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Saturday, January 1, 2011

Week in Review Podcast: 2010 Wrap Up, Bubbles, Ponzi's, Speculation and Manipulation (PODCAST and VIDEO)

"Accuracy is the twin brother of honesty; inaccuracy, of dishonesty." - Nathaniel Hawthorne

Welcome to the Week in Week in Review podcast!

2010 is over. Since this is a personal journal? What did I see as a theme in 2010? As well, 2011 is beginning. What is my mindset going into this next year?

I discuss all of this in the following podcast ...

(Podcast Included. If you're seeing this entry elsewhere and cannot play the podcast? Click this link to go to the exact podcast entry ...)




Click here to download this podcast.

If you prefer the YouTube video version of the podcast, and I have included charts on the video when discussing the stock market, gold and oil ...

(Video Included. If you're seeing this entry elsewhere and cannot see the Video? Click here to view the entry ...)



Here are the year end numbers for the Challenge Project so as to provide our baseline for 2011 ...

Investing "Sister" Account: $1,020.35
(YTD the account is +27.68% YTD Return is about +12.24% Continuing Yield is approximately +6.96% in cash dividends and additional shares of stock )
  • 6.2979 shares of KO (DRIP is on for 4.2979 shares)
  • 5.1856 shares of JNJ (DRIP is on for 3.1856 shares)
  • Cash: $285.41
-$38.41 of this cash I reserve for 'maneuvering' capital ( 3.764%)
-$ 3.00 of this cash I reserve to D.C.A. KO ( 0.294% )

-$24.00 of this cash I reserve to D.C.A. JNJ ( 2.352% )
-This leaves $220.00 cash available for a 'first' new purchase ( 21.56% )
-This leaves $ 0.00 cash available for a 'second' new purchase ( 0.0% )
  • Additional $156.25 available from slush fund, up to $1,176.60
Investing Account Balance Year to Date
(Can be Enlarged)



Trading "Sister" Account: $2,219.36
( YTD cash contributions, equity and return up about 37.49 % )
  • 2% risk tolerance gives us $44.38 'at risk' levels
  • 3% risk tolerance gives us $66.58 'at risk' levels
  • Additional $156.25 available from draw-down / slush fund, to $2,375.61
Trading Account Balance Year to Date:
(Can Be Enlarged)


Savings Side-Pocket "Sister" Account: $625.00
( YTD cash equity up about 212.0 % Return on Capital is 0 % )
  • $156.25 for a Slush fund / Draw-down Kill Switch fund
  • $312.50 for a Base Savings
  • $156.25 for Emergency Savings
Savings Side-Pocket Account Balance Year to Date:
(Can Be Enlarged)


Total $500 Challenge Project Balance: $3,864.71

* * *

Note: This is not an investment or trading recommendation. The losses in trading can be very real, and depending on the investment vehicle, can exceed your initial investment. I am not a licensed trading or investment adviser, or financial planner. But I do have 14 years of experience in trading and investing in these markets. The Challenge accounts are run for the education of other traders who should make their own decisions based off their own research, and tolerance for risk.

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