|
|
Model
Portfolio
|
|
|
Our Strategy for the Model
Portfolio is to find stocks or ETFs based on technical analysis and compnay
fundamentals, price trend, and market condition. Every day after market close,
our system scans the market and current positions, and then produce a list
of new buy signals and recalculate the stop prices for each holding stock
for the next trading day. The buy signals tell you the exact entry price
and entry date, and the stop prices tell you when to sell the holding
stocks. The initial capital is $100K. The maximum number of holding
stocks is 30 and the maximum percentage of weighting for each stock
is 10% of the portfolio value. The return number is calculated based on
current portfolio value vs. initial capital, and commission is included
for each trade.
|
|
|
DISCLOSURE
|
|
|
The Model
Portfolio represents hypothetical or simulated performance, not
actual trading. Simulated results do not necessarily imply future profits. You
should therefore carefully consider whether such trading is suitable for you in
light of your financial condition.
Data and information is
provided for informational purposes only, and is not intended for trading
purposes. Neither InvestmentEasy.com nor any of its data or content
providers shall be liable for any errors or delays in the content, or for any
actions taken in reliance thereon. By accessing the InvestmentEasy.com
site, a user agrees not to redistribute the information found
therein.
|
|
|
|
|
|
|
|
|
|
| ModelPortfolio (Current Holdings) --- Login to see real symbols |
 |
|
|
|
|
|
|
|
|
|
| A?? |
680.00 |
45.30 |
0.18% |
55.45 |
30,804.00 |
5.44% |
2.86% |
17 |
|
| AK?? |
707.00 |
49.96 |
-0.26% |
-91.84 |
35,321.72 |
6.24% |
11.00% |
15 |
|
| A?? |
616.00 |
54.16 |
2.03% |
677.26 |
33,362.56 |
5.89% |
5.86% |
57 |
|
| A?? |
1,605.00 |
21.41 |
2.15% |
738.81 |
34,363.05 |
6.07% |
2.15% |
1 |
|
| C?? |
1,996.00 |
15.76 |
0.06% |
18.87 |
31,456.96 |
5.56% |
5.21% |
17 |
|
| D?? |
975.00 |
33.43 |
-0.62% |
-202.08 |
32,594.25 |
5.76% |
3.15% |
15 |
|
| E?? |
716.00 |
48.86 |
1.58% |
552.74 |
34,983.76 |
6.18% |
9.33% |
43 |
|
| E?? |
312.00 |
110.66 |
0.76% |
262.40 |
34,525.92 |
6.10% |
5.76% |
40 |
|
| G?? |
623.00 |
53.69 |
0.22% |
73.59 |
33,448.87 |
5.91% |
2.99% |
16 |
|
| H?? |
1,941.00 |
17.65 |
3.64% |
1,247.01 |
34,258.65 |
6.05% |
2.98% |
2 |
|
| IN?? |
849.00 |
44.01 |
0.02% |
7.47 |
37,364.49 |
6.60% |
17.86% |
50 |
|
| IS?? |
2,231.00 |
22.17 |
1.14% |
563.86 |
49,461.27 |
8.74% |
56.24% |
50 |
|
| M?? |
3,519.00 |
9.81 |
2.72% |
938.98 |
34,521.39 |
6.10% |
9.49% |
59 |
|
| P?? |
494.00 |
27.41 |
1.52% |
205.82 |
13,540.54 |
2.39% |
6.49% |
39 |
|
| S?? |
850.00 |
14.52 |
0.48% |
59.24 |
12,342.00 |
2.18% |
-2.94% |
39 |
|
| T?? |
1,325.00 |
27.60 |
0.44% |
160.91 |
36,570.00 |
6.46% |
14.76% |
43 |
|
| VS?? |
931.00 |
36.44 |
0.83% |
281.58 |
33,925.64 |
5.99% |
0.83% |
1 |
|
| Portfolio Return: 466.21% |
Today's Change: $5,550.07 (0.98%) |
|
|
|
|
|
| Total Portfolio: $566,214.69 |
Cash: $13,369.62 (2.36%) |
Equity: $552,845.07 (97.64%) |
|
|
|
|
| Total Investment: $100,000.00 |
Inception Date: 01/01/2003 |
|
|
|
|
|
|
Exchange Allocation |
Sector Allocation |
Market Cap. Allocation |
Asset Allocation |
|
|NASDAQ (28.23%)|AMEX (17.64%)&back_color=White&smallchart=1&width=180&height=320) |
|Financial (26.91%)|Industrial Goods (12.25%)|Consumer Goods (8.85%)|Healthcare (6.24%)|Basic Materials (5.57%)|Unknown (11.95%)&back_color=White&smallchart=1&width=180&height=320) |
|Mid Cap (54.92%)|Small Cap (14.1%)&back_color=White&smallchart=1&width=180&height=320) |
|ETF (11.66%)|Cash (2.36%)&back_color=White&smallchart=1&width=180&height=320) |
Copyright© 2007, InvestmentEasy.com. All
Rights Reserved. Please read our and
|