Beyond the Random Walk

A not so random walk through the world of finance.

Archive for November, 2008

Portfolio 1: Industry Momentum Trading Strategy

Posted by Vijay Singal on November 16, 2008

Portfolio 1 will be invested on November 17, 2008 and divested on December 22, 2008. The 5 week period ensures that there are no trading costs through Fidelity. Fidelity charges a redemption fee on these funds if they are held for less than 30 days. Other details are given in earlier posts.

The funds and the allocation for portfolio 1 are given below.

strategy-portfolios4

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Portfolio 5: Industry Momentum Trading Strategy

Posted by Vijay Singal on November 9, 2008

 

I apologize for missing the last few weeks.  I was traveling and did not realize that there continues to be sufficient interest in this blog in spite of market volatility.  I will fill in the previous portfolios in the next few weeks just for the sake of completeness.  If it means any thing to you, I have not altered my strategy at all and continue to invest the way I have always done: follow this momentum strategy.

Portfolio 5 will be invested on November 10, 2008 and divested on December 15, 2008. The 5 week period ensures that there are no trading costs through Fidelity. Fidelity charges a redemption fee on these funds if they are held for less than 30 days. Other details are given in earlier posts.

The funds and the allocation for portfolio 5 are given below.

 

strategy-portfolios1

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