech-1
|
NVO |
L/G |
53.55 (As of 12/12/07) |
12/19/07 |
$63.63 |
$64.29 |
12/20/07 |
$64.85 |
154 |
$10.00 |
$9,996.90 |
$45.40 |
04/15/08 |
$70.95 |
$10,916.30 |
3.90 |
$919.40 |
10.76% |
Potash Saskatchwn. (NYSE\Non-metallic
Mining) Code
Nm: Miner-1
|
POT |
L/G |
53.55 (As of 12/12/07) |
12/19/07 |
$123.85 |
$124.71 |
12/20/07 |
$125.49 |
80 |
$10.00 |
$10,049.20 |
$87.84 |
04/15/08 |
$184.41 |
$14,742.80 |
3.90 |
$4,693.60 |
39.04% |
Apple Inc. (NASD\Computer
Hardware) Code
Nm: Comp-1
|
AAPL |
L/G |
49.73 (As of 01/11/08) |
01/10/08 |
$178.02 |
$184.87 |
01/11/08 |
$176.00 |
57 |
$10.00 |
($10,032.00) |
$123.20 |
02/06/08 |
$121.77 |
$6,920.89 |
1.20 |
($3,111.11) |
(30.98%) |
Denbury Res. Inc. (NYSE\Oil
& Gas Operations) Code
Nm: Oiler-2
|
DNR |
M/G |
48.20 (As of 01/11/08) |
01/10/08 |
$29.83 |
$32.04 |
01/11/08 |
$29.64 |
337 |
$10.00 |
$9,988.68 |
$20.75 |
04/15/08 |
$30.87 |
$10,393.19 |
3.17 |
$404.51 |
5.61% |
Mosaic Co., The (NYSE\Chemical
Manufacturing) Code
Nm: Chem-1
|
MOS |
L/G |
42.84 (As of 01/18/08) |
01/18/08 |
$80.02 |
$91.33 |
01/22/08 |
$71.91 |
139 |
$10.00 |
$9,995.49 |
$50.34 |
04/15/08 |
$127.60 |
$17,726.40 |
2.80 |
$7,730.91 |
58.92% |
Comp.
De Minas
Buenaventura ADS (NYSE\Gold
& Silver) Code
Nm: Miner-2
|
BVN |
M/G |
47.43 (As of 03/07/08) |
03/19/08 |
$71.17 |
$72.00 |
03/20/08 |
$68.03 |
146 |
$10.00 |
$9,942.38 |
$47.62 |
04/15/08 |
$70.38 |
$10,265.48 |
0.87 |
$323.10 |
3.25% |
Comp.
Siderurgica Nacional ADS (NYSE\Iron
& Steel) Code
Nm: Steel-1
|
SID |
L/G |
45.90 (As of 02/15/08) |
03/20/08 |
$35.54 |
$35.70 |
03/24/08 |
$35.94 |
190 |
$10.00 |
$6,838.60 |
$26.16 |
04/15/08 |
$40.32 |
$7,660.80 |
0.73 |
$822.20 |
12.02% |
(Un-invested Funds) |
- |
- |
- |
- |
- |
- |
- |
- |
- |
- |
$3.01 |
|
- |
- |
$3.01 |
- |
- |
- |
T O T A L S |
- |
- |
- |
- |
- |
- |
- |
- |
1362 |
$90.00 |
$96,888.89 |
|
- |
- |
$110,734.36 |
3.13 |
$10,734.36 |
10.73% |
Legend: "Code Nm:" - The code name given to its portfolio
stock. The name is used for general public messaging or announcement of
portfolio performance and/or activities.
"CAP/TYP" - Capitalization / Type (L - Large-cap, M - Mid-cap, S -
Small-cap; /G - Growth stock, /V - Value stock)
"ASG" - ACE'S Stock Grade
"Flagged Date" - Date when subject stock's closing price dropped
below its EMA-13 price."
"Buy Date" - The market date immediately following the "Flagged Date". "Opening Buy
Price/Sh." -
The subject stock's "Opening" price on its "Buy Date". "Stop
Limit Sell Price/Sh." -
The price when reached will trigger the stock to be sold automatically. The Stop
Limit price is 70% of the subject stock's "Buy Price".
"Eval.
(or Sell) Date" - The subject stock's closing price on
its evaluation (or sell) date "Eval. (or Sell) Dt Price/Sh." -
The subject stock's closing price at its related evaluation (or sell) date" "(Uninvested
Funds) - In the real world, ACE'S' broker would automatically place these
funds in a Money Market account (which will generate some returns to ACE'S). For
this portfolio, to keep things simple, we will not account for any
Money Market earnings for Uninvested Funds.
^Top page
<-Back to "Findings"
ACE'S PORTFOLIO OF ALPHA
STOCKS - 1 NEW STOCK ADDED & BOUGHT
(Posted: 01/22/08)
On January 19, 2008, a new stock was included in ACE'S list of
Alpha stocks: Mosaic
Co., The
(MOS).
On this same date, the new Alpha's
closing price dropped below its EMA-13.
A
"buy flag" was thus triggered
and the stock, subsequently, was virtually bought at its opening price on
January 22, 2008. Table A below summarizes the portfolio's line items, after the buys
have been completed on January 22, 2008.
The portfolio's mix of stocks as of January 22, 2008: 4 domestic and 5 foreign stocks;
2
Mid-caps and 7 Large-caps; 4
Good ASGs and 5 Very Good ASGs. Industries:
Biotechnology & Drugs
(1); Chemical Manufacturing (1); Communication Services (2);
Computer Hardware
(1); Construction & Agriculture Machinery (1);
Mining,
Non-metallic (1); and
Oil & Gas Operations
(2). There are now nine (9) Alpha stocks in the
portfolio; $90,136.90 of the $100,000 investment funds invested and $9,863.10
of the funds are
un-invested.
ACE'S will keep you updated on the portfolio's
performance and transactions made therein. The portfolio will thus show how a
similar portfolio in the real world works and perform.
TABLE A
ACE'S
VIRTUAL
PORTFOLIO OF ALPHA STOCKS (As of01/22/2008) |
Stock Name,
(Business sector) |
SYM |
CAP/ TYP |
ASG |
"Flagged" Date |
"Flagged"
Date Closing Price/Sh. |
"Flagged"
Date EMA-13 Price/Sh. |
Buy Date |
"Opening"
Buy Price/Sh. |
Shrs. Bought |
Trade Fee |
Total Buy Cost |
"Stop Limit" Sell Price/Sh. |
Eval. (or Sell) Date |
Eval. (or Sell) Dt Price/Sh. |
Total Eval. (or Sell) Net Proceeds |
Months Invested |
Total Net Gain
(Loss) |
% Gain (Loss) |
Deere & Co.
(NYSE\Construction
& Agri. Machinery) Code
Nm: Mach-1
|
DE |
L/V |
52.02 (As of 12/12/07) |
12/17/07 |
$84.27 |
$85.89 |
12/18/07 |
$85.05 |
118 |
$10.00 |
$10,045.90 |
$59.54 |
- |
- |
- |
- |
- |
- |
Mobile Telesystems
(NYSE\Communication
Services) Code
Nm: Comm-1 |
MBT |
L/G |
54.32 (As of 12/12/07) |
12/17/07 |
$89.95 |
$93.33 |
12/18/07 |
$92.57 |
108 |
$10.00 |
$10,007.56 |
$64.80 |
- |
- |
- |
- |
- |
- |
Petroleo Brasileiro S.A.
(NYSE\Oil
& Gas - Integrated) Code
Nm: Oiler-1
|
PBR |
L/G |
52.02 (As of 12/12/07) |
12/17/07 |
$99.82 |
$103.90 |
12/18/07 |
$103.09 |
97 |
$10.00 |
$10,009.73 |
$72.16 |
- |
- |
- |
- |
- |
- |
Vimpel-Communicatons
(NASD\Communication
Services) Code
Nm: Comm-2
|
VIP |
M/G |
48.96 (As of 12/12/07) |
12/17/07 |
$35.74 |
$36.72 |
12/18/07 |
$36.77 |
272 |
$10.00 |
$10,011.44 |
$25.74 |
- |
- |
- |
- |
- |
- |
Novo Nordisk A.S.
(NYSE\Biotechnology
& Drugs) Code
Nm: Biotech-1
|
NVO |
L/G |
53.55 (As of 12/12/07) |
12/19/07 |
$63.63 |
$64.29 |
12/20/07 |
$64.85 |
154 |
$10.00 |
$9,996.90 |
$45.40 |
- |
- |
- |
- |
- |
- |
Potash Sascatchwn. (NYSE\Non-metallic
Mining) Code
Nm: Miner-1
|
POT |
L/G |
53.55 (As of 12/12/07) |
12/19/07 |
$123.85 |
$124.71 |
12/20/07 |
$125.49 |
80 |
$10.00 |
$10,049.20 |
$87.84 |
- |
- |
- |
- |
- |
- |
Apple Inc. (NASD\Computer
Hardware) Code
Nm: Comp-1
|
AAPL |
L/G |
49.73 (As of 01/11/08) |
01/10/08 |
$178.02 |
$184.87 |
01/11/08 |
$176.00 |
57 |
$10.00 |
$10,032.00 |
$123.20 |
- |
- |
- |
- |
- |
- |
Denbury Res. Inc. (NYSE\Oil
& Gas Operations) Code
Nm: Oiler-2
|
DNR |
M/G |
48.20 (As of 01/11/08) |
01/10/08 |
$29.83 |
$32.04 |
01/11/08 |
$29.64 |
337 |
$10.00 |
$9,988.68 |
$20.75 |
- |
- |
- |
- |
- |
- |
Mosaic Co., The (NYSE\Chemical
Manufacturing) Code
Nm: Chem-1
|
MOS |
L/G |
42.84 (As of 01/18/08) |
01/18/08 |
$80.02 |
$91.33 |
01/22/08 |
$71.91 |
139 |
$10.00 |
$9,995.49 |
$50.34 |
- |
- |
- |
- |
- |
- |
(Un-invested Funds) |
- |
- |
- |
- |
- |
- |
- |
- |
- |
- |
$9,863.10 |
|
- |
- |
- |
- |
- |
- |
T O T A L S |
- |
- |
- |
- |
- |
- |
- |
- |
1362 |
$90.00 |
$100,000.00 |
|
- |
- |
- |
- |
- |
- |
Legend: "Code Nm:" - The code name given to its portfolio
stock. The name is used for general public messaging or announcement of
portfolio performance and/or activities.
"CAP/TYP" - Capitalization / Type (L - Large-cap, M - Mid-cap, S -
Small-cap; /G - Growth stock, /V - Value stock)
"ASG" - ACE'S Stock Grade
"Flagged Date" - Date when subject stock's closing price dropped
below its EMA-13 price."
"Buy Date" - The market date immediately following the "Flagged Date". "Opening Buy
Price/Sh." -
The subject stock's "Opening" price on its "Buy Date". "Stop
Limit Sell Price/Sh." -
The price when reached will trigger the stock to be sold automatically. The Stop
Limit price is 70% of the subject stock's "Buy Price".
"Eval.
(or Sell) Date" - The subject stock's closing price on
its evaluation (or sell) date "Eval. (or Sell) Dt Price/Sh." -
The subject stock's closing price at its related evaluation (or sell) date" "(Uninvested
Funds) - In the real world, ACE'S' broker would automatically place these
funds in a Money Market account (which will generate some returns to ACE'S). For
this portfolio, to keep things simple, we will not account for any
Money Market earnings for Uninvested Funds.
^Top page
<-Back to "Findings"
ACE'S PORTFOLIO OF ALPHA
STOCKS - 2 NEW STOCKS ADDED & BOUGHT
(Posted: 01/11/08)
On January 10, 2008, two new stocks were included in ACE'S list of
Alpha stocks: Apple Inc.
(AAPL)
and Denbury Resources Inc. (DNR).
On this same date, the new Alphas'
closing prices dropped below their respective EMA-13s.
"Buy flags" were thus triggered
for these stocks and they were, subsequently, virtually bought at their respective opening prices on
January 11, 2008. Table A below summarizes the portfolio's line items, after the buys
have been completed on January 11, 2008.
The portfolio's mix of stocks as of January 11, 2008: 3 domestic and 5 foreign stocks;
2
Mid-caps and 6 Large-caps; 3
Good ASGs and 5 Very Good ASGs. There are now eight (8) Alpha stocks in the
portfolio; $80,141.41 of the $100,000 investment funds invested and $19,858.59
of the funds are
un-invested.
ACE'S will keep you regularly updated on the portfolio's
performance and transactions made therein. The portfolio will thus show how a
similar portfolio in the real world works and perform.
TABLE A
ACE'S
VIRTUAL
PORTFOLIO OF ALPHA STOCKS (As of01/11/2008) |
Stock Name,
(Business sector) |
SYM |
CAP/ TYP |
ASG |
"Flagged" Date |
"Flagged"
Date Closing Price/Sh. |
"Flagged"
Date EMA-13 Price/Sh. |
Buy Date |
"Opening"
Buy Price/Sh. |
Shrs. Bought |
Trade Fee |
Total Buy Cost |
"Stop Limit" Sell Price/Sh. |
Eval. (or Sell) Date |
Eval. (or Sell) Dt Price/Sh. |
Total Eval. (or Sell) Net Proceeds |
Months Invested |
Total Net Gain
(Loss) |
% Gain (Loss) |
Deere & Co.
(NYSE\Construction
& Agri. Machinery) Code
Nm: Mach-1
|
DE |
L/V |
52.02 (As of 12/12/07) |
12/17/07 |
$84.27 |
$85.89 |
12/18/07 |
$85.05 |
118 |
$10.00 |
$10,045.90 |
$59.54 |
- |
- |
- |
- |
- |
- |
Mobile Telesystems
(NYSE\Communication
Services) Code
Nm: Comm-1 |
MBT |
L/G |
54.32 (As of 12/12/07) |
12/17/07 |
$89.95 |
$93.33 |
12/18/07 |
$92.57 |
108 |
$10.00 |
$10,007.56 |
$64.80 |
- |
- |
- |
- |
- |
- |
Petroleo Brasileiro S.A.
(NYSE\Oil
& Gas - Integrated) Code
Nm: Oiler-1
|
PBR |
L/G |
52.02 (As of 12/12/07) |
12/17/07 |
$99.82 |
$103.90 |
12/18/07 |
$103.09 |
97 |
$10.00 |
$10,009.73 |
$72.16 |
- |
- |
- |
- |
- |
- |
Vimpel-Communicatons
(NASD\Communication
Services) Code
Nm: Comm-2
|
VIP |
M/G |
48.96 (As of 12/12/07) |
12/17/07 |
$35.74 |
$36.72 |
12/18/07 |
$36.77 |
272 |
$10.00 |
$10,011.44 |
$25.74 |
- |
- |
- |
- |
- |
- |
Novo Nordisk A.S.
(NYSE\Biotechnology
& Drugs) Code
Nm: Biotech-1
|
NVO |
L/G |
53.55 (As of 12/12/07) |
12/19/07 |
$63.63 |
$64.29 |
12/20/07 |
$64.85 |
154 |
$10.00 |
$9,996.90 |
$45.40 |
- |
- |
- |
- |
- |
- |
Potash Sascatchwn. (NYSE\Non-metallic
Mining) Code
Nm: Miner-1
|
POT |
L/G |
53.55 (As of 12/12/07) |
12/19/07 |
$123.85 |
$124.71 |
12/20/07 |
$125.49 |
80 |
$10.00 |
$10,049.20 |
$87.84 |
- |
- |
- |
- |
- |
- |
Apple Inc. (NASD\Computer
Hardware) Code
Nm: Comp-1
|
AAPL |
L/G |
49.73 (As of 01/11/08) |
01/10/08 |
$178.02 |
$184.87 |
01/11/08 |
$176.00 |
57 |
$10.00 |
$10,032.00 |
$123.20 |
- |
- |
- |
- |
- |
- |
Denbury Res. Inc. (NYSE\Oil
& Gas Operations) Code
Nm: Oiler-2
|
DNR |
M/G |
48.20 (As of 01/11/08) |
01/10/08 |
$29.83 |
$32.04 |
01/11/08 |
$29.64 |
337 |
$10.00 |
$9,988.68 |
$20.75 |
- |
- |
- |
- |
- |
- |
(Un-invested Funds) |
- |
- |
- |
- |
- |
- |
- |
- |
- |
- |
$19,858.59 |
|
- |
- |
- |
- |
- |
- |
T O T A L S |
- |
- |
- |
- |
- |
- |
- |
- |
1223 |
$80.00 |
$100,000.00 |
|
- |
- |
- |
- |
- |
- |
Legend: "Code Nm:" - The code name given to its portfolio
stock. The name is used for general public messaging or announcement of
portfolio performance and/or activities.
"CAP/TYP" - Capitalization / Type (L - Large-cap, M - Mid-cap, S -
Small-cap; /G - Growth stock, /V - Value stock)
"ASG" - ACE'S Stock Grade
"Flagged Date" - Date when subject stock's closing price dropped
below its EMA-13 price."
"Buy Date" - The market date immediately following the "Flagged Date". "Opening Buy
Price/Sh." -
The subject stock's "Opening" price on its "Buy Date". "Stop
Limit Sell Price/Sh." -
The price when reached will trigger the stock to be sold automatically. The Stop
Limit price is 70% of the subject stock's "Buy Price".
"Eval.
(or Sell) Date" - The subject stock's closing price on
its evaluation (or sell) date "Eval. (or Sell) Dt Price/Sh." -
The subject stock's closing price at its related evaluation (or sell) date" "(Uninvested
Funds) - In the real world, ACE'S' broker would automatically place these
funds in a Money Market account (which will generate some returns to ACE'S). For
this portfolio, to keep things simple, we will not account for any
Money Market earnings for Uninvested Funds.
^Top page
<-Back to "Findings"
ACE'S VIRTUAL PORTFOLIO OF ALPHA
STOCKS - 2 ADDITIONAL STOCKS BOUGHT
(Posted: 12/20/07)
On December 19, 2007, the following Alpha stocks' closing prices dropped below
their respective EMA-13s: Potash Corp. Sascatchewan (POT) and Novo Nordisk (NVO). "Buy flags" were thus triggered
for these stocks and they were, subsequently, virtually bought at their respective opening price on
December 20, 2007. Table A below summarizes the portfolio's line items, after the buys
have been completed on December 20,
2007.
The portfolio's mix of stocks as of December 20, 2007: 1 domestic (DE) and 5 foreign stocks; 1
Mid-cap (VIP) and 5 Large-caps; 1 each in the Construction & Agriculture
Machinery,
Integrated Oil & Gas, Biotechnology & Drugs, and Integrated Oil & Gas industries; and 2 in the Communication Services industry; 1
Good ASG (VIP) and 5 Very Good ASGs. There are now six (6) Alpha stocks in the
portfolio; $60,120.73 of the $100,000 investment funds invested and $39,879.27
un-invested.
ACE'S will keep you regularly updated on the portfolio's
performance and transactions made therein. The portfolio will thus show how a
similar portfolio in the real world works and perform.
TABLE A
ACE'S
VIRTUAL
PORTFOLIO OF ALPHA STOCKS (As of 12/20/2007) |
Stock Name,
(Business sector) |
SYM |
CAP/ TYP |
ASG |
"Flagged" Date |
"Flagged"
Date Closing Price/Sh. |
"Flagged"
Date EMA-13 Price/Sh. |
Buy Date |
"Opening"
Buy Price/Sh. |
Shrs. Bought |
Trade Fee |
Total Buy Cost |
"Stop Limit" Sell Price/Sh. |
Eval. (or Sell) Date |
Eval. (or Sell) Dt Price/Sh. |
Total Eval. (or Sell) Net Proceeds |
Months Invested |
Total Net Gain
(Loss) |
% Gain (Loss) |
Deere & Co.
(NYSE\Construction
& Agri. Machinery) Code
Nm: Mach-1
|
DE |
L/V |
52.02 (As of 12/12/07) |
12/17/07 |
$84.27 |
$85.89 |
12/18/07 |
$85.05 |
118 |
$10.00 |
$10,045.90 |
$59.54 |
- |
- |
- |
- |
- |
- |
Mobile Telesystems
(NYSE\Communication
Services) Code
Nm: Comm-1 |
MBT |
L/G |
54.32 (As of 12/12/07) |
12/17/07 |
$89.95 |
$93.33 |
12/18/07 |
$92.57 |
108 |
$10.00 |
$10,007.56 |
$64.80 |
- |
- |
- |
- |
- |
- |
Petroleo Brasileiro S.A.
(NYSE\Oil
& Gas - Integrated) Code
Nm: Oiler-1
|
PBR |
L/G |
52.02 (As of 12/12/07) |
12/17/07 |
$99.82 |
$103.90 |
12/18/07 |
$103.09 |
97 |
$10.00 |
$10,009.73 |
$72.16 |
- |
- |
- |
- |
- |
- |
Vimpel-Communicatons
(NASD\Communication
Services) Code
Nm: Comm-2
|
VIP |
M/G |
48.96 (As of 12/12/07) |
12/17/07 |
$35.74 |
$36.72 |
12/18/07 |
$36.77 |
272 |
$10.00 |
$10,011.44 |
$25.74 |
- |
- |
- |
- |
- |
- |
Novo Nordisk A.S.
(NYSE\Biotechnology
& Drugs) Code
Nm: Biotech-1
|
NVO |
L/G |
53.55 (As of 12/12/07) |
12/19/07 |
$63.63 |
$64.29 |
12/20/07 |
$64.85 |
154 |
$10.00 |
$9,996.90 |
$45.40 |
- |
- |
- |
- |
- |
- |
Potash Saskatchwn. (NYSE\Non-metallic
Mining) Code
Nm: Miner-1
|
POT |
L/G |
53.55 (As of 12/12/07) |
12/19/07 |
$123.85 |
$124.71 |
12/20/07 |
$125.49 |
80 |
$10.00 |
$10,049.20 |
$87.84 |
- |
- |
- |
- |
- |
- |
(Un-invested Funds) |
- |
- |
- |
- |
- |
- |
- |
- |
- |
- |
$39,879.27 |
|
- |
- |
- |
- |
- |
- |
T O T A L S |
- |
- |
- |
- |
- |
- |
- |
- |
829 |
$60.00 |
$100,000.00 |
|
- |
- |
- |
- |
- |
- |
Legend: "Code Nm:" - The code name given to its portfolio
stock. The name is used for general public messaging or announcement of
portfolio performance and/or activities.
"CAP/TYP" - Capitalization / Type (L - Large-cap, M - Mid-cap, S -
Small-cap; /G - Growth stock, /V - Value stock)
"ASG" - ACE'S Stock Grade
"Flagged Date" - Date when subject stock's closing price dropped
below its EMA-13 price."
"Buy Date" - The market date immediately following the "Flagged Date". "Opening Buy
Price/Sh." -
The subject stock's "Opening" price on its "Buy Date". "Stop
Limit Sell Price/Sh." -
The price when reached will trigger the stock to be sold automatically. The Stop
Limit price is 70% of the subject stock's "Buy Price".
"Eval.
(or Sell) Date" - The subject stock's closing price on
its evaluation (or sell) date "Eval. (or Sell) Dt Price/Sh." -
The subject stock's closing price at its related evaluation (or sell) date" "(Uninvested
Funds) - In the real world, ACE'S' broker would automatically place these
funds in a Money Market account (which will generate some returns to ACE'S). For
this portfolio, to keep things simple, we will not account for any
Money Market earnings for Uninvested Funds.
^Top page
<-Back to "Findings"
USING ACE'S ALPHA STOCKS
TO BUILD A ROBUST PORTFOLIO
(Posted: 12/18/07)
Let us continue with our write-up "Alpha Stocks -
The Best of ACE'S" and use our Alpha stocks to build a robust portfolio.
Our portfolio will be virtual and will have the following simple strategy;
1. Buy
ACE'S Alpha stocks only;
2. Buy a stock only when it's closing price has dropped lower than its EMA-13 price;
3. Sell a stock after 12 months OR if the stock's original buy price drops by
30% (whichever of these two events happens first).
Special Notes:
1. On Item 2 above, the flag for our buy point would be the closing price
of the subject stock dropping below its EMA-13 price. Our trading rule will then be: Knowing the stock's lower-than-its-EMA closing price, the actual buy will be
made the following day and the buy price will be the subject stock's opening
price.
2. Our total investment funds is $100,000.
3. We will allocate $10,000 for each portfolio stock.
4. A trade's (buy or sell) cost will be $10.00.
5. Our portfolio's creation date was December 17, 2007.
On December 17, 2007, the following Alpha stocks did indeed have closing prices below their
respective EMA-13s: Deere & Co. (DE), Mobile Telesystems (MBT), Petroleo
Brasileiro (PBR) and Vimpel-Communications (VIP). "Buy flags" were thus
triggered for these stocks and they were, subsequently, virtually bought at
their respective opening price on
December 18, 2007. Table A below summarizes the portfolio's line
items, after the buys have been completed on December 18, 2007.
The portfolio's mix of stocks as of December 18, 2007: 1 domestic (DE) and 3 foreign stocks; 1
Mid-cap (VIP) and 3 Large-caps; 1 each in the Construction & Agriculture
Machinery and
Integrated Oil & Gas industries; and 2 in the Communication Services industry; 1
Good ASG (VIP) and 3 Very Good ASGs.
ACE'S will
keep you regularly updated on the
portfolio's performance and transactions made related
to the portfolio. The portfolio will thus show how a similar portfolio in the
real world works and perform.
TABLE A
ACE'S
VIRTUAL PORTFOLIO OF ALPHA STOCKS (As of 12/18/2007) |
Stock Name,
(Business sector) |
SYM |
CAP/ TYP |
ASG |
"Flagged" Date |
"Flagged"
Date Closing Price/Sh. |
"Flagged"
Date EMA-13 Price/Sh. |
Buy Date |
"Opening"
Buy Price/Sh. |
Shrs. Bought |
Trade Fee |
Total Buy Cost |
"Stop Limit" Sell Price/Sh. |
Eval. (or Sell) Date |
Eval. (or Sell) Dt Price/Sh. |
Total Eval. (or Sell) Net Proceeds |
Months Invested |
Total Net Gain
(Loss) |
% Gain (Loss) |
Deere & Co.
(NYSE\Construction
& Agri. Machinery) Code
Nm: Mach-1
|
DE |
L/V |
52.02 (As of 12/12/07) |
12/17/07 |
$84.27 |
$85.89 |
12/18/07 |
$85.05 |
118 |
$10.00 |
$10,045.90 |
$72.29 |
- |
- |
- |
- |
- |
- |
Mobile Telesystems
(NYSE\Communication
Services) Code
Nm: Comm-1 |
MBT |
L/G |
54.32 (As of 12/12/07) |
12/17/07 |
$89.95 |
$93.33 |
12/18/07 |
$92.57 |
108 |
$10.00 |
$10,007.56 |
$78.68 |
- |
- |
- |
- |
- |
- |
Petroleo Brasileiro S.A.
(NYSE\Oil
& Gas - Integrated) Code
Nm: Oiler-1
|
PBR |
L/G |
52.02 (As of 12/12/07) |
12/17/07 |
$99.82 |
$103.90 |
12/18/07 |
$103.09 |
97 |
$10.00 |
$10,009.73 |
$87.63 |
- |
- |
- |
- |
- |
- |
Vimpel-Communicatons
(NASD\Communication
Services) Code
Nm: Comm-2
|
VIP |
M/G |
48.96 (As of 12/12/07) |
12/17/07 |
$35.74 |
$36.72 |
12/18/07 |
$36.77 |
272 |
$10.00
|
$10,011.44 |
$31.25 |
- |
- |
- |
- |
- |
- |
(Un-invested Funds) |
- |
- |
- |
- |
- |
- |
- |
- |
- |
- |
$59,925.37 |
|
- |
- |
- |
- |
- |
- |
T O T A L S |
- |
- |
- |
- |
- |
- |
- |
- |
595 |
$10.00 |
$100,000.00 |
|
- |
- |
- |
- |
- |
- |
Legend: "Code Nm:" - The code name given to its portfolio
stock. The name is used for general public messaging or announcement of
portfolio performance and/or activities.
"CAP/TYP" - Capitalization / Type (L - Large-cap, M - Mid-cap, S -
Small-cap; /G - Growth stock, /V - Value stock)
"ASG" - ACE'S Stock Grade
"Flagged Date" - Date when subject stock's closing price dropped
below its EMA-13 price."
"Buy Date" - The market date immediately following the "Flagged Date". "Opening Buy
Price/Sh." -
The subject stock's "Opening" price on its "Buy Date". "Stop
Limit Sell Price/Sh." -
The price when reached will trigger the stock to be sold automatically. The Stop
Limit price is 70% of the subject stock's "Buy Price".
"Eval.
(or Sell) Date" - The subject stock's closing price on
its evaluation (or sell) date "Eval. (or Sell) Dt Price/Sh." -
The subject stock's closing price at its related evaluation (or sell) date" "(Uninvested
Funds) - In the real world, ACE'S' broker would automatically place these
funds in a Money Market account (which will generate some returns to ACE'S). For
this portfolio, to keep things simple, we will not account for any
Money Market earnings for Uninvested Funds.
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ALPHA STOCKS ~ THE BEST OF ACE'S
(Posted: 1214/07)
In the stock buying process,
a constant
challenge for the investor is identifying that one good stock (for that
particular time) to buy and, supposedly having
done the latter, "pinpointing" the time when to buy that one good stock.
Assuming that the investor is an ACE'S subscriber, the investor
then has choice among ACE'S total 160 plus "picks" to date; or the
45 plus current year "picks"; or the 1 - 5 current month's "picks". A
lot of "picks" to choose from. ACE'S then
thought: If ACE'S
is an investor and has to pick that one "Great" stock from its 160
plus "picks" to date, which would that one stock be? To find out, we have to
mine the stocks. And what would be the criteria to mine for that one "Great" stock? OK, for the criteria, ACE'S
would factor in the following: -
high ASGs - demonstrated
long-term price stability - demonstrated long-term price growth
- companies that
are at least 3-5 years old - companies that are in
industries with strong price performance Good news!
The mining process yielded not only 1 but 6 "Great" stocks (let's call
them "Alpha Stocks").
FINDINGS:
These select stocks are in the following
industries: Communication
Services, Biotechnology & Drugs, Non-metallic Mining, Construction & Agricultural
Machinery, and Oil & Gas - Integrated. There are 5 Large-caps and 1 Mid-cap.
The average ASG of these stocks is 52.40 (which translates to Very Good). 5 of the 6 stocks
are foreign stocks. The best performer was Vimpel-Communications (VIP) with a
4.5-month gain of 90.23%. The least gainer was Mobile Telesystems (MBT) with a
19-day gain of 11.61%. On a per month basis, the top performer was Petroleo
Brasileiro (PBR) with a 40.68% gain per month. The average gain of the 6 stocks is 37.33% (made in the
averaged invested time of 3.08 months).
Here they are - ACE'S
Alpha Stocks (SEE: Table A below).
OK, now that we have the Alpha stocks, how would ACE'S
use the knowledge for optimum gain? It's basically a simple process (which
requires some patience for the intended event to develop). ACE'S
would monitor
the current prices of the Alpha stocks vis-a-vis their corresponding
EMAs; and
when the price(s) of a stock(s) comes very close to or goes below their EMAs
(e.g., below their
EMA-13), that would be the signal -- the "pinpointed" time
mentioned earlier -- for ACE'S
to initiate the
buy for the particular stock(s). (SEE:
How the EMAs are put to actual use by ACE'S;
and the write-up "Does It Matter Buying A Stock Below
or Above its EMA?).
TABLE A ALPHA STOCKS ~ THE
BEST OF ACE'S (As of 12/12/2007) |
Stock Name,
(Business sector) |
SYM |
CAP/ TYP |
ASG |
Buy Timeliness Value
(BTV) |
"Alpha" Listing
Date |
"Alpha" Delist. Date |
Pick Date |
Pick Date Price |
Eval. Date |
Eval. Dt Price |
Months Invested |
% Gain (Loss) |
Mobile Telesystems
(NYSE\Communication
Services)
|
MBT |
L/G |
54.32 (As of 12/12/07) |
3.04 (As
of 12/12/07) |
12/12/07 |
- |
11/23/07 |
$84.77 |
12/12/07 |
$94.61 |
0.63 |
11.61% |
Novo Nordisk A.S.
(NYSE\Biotechnology
& Drugs)
|
NVO |
L/G |
53.55 (As of
12/12/07) |
4.66
(As of 12/12/07) |
12/12/07 |
- |
07/20/07 |
$109.93 |
12/12/07 |
$132.08 |
4.73 |
20.15% |
Potash Corp. Sascatchewan
(NYSE\Non-metallic
Mining)
|
POT |
L/G |
53.55 (As of 12/12/07) |
2.22 (As
of 12/12/07) |
12/12/07 |
- |
06/15/07 |
$77.37 |
12/12/07 |
$129.54 |
6.00 |
67.43% |
Deere & Co.
(NYSE\Construction
& Agri. Machinery)
|
DE |
L/V |
52.02 (As of 12/12/07) |
3.31 (As
of 12/12/07) |
12/12/07 |
- |
10/05/07 |
$74.31 |
12/12/07 |
$87.90 |
2.23 |
18.29% |
Petroleo Brasileiro S.A.
(NYSE\Oil
& Gas - Integrated)
|
PBR |
L/G |
52.02 (As of 12/12/07) |
2.59 (As
of 12/12/07) |
12/12/07 |
- |
11/30//07 |
$96.30 |
12/12/07 |
$111.97 |
0.40 |
16.27% |
Vimpel-Communicatons
(NASD\Communication
Services)
|
VIP |
M/G |
48.96 (As of 12/12/07) |
2.06 (As
of 12/12/07) |
12/12/07 |
- |
07/27//07 |
$20.26 |
12/12/07 |
$38.5 |
4.50 |
90.23% |
AVERAGES |
|
|
52.40 (As of 12/12/07) |
2.55 (As
of 12/12/07) |
|
|
|
|
|
|
3.08 |
37.33% |
Legend: "CAP/TYP" - Capitalization / Type (L - Large-cap, M - Mid-cap, S -
Small-cap; /G - Growth stock, /V - Value stock)
"ASG" - ACE'S Stock Grade
"Eval. Date" - Price evaluation date
"Eval. Dt Price" -
Stock's price at the given evaluation date"
"Buy Timeliness Value (BTV)" - a
measure of the relative timeliness of buying a particular stock. The value is
determined from the relationship of a stock's recent EMA and its ASG values.
A higher BTV value is considered to be more timely. For example, in the above table,
Mobile Telesystems has a higher ASG but Novo Nordisk -- which has a higher BTV
-- is a more timely buy on 12/12/07.
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|