This thread is an outgrowth of the e-Commerce thread and is meant to complement the good work that is done there. Also, this thread does not stand alone but relies on the e-commerce thread for input and commentary
e-commerce thread link: Subject 18819
The two portfolios here are based on the dart-throwing stock selection approach and are constructed not to overlap (as much as possible) with the managed e-Commerce portfolio in terms of securities held. That is, these are mostly unmanaged portfolios; with the exception of profit taking if a security runs up over 100 percent in a short period of time at the total discretion of the thread participants. Stocks are also sold infrequently if funds are need to add a new security to the portfolio.
The combination of these portfolios started with $30,000:
Cats and Dogs Portfolio (A-K)
techstocks.com
Cats and Dogs Portfolio (L-Z)
techstocks.com
Low price Cats and Dogs ($5. or less) Portfolio techstocks.com
Addition to the portfolios is performed with only a moderate amount of due diligence to justify that the company is a participant in the e-commerce segment and has a bonafide ongoing business with no indication of financial distress. Transactions are executed at the closing price and assume a commision of $10. each way to enter and exit a position with the exception of the early portfolio positions.
Cash is maintained in PPR in the Cats an Dogs portfolio. The cost of that Cash is an artificial number to mainatin the $30,000. initial number and reflects capital gains and losses taken in closed positions. |
