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Strategies & Market Trends : Waiting for the big Kahuna -- Ignore unavailable to you. Want to Upgrade?

To: robert b furman who wrote (18156)	5/8/1998 1:54:00 AM
From: James F. Hopkins	Read Replies (2) \| Respond to of 94695

BOB; RE> Jim have believed your MEGA viewpoint is good approach to follow - Have set up port to track their % change. In an effort to parallel your numbers what do you input in the # of shares column to get a % up or down for the days action. Either source of outstanding or numbers will work. Really would like to track same group to interpret your observations . Thanks for sharing your work ! --------------------------- I was hoping some one would track them as if I go back to sea then I lose touch with them.. ----------------------------- If you use My Yahoo it lets you set up portfolio..put in shares owned, price paid and date . Daily it gives you percent up or down via amount of shares still that is based on the price and would be the same for 1 as for any amount..as it's a percetage of the daily change in that issue..but there is a colum that shows what you made or lost in dollars that takes in the amount you oun..and be sure to set the date as that gives totals from that date ...as for shares owned I weight by maket cap , like you bring up detail for view and write down the market cap and price of them before you go to edit then add more info.. --------------- The more market cap the more shares ..ie a 250 billion market cap have 250 shares ..100 billion have 100..and so on. after you put that in make preformance the defalt view.. First I guees I shold ask you id you've used that My Yahoo set up..it's neat..I must track over 200 stocks , and 100 mutual funds with it..in about 20 portfolios ( more than I have time to look at every day ) but I save it to disk at night --------------------- Also you can down load the data from any portfolio in spreadsheet format comes as a .cvs file...I change mine to .prn and they go in lotus as easy as excel..lotus is much faster. I have not set them up so much to graph.. ----------------------------------- Here is a twist that is easyer , the supercaps may not be the same I use but I bet they are close..as the percentage of change works out close ----------------- If you look at this before market opens you will get yesterdays daily charts..you can book mark it and take a glance during the day. quote.yahoo.com Note ( today only ) yesterday now..how the super cap index gaped down and was a larger loser than the S&P 100..which in turn lost at a faster rate than the S&P 500..which lost faster than the S&P mid cap. --------------------- My take on what happended is the many funds reduced holdings more in the liguid stocks starting with the super caps and were trying to check losses on the ones smaller less liquid ones that were falling.. ( it's self defeating but they do it )..as if you see this in time you will get ther picture..also note how the super caps don't show as volatile...but they lost 1.46% ...the 100 lost 1.01% the 500 lost .89 % ..and the mid cap 400 lost only .72 % ... think about it ( it's backwards )...some of the money coming out the larger caps was used to check the fall of the lesser ones. That helps prop up or window dress their NAVs.. But puts a problem off for a while..at the same time makes the equity side of the market less and less liquid.. Think in terms of percentages, relitive motion and Liquidity ..to see if you can get the picture..they are setting their own trap..thats herd mentality for you. <G> -------------------- When the rate of fall shifts to were the lesser stocks fall faster then we will be getting closer to a bottom.. as the lesser ones always take the hardest hit in a fall.. That's in about every book written on stocks.. then as you go into a bear market the super caps make the gains first..the lesser ones follow .. and in time the rate of climb of the lesser ones exceeds the super caps...at or close to the top..the small caps are the fad..sell a few big caps buy small caps..sell a few more big caps buy the fast running small ones.. then oh oh..before you know it the super caps are going down.. it may be a while but the smaller ones will follow..as things turn down the smaller ones not being as liquid and having been more recently bought show losses on the books.. BUY MORE OF THEM.. sell more big caps..till oh oh..now the big caps are falling faster, o crap..what do we do now..our NAVs are getting ugly next thing you know some people will want out of our fund.. Dammm market timers..it's all their fault.. <G> -------------------- iqc.com tell me do you see a DOWN TREND or not..and that is the most liquid stocks in the market..the S&P and DJI are fluff and froth and foam to these ...they fake you out or bait you in ----------------------- I'm more a "strategist" than a TA or FA person.. forgive the spelling I'm to tired to check it. Jim