April Portfolio Update
J. McEldoon 4/09/2006
April 2006
Hello everyone.
Time again for the monthly Portfolios Review and Update.
If you want to jump right to the web site, here’s the link:
http://www.StrategyPortfolios.com
Market Timing Indicator - YELLOW
My Market Timing indicator has transitioned back to the Yellow zone. Here are my comments from Friday’s close:
(as of 4/7/2006)
The Market Timing indicator continues its downward trend and we're back into the Yellow Zone. This is a time to be cautious as we enter the earnings season. Remember that the good earnings reports generally come early so we may see a positive move back up toward the declining 7 week average, but it's less likely that we will move significantly above that level at this point. Remain cautious and defer any significant buys at this stage as we will likely find more attractive bargain prices in the weeks and months ahead.
Take a look: Market Timing Graph
Year to Date Performances
Major Market Indices – 2006 Year
to Date
Major index performance 1/06/2006 to 4/07/2006:
NASDAQ 1.45%
S&P 100 (OEX) 0.29%
S&P 500 0.78%
NYSE 2.98%
DJ-30 1.47%
Russell 2000 8.11%
US Dollar Index 0.88%
Gold/Silver (XAU) 4.01%
Portfolios – 2006 Year to Date
Portfolio performance 1/06/2006 to 4/07/2006:
Reasonable Runaways = 18.43 %
Overlooked Gems = 1.20 %
Portfolio X = 22.00 %
High Yield Income = 5.59 %
Here, not surprisingly we see that the focus, simplicity and discipline of the portfolio strategies continue to consistently outperform the general markets. And if you’ve been following me for any length of time you know that these do not require a lot of work to follow and implement. Just a few minutes each week to monitor portfolio signals to replace positions that signal an exit. Does your stock broker or financial planner offer anything that comes close? No need to reply… I know the answer. Aren’t you glad that you have access to me and the work and knowledge I share at my website? (You’re more than welcome to reply to that question…I’d love to hear from you. ;-))
March Performances
Let’s review the individual portfolio highlights and any new position changes for current open positions from Friday’s close:
Reasonable Runaways Portfolio
The replacement selection for Reasonable Runaways is:
ANDE @ $88.97
Current portfolio leaders include:
MDR with a current open return of 327.5%
ACR with a current open return of 226.4%
USG with a current open return of 173.5%
There were 5 stocks rotating out of the portfolio this past month:
RURL for a gain of 5.2%
ALO for a gain of 2.2%
TSD for a loss of 19.7%
SVL for a loss of 26.5%
The Reasonable Runaways portfolio ended the month with a gain of 7.52% in March and an overall year to date gain of 18.43%.
Overlooked Gems Portfolio
The replacement selection for Overlooked Gems is:
GW @ $7.46
Current portfolio leaders include:
GGB with a current open return of 102.4%
ARBA with a current open return of 57.0%
AGO with a current open return of 40.8%
We had one stocks rotate out of the portfolio this past month.
The Overlooked Gems portfolio ended the month with a gain of 0.30% in March and an overall year to date gain of 1.20%.
Portfolio X
No signals / no changes from Friday’s close.
Current portfolio leaders include:
BKHM with a current open return of 202.5%
DMX with a current open return of 113.9%
NXG with a current open return of 105.6%
There were two stocks rotating out of the portfolio this past month.
ARLCF for a gain of 10.3% after being taken private with a stock buyout.
SVL for a gain of 67.6%
The Portfolio X portfolio ended the month with a gain of 0.90% in March and an overall year to date gain of 22.00%.
High-Yield Income Portfolio
No signals / no changes from Friday’s close.
New Dividend payouts this past week:
ACG posted a cash dividend of $0.05/share on 4/05
ERF posted a cash dividend of $0.36/share on 4/06
Current portfolio leaders include:
PCU with a current accumulated total return of 89.9%
PTF with a current accumulated total return of 81.0%
PGH with a current accumulated total return of 48.9%
There were no stocks moving into or out of the portfolio this past month.
The High-Yield Income portfolio ended the month with a loss of 0.10% in March and an overall year to date gain of 5.59%.
If you haven’t yet seen the offer of my report on High Yield Income Stocks, take a look and order a copy. Your support of my work will keep me providing my expertise and portfolios for your education and profit.
High Yield Income Stocks - Order this report today and learn how to secure your retirement future with this powerful income generation strategy. Order Now (click here)
Well folks, that’s the latest for this month’s update and review.
Please feel free to visit the Web site for all the details and the full tracking of the Portfolio strategies and archived monthly letters/updates.
http://www.StrategyPortfolios.com
Be sure to check out the New Idea Corner where I’m posting the current #1 stock selection from each of my portfolio strategies and the new section that lists the summary portfolio performance results in terms of %Wins, Average Profits, and the most important measure of the $Win/$Loss figures which is a very good overall risk gauge based on the actual performance results.
Oh, also check out the new world map view of site visitors that I’ve recently added to the very bottom of the web site. It’s encouraging to see where all of you are located around the globe. I’ve also updated the many reference links that you will find at the web site, so please feel free to use the site as your resource portal for all types of investment related information.
Remember, in my vocabulary it’s perfectly OK to shout out “FU! ©”.
I wish you God’s speed, courage and wisdom in finding it.
- Joel
P.S. if you prefer this to come to you at a different email address, or if you would like to be removed from my distribution listing, just send me a reply or send feedback from my web site. I maintain my inner-circle distribution list in the strictest confidence and will never share it with other people or organizations.
Disclaimer:
Investing and trading in equity markets has its risks,
but so too does driving your car to your neighborhood grocery
store. Past results
do not guarantee future results.
There is no crystal ball.
Past performance however does seem to indicate that the
smart minority will always outperform the not-so-smart majority.
I am not a CFP, CPA or otherwise registered advisor, pundit,
or guru. I’ve
always maintained that if any of these people were any good, they
wouldn’t need to work for a living.
Because of the high trading activity that some strategies
may generate, it would be wise to consult with your tax advisor,
spouse, pet fish and/or dart board
for implications of taxable events, wash-rule trading, etc.
Because of these and other factors, the portfolio strategies
may be best employed with a discount broker for lower commission
rates and/or within a tax deferred account to simplify your year
end tax preparations. “FU!”,
“FU money”, and “Financial Un-Dependence”
are hereby registered copyrights of FU Capital Assets, a non-existent
investment and hedge fund monitoring and advisory service division
of StrategyPortfolios.com, a non-existent asset management company.
© 2003, ©
2004, © 2005, © 2006