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Chris Lau
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FREE: +Follow Now. Experienced individual investor for 15 years. Get real-time Alerts: My Account - Author Alerts -> Manage my author alerts ->Check name. SUBSCRIBE ($$$) to view premium posts. Cancel at no risk with the money back guarantee. INVEST in YOURSELF for three reasons: 1)Value... More
My company:
DIY (Do-it-yourself) Value Investing
My blog:
SA Performance
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  • Mid-Month Performance +3.79%

    The model portfolio for premium subscribers is up 3.79% in the last 30 days. The underperformance in past works out well: premium research started at around the time the portfolio showed better performance.

    It is possible that the performance is helped by subscribing hedge funds, retired investors, and students buying the stocks I both model and hold personally.

    (click to enlarge)

    Here's BlackBerry's FCF before this quarter:

    Click here for the value add: More info ($$)

    Tags: BBRY
    Jun 23 8:37 AM | Link | Comment!
  • Monthly Alpha

    After years of stagnant performance, the model portfolio, accessible here ($$), is finally showing alpha.

    (click to enlarge)

    Note equity exposure of this long only portfolio is just 68 percent. The rest is cash. Premium research subscribers will get the inside details on what stocks to buy.

    Allocation:

    Outperformers today: Ubiquiti (NASDAQ:UBNT) and 4 others.

    Related: Alcatel-Lucent (NYSE:ALU), Biotech ETF (NASDAQ:IBB), and 3 others.

    Tags: IBB
    Jun 22 10:14 AM | Link | Comment!
  • Strategy For 100,000 Annual Income

    Generate higher income through a leveraged portfolio by writing off interest expenses, lowering the marginal tax on gains.

    1. Applying 2.85 percent (Cdn) prime yields -$28,500 in interest costs annually.
    2. Invest proceeds of the one million dollars in blue chip stocks that yield between 3 - 5 percent.
    3. The dividend - interest rate spread is up to 2.15 percent, or $21,500 a year.

    Apply a 30 percent tax bracket and the after tax income is around $100,000 a year (10% a year return).

    Exclusive premium research is available for investors interested in more ideas. Long only and zero leverage.

    Status: Model portfolio that tracks premium research is beating the markets this month by over 2.5 percent. Balance: $141,274.95.

    (click to enlarge)

    * * *

    Tags: SPY, QQQ, QQQE
    Jun 20 10:30 AM | Link | Comment!
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