My Short Term Watch List grew 71.47% over the past year v. the market at 11.25%
One of the biggest challenges in investing in the stock market is picking the best stocks. In my book, “The Confident Investor” I teach my readers how to pick Good Companies. This page is designed to show the raw performance of these companies. It is not designed to show my personal portfolio, which may or may not exceed the performance stated here. Since I use the trading system described in my book, you can assume that I beat the performance recorded here.
I have created three tables below. The first table is the general market – NASDAQ and S&P500. Every investor should try to beat the average of these to indexes. In this report, my larger Watch List beats this metric easily.
I must caution you, I do not actually propose that you “buy and hold” any given stock, but rather you should “buy to hold” the stock. My investing technique teaches you to efficiently move your money to the stocks that are currently increasing in value the most. I use my Watch List for this work, these are Good Companies that I wait for great buying opportunities. This strategy is well described in my book, “The Confident Investor” and tends to be a very safe strategy in bear markets while typically still providing above market returns in a bull or flat market.
My Short Term Watch List are 15 companies that are hot right now. I select this list every quarter. I evenly divide a portion of my portfolio among these 15 companies. The next quarter, I add or delete companies as necessary and then re-balance the portfolio. This tends to be a more risky strategy because I don’t bail out on bad stock movement (at least until the end of the quarter). In a bull market or a flat market, these very well-run and high-performing companies tend to beat the general market by a significant margin.
Stock Indexes Performance
| 1 week ago | 1 month ago | 1 quarter ago | 1 year ago | |||||
|---|---|---|---|---|---|---|---|---|
| Index | Close | Profit % | Close | Profit % | Close | Profit % | Close | Profit |
| ^GSPC | $2,014.89 | 0.90% | $1,958.08 | 3.83% | $2,126.64 | -4.40% | $1,886.76 | 7.76% |
| ^IXIC | $4,830.47 | 1.16% | $4,827.23 | 1.23% | $5,210.14 | -6.21% | $4,258.44 | 14.75% |
Week average for Indexes: 1.03%
Month average for Indexes: 2.53%
Quarter average for Indexes: -5.30%
Year average for Indexes: 11.25%
Watch List Performance
| 1 week ago | 1 month ago | 1 quarter ago | 1 year ago | |||||
|---|---|---|---|---|---|---|---|---|
| Stock | Close | Profit % | Close | Profit % | Close | Profit % | Close | Profit |
| AAPL | $112.12 | -0.96% | $113.45 | -2.12% | $129.04 | -13.95% | $96.03 | 15.63% |
| ABMD | $83.63 | 11.34% | $104.18 | -10.63% | $72.33 | 28.73% | $22.98 | 305.18% |
| ADS | $280.12 | -0.70% | $251.66 | 10.53% | $302.37 | -8.01% | $259.72 | 7.10% |
| AKAM | $73.46 | -3.42% | $71.95 | -1.39% | $72.72 | -2.43% | $53.84 | 31.78% |
| ALXN | $161.08 | -0.22% | $166.58 | -3.52% | $204.30 | -21.33% | $164.75 | -2.45% |
| AZPN | $41.33 | 0.29% | $39.21 | 5.71% | $45.13 | -8.15% | $35.48 | 16.83% |
| BCPC | $66.23 | 2.82% | $60.27 | 12.99% | $55.65 | 22.37% | $56.94 | 19.60% |
| BLK | $318.11 | 4.00% | $308.87 | 7.11% | $352.06 | -6.03% | $308.08 | 7.39% |
| BWLD | $196.14 | -4.75% | $199.72 | -6.46% | $170.34 | 9.67% | $130.32 | 43.35% |
| CBI | $44.08 | -7.55% | $42.60 | -4.34% | $48.41 | -15.83% | $47.78 | -14.71% |
| CBPO | $97.22 | 5.84% | $93.17 | 10.44% | $118.32 | -13.03% | $51.97 | 98.00% |
| CERN | $64.08 | 1.83% | $63.24 | 3.18% | $71.33 | -8.52% | $57.19 | 14.09% |
| CFX | $30.96 | -9.33% | $34.29 | -18.14% | $42.62 | -34.14% | $54.75 | -48.73% |
| CMI | $113.09 | -3.87% | $115.24 | -5.67% | $127.21 | -14.55% | $127.40 | -14.67% |
| COF | $74.45 | 0.30% | $73.56 | 1.51% | $90.55 | -17.53% | $75.11 | -0.59% |
| CRUS | $28.84 | 4.02% | $29.22 | 2.67% | $32.53 | -7.78% | $20.12 | 49.11% |
| DDD | $13.61 | -7.86% | $12.49 | 0.40% | $15.79 | -20.58% | $41.55 | -69.82% |
| DECK | $61.05 | -2.29% | $60.95 | -2.13% | $72.16 | -17.34% | $86.62 | -31.14% |
| EOG | $87.13 | 0.43% | $76.11 | 14.97% | $80.34 | 8.91% | $90.52 | -3.34% |
| EXR | $77.10 | 0.27% | $75.48 | 2.42% | $69.59 | 11.09% | $53.07 | 45.68% |
| FB | $93.24 | 4.61% | $94.40 | 3.33% | $94.97 | 2.71% | $75.95 | 28.43% |
| FOSL | $57.18 | -3.93% | $58.74 | -6.49% | $69.39 | -20.84% | $96.99 | -43.37% |
| GOOG | $643.61 | 2.89% | $629.25 | 5.24% | $672.93 | -1.59% | $511.17 | 29.55% |
| GPOR | $35.14 | -0.85% | $32.23 | 8.10% | $37.64 | -7.44% | $47.19 | -26.17% |
| GTN | $14.18 | 4.87% | $13.74 | 8.22% | $17.60 | -15.51% | $8.57 | 73.51% |
| GWR | $68.08 | -5.52% | $65.35 | -1.58% | $73.03 | -11.93% | $89.27 | -27.95% |
| HOG | $55.09 | 0.58% | $54.42 | 1.82% | $54.65 | 1.39% | $57.46 | -3.57% |
| HP | $60.26 | -6.70% | $49.27 | 14.11% | $59.86 | -6.07% | $81.46 | -30.99% |
| JAH | $50.90 | -2.10% | $52.18 | -4.50% | $54.77 | -9.02% | $38.51 | 29.41% |
| JPM | $61.93 | 0.81% | $60.50 | 3.18% | $68.71 | -9.15% | $54.72 | 14.10% |
| LULU | $52.75 | 2.01% | $52.91 | 1.70% | $62.94 | -14.51% | $38.84 | 38.54% |
| LVS | $46.98 | 5.83% | $45.26 | 9.85% | $53.53 | -7.12% | $60.81 | -18.23% |
| MCK | $189.95 | 2.77% | $203.73 | -4.18% | $234.13 | -16.62% | $190.35 | 2.55% |
| MEI | $33.61 | 0.24% | $32.81 | 2.67% | $26.61 | 26.61% | $34.85 | -3.32% |
| MET | $48.39 | 0.93% | $46.52 | 4.99% | $57.10 | -14.47% | $47.53 | 2.76% |
| MIDD | $115.81 | -0.58% | $112.28 | 2.55% | $123.31 | -6.63% | $82.52 | 39.53% |
| MNST | $137.43 | -3.77% | $134.60 | -1.75% | $140.06 | -5.58% | $92.11 | 43.58% |
| MRK | $50.95 | 1.04% | $52.13 | -1.25% | $58.32 | -11.73% | $52.33 | -1.63% |
| NFLX | $113.33 | -12.65% | $102.62 | -3.54% | $114.77 | -13.75% | $51.01 | 94.05% |
| PCLN | $1,313.29 | 1.77% | $1,294.47 | 3.25% | $1,216.00 | 9.92% | $1,077.27 | 24.07% |
| REGN | $503.92 | 2.12% | $550.36 | -6.50% | $551.98 | -6.77% | $369.64 | 39.21% |
| RGLD | $50.45 | 2.10% | $47.58 | 8.25% | $56.58 | -8.96% | $65.38 | -21.22% |
| SAM | $228.44 | 5.31% | $229.03 | 5.04% | $223.25 | 7.76% | $220.54 | 9.09% |
| SBUX | $60.07 | -0.23% | $56.84 | 5.44% | $55.54 | 7.91% | $36.27 | 65.23% |
| STZ | $136.89 | -1.31% | $127.35 | 6.08% | $117.49 | 14.98% | $83.62 | 61.56% |
| SWKS | $79.50 | 0.13% | $89.37 | -10.93% | $102.62 | -22.43% | $50.66 | 57.13% |
| THRM | $48.68 | -0.76% | $47.88 | 0.90% | $49.59 | -2.58% | $38.98 | 23.94% |
| TMO | $126.52 | -0.09% | $125.78 | 0.49% | $135.58 | -6.77% | $111.83 | 13.03% |
| TRN | $27.06 | -1.77% | $26.39 | 0.71% | $25.73 | 3.32% | $35.54 | -25.21% |
| UA | $102.32 | -2.19% | $101.80 | -1.69% | $87.22 | 14.74% | $65.13 | 53.66% |
| ULTA | $165.80 | 0.19% | $167.23 | -0.67% | $166.91 | -0.48% | $116.57 | 42.50% |
Week average for Watch List stocks: -0.28% and profit percentage increase over same period for average indexes is: -126.80%
Month average for Watch List stocks: 1.38% and profit percentage increase over same period for average indexes is: -45.49%
Quarter average for Watch List stocks: -5.08% and profit percentage increase over same period for average indexes is: -4.23%
Year average for Watch List stocks: 20.63% and profit percentage increase over same period for average indexes is: 83.29%
Short Term Watch List
| 1 week ago | 1 month ago | 1 quarter ago | 1 year ago | |||||
|---|---|---|---|---|---|---|---|---|
| Stock | Close | Profit % | Close | Profit % | Close | Profit % | Close | Profit |
| ABMD | $83.63 | 11.34% | $104.18 | -10.63% | $72.33 | 28.73% | $22.98 | 305.18% |
| BWLD | $196.14 | -4.75% | $199.72 | -6.46% | $170.34 | 9.67% | $130.32 | 43.35% |
| CBPO | $97.22 | 5.84% | $93.17 | 10.44% | $118.32 | -13.03% | $51.97 | 98.00% |
| EXR | $77.10 | 0.27% | $75.48 | 2.42% | $69.59 | 11.09% | $53.07 | 45.68% |
| FB | $93.24 | 4.61% | $94.40 | 3.33% | $94.97 | 2.71% | $75.95 | 28.43% |
| GTN | $14.18 | 4.87% | $13.74 | 8.22% | $17.60 | -15.51% | $8.57 | 73.51% |
| MIDD | $115.81 | -0.58% | $112.28 | 2.55% | $123.31 | -6.63% | $82.52 | 39.53% |
| MNST | $137.43 | -3.77% | $134.60 | -1.75% | $140.06 | -5.58% | $92.11 | 43.58% |
| NFLX | $113.33 | -12.65% | $102.62 | -3.54% | $114.77 | -13.75% | $51.01 | 94.05% |
| REGN | $503.92 | 2.12% | $550.36 | -6.50% | $551.98 | -6.77% | $369.64 | 39.21% |
| SBUX | $60.07 | -0.23% | $56.84 | 5.44% | $55.54 | 7.91% | $36.27 | 65.23% |
| STZ | $136.89 | -1.31% | $127.35 | 6.08% | $117.49 | 14.98% | $83.62 | 61.56% |
| SWKS | $79.50 | 0.13% | $89.37 | -10.93% | $102.62 | -22.43% | $50.66 | 57.13% |
| THRM | $48.68 | -0.76% | $47.88 | 0.90% | $49.59 | -2.58% | $38.98 | 23.94% |
| UA | $102.32 | -2.19% | $101.80 | -1.69% | $87.22 | 14.74% | $65.13 | 53.66% |
Week average for Short Term Watch List stocks: 0.19% and profit percentage increase over same period for average indexes is: -81.17%
Month average for Short Term Watch List stocks: -0.14% and profit percentage increase over same period for average indexes is: -105.56%
Quarter average for Short Term Watch List stocks: 0.24% and profit percentage increase over same period for average indexes is: -104.46%
Year average for Short Term Watch List stocks: 71.47% and profit percentage increase over same period for average indexes is: 535.01%
Total Execution Time: 47.493381023407 Sec
This information was calculated on Oct 18, 2015 and is based on the closing value of the most recent trading day which may not be today.
This information is based on the Yahoo Historical Pricing and is only as good or as current as that data.
4 Reasons to Add Your Teen as an Authorized Credit Card User
While naming your teen as an authorized user on your credit card may sound scary, there are some distinct advantages to this arrangement.
Most credit card issuers let you add an authorized user to your account. This authorized user will receive a credit card with their name on it and can use the credit card just like the primary account holder. All purchases the authorized user makes will be processed against the same account and appear on one credit card statement. They share the credit limit with the primary account holder and purchases reduce the amount of credit available for both users.
Unlike a joint account holder, an authorized user doesn’t have to go through a credit check to be added to the credit card account. Some credit card companies may charge a fee for adding authorized users.
While it’s easy to assume that teens and credit cards don’t mix, adding your teen as an authorized user on your account comes with benefits:
- It’s a matter of convenience
- It can help them build credit
- Emergencies happen
- Teens can learn how to use credit responsibly
Adding your teen as an authorized user is a great way to teach them credit basics — and allow them to start building credit. As they grow up, both of these things will become increasingly important. Meanwhile, your “hand up” could actually give them a leg up when they are old enough to get their own unsecured line of credit, finance a new car, or buy their first home.
The key to making the situation work is setting limits and sticking to them. Furthermore, talking with your teen about credit along the way can help them adopt the right credit mindset.
To add an authorized user, you’ll have to contact your credit card issuer either by phone or by logging on to your online account. The card issuer will need the authorized user’s personal information – name, address, date of birth, and social security number – to process the request.
There may be a limit to the number of authorized users you can add to your account. And it’s for the best – the more people with access to your credit card account, the harder it is to keep track of the account.
This article was based on an article on The Simple Dollar and I strongly suggest you go there to read more about this idea.