Karel's Marketocracy Fund

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  • Karel
    Administrator
    • Sep 2003
    • 2199

    #61
    Originally posted by Karel
    This week UPL is marked "stalling", but it will get some grace. The stock is really moving this last month.
    Well, that was my revised plan, but I forgot to cancel the sell, and the replacement buy for RAIL. We'll keep it like that. RAIL replaces UPL.

    Regards,

    Karel
    My Investopedia portfolio
    (You need to have a (free) Investopedia or Facebook login, sorry!)

    Comment

    • Rob
      Senior Member
      • Sep 2003
      • 3194

      #62
      Your Fund(s)

      Karel, do you have a link somewhere to lists of the stocks currently held in your various funds?

      Thanks.
      —Rob

      Comment

      • Karel
        Administrator
        • Sep 2003
        • 2199

        #63
        The current list, sorted on date bought (yy-mm-dd):

        02-08-12 BLUD
        04-04-19 DECK
        04-05-04 RUSHB
        04-07-06 EPEX
        04-07-12 VLO
        04-08-02 TSO
        06-01-03 JLG
        06-01-30 GI
        06-02-21 GIL
        06-03-06 CIB
        06-03-20 TS
        06-03-27 GGB
        06-04-03 DBRN
        06-04-10 NTRI
        06-04-24 RAIL

        The list for my Mechanical fund is posted in the thread for that fund.

        Regards,

        Karel
        My Investopedia portfolio
        (You need to have a (free) Investopedia or Facebook login, sorry!)

        Comment

        • Rob
          Senior Member
          • Sep 2003
          • 3194

          #64
          Awesome! Thanks.
          —Rob

          Comment

          • Karel
            Administrator
            • Sep 2003
            • 2199

            #65
            Originally posted by Karel
            ... Two weeks ago VNBC went for 29.92, a gain of 257%, or 48% annualized. That is perfect. NTRI entered the fund at 46.71. ...
            NTRI! see that doggie run!

            And I even have it in my real money portfolio (same entry)

            Regards,

            Karel
            My Investopedia portfolio
            (You need to have a (free) Investopedia or Facebook login, sorry!)

            Comment

            • mimo_100
              Senior Member
              • Sep 2003
              • 1784

              #66
              Karel,

              Thanks for posting all the info. WOW!

              I had some time recently to look over your mechanical fund based on
              RS26 1-10 HTD 25.

              I went over to the fool's mechanical board and researched some info.

              They post weekly the VL results for this screen, as I am sure you are aware.

              I am going to watch it some more as it appears to be quite successful.

              Thanks again for sharing this with us.

              Tim
              Tim - Retired Problem Solver

              Comment

              • Karel
                Administrator
                • Sep 2003
                • 2199

                #67
                Yes, I am aware of those postings. I couldn't play the screen if they weren't. I look at http://www.mechanicalinvestor.net/index.php, but that might be a dangerous place if you don't know what it is about.

                Regards,

                Karel
                My Investopedia portfolio
                (You need to have a (free) Investopedia or Facebook login, sorry!)

                Comment

                • mimo_100
                  Senior Member
                  • Sep 2003
                  • 1784

                  #68
                  Originally posted by Karel
                  Yes, I am aware of those postings. I couldn't play the screen if they weren't. I look at http://www.mechanicalinvestor.net/index.php, but that might be a dangerous place if you don't know what it is about.

                  Regards,

                  Karel
                  Thanks - I found this link the other day -- from you I think -- and downloaded some of the info - I love math so none of this stuff scares me.

                  Tim
                  Tim - Retired Problem Solver

                  Comment

                  • Karel
                    Administrator
                    • Sep 2003
                    • 2199

                    #69
                    It's time to pick up the thread, after three weeks. The market was no fun last week. My QHF fund, for the languishing portfolio of the year competition, lost -4.5%, against SPY -2.4%, QQQQ -4.7% and IWM -5.2%. The current ranking:

                    IWM: 25.37
                    QHF: 24.98
                    SPY 23.91
                    QQQQ: 22.90

                    OK, there were a top 3 and a bottom 3 this week, let's see just how bad this was:

                    Top 3: RAIL +1.3%, GGB +0.8%, PCU -1.7%
                    Bottom 3: JLG -16.5%, DECK -12,7%, CIB -8.4%

                    There were two sells: UPL went for 67.60, a again of 219% or 94% annualized. BLUD went 5/8 for 29.86, a gain of 530%, or 63% annualized. I do some skimming off when a position grows too big, and this means that the annualized gain over all trades is more like 80%, in the case of BLUD.

                    Rail started running at 70.12, PCU at 101.86.

                    EPEX is marked stalling. It will be replaced by PBR.

                    Regards,

                    Karel
                    My Investopedia portfolio
                    (You need to have a (free) Investopedia or Facebook login, sorry!)

                    Comment


                    • #70
                      Originally posted by mimo_100
                      Karel,

                      (snip)
                      I went over to the fool's mechanical board and researched some info. (snip)

                      A great board!

                      Comment

                      • Karel
                        Administrator
                        • Sep 2003
                        • 2199

                        #71
                        Originally posted by diogenes
                        Originally posted by mimo_100
                        Karel,

                        (snip)
                        I went over to the fool's mechanical board and researched some info. (snip)
                        A great board!
                        Yes, it is! If you are mechanically inclined! (Mechanical investing is not for everyone.) But would people who would like to discuss Mechanical Investing please discuss it in my Mechanical Fund thread? This thread is about a way to manage a portfolio of $$$Mr.Market$$$ like picks.

                        Thank you!

                        Karel
                        My Investopedia portfolio
                        (You need to have a (free) Investopedia or Facebook login, sorry!)

                        Comment

                        • Karel
                          Administrator
                          • Sep 2003
                          • 2199

                          #72
                          Again, the market was no fun last week. My QHF fund, for the languishing portfolio of the year competition, lost -6.9%, against SPY -1.7%, QQQQ -2.1% and IWM -2.2%. That means my fund loses the second place to SPY. The current ranking:

                          IWM: 24.82
                          SPY 23.51
                          QHF: 23.25
                          QQQQ: 22.43

                          Let's look at the top 3 and a bottom 3 this week, let's see just how bad this was:

                          Top 3: NTRI +7.6%, GIL -1.6%, DECK -2.6% (yes, two negative in the Top 3)
                          Bottom 3: PCU -17.0%, TS -14.8%, GGB -13.0%

                          EPEX went for 21.66, a gain of 24.8% or 12.7% annualized. That is under par. PBR entered the fray at 96.57 and suffered a 7% drop in its first week.

                          Interestingly, my Shotgun Fund is doing better these weeks. The Shotgun Fund just buys the top three not held from the current list, DD be damned, and holds them for exactly 6 weeks.

                          No changes.

                          Regards,

                          Karel
                          My Investopedia portfolio
                          (You need to have a (free) Investopedia or Facebook login, sorry!)

                          Comment

                          • Karel
                            Administrator
                            • Sep 2003
                            • 2199

                            #73
                            Now, that was a bit better. My QHF fund scored +0.8%, against SPY +1.0%, QQQQ +0.4% and IWM +1.0%. My fund drops a bit farther behind the top 2. The current ranking:

                            IWM: 25.07
                            SPY 23.75
                            QHF: 23.43
                            QQQQ: 22.51

                            What about the top 3 and bottom 3 this week?

                            Top 3: TS +7.7%, PCU +6.6%, CIB +4.4%
                            Bottom 3: NTRI -6.6%, RAIL -3.4%, GI -2.5%
                            Funny: TS, PCU and NTRI changed categories this week.

                            No changes, and all stocks are well down from their recent highs.

                            Regards,

                            Karel
                            My Investopedia portfolio
                            (You need to have a (free) Investopedia or Facebook login, sorry!)

                            Comment

                            • Karel
                              Administrator
                              • Sep 2003
                              • 2199

                              #74
                              My QHF fund scored +0.3% this week. Up is good, but SPY scored +0.5%, QQQQ +0.4% and IWM +0.8%. My fund again loses a bit against the top 2, and number last gains a bit. The current ranking:

                              IWM: 25.27
                              SPY 23.86
                              QHF: 23.51
                              QQQQ: 22.59

                              What about the top 3 and bottom 3 this week?

                              Top 3: DBRN +10.1%, TSO +4.6%, GI 4.1%
                              Bottom 3: RAIL -12.2%, JLG -8.9%, PCU -1.8%

                              Two stocks are marked stalling, JLG and GIL. I'll replace one stock per week, and JLG (the oldest one) will be replaced by IBCA.

                              Regards,

                              Karel
                              My Investopedia portfolio
                              (You need to have a (free) Investopedia or Facebook login, sorry!)

                              Comment

                              • billyjoe
                                Senior Member
                                • Nov 2003
                                • 9014

                                #75
                                Karel,
                                DBRN has been heavily touted by media this past week : FOX , CNBC , IBD.

                                billyjoe

                                Comment

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