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Tuesday, July 29, 2014

System 12 - Q 2, 2014

.this update covers activity starting on 7/15/14 through 8/15/2014.
I am way late on this update, although I recorded the data on time, and there are some changes.


Open positions of System 12 are light. I was hoping that some of stop-outs would recover, but while some are questionable (specifically WFC), others are gone for now (like GE). I can buy back any sold position after 5 day Positioning Period (PP) elapsed, disregarding wash sales. System12 goal is to lean towards Mega Dozen (MD), but I can not stay light - I have to go for Second Dozen (SD). 4 open slots is alot, I am a bit worried.
UPDATE 8/5: after all recent stop outs, now I only have 4 positions left. I wasn't worried for nothing...he-he. System 12 is protecting itself, as it should, but really-really need to be buying something...really...

BOT: WMT on 7/16 (but then out on 7/25); PG on 8/6; IBM and GOOGL on 8/13
SLD: WFC on 7/17;  GE and JNJ on 7/21; NVS on 7/25; WMT on 7/25;  RDS on 7/30;  XOM on 7/31;  CVX and GOOGL on 8/1 (bought Google back 2 weeks later)
DIVI received: GE, PTR, AAPL

This is MD:

No changes to MD.
GE and WMT are toying with 'disqualified'.
I don't have WFC, JNJ, GE, WMT, NVS, and by 8/1 RDS, XOM, CVX, GOOGL
 2nd Quarter MD 2014 earnings score
(only initial reaction considered, regardless if stock recovers or not):
All reported:  6 up; 6 down (just like last quarter).
Earnings: XOM July 31,  CVX Aug1, WMT Aug 14

This is SD:
ORCL and BUD out; BHP and FB in... Facebook!!!???
I have PTR

This is Arnott Overlay (AO):
XOM, CVX, GE, WFC, BRK, AAPL for 15% each
RAFI 1000 index was rebalanced. Most recent weightings are here (link).
Of note: MSFT and JNJ just missed top 12 rafi, while JPM just under MD

 Arnott Overlay and System12 Select Theme (AOS12s) of System9.
As of 8/5 it only holds BRK and MSFT, but i will gladly buy standard size positions of anything that gives an entry (up to maximum allocation of 25% of portfolio)
GURU holdings include: AAPL,  JPM, MSFT, PG, WFC

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