Wednesday, April 30, 2008

Thoughts on Data Problems

These things happen. There will be delays in getting data caused by vendors. There will be delays caused by your hardware, or your schedule. Using a weekly timeframe, this is not significant. A few days will not have a significant impact on long-term performance. Even in the worst week in market history in October 1987, failing to act on Monday's open would not have been the end of the world. Half of those losses were recovered within the week.

This strategy is a long-term investment plan. There is no need to develop the redundant systems required for a day trader. In a worst case, the calculations would have been done by hand today (actually in Excel using data from Yahoo).

Portfolio Update, 4/30/08

No changes to the holdings this week.

Sunday, April 27, 2008

Data Problem

I have had a problem with my data provider this weekend and will have to resolve it tomorrow morning. Portfolio will be updated as soon as possible.

Sunday, April 20, 2008

Portfolio Update, 4/20/08

Continue holding IWN, EWP & IYM.

Wednesday, April 16, 2008

Portfolio Update, April 13, 2008

No changes to the model portfolio - and I will get better at timely updates.

Tuesday, April 8, 2008

Portfolio Update, 4/6/2008

We should be fully invested on Monday's open. Continue holding IWN. Buy EWP & IYM.