The document provides an update on TaxCharityTM portfolios as of December 15, 2013. It summarizes the performance of various portfolios over the past 12.5 months, including a 42.48% gain for the 2012 NYSE portfolio and 24.68% gain for the 2012 TSX portfolio. It also lists the current holdings in various portfolios including the 2012, 2013, and prospective portfolios for the NYSE and TSX. Cash amounts carried over from sales are also noted.
2012 Portfolio Value 15 November 2013
This document provides an update on the TaxCharityTM portfolios as of November 15, 2013. It includes performance summaries of the 2012 and 2013 portfolios on the NYSE and TSX markets, lists the current holdings in each portfolio along with purchase prices and benchmark prices, and notes several stock sales and purchases made recently. The portfolios have continued to outperform with the 2012 NYSE portfolio returning 43.08% and the 2013 NYSE portfolio returning 9.9% in the first 2 months. The goal is to hold a diversified portfolio of "likeables" stocks that tend to appreciate over time.
Best defense of capital tax charity 15oct2013Hans Goetze
12.00
18.00
6.00
20.00
41.00
16.00
ARE:TO
PWV:TO
NDN:TO
NPI:TO
SC:TO
TCL.A:TO
$10
$15
$5
$18
$38
$14
$11
$16
$6
$19
$40
$15
This document provides a portfolio update and list of recommended "likeable" stocks from TaxCharityTM and BookBuilderTM. It discusses the performance of the portfolios over the past year, which have outperformed due to the authors' focus on stocks pr
The document summarizes the performance of two investment portfolios, one composed of Canadian stocks listed on the TSX and one composed of US stocks listed on the NYSE, from December 2011 through December 2013. It provides details on stock purchases and sales over this period. The TSX portfolio increased in value by 56.21% over two years, while the NYSE portfolio increased by 50.51% over two years, outperforming their respective market indexes by around four times. The document promotes the investment strategy used to select these "likeable" stocks and argues it effectively defends capital and achieves high returns.
The document discusses the performance of two sample portfolios, the "ABCs for TSX Firms" portfolio and the "ABCs for NYSE Firms" portfolio, from December 2011 through December 2013. It provides the portfolio values, percentage gains, and lists the equities included in each portfolio over time. The key equities were identified using the author's "Risk Price" metric and tended to gain in value. The TSX portfolio increased 56.21% over the period while the NYSE portfolio increased 50.51%. The document advocates using this approach of investing in a diversified portfolio of "likeable" equities identified by Risk Price to preserve capital and earn gains over time.
StockTakers Capital TaxCharityTM 15mar2014.Hans Goetze
This document provides updates on "likeables" equity portfolios for the NYSE, USA ROTH/IRA, and TSX markets as of March 15, 2014. It lists equities held in the portfolios along with their symbol, risk price, stop/loss price, and current market price. The portfolios have generated gains of 44.74% for NYSE, 24.67% for USA ROTH/IRA, and 34.30% for TSX over periods ranging from 6 to 15.5 months. The document encourages investing in "likeables" equities that tend to hold value and gain over cash, and provides the portfolios as a charitable information source for small investors.
Best defense of capital tax charity 15sep2013Hans Goetze
This 5 page document provides an update on StockTakers Limited's TaxCharityTM portfolios as of September 15, 2013. It lists numerous equities traded on the NYSE and TSX that are considered "likeables" based on trading above the risk price and tend to continue rising. The portfolios have achieved returns of 36.68% for NYSE stocks and 17.98% for TSX stocks over the past 9 months. It encourages maximizing tax shelter limits and investing in a diversified portfolio of these "likeables" equities.
StockTakers proprietary information charity to small investors proving AlphaSmart gains through capital safety and liquidity NYSE 28.27% and TSX 30.91% in 2013 we add new portfolios for 2014 tax sheltering incomes
1) The document discusses investment returns from various financial industry products and portfolios managed using the author's proprietary risk analysis methods. It finds the author's portfolios significantly outperformed typical industry returns and market benchmarks over the periods examined.
2) The author's portfolios employed stop-loss protections that helped defend capital from downturns while replacements provided further gains. Across various markets and portfolio examples, the author's methods generated returns many times higher than alternatives like mutual funds.
3) The author argues their theory and risk-analysis approach can help small investors restore portfolio performance by selecting "likeable" stocks tending to gain in value over the long run. They invite interested parties to contact them for more information.
2012 Portfolio Value 15 November 2013
This document provides an update on the TaxCharityTM portfolios as of November 15, 2013. It includes performance summaries of the 2012 and 2013 portfolios on the NYSE and TSX markets, lists the current holdings in each portfolio along with purchase prices and benchmark prices, and notes several stock sales and purchases made recently. The portfolios have continued to outperform with the 2012 NYSE portfolio returning 43.08% and the 2013 NYSE portfolio returning 9.9% in the first 2 months. The goal is to hold a diversified portfolio of "likeables" stocks that tend to appreciate over time.
Best defense of capital tax charity 15oct2013Hans Goetze
12.00
18.00
6.00
20.00
41.00
16.00
ARE:TO
PWV:TO
NDN:TO
NPI:TO
SC:TO
TCL.A:TO
$10
$15
$5
$18
$38
$14
$11
$16
$6
$19
$40
$15
This document provides a portfolio update and list of recommended "likeable" stocks from TaxCharityTM and BookBuilderTM. It discusses the performance of the portfolios over the past year, which have outperformed due to the authors' focus on stocks pr
The document summarizes the performance of two investment portfolios, one composed of Canadian stocks listed on the TSX and one composed of US stocks listed on the NYSE, from December 2011 through December 2013. It provides details on stock purchases and sales over this period. The TSX portfolio increased in value by 56.21% over two years, while the NYSE portfolio increased by 50.51% over two years, outperforming their respective market indexes by around four times. The document promotes the investment strategy used to select these "likeable" stocks and argues it effectively defends capital and achieves high returns.
The document discusses the performance of two sample portfolios, the "ABCs for TSX Firms" portfolio and the "ABCs for NYSE Firms" portfolio, from December 2011 through December 2013. It provides the portfolio values, percentage gains, and lists the equities included in each portfolio over time. The key equities were identified using the author's "Risk Price" metric and tended to gain in value. The TSX portfolio increased 56.21% over the period while the NYSE portfolio increased 50.51%. The document advocates using this approach of investing in a diversified portfolio of "likeable" equities identified by Risk Price to preserve capital and earn gains over time.
StockTakers Capital TaxCharityTM 15mar2014.Hans Goetze
This document provides updates on "likeables" equity portfolios for the NYSE, USA ROTH/IRA, and TSX markets as of March 15, 2014. It lists equities held in the portfolios along with their symbol, risk price, stop/loss price, and current market price. The portfolios have generated gains of 44.74% for NYSE, 24.67% for USA ROTH/IRA, and 34.30% for TSX over periods ranging from 6 to 15.5 months. The document encourages investing in "likeables" equities that tend to hold value and gain over cash, and provides the portfolios as a charitable information source for small investors.
Best defense of capital tax charity 15sep2013Hans Goetze
This 5 page document provides an update on StockTakers Limited's TaxCharityTM portfolios as of September 15, 2013. It lists numerous equities traded on the NYSE and TSX that are considered "likeables" based on trading above the risk price and tend to continue rising. The portfolios have achieved returns of 36.68% for NYSE stocks and 17.98% for TSX stocks over the past 9 months. It encourages maximizing tax shelter limits and investing in a diversified portfolio of these "likeables" equities.
StockTakers proprietary information charity to small investors proving AlphaSmart gains through capital safety and liquidity NYSE 28.27% and TSX 30.91% in 2013 we add new portfolios for 2014 tax sheltering incomes
1) The document discusses investment returns from various financial industry products and portfolios managed using the author's proprietary risk analysis methods. It finds the author's portfolios significantly outperformed typical industry returns and market benchmarks over the periods examined.
2) The author's portfolios employed stop-loss protections that helped defend capital from downturns while replacements provided further gains. Across various markets and portfolio examples, the author's methods generated returns many times higher than alternatives like mutual funds.
3) The author argues their theory and risk-analysis approach can help small investors restore portfolio performance by selecting "likeable" stocks tending to gain in value over the long run. They invite interested parties to contact them for more information.
ABCs defense of capital tax charity 22aug2013Hans Goetze
This document summarizes two sample portfolios called ABCs that were created in January 2012 and January 2013 to invest only in "likeable" stocks identified using the author's risk price metric. By the end of July 2013, the TSX sample portfolio was up 135.15% total and the NYSE sample portfolio was up 142.41% total, significantly outperforming their respective market indices. The document also discusses reinvesting prior cashouts from the portfolios, which would have led to additional gains of 12.52% for the TSX portfolio and 26.17% for the NYSE portfolio.
This document provides updates on "likeables" equity portfolios for 2012 and 2013. It discusses performance of equities in the portfolios that have risen above the benchmark "Risk Price," with some gaining 46.91% and 20.75% respectively over the time periods. It also lists current equities in the portfolios and their market prices and stop/loss prices, noting some that have breached stop-loss levels. The document encourages holding a diversified portfolio of at least 8 "likeables" equities and defends this approach as a way to potentially achieve annual returns of 26% while maintaining capital safety, liquidity and risk aversion.
ABCs defense of capital TaxCharityYM-22nov13Hans Goetze
The document summarizes the performance of two investment portfolios called "ABCs" that invest in equities identified as "likeables". The TSX portfolio gained 122.64% in 2012 and is now up 40.22% in 2013. The NYSE portfolio gained 138.97% in 2012 and is now up 44.75% in 2013, outperforming their respective markets. The document outlines the equities in the current portfolios and provides an overview of the investment approach of identifying equities that investors consistently prefer and see gains in based on risk price analysis.
ABCs defense of capital TaxCharityTM-22oct2013Hans Goetze
The document summarizes the performance of two portfolios of "likeable" equities selected using the author's Risk Price analysis method. The TSX portfolio was up 122.64% for the year, significantly outperforming the TSX index gain of 6.02%. The NYSE portfolio was up 138.97% for the year, also significantly outperforming the NYSE index gain of 8.35%. In 2013 so far, the TSX portfolio is up 40.22% and the NYSE portfolio is up 44.75%. The author argues that their approach of selecting equities with stable Risk Prices provides superior long-term capital appreciation compared to the overall market or conventional investment approaches.
This document provides a summary and update of the BlackSwanTradingTM portfolio as of June 30, 2014. It discusses the performance of equities in the portfolio that have risen above the designated risk price, which the document refers to as "likeables". It provides the current prices and performance updates of various equities in the portfolio since purchases beginning in late 2012. The portfolio had increased in value by 70.72% over 19 months. The document also discusses another portfolio called Solo50K and provides similar price and performance updates for equities in that portfolio.
StockTakers aid to small investors in the great Rotation continues. The biggest Wild Assed Guesser will be the donkey whose tale gets pinned, by market volatility. Whose money got pinned is a real ethical question.
This document provides a summary of the author's investment strategies and portfolio performance over time. It discusses the concept of "likeables" equities that trade above a benchmark risk price and tend to continue rising due to investor preference. Sample portfolios like the Solo50K and BlackSwanTrading portfolios are described, showing strong returns over multiple years despite periods of market volatility. The use of stop-loss settings is discussed as a way to potentially improve risk-adjusted returns through capital preservation.
StockTakers 3 year BookBuilderTM 25.15% IRR is charity to small investors of our proprietary Risk Price the proven metric investors need. The Modal Geometry gives new clarity navigating balance sheets for sound debt structures in any firm. From that we derive our Risk Price.
StockTakers proprietary TSX- ABCs 2.6 year gain 88.86%, NYSE - ABCs totals 60.61% - risk averse capital safe and liquid for keeping it yours, because we can
This document provides an update on the TaxCharityTM portfolios as of January 15, 2014. It summarizes the performance of various equities portfolios over the past 13 months, including a NYSE portfolio that has gained 48.05% and a US ROTH/IRA portfolio that has gained 17.57% over 4 months. It encourages holding a diversified portfolio of at least 8 "likeable" equities that tend to hold their value and gain over cash. The document extends their proprietary information as charity to help small investors and provides portfolio lists and updates for the NYSE, US ROTH/IRA, and TSX markets.
StockTakers charitable proprietary yields 24.80% IRR. Really, in realtime public B.S.T. portfolio for small investors.
Risk Averse ... Capital Safety, Liquidity, AlphaSmartTM gain, all because we can, with applying our new theory of the firm.
StockTakers proprietary Risk Price investors need to be Capital Safe, Liquid and AlphaSmartTM
Market behaviour prefers our “likeables” trading above Risk Price and bids them up. Our method is proven. Because we can, you can.
Now for the really nice facts from the Sleeping Black Swan you gained a tidy 50.69% for snoozing for 33.7 months, a 17.45% IRR ... versus the stoploss managed portfolio model Solo50k managed every 3 months only, 86.11% IRR. That yield is 24.84% IRR p.a. and is proof ‘likeables’ risk averse discipline is Capital Safe, Liquid and AlphaSmartTM.
The BookBuilder portfolios aim at building the children's education fund so they do not leave school burdened like a borax mule with vitality sapping debt. RESPs and 529s are no help just government policy eroding saved wealth, active as lobbyist. The Artful Dodgers are just skilled pick-pockets in suits.
Equities trading above our benchmark Risk Price (SF) are those liked by investors, and two of three continue to price rise due to investors’ preference. These equities are “likeables.” They are revealed by their rise above Risk Price, the metric that investors must know to defend their capital.
The document discusses conventional investment strategies and their shortcomings, and promotes an alternative approach based on a new theory of the firm. It argues that conventional strategies rely on unreliable measures like price and earnings, while the new approach focuses on a company's debt obligations and risk price as better indicators of its value. Several portfolios using the new approach are cited as achieving strong returns exceeding benchmarks. The document advocates minding your own investment decisions rather than relying on the financial industry, whose tools and fees have failed to consistently achieve adequate returns.
- The document discusses the BookBuilderTM portfolio strategy, which aims to help small investors grow their savings over time by investing in "likeable" stocks.
- It defines "likeables" as stocks trading above their calculated Risk Price (SF), which is determined based on analyzing a company's debt structure and management. Around 2/3 of these stocks tend to increase in price long-term.
- The portfolio updates provided demonstrate the strategy's success, with the NYSE portfolio gaining over 74% in the last year and replacing stocks that fall below their stop/loss price. The goal is capital appreciation while maintaining safety and liquidity.
Best defense of capital tax charity 15 july 2013Hans Goetze
This document provides a summary of investments in equities that are considered "likeables", which are stocks valued by investors that tend to continue gaining in value. It includes tables listing specific equities traded on the NYSE and TSX stock exchanges that meet criteria as likeables, with details like current price, risk price, and stop/loss levels. The document advocates investing in a portfolio of at least 8-10 of these likeable equities to benefit from their tendency to appreciate over time while mitigating risk through diversification. It encourages a long-term buy-and-hold approach rather than trying to time the market. Contact information is provided for further details on investing based on this approach.
The document provides an overview and performance update of the Solo50K portfolio, which invests $51,000 in "likeable" stocks that tend to hold their value and gain over cash alternatives. It discusses the portfolio's 66.34% gain over 16 months and annualized return of 68.08%, outperforming hedge funds and markets. It also lists the current holdings and their purchase prices and stop-loss levels.
StockTakers Black Swan 'likeables' doubled your money in 30 months, because we can. We prove risk averse investing works for Capital Safety, AlphaSmartTM gains and Liquidity.
Let others chase their gamblers’ risk/reward model, CAPM options pricing and modern portfolio management MPT conjectures and none of them have proven they work - except for those who sell them.
Good reason as we show in our risk averse Risk Price driven ‘likeables’ works for Capital Safety, AlphaSmartTM gains and Liquidity for the small investor.
This document provides updates on StockTakers' BookBuilder portfolios which aim to build wealth for investors by selecting "likeable" stocks based on risk analysis. The NYSE portfolio gained 105.38% over 20 months while the 2013 portfolio gained 37.03% over 11 months. It discusses recent stock performance and replacements for stocks removed due to stop-loss triggers. The document encourages readers to invest in these portfolios to safely grow their savings instead of relying on financial advisors who exploit investors.
Este documento presenta una variedad de temas, incluyendo:
1) La situación actual del periodismo en la sociedad ha cambiado radicalmente con la llegada de nuevos medios digitales y una mayor presión sobre los profesionales.
2) Se resumen brevemente varios libros y películas recientes.
3) Se hace un homenaje al periodista y comediante colombiano Jaime Garzón, reconociendo su importancia para el país.
ABCs defense of capital tax charity 22aug2013Hans Goetze
This document summarizes two sample portfolios called ABCs that were created in January 2012 and January 2013 to invest only in "likeable" stocks identified using the author's risk price metric. By the end of July 2013, the TSX sample portfolio was up 135.15% total and the NYSE sample portfolio was up 142.41% total, significantly outperforming their respective market indices. The document also discusses reinvesting prior cashouts from the portfolios, which would have led to additional gains of 12.52% for the TSX portfolio and 26.17% for the NYSE portfolio.
This document provides updates on "likeables" equity portfolios for 2012 and 2013. It discusses performance of equities in the portfolios that have risen above the benchmark "Risk Price," with some gaining 46.91% and 20.75% respectively over the time periods. It also lists current equities in the portfolios and their market prices and stop/loss prices, noting some that have breached stop-loss levels. The document encourages holding a diversified portfolio of at least 8 "likeables" equities and defends this approach as a way to potentially achieve annual returns of 26% while maintaining capital safety, liquidity and risk aversion.
ABCs defense of capital TaxCharityYM-22nov13Hans Goetze
The document summarizes the performance of two investment portfolios called "ABCs" that invest in equities identified as "likeables". The TSX portfolio gained 122.64% in 2012 and is now up 40.22% in 2013. The NYSE portfolio gained 138.97% in 2012 and is now up 44.75% in 2013, outperforming their respective markets. The document outlines the equities in the current portfolios and provides an overview of the investment approach of identifying equities that investors consistently prefer and see gains in based on risk price analysis.
ABCs defense of capital TaxCharityTM-22oct2013Hans Goetze
The document summarizes the performance of two portfolios of "likeable" equities selected using the author's Risk Price analysis method. The TSX portfolio was up 122.64% for the year, significantly outperforming the TSX index gain of 6.02%. The NYSE portfolio was up 138.97% for the year, also significantly outperforming the NYSE index gain of 8.35%. In 2013 so far, the TSX portfolio is up 40.22% and the NYSE portfolio is up 44.75%. The author argues that their approach of selecting equities with stable Risk Prices provides superior long-term capital appreciation compared to the overall market or conventional investment approaches.
This document provides a summary and update of the BlackSwanTradingTM portfolio as of June 30, 2014. It discusses the performance of equities in the portfolio that have risen above the designated risk price, which the document refers to as "likeables". It provides the current prices and performance updates of various equities in the portfolio since purchases beginning in late 2012. The portfolio had increased in value by 70.72% over 19 months. The document also discusses another portfolio called Solo50K and provides similar price and performance updates for equities in that portfolio.
StockTakers aid to small investors in the great Rotation continues. The biggest Wild Assed Guesser will be the donkey whose tale gets pinned, by market volatility. Whose money got pinned is a real ethical question.
This document provides a summary of the author's investment strategies and portfolio performance over time. It discusses the concept of "likeables" equities that trade above a benchmark risk price and tend to continue rising due to investor preference. Sample portfolios like the Solo50K and BlackSwanTrading portfolios are described, showing strong returns over multiple years despite periods of market volatility. The use of stop-loss settings is discussed as a way to potentially improve risk-adjusted returns through capital preservation.
StockTakers 3 year BookBuilderTM 25.15% IRR is charity to small investors of our proprietary Risk Price the proven metric investors need. The Modal Geometry gives new clarity navigating balance sheets for sound debt structures in any firm. From that we derive our Risk Price.
StockTakers proprietary TSX- ABCs 2.6 year gain 88.86%, NYSE - ABCs totals 60.61% - risk averse capital safe and liquid for keeping it yours, because we can
This document provides an update on the TaxCharityTM portfolios as of January 15, 2014. It summarizes the performance of various equities portfolios over the past 13 months, including a NYSE portfolio that has gained 48.05% and a US ROTH/IRA portfolio that has gained 17.57% over 4 months. It encourages holding a diversified portfolio of at least 8 "likeable" equities that tend to hold their value and gain over cash. The document extends their proprietary information as charity to help small investors and provides portfolio lists and updates for the NYSE, US ROTH/IRA, and TSX markets.
StockTakers charitable proprietary yields 24.80% IRR. Really, in realtime public B.S.T. portfolio for small investors.
Risk Averse ... Capital Safety, Liquidity, AlphaSmartTM gain, all because we can, with applying our new theory of the firm.
StockTakers proprietary Risk Price investors need to be Capital Safe, Liquid and AlphaSmartTM
Market behaviour prefers our “likeables” trading above Risk Price and bids them up. Our method is proven. Because we can, you can.
Now for the really nice facts from the Sleeping Black Swan you gained a tidy 50.69% for snoozing for 33.7 months, a 17.45% IRR ... versus the stoploss managed portfolio model Solo50k managed every 3 months only, 86.11% IRR. That yield is 24.84% IRR p.a. and is proof ‘likeables’ risk averse discipline is Capital Safe, Liquid and AlphaSmartTM.
The BookBuilder portfolios aim at building the children's education fund so they do not leave school burdened like a borax mule with vitality sapping debt. RESPs and 529s are no help just government policy eroding saved wealth, active as lobbyist. The Artful Dodgers are just skilled pick-pockets in suits.
Equities trading above our benchmark Risk Price (SF) are those liked by investors, and two of three continue to price rise due to investors’ preference. These equities are “likeables.” They are revealed by their rise above Risk Price, the metric that investors must know to defend their capital.
The document discusses conventional investment strategies and their shortcomings, and promotes an alternative approach based on a new theory of the firm. It argues that conventional strategies rely on unreliable measures like price and earnings, while the new approach focuses on a company's debt obligations and risk price as better indicators of its value. Several portfolios using the new approach are cited as achieving strong returns exceeding benchmarks. The document advocates minding your own investment decisions rather than relying on the financial industry, whose tools and fees have failed to consistently achieve adequate returns.
- The document discusses the BookBuilderTM portfolio strategy, which aims to help small investors grow their savings over time by investing in "likeable" stocks.
- It defines "likeables" as stocks trading above their calculated Risk Price (SF), which is determined based on analyzing a company's debt structure and management. Around 2/3 of these stocks tend to increase in price long-term.
- The portfolio updates provided demonstrate the strategy's success, with the NYSE portfolio gaining over 74% in the last year and replacing stocks that fall below their stop/loss price. The goal is capital appreciation while maintaining safety and liquidity.
Best defense of capital tax charity 15 july 2013Hans Goetze
This document provides a summary of investments in equities that are considered "likeables", which are stocks valued by investors that tend to continue gaining in value. It includes tables listing specific equities traded on the NYSE and TSX stock exchanges that meet criteria as likeables, with details like current price, risk price, and stop/loss levels. The document advocates investing in a portfolio of at least 8-10 of these likeable equities to benefit from their tendency to appreciate over time while mitigating risk through diversification. It encourages a long-term buy-and-hold approach rather than trying to time the market. Contact information is provided for further details on investing based on this approach.
The document provides an overview and performance update of the Solo50K portfolio, which invests $51,000 in "likeable" stocks that tend to hold their value and gain over cash alternatives. It discusses the portfolio's 66.34% gain over 16 months and annualized return of 68.08%, outperforming hedge funds and markets. It also lists the current holdings and their purchase prices and stop-loss levels.
StockTakers Black Swan 'likeables' doubled your money in 30 months, because we can. We prove risk averse investing works for Capital Safety, AlphaSmartTM gains and Liquidity.
Let others chase their gamblers’ risk/reward model, CAPM options pricing and modern portfolio management MPT conjectures and none of them have proven they work - except for those who sell them.
Good reason as we show in our risk averse Risk Price driven ‘likeables’ works for Capital Safety, AlphaSmartTM gains and Liquidity for the small investor.
This document provides updates on StockTakers' BookBuilder portfolios which aim to build wealth for investors by selecting "likeable" stocks based on risk analysis. The NYSE portfolio gained 105.38% over 20 months while the 2013 portfolio gained 37.03% over 11 months. It discusses recent stock performance and replacements for stocks removed due to stop-loss triggers. The document encourages readers to invest in these portfolios to safely grow their savings instead of relying on financial advisors who exploit investors.
Este documento presenta una variedad de temas, incluyendo:
1) La situación actual del periodismo en la sociedad ha cambiado radicalmente con la llegada de nuevos medios digitales y una mayor presión sobre los profesionales.
2) Se resumen brevemente varios libros y películas recientes.
3) Se hace un homenaje al periodista y comediante colombiano Jaime Garzón, reconociendo su importancia para el país.
The specious history of money is short and filled with rhetoric infecting our political debate. The economics body corporate seems to refuse knowing better. They have no science or bananas today. Our Risk Price does better because it embraces the non-specious credit history of money in financing corporations,
StockTakers 'likeables' portfolios do better by knowing better.
5 Challenges on How To Build The Next Multi-Billion Dollar StartupAri Bancale
In the mad scramble to be the next big thing, startups are coming out of the woodwork. Plan ahead and prepare for the journey. Ideas are cheap, execution is they key.
I Reunión EII Almería (Caso Álvaro Pérez) CU y AdalimumabFrancisco Gallego
Este documento describe el caso de un paciente de 40 años con colitis ulcerosa moderada a grave que fue resistente al tratamiento con corticoides. Se descartó la infección por CMV como causa. El paciente recibió adalimumab con una dosis de inducción de 160/80 mg, lo que resultó en una mejoría clínica rápida. Los estudios clínicos han demostrado que el adalimumab es eficaz y seguro para el tratamiento de brotes moderados a graves de colitis ulcerosa.
StockTakers charity empowers small investors wealth growth in real time portfolios, for double digits AlphaSmart gains by risk aversion, capital safety and liquidity
StockTakers TaxCharityTM empowers small investors wealth growth with risk averse "likeables" gaining high double digit rate of "AlphaSmart" returns with Capital Safety and Liquidity.
This document provides updates on various equity portfolios managed by StockTakers Limited, including the NYSE Value 17K Firms 2012 portfolio, USA ROTH/IRA 2013 portfolio, and TSX Value 22K Firms 2012 portfolio. It lists the equities in each portfolio along with their symbol, StockTakers' proprietary "Risk Price" metric, current market price, and any stop-loss prices that have been hit. The document also provides year-to-date and since-inception returns for each portfolio. StockTakers aims to identify "likeable" equities that demonstrate capital appreciation and safety over the long run for small investors.
StockTakers proprietary TaxCharityTM for small investors NYSE 26.73% TSX 35.45% gains in 11 months of risk averse capital safe and liquid investment, keeping it yours, because we can.
This document provides updates on "likeables" stock portfolios for US and Canadian markets as of April 15, 2014. It discusses the performance of various stocks in the portfolios over the past year, with some stocks sold due to stop-loss limits being breached. It encourages maintaining a diversified portfolio of at least 8 "likeable" stocks that tend to hold their value or gain over time. The purpose is to generate long-term returns while prioritizing capital safety, liquidity and risk aversion.
StockTakers ABCs to Zs of TaxCharityTM-22may2014Hans Goetze
This document provides an analysis of "likeables" equities from StockTakers Limited, an Alberta corporation. It discusses various stock portfolios called "ABCs" composed of identified "likeables" on the TSX and NYSE from 2011-2014. The ABC portfolios significantly outperformed their respective markets over 2-2.4 year periods, with the TSX portfolio gaining 76.17% and the NYSE portfolio gaining 52.94%. It also discusses rebuilding some portfolios, called AB-Z, after volatility in early 2014, with the TSX portfolio gaining 5.61% over 4.75 months.
StockTakers season of giving Best Wishes to small investors continues with our Risk Price driven results.
Small investors can enjoy another slice of our Risk Price method to earn investment income for yourselves.
Accredited investors can Buy A Slice of StockTakers 12% Bond to earn investment income for them and leave that work to us. Because We Can.
StockTakers continues our charity to small investors of our proprietary information, because we can, and prove it! Patience and slow trading, relaxed even, our risk averse method wins over the longer term. These public portfolios run by our methods prove you can keep your capital safe, liquid and make exceptional AlphaSmart gains as we do prove, because we can, and so, you can too!
Book builder is yours to keep it yours 31jul13 updateHans Goetze
This document discusses an investment strategy called BookBuilder that aims to help small investors grow their savings over the long term by investing only in "likeable" stocks. It defines likeable stocks as those trading above a benchmark price called the Risk Price, which is determined by analyzing companies' debt structures and management. The strategy seeks to provide capital appreciation while protecting against downside risk by setting stop losses on individual stocks. It argues this approach can help investors' money grow faster than inflation without taking on excessive risk from companies with weak debt profiles that are prone to damaging investors' capital.
ABCs defense of capital tax charity 22sep2013Hans Goetze
This document provides information on StockTakers Limited, an Alberta corporation that identifies "likeable" equities that have a tendency to gain value over time. It summarizes the performance of sample portfolios of these "likeable" equities on the TSX and NYSE from 2012 to 2013, showing gains of over 120% for both portfolios. It argues that its approach of focusing on equities with strong balance sheets and tendency for gains outperforms conventional investment strategies. The document is intended to promote StockTakers Limited's investment strategy and solicits clients to utilize its proprietary research and portfolio recommendations.
The document discusses the performance of the author's "ABCs" portfolios on the TSX and NYSE from 2012-2014. Some key points:
- The TSX ABCs portfolio gained 53.23% from 2012-2014, outperforming the overall TSX gain of 6.02% over the same period.
- The NYSE ABCs portfolio gained 50.51% from 2012-2013, compared to an 8.35% gain in the NYSE overall.
- New "AB-Z" portfolios for 2013 on the TSX lost 1.78% over 2 months but gained 1.21% without stop-loss sales triggered by volatility.
- The methodology
Book builder is yours to keep it yours 31aug13 updateHans Goetze
BookBuilderTM aims to build children's education funds so they do not leave school burdened by debt. It focuses on investing in "likeable" stocks identified by StockTakers Limited based on a new theory of the firm that examines corporate debt structures. The portfolio aims to keep capital safe while obtaining returns above inflation. It recommends investing in stocks trading above the calculated Risk Price, as two-thirds tend to continue rising in price long-term. The portfolio sets stop-loss limits to cut laggard stocks before they damage returns, and reinvests the proceeds into new promising stocks. In August the portfolio dropped over 5% due to market volatility driven by speculation over quantitative easing, but has since recovered and continues out
This document discusses investment strategies and portfolios focused on identifying "likeables" equities through risk price analysis. It provides updates on the performance of various portfolios consisting of equities from the TSX and NYSE that were identified as "likeables" based on being above their risk price. The portfolios have significantly outperformed since their inception in 2011-2013, with gains of 80-130% over 3-4 years. The document encourages seeking out "likeables" to protect capital and generate gains, as conventional investment methods allegedly lack science and benefit managers more than investors.
Book builder is yours to keep it yours 30sep13 updateHans Goetze
This document provides updates on "likeables" stock portfolios called BookBuilder for the month of September 2013. It discusses market volatility in September due to speculation about tapering of quantitative easing by the US Federal Reserve. It summarizes the performance of various stock holdings, adds some new recommended "likeable" stocks to the portfolios, and encourages readers to invest in these stocks to safely grow their savings over time.
Similar to Best defense of capital tax charitytm 15dec2013 (17)
StockTakers BookBuilderTM bromide for the havoc helps small investors grow their wealth with our Risk Price driven 'likeables'.
Enjoy another slice of our Risk Price method to earn investment income for yourselves.
Because You Can.
Accredited investors can Buy A Slice of StockTakers 12% Bond to earn investment income by leaving that work to us.
Because We Do.
StockTakers Hark, FESTIVUS mooing herds 14.44-18.50% pa.
BlackSwanTrading-Solo 50K TM helps small investors grow their own wealth with our Risk Price driven 'likeables'.
Enjoy another slice of our Risk Price method to earn investment income for yourselves with our 'likeables'.
Because You Can.
Accredited Investors Buy A Slice of StockTakers 12% Bond to earn investment income by leaving that work to us.
Because We Do.
Mooing slowly @ 15.21% pa.
StockTakers TaxCharityTM lets small investors grow their wealth with our Risk Price driven 'likeables'. .
Enjoy another slice of our Risk Price method to earn self-directed investment income for yourselves.
Because You Can.
Accredited investors can Buy A Slice of StockTakers 12% Bond to earn investment income by leaving that work to us.
Because We Do.
This document provides a summary of the performance of various equity portfolios from 2011-2016, referred to as "ABCs to Zs Portfolios". It discusses how these portfolios, composed of "likeables" stocks identified by the author, have significantly outperformed benchmarks like hedge funds and achieved average annual returns of 17.99% for the TSX portfolio. It encourages readers to consider investing more in these portfolios given the large amounts of cash reserves that have been accumulated from the strong returns.
StockTakers BookBuilderTM bromide for the havoc helps small investors grow their wealth with our Risk Price driven 'likeables'.
Enjoy another slice of our Risk Price method to earn investment income for yourselves.
Because You Can.
Accredited investors can Buy A Slice of StockTakers 12% Bond to earn investment income by leaving that work to us.
Because We Do.
Contented mooing 9.12% from those Newbies.
StockTakers UUOOPPsiesTM gives small investors means to grow their wealth with our Risk Price driven 'likeables'.
Enjoy another slice of our Risk Price method to earn investment income for yourselves.
Because You Can.
Accredited investors can Buy A Slice of StockTakers 12% Bond to earn investment income by leaving that work to us.
Because We Do.
This document provides a summary of various equities portfolios over a period of time, analyzing their performance and gains. It discusses two portfolios in particular - BlackSwanTradingTM and BlackSwanSleepingTM - which achieved gains of over 100% using a strategy of only investing in "likeables" stocks that rose above a defined risk price threshold. The document also comments on broader market trends and the performance of conventional investment strategies over this period.
Mooing slowly @ 15.87% pa.
StockTakers TaxCharityTM lets small investors grow their wealth with our Risk Price driven 'likeables'. .
Enjoy another slice of our Risk Price method to earn self-directed investment income for yourselves.
Because You Can.
Accredited investors can Buy A Slice of StockTakers 12% Bond to earn investment income by leaving that work to us.
Because We Do.
StockTakers 16% p.a. bromide for the morning after.
StockTakers BookBuilderTM helps small investors grow their wealth with our Risk Price driven 'likeables'.
Enjoy another slice of our Risk Price method to earn investment income for yourselves.
Because You Can.
Accredited investors can Buy A Slice of StockTakers 12% Bond to earn investment income by leaving that work to us.
Because We Do.
Lovely mooing herd for 14.54-19.56% pa.
StockTakers BlackSwanTrading-Solo 50K TM allows small investors to grow their own wealth with our Risk Price driven 'likeables'.
Enjoy another slice of our Risk Price method to earn investment income for yourselves with our 'likeables'.
Because You Can.
Accredited Investors Buy A Slice of StockTakers 12% Bond to earn investment income by leaving that work to us.
Because We Do.
Mooing slowly @ 18.96% pa.
StockTakers TaxCharityTM lets small investors grow their wealth with our Risk Price driven 'likeables'. .
Enjoy another slice of our Risk Price method to earn self-directed investment income for yourselves.
Because You Can.
Accredited investors can Buy A Slice of StockTakers 12% Bond to earn investment income by leaving that work to us.
Because We Do.
Nice market mooing for 6.03 to 17.78% p.a. StockTaker helps small investors grow their wealth with our Risk Price driven 'likeables'.
Enjoy another slice of our Risk Price method to earn investment income for yourselves.
Because You Can.
Accredited investors can Buy A Slice of StockTakers 12% Bond to earn investment income by leaving that work to us.
Because We Do.
StockTakers 18% p.a. bromide for the morning after.
StockTakers BookBuilderTM helps small investors grow their wealth with our Risk Price driven 'likeables'.
Enjoy another slice of our Risk Price method to earn investment income for yourselves.
Because You Can.
Accredited investors can Buy A Slice of StockTakers 12% Bond to earn investment income by leaving that work to us.
Because We Do.
Lovely mooing herd for 14.6-18.9% pa.
StockTakers BlackSwanTrading-Solo 50K TM allows small investors to grow their own wealth with our Risk Price driven 'likeables'.
Enjoy another slice of our Risk Price method to earn investment income for yourselves with our 'likeables'.
Because You Can.
Accredited Investors Buy A Slice of StockTakers 12% Bond to earn investment income by leaving that work to us.
Because We Do.
Mooing slowly @ 3.63 to 14.56% pa.
StockTakers TaxCharityTM lets small investors grow their wealth with our Risk Price driven 'likeables'. .
Enjoy another slice of our Risk Price method to earn self-directed investment income for yourselves.
Because You Can.
Accredited investors can Buy A Slice of StockTakers 12% Bond to earn investment income by leaving that work to us.
Because We Do.
This document discusses stock market analysis and investment strategies. It summarizes the performance of various "likeables" stock portfolios from 2011-2016, which have significantly outperformed conventional funds and earned returns of 18-26% annually. Specific stocks are listed for the ABCs portfolio from 2011 on the TSX and NYSE that have gained 123.58% over 57 months. The strategies focus on identifying undervalued stocks using risk price analysis and limiting losses with stop losses.
Stocktakers BBr-outlier has gained 17.16% through this quarter – NYSE, 3.69%.
StockTakers BookBuilderTM helps small investors grow their wealth with our Risk Price driven 'likeables'.
Enjoy another slice of our Risk Price method to earn investment income for yourselves.
Because You Can.
Accredited investors can Buy A Slice of StockTakers 12% Bond to earn investment income by leaving that work to us.
Because We Do.
Dulcid mooing herd this month for 17-20% pa.
StockTakers BlackSwanTrading-Solo 50K TM allows small investors to grow their own wealth with our Risk Price driven 'likeables'.
Enjoy another slice of our Risk Price method to earn investment income for yourselves with our 'likeables'.
Because You Can.
Accredited Investors Buy A Slice of StockTakers 12% Bond to earn investment income by leaving that work to us.
Because We Do.
2. Elemental Economics - Mineral demand.pdfNeal Brewster
After this second you should be able to: Explain the main determinants of demand for any mineral product, and their relative importance; recognise and explain how demand for any product is likely to change with economic activity; recognise and explain the roles of technology and relative prices in influencing demand; be able to explain the differences between the rates of growth of demand for different products.
Financial Assets: Debit vs Equity Securities.pptxWrito-Finance
financial assets represent claim for future benefit or cash. Financial assets are formed by establishing contracts between participants. These financial assets are used for collection of huge amounts of money for business purposes.
Two major Types: Debt Securities and Equity Securities.
Debt Securities are Also known as fixed-income securities or instruments. The type of assets is formed by establishing contracts between investor and issuer of the asset.
• The first type of Debit securities is BONDS. Bonds are issued by corporations and government (both local and national government).
• The second important type of Debit security is NOTES. Apart from similarities associated with notes and bonds, notes have shorter term maturity.
• The 3rd important type of Debit security is TRESURY BILLS. These securities have short-term ranging from three months, six months, and one year. Issuer of such securities are governments.
• Above discussed debit securities are mostly issued by governments and corporations. CERTIFICATE OF DEPOSITS CDs are issued by Banks and Financial Institutions. Risk factor associated with CDs gets reduced when issued by reputable institutions or Banks.
Following are the risk attached with debt securities: Credit risk, interest rate risk and currency risk
There are no fixed maturity dates in such securities, and asset’s value is determined by company’s performance. There are two major types of equity securities: common stock and preferred stock.
Common Stock: These are simple equity securities and bear no complexities which the preferred stock bears. Holders of such securities or instrument have the voting rights when it comes to select the company’s board of director or the business decisions to be made.
Preferred Stock: Preferred stocks are sometime referred to as hybrid securities, because it contains elements of both debit security and equity security. Preferred stock confers ownership rights to security holder that is why it is equity instrument
<a href="https://www.writofinance.com/equity-securities-features-types-risk/" >Equity securities </a> as a whole is used for capital funding for companies. Companies have multiple expenses to cover. Potential growth of company is required in competitive market. So, these securities are used for capital generation, and then uses it for company’s growth.
Concluding remarks
Both are employed in business. Businesses are often established through debit securities, then what is the need for equity securities. Companies have to cover multiple expenses and expansion of business. They can also use equity instruments for repayment of debits. So, there are multiple uses for securities. As an investor, you need tools for analysis. Investment decisions are made by carefully analyzing the market. For better analysis of the stock market, investors often employ financial analysis of companies.
OJP data from firms like Vicinity Jobs have emerged as a complement to traditional sources of labour demand data, such as the Job Vacancy and Wages Survey (JVWS). Ibrahim Abuallail, PhD Candidate, University of Ottawa, presented research relating to bias in OJPs and a proposed approach to effectively adjust OJP data to complement existing official data (such as from the JVWS) and improve the measurement of labour demand.
Independent Study - College of Wooster Research (2023-2024) FDI, Culture, Glo...AntoniaOwensDetwiler
"Does Foreign Direct Investment Negatively Affect Preservation of Culture in the Global South? Case Studies in Thailand and Cambodia."
Do elements of globalization, such as Foreign Direct Investment (FDI), negatively affect the ability of countries in the Global South to preserve their culture? This research aims to answer this question by employing a cross-sectional comparative case study analysis utilizing methods of difference. Thailand and Cambodia are compared as they are in the same region and have a similar culture. The metric of difference between Thailand and Cambodia is their ability to preserve their culture. This ability is operationalized by their respective attitudes towards FDI; Thailand imposes stringent regulations and limitations on FDI while Cambodia does not hesitate to accept most FDI and imposes fewer limitations. The evidence from this study suggests that FDI from globally influential countries with high gross domestic products (GDPs) (e.g. China, U.S.) challenges the ability of countries with lower GDPs (e.g. Cambodia) to protect their culture. Furthermore, the ability, or lack thereof, of the receiving countries to protect their culture is amplified by the existence and implementation of restrictive FDI policies imposed by their governments.
My study abroad in Bali, Indonesia, inspired this research topic as I noticed how globalization is changing the culture of its people. I learned their language and way of life which helped me understand the beauty and importance of cultural preservation. I believe we could all benefit from learning new perspectives as they could help us ideate solutions to contemporary issues and empathize with others.
The Rise of Generative AI in Finance: Reshaping the Industry with Synthetic DataChampak Jhagmag
In this presentation, we will explore the rise of generative AI in finance and its potential to reshape the industry. We will discuss how generative AI can be used to develop new products, combat fraud, and revolutionize risk management. Finally, we will address some of the ethical considerations and challenges associated with this powerful technology.
Abhay Bhutada, the Managing Director of Poonawalla Fincorp Limited, is an accomplished leader with over 15 years of experience in commercial and retail lending. A Qualified Chartered Accountant, he has been pivotal in leveraging technology to enhance financial services. Starting his career at Bank of India, he later founded TAB Capital Limited and co-founded Poonawalla Finance Private Limited, emphasizing digital lending. Under his leadership, Poonawalla Fincorp achieved a 'AAA' credit rating, integrating acquisitions and emphasizing corporate governance. Actively involved in industry forums and CSR initiatives, Abhay has been recognized with awards like "Young Entrepreneur of India 2017" and "40 under 40 Most Influential Leader for 2020-21." Personally, he values mindfulness, enjoys gardening, yoga, and sees every day as an opportunity for growth and improvement.