Some art related to trading/investing

Discussion in 'Journals' started by Nobert, Mar 30, 2020.

  1. Nobert

    Nobert

    Ok. Added ~+600 more names to the watchlist.

    Ranging from $50M to $500M.

    ~ +1200 in total.

    Have to find real valuations, will take some time.
    But so far, looks like, those are some gold mines in that small cap area. Well, will see how it goes.
     
    Last edited: Dec 31, 2021
    #131     Dec 31, 2021
    vanzandt likes this.
  2. Nobert

    Nobert

    1/3 trough the list. Yes, it is, gold mines. And also strengthens/supports my idea of how the real valuation should be measured.
     
    #132     Jan 1, 2022
  3. Nobert

    Nobert

    Mom and grandma got covi.

    Guess where im about to live next for a month.

    Here we go.
     
    #133     Jan 14, 2022
  4. Nobert

    Nobert

    Screenshot (103).png
    On monday. Wouldn't be surprised if it opens ~10% lower tho.

    2021 results - portfolio value went down by ~20%, although, i kept adding funds, so it's 3x bigger, than it was in the beginning of the year.

    Real account opened 18 months ago. Around ~15% since then.

    Well, it could have been much better. Or, much worse.

    Learned how to evaluate a single company, restructured and increased watchlist by 100% and increased account size by 3x, due the regular income from the daily job. Finished paying out a major loan to the bank.
    Also learned, that buying some overpriced Chinese sectors based on TA & ,,hope'' is a, softly put, stupid strategy.

    Overall, 2021 was a success.

    2022, would be a nice trip, if i could pay off two debts to two of my relatives, quit smoking, exercise even more and make some art.

    There was a plan to apply for the finance studies in the university, (paid ones), yet, i think, that those will be paid out by the profits from my swings.

    Anyways,... Time for cigarette.

     
    Last edited: Jan 16, 2022
    #134     Jan 16, 2022
    vanzandt likes this.
  5. Nobert

    Nobert

    So, as planned, got the flu.

    Feels like a, usual flu.
     
    #135     Jan 18, 2022
    vanzandt likes this.
  6. Nobert

    Nobert

    Screenshot (113).png

     
    #136     Jan 28, 2022
  7. Nobert

    Nobert

    Most profitable few months so far, gonna share results, some time soon.

    Cash wise, not % wise. Means nothing to some, but for me, if that remains a reality, 4 - 6 months per year, then financial independance is right behind the corner.
     
    #137     Mar 8, 2022
    vanzandt likes this.
  8. Nobert

    Nobert

    Screenshot (117).png
    Screenshot (118).png

    Increasing exposure in US.
     
    #138     Mar 8, 2022
  9. Nobert

    Nobert

    100% Sold of the lowest (dark red) position. Added more funds to the Chinese names. Like, it's 4 different sectors, names are 50% down and more(,,Fundamentaly great"), thus, it's either their whole market is - one - big - scam (which is possible) , or, we are about to see some bottoms/bases.
    Still got enough of € left to open one more, decent pos in US.

    It's time to hunt.
     
    #139     Mar 8, 2022
  10. Nobert

    Nobert

    Was thinking about the recent profits.
    (Send some monies to support Ukraine's forces)

    Hmnn. Used to make that much per month, at the daily job. Twice as less, in other jobs.

    Newly increased, 3x larger portfolio, is 10% , just because of those 3 deals. Average holding time 6 months.
    Still, very, very red on Chinese positions. You canno't ask for a better test for your stomach. Few, tiny, speculative positions (less than 5% of portfolio), - those, are in the red as well.

    Maybe some day in the distant future, when aliens lands above the FED & abduct the Powel, when the same morning SnP gaps up 500 points (joke credits to @zghorner),

    maybe then those positions will wake up.
    (You know that it is a bs and a wishfull thinking, but, whatever)
     
    #140     Mar 8, 2022