Successfully reported this slideshow.
We use your LinkedIn profile and activity data to personalize ads and to show you more relevant ads. You can change your ad preferences anytime.
“
Page 1 of 5 July 2013 © Copyright StockTakers Limited, All Rights Reserved. Copying Prohibited.
The author does not prov...
“
Page 2 of 5 July 2013 © Copyright StockTakers Limited, All Rights Reserved. Copying Prohibited.
The author does not prov...
“
Page 3 of 5 July 2013 © Copyright StockTakers Limited, All Rights Reserved. Copying Prohibited.
The author does not prov...
“
Page 4 of 5 July 2013 © Copyright StockTakers Limited, All Rights Reserved. Copying Prohibited.
The author does not prov...
“
Page 5 of 5 July 2013 © Copyright StockTakers Limited, All Rights Reserved. Copying Prohibited.
The author does not prov...
Upcoming SlideShare
Loading in …5
×

Minding your percents 30 june 2013 update

220 views

Published on

Their business self interest is not your self interest. That is their business. As a small investor, “You have to make your own bacon.”

Published in: Economy & Finance, Business
  • Be the first to comment

  • Be the first to like this

Minding your percents 30 june 2013 update

  1. 1. “ Page 1 of 5 July 2013 © Copyright StockTakers Limited, All Rights Reserved. Copying Prohibited. The author does not provide investment advice. In order to use reproduce or convey the material herein, in any way, written agreement must be obtained from the author or its agent Architypes Inc. StockTakers Limited is an Alberta corporation providing information on “likeables” equities. StockTakers Limited encourages your seeking tax law advisor for capital gains tax dispositions. Minding Your Percents, 30 June, 2013, Update Their business self interest is not your self interest. That is the business. The Lock Stock and Barrel of it is it is none of your business, it is theirs. You are just a shareholder, policy holder or a mutual fund patron. Alice, the old adage remains, “You have to make your own bacon.”As a small investor you cannot expect financial industry profits from their using your savings, Your wealth will not be flying but wormed. In reality ‘financial products’ they sell do not work for you. Fees plus inflation they never overcome. Your wealth will be eroded. They take those fees but down their rabbit hole your cash goes. They have delusions not maps or compass. You must obtain a real return higher than inflation which in our present 42 year productive adult lifetimes has averaged 4.42%, plus their average fee of 2% plus MERs (Management Expense Ratios) of 2% charged on top of that 4.42% inflation rate. They need to obtain 8.62% every year to maintain the value of your money entrusted them. That they have never done. Minding your own percents? Yeah, that we have proven works. From 2000 through 2012 average 26.53% obtained on the DOWs by our logically correct and mathematically proven theory and methods have scientifically proven consequences of knowing equities Risk Price in any market. We aid small investors restoring portfolio financial vigour, because we can. We share some of our proprietary information. Our methods based in new theory of the firm are proven in real markets. ABCs NYSE @18 mos There were no $topLoss sales of firms in the portfolio this year so far. It continues retaining 8 of its 31dec2011 original 13 firms; having returned 37.24%. Two of three are still gaining in value after 18 months. Cashout is 44340.00 (as could be put to work in other portfolios) with 48632.00 still working in this portfolio obtaining further gains and dividends in the vigorous NYSE which gained 24.38% in the 18 month interval. What investors expect of bankers and financial industry investment products is a way to secure savings while growing their wealth. The circularity of ‘investment talk’ one gets from fund managers and advisors who have sold you their “goods” and taken your money to ‘safely invest’ is like what Alice gets in Wonderland. “Somebody said,” Alice whispered, “that it’s done by everybody minding their own business!” “Ah well! It means much the same thing,” said the Duchess, “and the moral of that is ‘Take care of the percents and the pounds will take care of themselves.’” “Thinking again? The Duchess asked. “I’ve a right to think,” said Alice. “Just as much right,” said the Duchess, “as pigs have to fly.” Pretty much, they have taken it all before your need arises. “Alice, meet Dr. Artful Dodger.”
  2. 2. “ Page 2 of 5 July 2013 © Copyright StockTakers Limited, All Rights Reserved. Copying Prohibited. The author does not provide investment advice. In order to use reproduce or convey the material herein, in any way, written agreement must be obtained from the author or its agent Architypes Inc. StockTakers Limited is an Alberta corporation providing information on “likeables” equities. StockTakers Limited encourages your seeking tax law advisor for capital gains tax dispositions. Minding Your Percents, 30 June, 2013, Update ABCs TSX @ 18 mos BCE Inc (BCE.TO) sold out 12Jun due to $toploss provided after giving 14.67% gain. The portfolio has now retired 6 of its original 16 firms, continuing with now 10 carrying on after giving a total of 32.50% return in value with 14033.00 in cash and 41899.00 still working for gains and dividends to come. Indeed 2 of 3 original “likeables” are still gaining in the TSX which has only risen 3.72% since 31dec2011. In Q2- 2012 this portfolio briefly went negative and rebounded. NYSE Solo 50K @7 mos The NYSE has made a vigorous rise of 13.50% this year. Firms are well poised to advance on renewed consumer demand by keeping their cash at high levels ready. Some firms’ C-suites are seeking M&As to consolidate new opportunity; some are enriching themselves at this ‘manna’ opportunity; and, others are waiting for consumers to show-up instead of generating new demand by capitalizing innovations. With the nervousness that QE might stop (the cash train to balance sheets-few media look there for rationale) there was a six firm shift due to firms that dropped below their $topLoss provisions while media gossips roiled fear in April. Since then three rebounded and three of those have not. Collaring with put/call options would have profitably kept the worthy, but we are relying on just $topLoss provisions in these TaxCharity demonstrations. In this portfolio of 19 we allocated new replacements, 6 actually, to re-engage the cashout from $topLoss. Fortunately, the replacements have done marginally better by 3.18% as 5 of those 6 brought in gains. A new round of gossip mongering on Fed news in June cart-wheeled stock prices again but our $topLoss provisions held in this portfolio. NYSE Value 17K @ 7 mos The QE gossip ructions of April knocked out 6 firms and then 1 more due to QE gossip ructions of June at $toploss provisions in this portfolio. All of those 7 cashed-out by risk averse $topLoss provisions have rebounded but the result would be 23.77%. In this case also the fresh crop of “likeables” providing replacements have made 1.63% better gain. TSX Value 22.5K
  3. 3. “ Page 3 of 5 July 2013 © Copyright StockTakers Limited, All Rights Reserved. Copying Prohibited. The author does not provide investment advice. In order to use reproduce or convey the material herein, in any way, written agreement must be obtained from the author or its agent Architypes Inc. StockTakers Limited is an Alberta corporation providing information on “likeables” equities. StockTakers Limited encourages your seeking tax law advisor for capital gains tax dispositions. Minding Your Percents, 30 June, 2013, Update In the past two months the TSX has declined -4.2% erasing gains made to March bringing the TSX to -2.17% for the year. The added ructions of market gossip crashed the $topLoss provisions we set for 8 of the 21 firms in the portfolio. The non-mining and mineral firms equities have rebounded to obtain 113.68% if they had been held. Risk aversion cut those, but the replacements with newly emerged “likeables” carried the portfolio to 117.78%, recovering gains made as this market declined. Q4 December Newbies NYSE @ 7 mos This portfolio comprising just the newly emergent “likeables” from December balance sheets has kept pace with the NYSE market S&P rise of 12.62%. Q4 December Newbies TSX @ 7mos While TSX has lost -2.17% value in the past half this portfolio of just the newly emerged “likeables” from December balance sheets remains ahead. Full NYSE Q4 portfolio @ 7mos on$topLoss This portfolio comprises the full complement of 217 “likeables” firms on the S&P. With 40 cut by $topLoss cash-out of 237409 carried and still engaging 1456000 this portfolio has gained just ahead of the S&P. There are 127 newly emergent “likeables” in the first half of 2013 for a total of 304 current “likeables” which is unusually high ratio for this market. This likely is in consequence of such historic cash levels parking on balance sheets as consequence of QE. This cash awaits capitalization by firms. Consumer demand stimulus has been lacking as Keynes would advise. Full TSX Q4 portfolio @ 7mos on$topLoss
  4. 4. “ Page 4 of 5 July 2013 © Copyright StockTakers Limited, All Rights Reserved. Copying Prohibited. The author does not provide investment advice. In order to use reproduce or convey the material herein, in any way, written agreement must be obtained from the author or its agent Architypes Inc. StockTakers Limited is an Alberta corporation providing information on “likeables” equities. StockTakers Limited encourages your seeking tax law advisor for capital gains tax dispositions. Minding Your Percents, 30 June, 2013, Update Comprising the 91 “likeables” in the TSX at end of 2012, of those 23 have cashed out on $toploss provisions. This portfolio carries cashout of 54868 in a portfolio of 330190. There are 40 newly emergent “likeables” in the first half of 2013 to absorb cashout into reallocations and new cash. TSX BookBuilderTM @ 2 mos on 10 firms As the TSX has declined -4.2% in the past two months this portfolio has gained as much positively. This charity with our information supports small investor independence. NYSE BookBuilderTM @ 2mos on 10 firms As the NYSE has gained 8.73% this portfolio has gained half again further in excess return. Small investor independence from conventions is substantially rewarded by our charity with our proprietary information. We help small investors restore portfolio financial vigour, because we can. We call the firms we select by our methods "likeables" because investors have shown their decided tendency to like them. Those “likeables” market partitions were used to select the ABCs and the various Tax Charity portfolios on the arbitrary filter of the lowest cost suiting the tax limit. These results are routine. In 2009 to 2011 our partition of the DOWs earned 16% per annum as industry portfolio managers lost 25 to 40% of their client capital. From 2000 through 2012 the average 26.53% obtained on the DOWs partitioned by our theory and methods, logically correct and mathematically proven, as the markets have scientifically proven consequences. Clear, concise and consistent. The equities we hold are “likeables” tending to gain 67% of the time. We do not make stock prices but can reasonably respond to stock price tendencies, by our knowing the price of risk, the downside, and buying and holding accordingly. That is new fundamentals from our new theory of the firm. Know What You Have. Have What You Know Our view is risk averse. Of course we require a 2&20 fee for doing that. Mail us for our help.
  5. 5. “ Page 5 of 5 July 2013 © Copyright StockTakers Limited, All Rights Reserved. Copying Prohibited. The author does not provide investment advice. In order to use reproduce or convey the material herein, in any way, written agreement must be obtained from the author or its agent Architypes Inc. StockTakers Limited is an Alberta corporation providing information on “likeables” equities. StockTakers Limited encourages your seeking tax law advisor for capital gains tax dispositions. Minding Your Percents, 30 June, 2013, Update Hans Goetze, Architypes Inc and StockTakers Limited Head Office 76 Midridge Close SE Calgary, AB T2X 1G1 351 Chemin Boulanger Sutton, PQ J0E 2K0 450 538-1270

×