I am in "pursuit of happyness": 32, currently working as analyst/consultant for prop traders/hedge funds, I provide real-time trading ideas (entry, stop, targets, construction of portfolio) in UK & US mkts. my track records since 1 yr are: the virtual UK portfolio increased 3.34% each 20.88 days, and US portfolio increased 1.94% each 13.49 days. For further details, pls see below in UK: No. OF TRADES : 334 WINNERS : 211 63.17% GAIN AFTER T2 : 168 50.30% PPT (1) : 41 12.28% : LOSERS : 123 36.83% STOPED : 122 36.53% 1 (Partial profit taking) AVERAGE GAIN : 7.21% AVERAGE GAIN AFTER T2 : 8.37% AVERAGE PPT : 2.81% AVERAGE LOSS : -3.32% Biggest Gain : 58.65% Biggest Loss : -11.37% P&L per Trade: 3.34% Trading Days per Trade: 20.88 Virtual Portfolio P&L = 57.35% (Virtual Portfolio P&L = (1+ P&L per Trade)^(Trading Days/Trading Days per trade) FTSE 100 index : 13.50% FTSE 250 index : 25.16% ************************ in US: No. OF TRADES : 414 WINNERS : 229 55.31% GAIN AFTER T2 : 175 42.27% PPT (1) : 54 13.04% : LOSERS : 185 44.69% STOPED : 178 43.00% Cancelled : 4 0.97% AVERAGE GAIN : 5.77% AVERAGE GAIN AFTER T2 : 6.91% AVERAGE PPT : 2.06% AVERAGE LOSS : -3.00% Biggest Gain : 20.14% Biggest Loss : -8.55% P&L per Trade: 1.94% Trading Days per Trade: 13.49 Virtual Portfolio P&L = 58.92% (Virtual Portfolio P&L = (1+ P&L per Trade)^(Trading Days/Trading Days per trade) NASDAQ 100 index : 29.32% DJIA index : 22.61%
Now I am tired of my work, as my goal is to be a great HF manager one day like Soros, Tudor. C-J: a letter for 1 of my hedge funds clients ----- Original Message ----- From: Yuwei YUAN To: Cc: Sent: Friday, June 15, 2007 9:21 PM Subject: restructure of portfolio Hi, ... after the recent drop on bonds yields concern, the mkts structure has changed a lot. I am thinking of restructuring our portfolio: 1. we keep the AOS, WHR as MT components, as they are stronger than index, and the potential is large in the MT; 2. we will add some ADR shares (Korean, Japan, Latin America), as they are the most performing regions in the world: cf. POSCO, on which we have gained more than 10% in 2wks; Vivo Participacoes S.A. (ADR) (VIV) Brasil Telecom S.A. (ADR) (BTM) Kookmin Bank (ADR) (KB) Toyota KT ... 3. Hot shares such as Kodak, NYMEX, we recommended since 2 days, winning 7%-9%; I am monitoring Ford & GM for a 2nd entry opportunities. 4. Oversold shares, such as the construction sector, airlines sectors (we should wait for a further drop to limit the ST risk), and Melco PBL Entertainment (Macau) Limited (MPEL), Xm Satellite Radio Hold (XMSR), Sirius Satellite Radio (SIRI) Such shares risk are very limited in the ST, if we could see an acceleration in the ST, an upside correction would be expected. Yours Sincerely ********************************** Hi, Strongly bullish, 1-1.5mth picking, risk limited WE BUY Eastman Kodak Company (EK) # TECHNICAL VIEW # A continuation H&S had been shaping. The upside breakout of the neckline, enables us to expect a recovery towards 30, then 30.91 in extension. Our stop loss is set at 27.1. # STRATEGY # LAST: 28.22 ENTRY: 28.10 STOP: 27.10 (-3.56%) TARGET 1: 30.00 (6.76%) TARGET 2: 30.91 (10%) ****************************************** In fact, evrything is going well as I mentioned in my mail of June 15, except that on home building sector, the ST risk is more serious than what I had previewed. The strategy should be modified into an option strategy : short in the ST, long in the MT.
Thx insert, here is my blog, http://aswater-wisdom.blogspot.com/ where I update my trading ideas. Sorry, where is ET's track record ? And personally, I thought making good strategies is more important than only a trading track record, regarding the portfolio size. I have nomally 40 core shares (in UK & US) in open positions, and a rotation = 14-21 days, with an average gain of 1.9-3%. The annualized gain should be around 60%, which might be good enough for an HF with a size of 100mln-1bln.
HOV +20% last wk, on rumors W. Buffett would purchase a stake. I was ahead of the rumors by 2 wks. cf. => http://aswater-wisdom.blogspot.com/2007/06/home-building-sector-reasearch-risk.html Thursday, June 28, 2007 Home Building Sector reasearch: Risk Limited in the ST - High Potential in the MT Libellés : Home Building Sector, Housing markets, Real Estate US markets rose, led by oversold stocks, such as XMSR, SIRI, VRTX, moreover airlines Co continue to advance on JP Morgan's upgrade; and SBUX, MPEL rebounded. On the other side, the hot shares Ford and GM are going well, as mentioned. Our current strategies: 1. LONG Automakers Ford, GM; 2. Find an entry, to long on US airlines Co; 3. Remaining LONG oversold shares: XMSR, SIRI, VRTX, SBUX, MPEL; 4. Monitoring DDS, buy on a pull-back towards today's gap. 5. In hot pursuit on Home Building Sector. cf. Pay attention to Homebuilding & Airline sector ! LONG Vertex Pharmaceuticals Incorporated (VRTX) "Mortage Finance" & "Weak Housing Markets" STILL influence the equities market Restructure of Portfolio in June
As mentioned (cf. previous message), AOS +20% since reco. for my HF client. ****************** ----- Original Message ----- From: To: Cc: Sent: Friday, June 15, 2007 9:21 PM Subject: restructure of portfolio Hi, ... after the recent drop on bonds yields concern, the mkts structure has changed a lot. I am thinking of restructuring our portfolio: 1. we keep the AOS, WHR as MT components, as they are stronger than index, and the potential is large in the MT;
Thx, I am watching solar energy (short in the very ST), home building (long in the MT), railway sectors. most ideas are updated here: http://aswater-wisdom.blogspot.com/
Stock (ticker) Position Open "Entry date mm/dd/yy" Stop Tg 1 Tg 2 Last PnL Comment A. O. Smith Corporation (AOS) LONG 40.60 06/04/2007 41.80 43.90 49.00 49.00 20.69% 1/2 Closed @ 43.9 - 1/2 Closed @ 49 Eastman Kodak (EK) LONG 28.20 06/14/2007 27.40 30.00 30.91 28.00 -0.71% 1/2 Closed @ 30 - Stop adjusted Maxim Integrated Products (MXIM) LONG 33.50 06/21/2007 33.80 35.32 36.88 34.72 3.64% Stop raised @ 33.8 Ford Motor Company (F) LONG 9.15 06/22/2007 8.50 9.99 11.00 8.63 -5.68% Stop adjusted @ 8.5 Silicon Laboratories (SLAB) LONG 35.40 06/25/2007 33.70 38.18 40.00 36.35 2.68% Omnicom Group Inc. (OMC) LONG 53.40 06/27/2007 51.65 56.50 58.30 53.62 0.41% Starbucks (SBUX) LONG 26.65 06/28/2007 25.62 28.00 28.86 26.50 -0.56% Melco PBL Entertainment (MPEL) LONG 12.19 06/28/2007 12.50 13.80 15.00 13.50 10.75% 1/2 Closed @ 13.8 - Stop raised Sun Microsystems (SUNW) LONG 5.29 06/29/2007 5.07 5.58 5.71 5.28 -0.19% Apollo Group (A) (APOL) LONG 58.10 07/03/2007 60.00 61.30 64.30 63.00 8.43% 1/2 Closed @ 61.30 - Stop raised Las Vegas Sands (LVS) LONG 77.10 06/29/2007 77.15 81.80 84.65 83.56 8.38% 1/2 Closed @ 81.80 Altria (MO) LONG 70.80 07/02/2007 67.99 75.30 77.50 70.30 -0.71% Agnico-Eagle Mines Limited (USA) LONG 41.20 07/06/2007 40.00 43.90 45.67 43.99 6.77% 1/2 Closed @ 43.99 - Stop raised Cisco Systems (CSCO) LONG 28.50 07/12/2007 27.60 30.95 32.25 Entry point not reached Microsoft (MSFT) LONG 29.65 07/12/2007 29.00 31.48 32.20 30.92 4.28% Lam Research (LRCX) LONG 57.00 07/17/2007 54.80 61.60 63.60 Order canceled Qlogic (QLGC) LONG 17.70 07/17/2007 17.27 18.50 19.10 17.55 -0.85% Hovnanian Enterprises, Inc. (HOV) LONG 16.71 07/18/2007 15.90 19.20 20.40 17.11 2.39% Entry raised @ 16.71 Smithfield Foods, Inc. (SFD) LONG 34.80 07/18/2007 33.10 37.60 38.80 34.95 0.43% JA Solar Holdings (JASO) LONG 39.00 07/18/2007 40.50 35.11 32.26 39.14 0.36%
Eastman Kodak (EK) LONG 28.20 06/14/2007 27.20 30.00 30.91 28.13 -0.25% 1/2 Closed @ 30 - Stop adjusted Maxim Integrated Products (MXIM) LONG 33.50 06/21/2007 34.00 35.32 36.88 34.40 2.69% Stop raised @ 34 Ford Motor Company (F) LONG 9.15 06/22/2007 8.20 9.99 11.00 8.50 -7.10% Stop adjusted @ 8.5 Silicon Laboratories (SLAB) LONG 35.40 06/25/2007 33.70 38.18 40.00 37.59 6.19% Omnicom Group Inc. (OMC) LONG 53.40 06/27/2007 51.65 56.50 58.30 54.03 1.18% Starbucks (SBUX) LONG 26.65 06/28/2007 25.62 28.00 29.15 28.17 5.70% 1/2 Closed @ 28 - Stop & T2 raised Melco PBL Entertainment (MPEL) LONG 12.19 06/28/2007 12.50 13.80 15.00 13.05 7.05% 1/2 Closed @ 13.8 - Stop raised Sun Microsystems (SUNW) LONG 5.29 06/29/2007 5.10 5.88 6.15 5.34 0.95% Stop & Targets raised Altria (MO) LONG 70.80 07/02/2007 67.99 75.30 77.50 69.61 -1.68% Agnico-Eagle Mines Limited (USA) LONG 41.20 07/06/2007 40.00 43.90 45.67 44.68 8.45% 1/2 Closed @ 43.99 - Stop raised Cisco Systems (CSCO) LONG 28.50 07/12/2007 27.60 30.95 32.25 Entry point not reached Microsoft (MSFT) LONG 29.65 07/12/2007 29.65 31.48 32.20 31.45 6.07% 1/2 Closed @ 31.48 - Stop raised Qlogic (QLGC) LONG 17.70 07/17/2007 17.27 18.50 19.10 17.66 -0.23% Hovnanian Enterprises, Inc. (HOV) LONG 16.71 07/18/2007 15.50 19.20 20.40 15.91 -4.79% Stop adjusted @ 15.5 Smithfield Foods, Inc. (SFD) LONG 34.80 07/18/2007 33.10 37.60 38.80 34.07 -2.10% JA Solar Holdings (JASO) SHORT 39.00 07/18/2007 40.80 35.11 32.26 35.78 8.26% Stop raised @ 40.8 Fair Isaac Corporation (FIC) LONG 39.67 07/19/2007 38.50 41.80 42.90 39.03 -1.61% Harley Davidson (HOG) SHORT 59.74 07/19/2007 61.49 56.20 55.00 58.43 2.19% My short on solar energy sector (JASO) is going well.