Any Stockpickers out there?

[cubanpete_the_swiss]

@cubanpete_the_swiss

And again it happened: for felt two years there was no action in this portfolio and now already the second giant had to leave me, a stock that used to belong to each and every dividend portfolio and was with me for over a decade: Clorox.

That was february 5, nice call:

Same for Dow:

@cubanpete_the_swiss

And my system told me to sell DOW yesterday.

Nucor wasn’t such a good call…

Mechanical investment strategies

Sell in May and go away? Nah, would be the worst decision ever. My strategies run perfect, made tons of money and I am currently very close to my all-time high. The dividend strategy is currently at a margin of 101.05%, very little debt, mainly so I don’t have to act every few days when dividends fill my Zasterlaster. This month I sold Nucor after more than a decade. I bought APAM, Artisan Partners Asset Management. A risky play, but I can take on a little more risk as currently I don’t live o…

Then with Thompson Reuters I did hit almost the top in August:

Mechanical investment strategies

Dividend strategy: A bit sad today, had to say goodbye to an old warrior: Thompson Reuters was sold today. The gain is gigantic, in addition to the 11 years of dividends. Since they sold the Reuters Terminal the valuation went through the roof, they got too expensive. And now they slipped to the lower half of momentum, so they had to go. With the money I bought the Loews insurance arm CNA financial. They have really bad analyst ratings, and as you know you get rich if you do the contrary of wh…