MrBuzz's Swing Trading Forum
Visit kerryonworld.com for:
* Market Commentary
* Daily stock trending analysis
* Sector commentary
* Technical Analysis
* Chart development and analysis
I will use that site to post my current thoughts on the market. I will continue to post trades here as SI has a good portfolio manager.
Portfolio Notes
SI has a bug in it which has caused me to use CASH.X as the cumulative gain/loss since inception. It is not the amount of cash that is in the portfolio. It's easier for me to quickly update the portfolio balances when I close a position - just add or subtract the gain or loss in the position to CASH.X
* Portfolio started March 23, 2003
* Assumes $1,000,000 starting equity
* 2:1 margin
* CASH.X is the cumulative sum of all closed positions since inception
* To get the total portfolio value since inception:
Total portfolio value = $1,000,000 + CASH.X
Examples:
CASH.X = $250,000
Total portfolio value = $1,000,000 + $250,000 = $1,250,000
CASH.X = $-100,000
Total portfolio value = $1,000,000 - $100,000 = $900,000
- Stocks marked with negative shares (in red) are shorts. Otherwise they are long.
- If there are no open positions, I am fully cash and the account value is the total portfolio value.
- Total %Gain/%Loss in Silicon Investor's portfolio manager has a bug in it. It doesn't calculate short positive percentages correctly. So the portfolio won't reflect the true %Gain/Loss in the entire portfolio. Thus the reason for CASH.X as a cumulative sum.
Disclaimer:
At times I may own stocks mentioned in this thread. I will not be held liable or responsible for your trading decisions. |
