For my momentum strategy I sold Security National today with a loss of 29%. Had to make space for Healthcare Services Group (HCSG).
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Momentum Strategy:
And I sold another veteran today: Serious Point had to go. A double position with 102.33% of gain.
I bought the Briggs & Stratton Spin-Off Strattec, at a very bad price, today. I hope at least the 70 holds…
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For my momentum portfolio I bought Costamare Inc. today. Had some spare cash laying around so I did not have to sell anything.
Today I sold IDT with a gain of 87.7%.
Had to make space for Kimball Electronics.
Unfortunately bigcharts does not work any longer, I suppose marketwatch just shut it off. Will have to find another provider…
Charts are just for fun for me, no need to but nice to look at. 
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Bigcharts is gone. Again a veteran that leaves without a suitable successor. The internet is the best proof that we are going fast in direction of Idiocracy.
Yesterday I tried out around 20 pages for charts, none has the combination I like:
- All parameters in URL, so I can add a search that gives me a chart of IBM by entering “c ibm”.
- Possibility to link to image.
- Chart is updated every time the image is accessed.
That was too cool and did work for more than 2 decades.
In the search now there is a text “not found, please don’t short Marketwatch”. If somebody wants to short it, the owner is Dow Jones which is owned by Newscorp, stock symbol NWS or NWSA. 
In Finviz you can look at a chartbook with several parameters, here links to both of my strategies:
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I start to see why this August was by far my busiest month in many years. Some of my news flow in yahoo finance today:
But then my experience says that new highs are sold. Just enjoy while it happens…
It was a nice warm August day exactly 4 years ago and my system told me to do something I hate: buy a Mexican penny stock, a gas and oil explorer with operations in Mexico and Argentina: Vista Oil and Gas.
Pennystock, Mexico where the police once tried to put drugs under my car so I would smuggle it without me knowing, the country where at shootings there is always police… at both sites of the shooting. And Argentina where private companies were “nationalized” (stolen) whenever the president needed money for her next cosmetic surgery. And a penny stock… come on capt’n!
A strategy only works if you adhere to it and I did what I had to do: bought quiet some shares.
In Mexico chainsaws are still used like in horror movies, but a chainsaw seems to have saved Argentina. My stock went up 100%, 200%, 500% and finally 1000%.
I took out already multiple times my initial investment and today the stock enters its 5th year with me. No idea how long it can stay, whenever the capt’n tells me I will sell it without hesitation.
Today I sold some part like I do every 12 months.
Almost forgot the picture:
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For my momentum strategy today I bought some green plains (GPRE). Seems they don’t go bankrupt after all and the chart looks nice.
Technip (FTI) had to make space and went out with a nice gain of 346%.
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And the stock market August is over. A very busy month, here my report:
Dividend portfolio: finviz
Dividends: T,GIS,ABBV,O,CAT,KVUE and APAM
Completely sold: KLG and TRI
Bought new: CNA
Bought additional positions: GIS,PFG,VTRS,GILD and HST.
Actual margin: 100.28% (almost no margin)
Carry premium: 6.41%
Performance YTD: 11.08%, XIRR since 2014 10.66%, since 2020 13.37%
Sectors:
Positions:
Dividends:
And my momentum strategy:
Finviz
Margin multiplier: 130.7%
Performance YTD: 12.25%, XIRR since 2020 26.81%
Table of tables:
Positions:
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As you can see I use the XIRR Formula to calculate performance. This formula works like interest in an account, including dates and amounts of all transactions and compound interest (interest of interest).
I remember having seen some time ago a prospectus where a fund used a simple average for performance. Had some discussions in this forum too where the two were confused with.
So, just for fun, I did calculate the simple average of 5 years and 8 months of my momentum strategy with the following formula: ((actual value + money taken out) / money payed in - 1) / number of months * 12.
The result is 46.57% per year. Quiet some difference to the XIRR of 26.81%. The longer the time frame the bigger the difference. A simple average makes no sense in my opinion, but of course it sounds good. 
Addendum: the simple average for the dividend strategy after 11 years and 8 months is 22.61% vs. XIRR of 10.66%. Dividend investors often use this kind of math to calculate dividend yield on investment…
And already the first trade of September for my momentum strategy: bought Sasol Ltd., the South African chemical giant. Did not even have to sell anything because there was a lot of profit taking in August.
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And in my dividend strategy the quarterly dividend rain has started. As I don’t like to see money just laying around I bought some additional Realty Income (O) today. They pay monthly, nice.
I have to start spending more or this ends in real work… 
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Realty Income is a REIT if I understood correctly.
I always fear that has some disadvantages since those seem to be quite strictly regulated. Not sure if that has implications on their profitability.
They don’t pay any tax but have to pay out most of their cash flow as dividends. That is all.
I think earlier they were classified as part of the financial sector, but now (for me always) real estate is a sector for itself.
Yesterday I had a novelty: an all time high in all currencies (EUR,USD,CHF). Quiet a surprise considering the CHF rise. I trade only in U.S. Dollars and therefor my measurement is based on that currency.
Addendum: O pays out 5.5387% in dividends and it pays out monthly. You would have a hard time buying real estate and making that money, not to speak of the liquidity of the investment and the work involved. O did rise dividends 131 times (!) since IPO in 1994 and did not miss a single month of paying. Now, find a renter for your real estate like this…
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One of my favorite REITS. I have a full position but keep wanting to add at its current (under-)valuation.
Indeed. Most of their properties are triple net (“NNN”) leases meaning
- Net of Property Taxes
- Net of Building Insurance
- Net of Common Area Maintenance (“CAM”) and/or Repairs
In a typical triple net lease, the landlord is only responsible for the structural elements of the building, such as the roof and foundation. The tenant covers virtually all other expenses associated with the property, including its day-to-day operation and upkeep.
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One of the absolute biggest darlings of dividend-focused investors!
To be fair: they did spin-off their office rentals into Orion Properties, which then busted. Unfortunately I kept them. There was a buy offer at $2.50 earlier this year, but the price has already started to go up higher again… end of home-office in many companies:
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Cool, and thanks so much for you very detailed, and open, explanation of your strategy in this thread!!
One, out of probably many possible, questions: you reinvest very regularly (proceed from selling or dividends) – is there a minimum amount in number of stocks (only a 100 BRK.A at a time rule 
), or amount of $ in you strategy? Or, a max amount of trades per time period?
Yes, it is all in the rules written down earlier. I start with 4% per position, so 25 position initial. 20% limit per sector. There is no minimum or maximum amount of stocks, but probably 25 positions is a good guess because of the 4% initial position size.
There is no minimum or maximum number or amount of trades per time period.
Whenever there is cash I take all stocks under 4% position size and that are still on “buy” and their sector is still under 20%. Those I sort by date last bought and then buy 5% (0.8% of portfolio size) of each until the cash is gone. If there are not enough positions to add to I open a new position.
All purely mechanical. Even my stock picking, although stock selection is not part of the original plan. I use the U.S. dividend 100 index sorted by dividend yield and then look for the first company not in a sector I own already more than 20% and that fulfills all my criteria. And then I buy 4% of portfolio value of that stock.
A robot could do that for me.
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