Learn the Discipline

Learn the Discipline Model Portfolio Summary - Week Ten In the table below you will see all the positions we have opened since March 10. The positions opened and closed prior to March 10 are listed in past posts. As of Thursday April 9 the portfolio is 55.63% in stocks and the balance in cash. The Portfolio was stopped out of five positions this week, four with losses and one just above break even. NIHD announce on April 6 lower than expected net subscribers for the quarter and the stock dropped and filled the stop. GXDX, AMX and BLUD were also stopped out this week. Even with the realized losses from these positions, the Portfolio had a gain for the week and is still outperforming the SPX during the same time frame on both a net gain and a risk adjusted basis. We entered four new positions this week in GILD, VAR, AMED and SLGN. The total value of the open positions is 89,665.95 and the total portfolio value is 161,168.52. Because daily values will fluctuate in any portfolio, what is of greatest interest this week is the seven open positions that are now over four weeks old. These seven positions have gained from 4.95% to 43.28%. You may review the positions opened on March 10 on the Summary below. There are also five closed positions that had been opened on March 10 that had returns of -10.25% to +2.96%. This is the first intermediate term evidence of the value of this intermediate term strategy. The open intermediate term gains are initially far out performing the early exits supporting our original expectations that the strategy would produce losses in the short run and still produce larger profits over the intermediate term. While it is still too early to draw any definite conclusions the early results are beginning to support the validity of the strategy. We reiterate this week that: It is always better to outperform than underperform the market. (click image to enlarge)