Past Performances
Book #1: “Best Stocks to Buy for July, 2021”
Start date: 07/15/2021. End date: 12/01/2021.
Summary:
List (# of stocks) |
Return |
Annualized |
Beat RSP |
Primary list (8) |
5% |
13% |
487% |
Re-recommended (4) |
22% |
57% |
2,510% |
Momentum (2) |
12% |
137% |
265% |
Short (3) |
11% |
128% |
241% |
Inflation hedge (5) |
-5% |
-13% |
-705% |
Risky (3) |
45% |
117% |
5,275% |
Details
Primary list
Symbol (8) |
Return |
Annualized |
ATEN |
34% |
91% |
DKS |
16% |
42% |
HIMX |
-30% |
-79% |
JEF |
10% |
28% |
MPB |
11% |
30% |
MT |
-14% |
-36% |
OPY |
8% |
21% |
VSTO |
2% |
7% |
|
|
|
Average |
5% |
13% |
RSP |
1% |
|
Beat RSP by |
487% |
|
6 winners and 2 losers. Both losers are foreign companies: HIMX (Taiwan) and MT (Luxembourg). Will avoid foreign countries in the future.
Sub list of the previous recommendations.
Re Recommended (4 stocks)
These stocks have been recommended in my previous books.
Symbol |
Return |
Ann. |
DSK |
16% |
42% |
GTS |
52% |
137% |
JEF |
10% |
28% |
OPY |
8% |
21% |
|
|
|
|
|
|
Average |
22% |
57% |
RSP |
1% |
2% |
Beat RSP by |
2,510% |
|
This is fantastic and this sub list will be continued in this book. It seems the winners keep on winning.
Short-term lists
There are two bonus lists: Momentum and Short. These lists are short-term, and hence I use one month after as the end dates. I included 2 months for whether we should hold for one more month.
The short-terms lists may not be appropriate depending on when you buy this book.
Start date: 07/15/2021. End date: 08/15/2021. I also included returns for 2 months.
Momentum (2 stocks)
Symbol |
Return 1 M |
Ann. |
Ret. 2 M |
Ann |
CLAR |
-3% |
-30% |
-2% |
-13% |
CROX |
27% |
303% |
33% |
193% |
|
|
|
|
|
|
|
|
|
|
Average |
12% |
137% |
15% |
90% |
RSP |
3% |
37% |
3% |
17% |
Beat RSP by |
265% |
|
440% |
|
This time is quite good, but not in the previous book. In this case, holding two months is better than one month in “Best RSP by”.
Short selling betting the stocks to go down (3 stocks).
Short selling is not recommended particularly for beginners due to the extra risk.
Symbol |
Return 1 M |
Ann. |
Ret. 2 M |
Ann |
CCL |
-4% |
-44% |
-6% |
-33% |
NCLH |
-1% |
-8% |
-3% |
-15% |
MILE |
38% |
435% |
45% |
264% |
|
|
|
|
|
Average |
11% |
128% |
12% |
72% |
RSP |
3% |
37% |
2% |
17% |
Beat RSP by |
241% |
|
330% |
|
CCL and NCLN are cruise liners and this sector did not perform well in this period. For diversification, you should only trade one stock in this sector.
Sub list to hedge inflation
Commodity (5) |
Return |
Ann. |
GLD |
-3% |
-8% |
IYM |
-1% |
-3% |
SLV |
-17% |
-41% |
USO |
-4% |
-11% |
XLP |
-1% |
-4% |
|
|
|
Average |
-5% |
-13% |
RSP |
1% |
2% |
Beat RSP by |
-705% |
|
This list does not perform even that we had high inflation. It is due to excessive printing of money that makes stocks (as opposed to commodities) more attractive. However, I still recommend a small portion of your portfolio invested in this group. This is the only loser in this specific book.
Sub list of risky stocks
Commodity (3) |
Return |
Ann. |
EVC |
16% |
43% |
NUE |
10% |
26% |
YELL |
108% |
283% |
|
|
|
Average |
45% |
117% |
RSP |
1% |
2% |
Beat RSP by |
5,275% |
|
It turns out this list has the best performing in this specific book. Nothing risked, nothing gained. When the market is risky, do not bet on this list. I had YELL at one time and it was stopped out. Be careful on using stop orders on volatile and low volume stocks.
--------------------------
My new book in this "Best stocks" series available on Dec. 15, 2021.
Best Stocks for 2022.
https://www.amazon.com/dp/B09NMR3YNR
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