Investing

Trading idea- Based on Graham (TSX)

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  • Nov 29th, 2020 7:34 am
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[OP]
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Dec 14, 2010
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SkimGuy wrote: Big drop on KL today, can't see any news regarding it. Is it still worth a buy?
It is a buy for me because I am following the model, which uses fundamentals to decide when to enter and exit. Nothing changed since the weekend. The only news I found was related to recent insider selling, but this could be simply profit taking as it's been running up steady for a few months. Gold sentiment is also deteriorating.

I find hard to determine when not to follow a recommendation (price performance just tell one side of the story), so I buy and sell all signals. Those using these models as an initial recommendation can always dig further for additional research, which means one would be trading a customized portfolio.

In the end, there must be a rational and consistent criteria to when follow or not follow a signal recommendation.


Rod
Build a comprehensive portfolio based on Investing and Trading strategies. Check out these threads and join the discussion:

Investing strategy based on dividend growth

Trading strategy based on Graham principles.
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Mar 4, 2009
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Toronto
Might buy HDI soon. Will take dividends while waiting for Lumber price to go back up.
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Jun 19, 2009
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Scarborough
last_sd wrote: Might buy HDI soon. Will take dividends while waiting for Lumber price to go back up.
Kind of on a related note but has the "Rebalance to equal weights" ever triggered for this portfolio? I recall reading that if they get out of line by more than 10%, a rebalancing would occur
Deal Addict
Mar 4, 2009
1743 posts
586 upvotes
Toronto
SkimGuy wrote: Kind of on a related note but has the "Rebalance to equal weights" ever triggered for this portfolio? I recall reading that if they get out of line by more than 10%, a rebalancing would occur
I am unsure. I will wait on Rod for that question.
[OP]
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Dec 14, 2010
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SkimGuy wrote: Kind of on a related note but has the "Rebalance to equal weights" ever triggered for this portfolio? I recall reading that if they get out of line by more than 10%, a rebalancing would occur
This model is supposed to rebalance to equal weights and that would only trigger if a position gets oversized (if a single position grows the portfolio by 10%, so so when an individual position represents 20% of the portfolio minimum). The 10% growth threshold is for the portfolio, not for a single position, so I will edit the first post for clarity. This will happen soon with BAD, which its excellent performance makes now almost 17% of the portfolio. Other than that, when more than 1 position is sold, I usually split the total proceeds into equal amounts to buy the next positions.


Rod
Build a comprehensive portfolio based on Investing and Trading strategies. Check out these threads and join the discussion:

Investing strategy based on dividend growth

Trading strategy based on Graham principles.
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Jun 19, 2009
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Scarborough
Sold for a slight gain. Nice

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