Stock Screening 5 - Due Diligence

EDIT: At the time this blog entry was posted I had a Youtube video here. That has been removed but I want the rest of my content to be remain. Nothing hidden no past mistakes ignored. All out in the open.

Disclaimer: The investments and trades in my videos and blog entries are not recommendations for others. I am not a financial planner, financial advisor, accountant, or tax adviser. The financial actions I talk about are for my own portfolio and money and only suited for my own risk tolerance, strategy, and ideas. Copying another person's financial moves can lead to large losses. Each person needs to do their due diligence in researching and planning their own actions in the financial markets.

Week 109 update

EDIT: At the time this blog entry was posted I had a Youtube video here. That has been removed but I want the rest of my content to be remain. Nothing hidden no past mistakes ignored. All out in the open.

Active Account: $7,902.89
Total Return: -3.03%
Est Monthly Income: $20.17

Trading: $3,421.73
Total Return: -9.95%
Stock
SPY Puts: +45.8%
Cash: $3,213.53

Investing: $4,522.6
Total Return: 5.18%
Stock
     AFL: +7.01%
     HAS: +20.49%
     SPLS: +29.81%
     STX: +38.71%
BDC
     PSEC: -5.73%
     TCPC: +1.77%
Energy
     NDRO: -0.06%
     WHZ: -20.74%
REITs
     ARCP: +2.05%
     OHI: +12.45%
Gold
     GLDI: Waiting for GLD < $100
Bonds
     BLV: -10.04%
     JNK: -4.95%
     PCY: -15.00%
Cash: $1,023.56

ETF Account: $7,908.64
Total Return: -2.96%
Est Monthly Income: $14.15
US Stock
     SPY: +7.23%
     XLV: +12.16%
     VNQ: -2.11%
International Stock
     EWZ: -22.70%
     PXR: -19.70%
Gold
     GLDI: Waiting for better view on dividend rate
Bonds
     BLV: -9.98%
     JNK: -5.30%
     PCY: -14.89%
Hedge
     SDS: +3.95%
Cash
     Cash: $2,885.00

Permanent Portfolio: $7,773.78
Total Return: -4.62%
Est Monthly Withdraw Rate (4% rule): $23.59
Listed by weighting
     SPY: 24.55%
     GLD: 19.3%
     TLT: 22.31%
     Cash: 33.84%

Disclaimer: The investments and trades in my videos and blog entries are not recommendations for others. I am not a financial planner, financial advisor, accountant, or tax adviser. The financial actions I talk about are for my own portfolio and money and only suited for my own risk tolerance, strategy, and ideas. Copying another person's financial moves can lead to large losses. Each person needs to do their due diligence in researching and planning their own actions in the financial markets.

Market Freak out for 6-20-13

We'll get days like yesterday from time to time. No way to avoid it. The way I try to mitigate the damage is through portfolio management.

EDIT: At the time this blog entry was posted I had a Youtube video here. That has been removed but I want the rest of my content to be remain. Nothing hidden no past mistakes ignored. All out in the open.

Disclaimer: The investments and trades in my videos and blog entries are not recommendations for others. I am not a financial planner, financial advisor, accountant, or tax adviser. The financial actions I talk about are for my own portfolio and money and only suited for my own risk tolerance, strategy, and ideas. Copying another person's financial moves can lead to large losses. Each person needs to do their due diligence in researching and planning their own actions in the financial markets.

Week 108 update

EDIT: At the time this blog entry was posted I had a Youtube video here. That has been removed but I want the rest of my content to be remain. Nothing hidden no past mistakes ignored. All out in the open.

Active Account: $7,874.13
Total Return: -2.79%
Est Monthly Income: $17.93

Trading: $3,351.53
Total Return: -11.80%
Stock
SPY Puts: -3.36%
Cash: $3,213.53

Investing: $4,522.6
Total Return: 5.18%
Stock
     AFL: +8.61%
     HAS: +19.81%
     SPLS: +35.56%
     STX: +43.53%
BDC
     PSEC: -6.72%
     TCPC: +1.39%
Energy
     NDRO: To be purchased
     WHZ: -20.49%
REITs
     ARCP: +4.59%
     OHI: +22.70%
Gold
     GLDI: Waiting for better view on dividend rate
Bonds
     BLV: -5.39%
     JNK: -2.33%
     PCY: -8.01%
Cash: $1,231.80

ETF Account: $8018.51
Total Return: -1.01%
Est Monthly Income: $14.15
US Stock
     SPY: +10.00%
     XLV: +15.08%
     VNQ: +3.07%
International Stock
     EWZ: -10.50%
     PXR: -12.40%
Gold
     GLDI: Waiting for better view on dividend rate
Bonds
     BLV: -4.61%
     JNK: -1.81%
     PCY: -7.31%
Hedge
     SDS: +0.13%
Cash
     Cash: $2,835.00

Permanent Portfolio: $7,972.82
Total Return: -1.57%
Est Monthly Withdraw Rate (4% rule): $24.19
Listed by weighting
     SPY: 24.56%
     GLD: 20.23%
     TLT: 22.84%
     Cash: 32.37%

Disclaimer: The investments and trades in my videos and blog entries are not recommendations for others. I am not a financial planner, financial advisor, accountant, or tax adviser. The financial actions I talk about are for my own portfolio and money and only suited for my own risk tolerance, strategy, and ideas. Copying another person's financial moves can lead to large losses. Each person needs to do their due diligence in researching and planning their own actions in the financial markets.

Week 107 update

Active Account: $7,793.08
Total Return: -3.19%
Est Monthly Income: $18.17

Trading: $3,269.71
Total Return: -11.40%
Stock
SWY: -5.93%
Cash: $2,906.53

Investing: $4,398.00
Total Return: 4.77%
Stock
     AFL: +5.17%
     HAS: +20.87%
     SPLS: +24.98%
     STX: +41.43%
BDC
     PSEC: -6.90%
     TCPC: +1.27%
Energy
     WHZ: -21.40%
REITs
     ARCP: +7.56%
     OHI: +23.42%
Gold
     GLDI: Waiting for better view on dividend rate
Bonds
     BLV: -4.68%
     JNK: -1.46%
     PCY: -7.43%
Cash: $1,128.29

ETF Account: $7,958.63
Total Return: -0.52%
Est Monthly Income: $14.15
US Stock
     SPY: +10.05%
     XLV: +14.13%
     VNQ: +3.91%
International Stock
     EWZ: -10.50%
     PXR: -12.40%
Gold
     GLDI: Waiting for better view on dividend rate
Bonds
     BLV: -4.61%
     JNK: -1.81%
     PCY: -7.31%
Cash
     Cash: $3,599.84

Permanent Portfolio: $7,865.07
Total Return: -1.69%
Est Monthly Withdraw Rate (4% rule): $23.86
Listed by weighting
     SPY: 24.91%
     GLD: 20.43%
     TLT: 23.29%
     Cash: 31.37%

Disclaimer: The investments and trades in my videos and blog entries are not recommendations for others. I am not a financial planner, financial advisor, accountant, or tax adviser. The financial actions I talk about are for my own portfolio and money and only suited for my own risk tolerance, strategy, and ideas. Copying another person's financial moves can lead to large losses. Each person needs to do their due diligence in researching and planning their own actions in the financial markets.

I'm out of SWY

Selling SWY. Might be because of the general market pullback. Might be because there is a problem with Safeway. In the end.... does it really matter why its dropping? I'm out @ $22.49 and I'll wait to see where things settle.

Disclaimer: The investments and trades in my videos and blog entries are not recommendations for others. I am not a financial planner, financial advisor, accountant, or tax adviser. The financial actions I talk about are for my own portfolio and money and only suited for my own risk tolerance, strategy, and ideas. Copying another person's financial moves can lead to large losses. Each person needs to do their due diligence in researching and planning their own actions in the financial markets.

Hedging without options

EDIT: At the time this blog entry was posted I had a Youtube video here. That has been removed but I want the rest of my content to be remain. Nothing hidden no past mistakes ignored. All out in the open.

Edit: So I posted this before the markets opened. I see right now SPY is -0.55% while SDS is +1.18%.
Working as intended.

Disclaimer: The investments and trades in my videos and blog entries are not recommendations for others. I am not a financial planner, financial advisor, accountant, or tax adviser. The financial actions I talk about are for my own portfolio and money and only suited for my own risk tolerance, strategy, and ideas. Copying another person's financial moves can lead to large losses. Each person needs to do their due diligence in researching and planning their own actions in the financial markets.

SPY JUL 160 Mini Put options

I went ahead and got 6 SPY JUL 160 Mini Put options for the active trading account. That will give me less then 2% of the Active account so if these have to expire worthless it won't hurt that much. Yet it will still give me some protection to the downside.

Disclaimer: The investments and trades in my videos and blog entries are not recommendations for others. I am not a financial planner, financial advisor, accountant, or tax adviser. The financial actions I talk about are for my own portfolio and money and only suited for my own risk tolerance, strategy, and ideas. Copying another person's financial moves can lead to large losses. Each person needs to do their due diligence in researching and planning their own actions in the financial markets.

Week 106 update, Hedging

EDIT: At the time this blog entry was posted I had a Youtube video here. That has been removed but I want the rest of my content to be remain. Nothing hidden no past mistakes ignored. All out in the open.

Active Account: $7,764.73
Total Return: -2.94%
Est Monthly Income: $18.57

Trading: $3,269.71
Total Return: -11.40%
Stock
SWY: -5.93%
Cash: $2,906.53

Investing: $4,398.00
Total Return: 4.77%
Stock
     AFL: +5.17%
     HAS: +20.87%
     SPLS: +24.98%
     STX: +41.43%
BDC
     PSEC: -6.90%
     TCPC: +1.27%
Energy
     WHZ: -21.40%
REITs
     ARCP: +7.56%
     OHI: +23.42%
Gold
     GLDI: Waiting for better view on dividend rate
Bonds
     BLV: -4.68%
     JNK: -1.46%
     PCY: -7.43%
Cash: $1,128.29

ETF Account: $7,958.63
Total Return: -0.52%
Est Monthly Income: $14.15
US Stock
     SPY: +10.05%
     XLV: +14.13%
     VNQ: +3.91%
International Stock
     EWZ: -10.50%
     PXR: -12.40%
Gold
     GLDI: Waiting for better view on dividend rate
Bonds
     BLV: -4.61%
     JNK: -1.81%
     PCY: -7.31%
Cash
     Cash: $3,599.84

Permanent Portfolio: $7,865.07
Total Return: -1.69%
Est Monthly Withdraw Rate (4% rule): $23.86
Listed by weighting
     SPY: 24.91%
     GLD: 20.43%
     TLT: 23.29%
     Cash: 31.37%

Disclaimer: The investments and trades in my videos and blog entries are not recommendations for others. I am not a financial planner, financial advisor, accountant, or tax adviser. The financial actions I talk about are for my own portfolio and money and only suited for my own risk tolerance, strategy, and ideas. Copying another person's financial moves can lead to large losses. Each person needs to do their due diligence in researching and planning their own actions in the financial markets.