All posts tagged "conservative portfolio"

  • Aggressive Portfolio Retired After 18 Years of Faithfully Generated Returns

    About 10 days ago a decision was made to bring an end to the aggressive portfolio. The decision was partially based on economics. The aggressive portolio was held in a Tradeking account. Tradeking inexplicably raised their margin...

    • Posted April 6, 2009
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  • iShares S&P U.S. Preferred Stock Index (PFF) Purchased for Conservative Portfolio

    The iShares S&P U.S. Preferred Stock Index (PFF) was purchased today at $24.80 per share with the cash balance available in the conservative portfolio. According to the iShares website, PFF seeks investment results that correspond generally to...

    • Posted January 21, 2009
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  • Buy Signal

    The Tactical Timing System generated a buy signal at the close today. To comply with the system the following positions will be purchased tomorrow at the market opening price. Aggressive Portfolio: Pepsico (PEP) 4% Allocation Eni S.p.A....

    • Posted October 16, 2008
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  • Buy Signal

    The Tactical Timing System generated a buy signal at the close today. To comply with the system the following positions will be purchased tomorrow at market or purchase will be attempted with limit orders: Aggressive Portfolio: Security...

    • Posted September 16, 2008
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  • Morgan Stanley Emerging Markets Debt (MSD) Purchased

    On September 11, 2008, Morgan Stanley Emerging Markets Debt (MSD, 8.92) was purchased with a portion of the cash balance in the conservative portfolio. MSD now represents approximately 6.3% of the portfolio. The remaining cash balance should...

    • Posted September 13, 2008
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  • WisdomTree Emerging Market High Yield ETF Purchased

    Today the WisdomTree Emerging Market High Yield ETF (DEM) was purchased for the conservative portfolio at $52.00 per share. The Confused Capitalist blog had an informative article on the virtues of DEM; basically that it serves as...

    • Posted August 7, 2008
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  • Cedar Fair L.P. Sold

    *** A unilateral decision was made today to sell Cedar Fair L.P. (FUN) from the conservative portfolio due to FUN’s deteriorating financial condition. ***

    • Posted August 6, 2008
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  • Buy Signal

    The Tactical Timing System generated a buy signal today. To comply with the system the following positions will be purchased: Aggressive Portfolio: Arctic Cat (ACAT) Harley Davidson (HOG) United Healthcare (UNH) Walgreen (WAG) Wyndham Worldwide (WYN) Conservative...

    • Posted July 15, 2008
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  • Buy Signal

    The Tactical Timing System generated a buy signal today. To comply with the system the following positions were purchased: Aggressive Portfolio: Carnival Cruise Lines (CCL, 35.49) Whirlpool (WHR, 66.08) Note: For some reason my broker canceled the...

    • Posted June 20, 2008
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  • Buy Signal

    The Tactical Timing System has generated a buy signal. To comply with the system the following positions will be purchased: Aggressive Portfolio: Anheuser Busch (BUD) 3M (MMM) Brinker International (EAT) Regis Corp. (RGS) Starbucks (SBUX) Conservative Portfolio:...

    • Posted January 22, 2008
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