l.i.f.e portfolio class
DESCRIPTION
L.I.F.E PORTFOLIO CLASS. Seabelo N. Montwedi. Program History. “The value of an education in a liberal arts college is not the learning of many facts but the training of the mind to think something that cannot be learned from textbooks .” – Albert Einstein. Contributors. $150,000. Model. - PowerPoint PPT PresentationTRANSCRIPT
L.I.F.E PORTFOLIO CLASSSeabelo N. Montwedi
Program History
“The value of an education in a liberal arts college is not the learning of many facts but the training of the mind to think something that cannot be learned from textbooks.”
– Albert Einstein
Contributors
$150,000
Model
“The CAN SLIM model was developed based on an intensive study on 500 of the biggest winners in the stock market from 1953 to 1990.”
Class Structure
“Picking the right stock for your portfolio is more than eeny, meeny, miny, moe”
Management Strategy
“Establish a strategy that tempers potential losses in a bear market”
Position Breakdown
CBI28%
KORS
22%AIG10%
DVA10%
DE9%
URI7%
BIDU
7%
RGR5%
OAS2%
Earnings Breakdown
Series1
0.2374
90.40%
0.0970.0087 0.0128
0.433
-0.1502-0.0205
0.0569
Chart Title
AIG BIDU CBI DE DVA KORS OAS RGR URI
Sector Breakdown
Industrial Goods
42%
Services29%
Finance10%
Healthcare9%
Technology8%
Basic Materials2%
Yield
4 month yield=6.36%
Total yield=17.24%
Performance Evaluation
Limitations"Searching for companies is like looking for grubs under rocks: if you turn over 10 rocks you'll likely find one grub; if you turn over 20 rocks you'll find two.“
-- Peter Lynch
Conclusion
“Opportunities come infrequently. When it rains gold, put out the bucket, not the thimble”
― Warren Buffett