Notes for my own 20 index fund track (start 05/17/2010)

hahaha

Not bad.

zhyuan04

05/24/2010 positions at market close:
AAPL, CAF, CHK, COST, ESLR, F, GE, GILD, GLD, GOOG, GS, IBM, INTC, ISRG, JPM, MON, NVDA, VMW, V, WMT
-------
05/24/2010 fund performance: -0.86%
Inception to date cumulative performance (since 05/17/2010): $959,902.38 (-4.01%)
-----
05/24/2010 SPY performance: -1.29%
Inception to date SPY performance (since 05/17/2010, dividend adjusted): -5.48%

crasher

What is the historical beta for your portfolio? How does it compare to the market?

zhyuan04

It is a new fund. So there is no much historical beta for my fund.

What is the historical beta for your portfolio? How does it compare to the market?
crasher 发表于 2010-5-24 19:08

zhyuan04

05/25/2010 positions at market close:
AAPL, CAF, CHK, COST, ESLR, F, GE, GILD, GLD, GOOG, GS, IBM, INTC, ISRG, JPM, MON, NVDA, VMW, V, WMT
-------
05/25/2010 Panda 20 Fund performance: 0.28%
Inception to date cumulative performance (since 05/17/2010): $962,655.06 (-3.74%)
-----
05/25/2010 SPY performance: 0.10%
Inception to date SPY performance (since 05/17/2010, dividend adjusted): (-5.38%)

st-watcher

I noticed you have both V and MA. To me, they are about the same. Like to hear your comment.

zhyuan04

No, I　have V now. After some research,  I decide to pick V over MA.

回复 26# st-watcher

zhyuan04

05/26/2010 positions at market close:
AAPL, CAF, CHK, COST, ESLR, F, GE, GILD, GLD, GOOG, GS, IBM, INTC, ISRG, JPM, MON, NVDA, VMW, V, WMT
-------
05/26/2010 Panda 20 Fund performance: -0.18%
Inception to date cumulative performance (since 05/17/2010): $960,948.44 (-3.90%)
-----
05/26/2010 SPY performance: -0.60%
Inception to date SPY performance (since 05/17/2010, dividend adjusted): (-5.95%)

zhyuan04

05/27/2010 transitions at market close:
sold VMW at 66.60; sold GLD at 118.69;
sold COST at 58.74; sold NVDA at 13.50;
------
05/27/2010 positions at market close:
AAPL, CAF, CHK, ESLR, F, GE, GILD, GOOG, GS, IBM, INTC, ISRG,
JPM, MON, V, WMT
Cash remaining: $208,304.56
-------
05/27/2010 Panda 20 Fund performance: 3.15%
Inception to date cumulative performance (since 05/17/2010): 991,069
(-0.89%)
-----
05/27/2010 SPY performance: 3.35%
Inception to date SPY performance (since 05/17/2010, dividend adjusted):
(-2.80%)
-----
Comments: today's MON sell-off hurts the performance.
Market trend: short-term bullish, mid-term bearish, long-term bullish
-----

zhyuan04

05/28/2010 transitions at market close:
bought OIH at 98.21; bought IBM at125.26;
bought MSFT at 25.80; bought CSCO at 23.16;
sold ESLR at 0.95; bought FSLR at 112.36
------
05/28/2010 positions at market close:
AAPL, CAF, CHK, CSCO,  F, FSLR, GE, GILD, GOOG, GS, IBM, INTC, ISRG,
JPM, MON, MSFT, OIH, V, WMT
Cash remaining: $12
-------
05/28/2010 Panda 20 Fund performance: -0.68%
Inception to date cumulative performance (since 05/17/2010): $984,372
(-1.56%)
-----
05/28/2010 SPY performance: -1.26%
Inception to date SPY performance (since 05/17/2010, dividend adjusted):
(-4.02%)
-----
Comments: today's red close is expected, but the last 5 minutes dive was a bit surprising. Howeverm, the bull flag channel after MAD is still ok. BTW, the value of IBM is very attractive and therefore I bought IBM again today and double my IBM position to 10%.
-----
Personal Market Trend Outlook: short-term bullish, mid-term bearish,
long-term bullish.

zhyuan04

Comments: The daily charts is getting ugly today. New low is very possible
to be seen in near future. Last Friday, OIH was added into the fund to bet
that Top Kill will be successful (but it failed on Saturday). OIH was down
more than 8%, but I see this as a over-reaction.
-----
Personal Market Trend Outlook: short-term neutral, mid-term bearish,
long-term bullish.
------
06/01/2010 positions at market close:
AAPL, CAF, CHK, CSCO,  F, FSLR, GE, GILD, GOOG, GS, IBM, INTC, ISRG,
JPM, MON, MSFT, OIH, V, WMT
Cash remaining: $4
-------
06/01/2010 Panda 20 Fund performance: -1.80%
Inception to date cumulative performance (since 05/17/2010): $966,629
(-3.34%)
-----
06/01/2010 SPY performance: -1.68%
Inception to date SPY performance (since 05/17/2010, dividend adjusted):
(-5.64%)
-----

ecoli01

一点建议，如果您每次把更新放在一楼是不是更方便大伙看。

zhyuan04

你的建议是有道理。但是好像其他人的系列帖子都是按顺序放在最后的吧？

一点建议，如果您每次把更新放在一楼是不是更方便大伙看。
ecoli01 发表于 2010-6-1 17:52

ranchgirl

一点建议，如果您每次把更新放在一楼是不是更方便大伙看。
ecoli01 发表于 2010-6-1 17:52

That is impossible in HT, the forum does allow you edit old post after certain hours.

zhyuan04

06/02/2010 Comments: Today's green is expected, but up so much is not. The
market is once again reaching important 200MA resistance and 20MA is not
too far away. I will maintain neutral for short-term.
-----
Personal Market Trend Outlook: short-term neutral, mid-term bearish,
long-term bullish.
------
06/02/2010 positions at market close:
AAPL, CAF, CHK, CSCO,  F, FSLR, GE, GILD, GOOG, GS, IBM, INTC, ISRG,
JPM, MON, MSFT, OIH, V, WMT
Cash remaining: $4
-------
06/02/2010 Panda 20 Fund performance: 2.76%
Inception to date cumulative performance (since 05/17/2010): $993,294
(-0.67%)
-----
06/02/2010 SPY performance: 2.60%
Inception to date SPY performance (since 05/17/2010, dividend adjusted):
(-3.18%)
-----

zhyuan04

06/03/2010 Comments: Today's move gives bulls some hope that this might
be a sustainable rally. So I have changed to mid-term neutral. Since
there is a large uncertainty about tomorrow's job data, a lot of
positions were closed at today's market close to play safe.
-----
Personal Market Trend Outlook: short-term neutral, mid-term neutral,
long-term bullish.
------
06/03/2010 transactions at market close:
sold CHK at 24.86; sold F at 11.96; sold FSLR at 112.96; sold GE at
16.45; sold ISRG at 337.38; sold MON at 50.51; sold OIH at 95.75; sold
intc at 21.90; sold msft at 26.86; sold csco at 23.72; sold half IBM at
127.96.
------
06/03/2010 positions at market close:
AAPL, CAF, GILD, GOOG, GS, IBM, JPM, V, WMT
Cash remaining: $549,645
-------
06/03/2010 Panda 20 Fund performance: +0.94%
Inception to date cumulative performance (since 05/17/2010): $1,002,648
(+0.26%)
-----
06/03/2010 SP500 Index performance: +0.41%
Inception to date SP500 Index performance (since 05/17/2010):
(-3.00%)
-----

zhyuan04

06/04/2010 Comments: Today's job data surprised everybody. I see lower for
next week, but Monday could be small green.
-----
Personal Market Trend Outlook: short-term neutral, mid-term bearish,
long-term bullish.
------
06/04/2010 transactions at market close:
bought WMT at 50.40; bought DNDN at 40.84; bought NVDA at 12.10; bought
CHK at 24.09; bought AA at 10.84
------
06/04/2010 positions at market close:
AA, AAPL, CAF, CHK, DNDN, GILD, GOOG, GS, IBM, JPM, NVDA, V, WMT
Cash remaining: $299,681
-------
06/04/2010 Panda 20 Fund performance: -1.05%
Inception to date cumulative performance (since 05/17/2010): $992,168
(-0.78%)
-----
06/04/2010 SP500 Index performance: -3.44%
Inception to date SP500 Index performance (since 05/17/2010):
(-6.34%)

zhyuan04

06/07/2010
Personal Market Trend Outlook: short-term neutral, mid-term bearish,
long-term bullish.
------
Bought BIDU at 69.81; bought DIG 26.66; bought F at 11.09; bought INTC at
20.31; bought C at 3.64；bought DNDN at 36.70 again.
-----
06/07/2010 positions at market close:
AA, AAPL, BIDU, C, CAF, CHK, DIG, DNDN, GILD, GOOG, GS, IBM, JPM, NVDA, V,
WMT
Cash remaining: $0
-------
06/07/2010 Panda 20 Fund performance: -1.52%
Inception to date cumulative performance (since 05/17/2010): $977,081
(-2.29%)
-----
06/07/2010 SP500 Index performance: -1.35%
Inception to date SP500 Index performance (since 05/17/2010):
(-7.61%)
-----

ypm968

06/07/2010
Personal Market Trend Outlook: short-term neutral, mid-term bearish,
long-term bullish ...
zhyuan04 发表于 2010-6-7 18:59

我真不知道你的-1.52%是怎么算出来的，按equal weighted算的话，你这Panda啥的应该跌了2.33%， 比S&P的performance差多了。

AGA7d

我真不知道你的-1.52%是怎么算出来的，按equal weighted算的话，你这Panda啥的应该跌了2.33%， 比S& ...
ypm968 发表于 2010-6-7 21:45

他还有买卖吧？

队长能查查巴菲特的2000-2010的业绩吗，我实在不明白老巴怎么弄的，没觉得他挑的股有多好。