Beating NYSE - portfolio

[Slawomir]

Welcome to Beating NYSE (round 1)

In this thread I would like to prove that beating the street is not rocket science task as you keep strictly to your rules.

I will publish data in biweekly rounds. In each post I will share performance of my portfolio compared to benchmark indexes - Dow Jones Composite Average, NYSE Composite and S&P500 for previous round. At the beginning I allow myself to present some historical portfolio. After that I will share with you the performance in real time on biweekly basis.
Buy and sell prices are day open prices from the beginning and the end of the round days.

Round 1 (01.11.2010- 15.11.2010)


I created BMIndex which allows to trace my cumulative performance compared to benchmark indices, which is updated after each round.



Kind Regards,
Slawomir

[Slawomir]

Welcome to Beating Market Indices – NYSE stocks (round 12)

Results in Round 12 (04.04.2010 – 18.04.2011)

Source: Beating Market Indices Blog

Twelfth round has just finished and uncovered its weak results - BMIndex has declined by -1.77%, Dow Jones Composite Average -0.63%, NYSE Composite -0.82% and S&P500 -1.52%. BMIndex has been the weakest in this round. We are not very surprised of that fact as previous round was excellent with +8.40% rate of return. Six companies increased the value of their single share, remaining eleven companies has declined. Moreover, as we look at the individual performance of each stock we can draw a conclusion that market atmosphere was not very welcome to everyone for last two weeks.

Cumulative Beating Market Indices tracker after round 12

Source: Beating Market Indices Blog

We get used to a bit that after very good performance in one round we face some not satisfying results in the next round but this is the way to beat the stock market but also majority of investment funds, analysts and one-minute gurus. I remind you, that the aim of BMI strategy is to beat the street in mid and long term. The aim is not to beat the market indices each round. Presented results for previous round are very satisfying - all market indices are outperformed, Mr. Above Average Investor.

You can subscribe my feed at Beating Market Indices Blog (find me in Google) to be up-to-date with my portfolio.

Wish you beating the street !

This post should not be taken in any way as financial advice but only as educational one.
_________________
Kind regards,
Slawomir

Invite you to Beating Market Indices Blog - An investing strategy that beats the stock market!

[Slawomir]

Welcome to Beating Market Indices – NYSE stocks (round 11)

Results in Round 11 (21.03.2010 – 04.04.2011)

Source: Beating Market Indices Blog

We are very satisfied with eleventh round’s results. BMIndex increased by +8.40%, whereas all monitored indices grew less than five percent - Dow Jones Composite Average +4.82%, NYSE Composite +4.35%, S&P500 +4.05%. It is the first time when all our stocks contributed to the growth of portfolio. Eight stocks increased more than 10%, what we interprete as a result of balanced selection of stocks in bullish market. I have decided to refresh our portfolio a bit for a next round so two stocks left ranking – Kemet Corporation and Motorola.

Cumulative Beating Market Indices tracker after round 11

Source: Beating Market Indices Blog

All of our market indices increased in eleventh round and finished with double-digit score. Only BMIndex and Dow Jones Composite Average reached new high from the beginning of November 2010. Our capital has increased nearly by 40% in five months. In mid term Beating Market Indices strategy outperformed all benchmark indices.
Info: Cumulative BMIndex results has been calculated on the basis of single round results accurate to two decimal places so far. The effect is that BMIndex was underestimated up to 0.03% in previous round (presented +29.05% versus the actual +29.08%). I have discovered this inconsistency recently and decided to calibrate our rate of return from current bulletin. Market indices have been calculated properly. The change is positive for us (BMIndex increased slightly) and merely cosmetic. It has no impact how we perceive Beating Market Indices strategy.

You can subscribe my feed at Beating Market Indices Blog (find me in Google) to be up-to-date with my portfolio.

Wish you beating the street !

This post should not be taken in any way as financial advice but only as educational one.
_________________
Kind regards,
Slawomir

Invite you to Beating Market Indices Blog - An investing strategy that beats the stock market!

[Slawomir]

Dear rffrydr,

thank you for your comment.

The arrows are ok as "Green and Red arrows communicate how previous round contributed to cumulative index performance." In tenth round all market indices, but also BMIndex reported decrease so the cumulative tracker is red-arrowed.

As I see it can mislead a bit, I will think about how to show the changes in different way.
_________________
Kind regards,
Slawomir

Invite you to Beating Market Indices Blog - An investing strategy that beats the stock market!

[rffrydr]

You got a red arrow where it's not supposed to be, my good man. Congratulations on the (out)performance. That's the way it's supposed to work.
_________________
Today is the Tomorrow you worried about Yesterday!

[Slawomir]

Welcome to Beating NYSE (round 10)

Results in Round 10 (07.03.2010 – 21.03.2011)


The round 10 brought decrease of all monitored indices. BMIndex decreased by -1.30%, Dow Jones Composite Average -1.87%, NYSE Composite -3.53% and S&P500 -3.10%. Recent two weeks were strongly tested in the street. We were witnesses of Japan's cataclysm, riots in Lybia, which shaked the markets and our wallets as well. It is a real pleasure to announce that BMIndex defended effectively our earned profits compared to market indices. Nine stocks increased at the top of Basic Energy Services growth of +12.14%. Five shares leave our portfolio - Fairchild Semiconductor, Flotek Industries, Polypore International, Teradyne, Unifi.

Cumulative Beating Market Indices tracker after round 10


After twenty weeks of investing, BMIndex beats the Dow Jones Composite Average, NYSE Composite and S&P500. All indices have declined at the stock market in tenth round but BMIndex lost less than market indices. The Investors with BMI portfolio in the street can celebrate 29.05% rate of return. Let's look at stock quotes in details to see BMIndex contributors in previous round.

Wish you beating the street !

This post should not be taken in any way as financial advice but only as educational one.
_________________
Kind regards,
Slawomir

Invite you to Beating Market Indices Blog - An investing strategy that beats the stock market!

[Slawomir]

Welcome to Beating NYSE (round 9)

Results in Round 9 (22.02.2010 – 07.03.2011)


The street evaluated our BMI strategy more (+2.94%) than market indices (DJCA -0.28%, NYSE Composite -1.11% and S&P500 -1.21%). It allows us to run away market indices for some time. Probably, it might be very difficult to keep such safe distance to our benchmark in the long term.
International Coal Group joined us in round 9 and immediately reported +16.24%. Four stocks leave our portfolio - General Cable, Baker Hughes, Cabela's and Weyerhaeuser.

Cumulative Beating Market Indices tracker after round 9


I would like to thank you all of You for joining and participating in nine rounds of Beating Market Indices strategy so far. BMIndex grew, while market indices declined in ninth round. The distance is enlarging. We can congratulate ourselves for next winning battle.

Wish you beating the street !

This post should not be taken in any way as financial advice but only as educational one.
_________________
Kind regards,
Slawomir

Invite you to Beating Market Indices Blog - An investing strategy that beats the stock market!

[Slawomir]

Welcome to Beating NYSE (round 8)

Results in Round 8 (07.02.2010 - 22.02.2011)


BMIndex has increased the distance to benchmark market indices in eighth round. BMIndex reported growth of +6.30%, Dow Jones Composite Average +0.72%, NYSE Composite 2.65% and S&P500 +2.06%. Eighth round's results are very similar to previous round's results. It is a time to announce the podium. ION Geophysical takes first place (+29.78%), Frontier Oil takes second place (+24.48%) and Omega Protein takes the third one (+16.49%). Five stocks rotate the portfolio.

Cumulative Beating Market Indices tracker after round 8


The cumulative performance of BMIindex and market indices after eight rounds looks very optimistic. Please remember that such good results are possible in bullish market. Let's find out which stocks contributed to growth in eighth round.

Wish you beating the street !

This post should not be taken in any way as financial advice but only as educational one.
_________________
Kind regards,
Slawomir

Invite you to Beating Market Indices Blog - An investing strategy that beats the stock market!

[Slawomir]

Welcome to Beating NYSE (round 7)

Results in Round 7 (24.01.2010 - 07.02.2011)


BMIndex increased by +6.77%, Dow Jones Composite Average +0.93%, NYSE Composite +2.26% and S&P500 +2.23%. Let's look in details which stock contributed to great result the most. Flotek Industries increased by +21.45% and keep a sticker of the Leader from two rounds. Skilled Healtcare Group and Fairchild Semiconductor take second place with increase equal to +15%. Good job! We are very proud to have such stocks in our portfolio. Seventeen of twenty stocks show green in seventh round. FRM, ICO, KOP, PAY, THC and WGO leave the portfolio.

Cumulative Beating Market Indices tracker after round 7


BMIndex has returned in grant style to the game after weak sixth round. In seventh round BMIndex worked off generously and enlarged the distance to market indices. All three benchmark indices performed in green as well.

Wish you beating the street!

This post should not be taken in any way as financial advice but only as educational one.
_________________
Kind regards,
Slawomir

Invite you to Beating Market Indices Blog - An investing strategy that beats the stock market!

[Slawomir]

Welcome to Beating NYSE (round 6)

Results in Round 6 (10.01.2010 - 24.01.2011)


BMIndex decreased by -1.66%, while all other market indices have increased. Anyway, Dow Jones Composite Average increased by +0.33%, NYSE Composite +1.57%, S&P500 +0.98%.
Quick look at performance table and see that only Flotek Industries show the strength to increase +15.14%. Other stocks have slowed down a bit. Twelve stocks reported decrease in current round, while Accuride Corporation and Walter Energy dropped by more than -10%. In such condition, the only way is to share our profits with the street and prepare for the seventh round.


Cumulative Beating Market Indices tracker after round 6


The sixth round brought decline of BMIndex by -1.66% compared to increase of other market indices. It is the first time after six rounds that BMIndex dropped. The fact is that BMIindex still is the leader of our ranking.

Wish you beating the street!
_________________
Kind regards,
Slawomir

Invite you to Beating Market Indices Blog - An investing strategy that beats the stock market!

[Slawomir]

Welcome to Beating NYSE (round 5)

Results in Round 5 (27.12.2010 - 10.01.2011)


The results for all market indices are green in the fifth round. BMIindex increased +0.59%, Dow Jones Composite Average +1.14%, NYSE Composite +0.69% and S&P500 +1.29% . The outcome of +0.59% is not spectacular in situation when are benchmark reached better performance. Please remember that every round is treated as a battle. Winning the battles is very nice but that winner of the war takes all. The leader of growth in current round again is Skilled Healtcare Group with the result equals to +25.68%. International Coal Group vindicates with +18.64% after bad times in previous round. It was a good move to keep this stock in current round. Twelve shares grew. I sell no fewer than 9 shares (BAS, BW, CPX, FRM, KKD, MOV, RES, SVM, WLK).

Cumulative Beating Market Indices tracker after round 5


All market indices have increased in fifth round. BMIndex still keeps the advantage over benchmark market indices and performs the best. S&P500 takes second place and NYSE Composite the third one. DJCA is the weakest indice in our ranking.


This post should not be taken in any way as financial advice but only as educational one.
_________________
Kind regards,
Slawomir

Invite you to Beating Market Indices Blog - An investing strategy that beats the stock market!

[Slawomir]

Welcome to Beating NYSE (round 4)

Results in Round 4 (13.12.2010 - 27.12.2010)


Previous round, the third one, successfully stimulated our appetites for more. I would like to remind that success in the street needs consistency and control of emotion. The results are positive. BMIindex increased by +0.79% which is less compared to our benchmark indices - DJCA +0.99%, NYSE Composite +1.30%, S&P500 +0.98% - but we still keep the advantage over market indices. It's worth reporting that Skilled Healthcare Group increased by +20.33%. The round loser is International Coal Group with decrease of -15.31%. No shares leave our portfolio in this round.

Cumulative Beating Market Indices tracker after round 4


Fourth round adds little new to our cumulative beating market indices tracker. All indices benefited from this round, NYSE Composite the most +1.30%.

Kind Regards,
Slawomir

This post should not be taken in any way as financial advice but only as educational one. [/img]

[Slawomir]

Welcome to Beating NYSE (round 3)

Results in Round 3 (29.11.2010 - 13.12.2010)


BMIndex scored +9.04% and doubled our benchmark indices in third round. It’s great performance of our portfolio for only two weeks investing… very little time consuming in fact. How about our benchmark indices? All of them reported increase: DJCA +3.11%, NYSE Composite +4.30% and S&P500 +4.49%.
The growth leader is ION Geophysical Corporation which ended the round with +26.53%. Eleven of twenty stocks reached more than +10% growth rate in this round. I have sold six stocks (ANN, CF, KEM, KRO, LVS, NL) at open day price at 13/12.


Cumulative Beating Market Indices tracker after round 2


All market indices contributed from bull market in this round. However, the main contributor is BMIndex once again which has achived higher superiority over benchmark market indices.

Green and Red arrows communicate how previous round contributed to cumulative index performance. I hope you find it attractive.

Kind Regards,
Slawomir


This post should not be taken in any way as financial advice but only as educational one.

[Slawomir]

Welcome to Beating NYSE (round 2)

Results in Round 2 (15.11.2010 - 29.11.2010)


The 2nd round brought 1.91% growth of our portfolio. It’s the best result so far. The BMIndex outperformed Dow Jones Composite Average (-0.42%), NYSE Composite (-1.61%) and S&P500 (-0.95%).
The fourteen of twenty shares contributed to growth. The highest contributor is Hypercom Corporation which belongs to my portfolio from the beginning. I have decided to sell four stocks before round 3 started – CNH Global, Ferro Corporation, Nam Tai Electronics and Stillwater Mining Company.

Cumulative Beating Market Indices tracker after round 2


After two rounds BMIndex outperforms our benchmark indices with cumulative result equals to +2.95%. Only BMIndex benefited from 2nd round, other three declined. NYSE Composite reports loss after -1.61% drop in second round.

Green and Red arrows communicate how previous round contributed to cumulative index performance. I hope you find it attractive.

Kind Regards,
Slawomir