TheFinancialWhiz.Com - Investing and Trading Advic TheFinancialWhiz.Com - Investing and Trading Advic A blog devoted to investment strategies that should meet or beat the market with less risk. The blog uses investments such as stock options, ETFs, and stocks to realize these goals. Articles
4th Tip on Becoming a Financial Whiz: How to Perform Fundamental Analysis o
2007-07-18 04:08:00 As I mentioned in my previous post entitled, ?3rd Tip on Becoming a Finan cial Whiz: How to Value a Stock - Comparable Ratio Valuation?, once you have found an attractively priced stock, you must then analyze the company on a more detailed basis. This ensures that the stock you identified is indeed undervalued and ... More About: Analysis , Fundamental Analysis , Fundamental
Arbitrage Opportunity: Combining the UltraShort Real Estate ETF with Closed
2007-07-11 15:18:00 Most investors are familiar with the fact that most Closed-end Funds (CEFs) trade at a discount to Net Asset Value (NAV) and carry an above average dividend, but are unsure of how to profit from these variables. There is also a relatively new investment product known as Leveraged Exchange Traded Funds (ETFs), which seek to double ... More About: Estate , Real Estate , Opportunity , Real , Short
Carnival of Investment Strategies - July 8, 2007
2007-07-08 06:32:00 Welcome to the July 8, 2007 edition of Carnival of Investment Strategies . Stocks FitBuff presents FitBuff.com’s Total Mind and Body Fitness Blog » Blog Archive » How to Take Advantage of the Stock Market’s Summer Slump posted at FitBuff.com’s Total Mind and Body Fitness Blog, saying, “Interested in adding to your portfolio or starting ... More About: Rate
Chinese Yuan Carry Trade Basket Update - July 3, 2007
2007-07-03 23:39:00 This is an update on the performance of the Chinese Yuan Carry Trade Basket . The experiment was started with a base of $100,000 on March 20, 2007. I have included the performance figures for both of the experiments that I have been running, although they are the same in composition, I have leveraged ... More About: Update , July
Trade Chesapeake Energy (CHK)? Check Out this Stock Option Collar Example
2007-07-03 03:49:00 Marek over at Stokblogs.com wrote a post about a trade involving Chesapeake Energy (CHK). He looked into utilizing a stock option collar on the position, which from my previous post, “Option Collars - Low-Risk, Low-Cost, Market Perform Trading Strategy.” can be explained as holding a stock long, selling an out-of-the-money call option (covered call) and ... More About: Stock , Trade , Check , Chesapeake Energy
2nd Tip on Becoming a Financial Whiz: How do I Find a Stock to Research?
2007-07-03 03:22:00 When I initially first started looking into the stock market about 7 years ago, I didn?t know the first thing about what to look for when trying to find a company to research with due diligence. Most investment books at your local bookstore typically advise the reader to find a company that he is ... More About: Research , Financial , Stock , Find , Finan
TheFinancialWhiz.Com Reaches 5,000 Visitors
2007-07-01 05:42:00 I wanted to thank everyone who has found this site and taken something away from it. The site has grown to over 5,000 visitors and is now receiving over 100 new visitors per day. TheFina n cialWhiz.Com launched on January 17, 2007 with the hope of providing a channel of investment strategy ideas to other investors. ... More About: Visitors , Sito
1st Tip on Becoming a Financial Whiz: How Does the Stock Market Work?
2007-06-21 02:06:00 What is the Stock Market ? This is the first question that people usually ask when they find out that they can make money somewhere other than a bank. Instead of providing a textbook definition of the stock market, I felt it would be important to provide a graphical understanding of the general dynamics of the ... More About: Financial , Work
Carnival of Investment Strategies - June 20, 2007
2007-06-21 02:03:00 Welcome to the June 20, 2007 edition of Carnival of Investment Strategies . This edition brings a lot of new posters to the site that are looking to share excellent advice from their blogs. Jason Elder presents What Is Bankruptcy Furniture posted at A Bankruptcy Lawyer’s Blog. Aaron Wakling presents A Real Eye Opener - Learn The ... More About: Rate
How to Create Synthetic FOREX Currency Pairs
2007-06-14 02:05:00 When trading FOREX, investors usually have major currency pairs at their disposal, but if they wish to trade in some of the exotic currency pairs, their options are somewhat limited. The problem that traders face most often is that these exotic currencies are paired up against either the US Dollar or the Euro; therefore, if ... More About: Forex , Currency , Pair , Create , Fore
How to Create Synthetic FOREX Currency Pairs
2007-06-14 02:05:00 When trading FOREX, investors usually have major currency pairs at their disposal, but if they wish to trade in some of the exotic currency pairs, their options are somewhat limited. The problem that traders face most often is that these exotic currencies are paired up against either the US Dollar or the Euro; therefore, if ... More About: Forex , Currency , Create , Fore , Synthetic
The ?Expensive? Truth About Rydex CurrencyShares ETFs
2007-06-12 13:39:00 Over the past couple years Exchange-Traded Funds have been popping up quickly; first they appeared in the general areas of the market, and now they are moving into the niche markets. In the past year, Rydex has introduced eight new ETFs, known as CurrencyShares , into the market. These ETFs focus purely on currency. CurrencyShares ... More About: Truth , Ares , Ruth
The ?Expensive? Truth About Rydex CurrencyShares ETFs
2007-06-12 13:39:00 Over the past couple years Exchange-Traded Funds have been popping up quickly; first they appeared in the general areas of the market, and now they are moving into the niche markets. In the past year, Rydex has introduced eight new ETFs, known as CurrencyShares , into the market. These ETFs focus purely on currency. CurrencyShares Euro Trust ... More About: Truth , Ares , Ruth
One Method of Valuing Stocks: Comparable Ratio Valuation
2007-06-10 05:41:00 One of the approaches that the Indiana University of Pennsylvania Student Managed Investment Portfolio utilizes to value companies is known as the Compa rable Ratio Valuation . This method uses a spreadsheet that I developed last year in allowing a potential investment to be compared against its closet competitors to find a company’s “intrinsic value.” While this ... More About: Stocks , Arab , Method
One Method of Valuing Stocks: Comparable Ratio Valuation
2007-06-10 05:41:00 One of the approaches that the Indiana University of Pennsylvania Student Managed Investment Portfolio utilizes to value companies is known as the Compa rable Ratio Valuation . This method uses a spreadsheet that I developed last year in allowing a potential investment to be compared against its closet competitors to find a company’s “intrinsic value.” While ... More About: Stocks , Arab , Method
The Early Years: Tips on Becoming a Financial Whiz Too
2007-06-09 21:09:00 The world of investments is very complex?as are many of the strategies that I have presented on this site over the past six months. The next couple weeks are going to be devoted to introducing investing to someone who has had no prior knowledge. Throughout the next couple editions, I will present the basic premise ... More About: Tips , Financial , Early , Years , Finan
The Early Years: Tips on Becoming a Financial Whiz Too
2007-06-09 21:09:00 The world of investments is very complex?as are many of the strategies that I have presented on this site over the past six months. The next couple weeks are going to be devoted to introducing investing to someone who has had no prior knowledge. Throughout the next couple editions, I will present the basic premise ... More About: Tips , Financial , Early , Years , Finan
Carnival of Investment Strategies - June 7, 2007
2007-06-08 03:23:00 Welcome to the June 7, 2007 edition of Carnival of Invest ment Strategies . The goal of this Carnival is to take submissions from other bloggers who have an interest in developing and presenting investment strategies. Portfolio Planning Christopher J. Brunner presents Retirement for the Sole-Proprietor posted at GreatFX Business Cards, saying, “Information on a new and improved way ...
Chinese Yuan Carry Trade Basket Update - June 7, 2007
2007-06-08 02:10:00 Here is an update on the performance of the Chinese Yuan Carry Trade Basket . The experiment was started with a base of $100,000 on March 20, 2007. Since Inception: Increase (decrease) in Account Balance: $7,379.42 Increase (decrease) in Unrealized Gains: $12,751.94 Increase (decrease) in Net Asset Value: $20,131.36 Total Portfolio Value: $120,131.36 ... More About: June , Update
Chinese Yuan Carry Trade Basket Update - June 7, 2007
2007-06-08 02:10:00 Here is an update on the performance of the Chinese Yuan Carry Trade Basket . The experiment was started with a base of $100,000 on March 20, 2007. Since Inception: Increase (decrease) in Account Balance: $7,379.42 Increase (decrease) in Unrealized Gains: $12,751.94 Increase (decrease) in Net Asset Value: $20,131.36 Total Portfolio Value: $120,131.36 ... More About: June , Update
Utilizing ?Hedge Fund? Mutual Funds to Generate Consistent Returns
2007-05-30 20:45:00 The rules regarding hedge fund investing are very strict and they restrict investors with a small asset base from participating in the lucrative returns that come with the asset class. However, there are mutual funds currently employing strategies typically seen in hedge funds. The construction of this portfolio strategy is similar to that of a ... More About: Mutual Funds , Fund , Consistent , Gene , Hedge
Utilizing ?Hedge Fund? Mutual Funds to Generate Consistent Returns
2007-05-30 20:45:00 The rules regarding hedge fund investing are very strict and they restrict investors with a small asset base from participating in the lucrative returns that come with the asset class. However, there are mutual funds currently employing strategies typically seen in hedge funds. The construction of this portfolio strategy is similar to that ... More About: Mutual Funds , Fund , Edge , Consistent , Gene
Stockalicious.com ? An Essential Portfolio Management Tool
2007-05-09 01:48:00 About a week ago, I stumbled upon one of the newest Web 2.0 applications that happen to meet the needs of investors. The tool is much like any other web-based portfolio monitoring application, such as Yahoo! Finance/Google Finance and Smartmoney.com to name a few, but what sets Stockalicious.com above the rest is its ability to ... More About: Portfolio , Management , Tool , Manage , Kali
Stockalicious.com ? An Essential Portfolio Management Tool
2007-05-09 01:48:00 About a week ago, I stumbled upon one of the newest Web 2.0 applications that happen to meet the needs of investors. The tool is much like any other web-based portfolio monitoring application, such as Yahoo! Finance/Google Finance and Smartmoney.com to name a few, but what sets Stockalicious.com above the rest is its ability ... More About: Portfolio , Management , Tool , Esse , Olio
Stock Portfolio Strategy - Leveraged ETF and Fixed Income Model Portfolio
2007-04-19 02:55:00 Investment Strategy : The portfolio strategy was developed around the use of the new leveraged ETFs (Exchange Traded Funds) that seek to double the daily performance of a particular index. The strategy is to create a diversified portfolio, which will lower the risk of the portfolio as a whole, all while maintaining the profitability of investing ... More About: Portfolio , Fixed Income , Stock , Model
Stock Portfolio Strategy - Leveraged ETF and Fixed Income Model Portfolio
2007-04-19 02:55:00 You can view the real-time holdings and performance of this strategy at http://stockalicious.com/stock_journal/55 3 Investment Strategy : The portfolio strategy was developed around the use of the new leveraged ETFs (Exchange Traded Funds) that seek to double the daily performance of a particular index. The idea was first presented in the blog post entitled “Utilizing Leveraged ETFs to ... More About: Portfolio , Fixed Income , Stock , Model
April 15, 2007 - Chinese Yuan Carry Trade Basket Update
2007-04-16 05:32:00 Here is an update on the performance of the Chinese Yuan Carr y Trade Basket . The experiment was started with a base of $100,000 on March 20, 2007. Since Inception: Increase (decrease) in Account Balance: $2,646.52 Increase (decrease) in Unrealized Gains: $9,830.41 Increase (decrease) in Net Asset Value: $12,476.93 Total Portfolio Value: $112,476.93 +12.48% Since Last Update on April 7, 2007 ...
An Update on the ?Chinese Yuan Carry Trade Basket Experiment?
2007-04-08 02:29:00 The success of this basket so far is exceeding my initial expectations. I have uploaded a spreadsheet of the account transactions, including interest payments, available for download if you wish to inspect the results. While the overall sentiment over the past few weeks (since March 20, 2007) has been bearish the dollar, I still feel ... More About: Men , Experiment , Chinese , Basket , Carr
Chinese Yuan Carry Trade Basket - Interest Reinvestment Plan
2007-04-01 05:47:00 In the previous post entitled “Chinese Yuan Carry Trade Basket Experiment,” I described the basic composition of the basket of currencies in that post and this post I have set out to develop a plan to further take advantage of the interest that is received on the currency positions. I looked to a popular stock ... More About: Investment , Inter , Men
The Chinese Yuan Carry Trade Basket Experiment
More articles from this author:2007-03-24 07:35:00 After writing about the viability of a carry trade involving the Chinese Yuan, I got to thinking about how I could develop a basket of currencies to create a diversified carry basket involving a number of major and exotic currency pairs. This basket would seek to profit from the low volatility of the Chinese ... More About: Men , Experiment , Basket , Carr 1, 2, 3 |
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