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2007 Trades - so far
Old 10-24-2007, 01:59 PM   #1
Recycles dryer sheets
Join Date: Mar 2005
Posts: 329
2007 Trades - so far

This is my 5%, male harmones portfolio as unclemick puts it - This is in a Roth IRA and the buy & sells have no tax consequences, but cost $9 at Ameritrade. I have decided to post it so that in a year or so I can come to terms with my incompetence and move this also into Index funds :-)

All the trades were made in the last couple of months (Sept & Oct)

1. Sold BRK.B @ $4000 and put in limit orders to buy in a taxable account. The limit orders haven't gone through yet. This was a position built periodically over the last 3+ years and that was close to the only stock trading I have done over that period. Cost basis - $3200; Today's price - $4250
2. Bought WMT (Walmart) @ $44; Today's price - $43.79
3. Bought KRE (Regional Banks) @ $44; Today's price - $40.62
4. Bought PFE (Pfizer) @ $24; Today's price - $23.93
5. Limit order to buy JNJ (Johnson & Johnson) @ $62.50; Today's price - $64.31

As of today I am well on the road to achieving my goal of losing money
But I am planning on being patient and hopefully what I have learnt about evaluating companies comes through. Documenting stuff here so that I can read it in the future and learn from it (ie get humilated). We will see what happens - anyone else wants to share similar experiences?

Hope springs eternal in the human breast:Man never is, but always to be blest.
The soul, uneasy and confined from home,Rests and expatiates in a life to come.
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Old 10-24-2007, 02:22 PM   #2
Thinks s/he gets paid by the post
Join Date: Jun 2005
Posts: 4,005
Bot ISM at $21.33. Been enjoying the monthly dividends, but not the loss in capital value down to ~$17 ish. Of course this was one where I assumed worst case I'd hold till maturity and get paid $25/sh in 2018 while collecting dividend payments.
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Old 10-24-2007, 02:48 PM   #3
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Join Date: May 2005
Posts: 16,185
Funny... my male hormone account is doing very well this year... to bad I dont' have a lot of money in it (but, I probably would not have this return)..

April 50.0%
May 5.75%
June -0.01%
Jul 14.2%
Aug 3.2%
Sep 18.1%

Now, this is not taking into account the many losing years prior to this year, but I am making it up quickly... BTW, using margin for more fun...
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Old 10-25-2007, 12:15 AM   #4
Recycles dryer sheets
Join Date: Oct 2005
Posts: 325
Couldn't copy and paste so I've attached an image. Obviously we can ignore the long term column and look at the short term. Couple trades that I should of held longer, but instead I bailed and lost money. All in all, up $28K ($4K loss on RQI was a long term REIT I sold off) on short term trades this year. Enough to pay for my 2 week mega-vacation to Atlantis coming in january.
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Old 10-25-2007, 09:43 AM   #5
Recycles dryer sheets
Join Date: May 2007
Posts: 290
This is a DIY index account, not a male hormone account. (Hey, I'm a perfect machine... in my own mind.) But for whatever amusement it may be worth, here are the numbers for this year's purchases so far.

Company                   Date              Gain/loss   G/L rel. to
Name                      Purchased         %           TOPIX index

Large caps:
Honda                     2007/01/16       -22.3%      -13%
Nissan                    2007/01/16       -26.4%      -17%
Tokyo Electric            2007/01/16       -30.7%      -22%
Pioneer                   2007/01/25        -4.5%        7%

Small caps:
Teraoka Seisakujo         2007/01/16         -27%      -18%
Mitani Shoji              2007/01/23          -2%        8%
Suzuden                   2007/01/24          -5%        6%
Sanritzu                  2007/01/25         -19%       -8%
Soft 99                   2007/01/25         -28%      -17%
Fujitsu Frontech          2007/01/25          15%       26%
Nittan Valve              2007/09/07           5%        6%
Sodic                     2007/09/25           0%       -2%
Alps Butsuryuu            2007/10/22          14%       14%
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