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David Stafford
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Student of markets, enjoys following their course.
My book:
Around the World in Several Pieces
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  • An Interesting Index; The "Ocean Tomo 300"

    -----My apologies, not sure if OTR or OTP exist anymore, they may be somewhere in some sort of ETF purgatory, still existing in various online databases, and on the Ocean Tomo 300's website's text, but not on the Guggenheim(related to Claymore) products page for example. I believe the index its self is still alright, but OTR/OTP may perhaps be sort of ethereal investments per se. The growth oriented index being; OTPATG with the normal index being simply OTPAT. Thanks again for reading, my apologies if that caused any confusion.

    Guggenheim Etf's;

    guggenheiminvestments.com/products/etf/product-list

    ---------

    The sort of casino-reminiscent nature of the sometimes semi-random quotes that are generated at the bottom of a Google finance quote lookup have today generated a really interesting gem, perhaps amongst the sea of investment opportunities that reside on the stock exchange per se.

    __________________

    Perhaps the intrigue of the abbreviated name as it appeared in the little spreadsheet per se was just too much, however, today I was introduced by chance, to an index that providentially perhaps, seems to really sort of intertwine with some previous writings and musings per se on the new age of technology that perhaps lies ahead of us and amongst us now.

    (click to enlarge)

    source;

    mydomadesign.com/wp-content/uploads/2013...

    __________________

    Hence in searching for latest news on FIW, a water index, which I like for mostly international diversification reasons(price to book for FIW is looking decent for this sort of investment per se aswell, though most similarly themed indexes have relatively similarly ratios in said regard)relative to other indices, I came upon OTP and OTR. OTP is the sort of I guess rudimentary if one could call it that, version of the aforementioned index(in fund form), while OTR is the growth oriented version. The index its self has the Amex ticker of OTPAT, or good old overtime-Pat if one is feeling poetic. As a side note, though the two funds, OTR & OTP seem to be quite similar in so far as performance is concerned, it seems that OTR seems to pull ahead to the upside on occasion, converging later etc etc. In fact this might be an interesting sort of options trade per se if one will, if that is to one's taste per se.

    __________________

    Either way, the index its self is quite interesting. According to the portion of the website of Ocean Tomo, that's dedicated to the index;

    www.oceantomo.com/ot300.html

    The index is currently weighted as follows;

    Small Cap

    10%

    Mid"

    40%

    Large"

    50%

    --

    Tech

    35%

    Cons. Non-Durable

    29%

    Basic Mats.

    10%

    __________________________

    The companies represented by the index's holdings per se, are according to the description of the index, chosen based on their quality whereby they represent a model whereby a large proportion of their organization's assets per se are represented by intangible assets, or something of that nature.

    _____________

    The list of companies which comprise the index seems to be quite varied and interesting perhaps, and can be found on this link here;

    www.oceantomo.com/system/files/2009-2010%20OT300%20Constituents%20by%20Company.pdf

    ____________

    This is perhaps an interesting sort of index in that it may sort of represent, like HTGC et al., an opportunity to sort of get on the train of future "growing" companies per se, regardless of sort of more sector based themes. In a sense allowing one to invest in those companies which may potentially sort of lead their sector in regards to investments into intellectual/intangible capital if one will, without having to also invest in companies in that same sector who may not be so patent/"R&D" focused. Surely there are other ways of doing this aswell, but perhaps this represents a sort of convenient way of doing so en masse for a variety of sectors if one will.

    _____________

    I don't mean to cite so much from the index formulator per se's website but here's an attractive representation of the performance of the index, which seems to be somewhat better if one will, than the S&P 500, historically speaking per se.

    *-from webpage whose adress ends in ot300.html cited above.

    *-there is another image depicting this which goes back a little further, on the webpage this is linked from, however this representation would presumably be using back-filled data, which may none-the less relate the potentially attractive nature of this index.

    ________________

    Either way this was perhaps an interesting index, I myself was previously unaware of it, it seems interesting though, and seems to play nicely into the theme of investing in future tech-growth per se, in one way or another.

    ________________

    Hopefully this has been perhaps interesting to others aswell, thanks again for reading, index investing or not, I hope everybody's investments are going great in this particularly sort of interesting market environment. Thanks again for reading.

    _________________

    (click to enlarge)

    source; www.wall321.com/thumbnails/detail/

    20120804/ocean%20waves%20seascapes%

    201680x1050%20wallpaper_www.wall321.com_68.jpg

    Tags: FIW
    Jul 28 3:41 PM | Link | Comment!
  • Triumph Of The Beta Hedges; NRK And CFD

    Amidst the general market routing of the day, with most sectors down there still exists a glimmer of hope per se for portfolios in general at least in the academic sense.

    __

    The sort of not so alpha generative(generally speaking), and kind of fun beta-barricade of commodity etfs and muni etfs did ok today. Though they have relatively decent dividend yields even for being sort of beta hedges per se, often times muni etfs and commodity etfs may be tempting to sell per se, particularly if one has some sort of conviction in a particular sector or macro play per se, however perhaps its days like these where the stalwart defenders rise to the occasion where other positions fail per se.

    __

    They may not be glorious in so far as their dividend yields are concerned, they may not be daring in so far as positive volatility is concerned, they may not really ever be alluringly trendy, but perhaps when the markets experience their own sort of charge of the light brigade like today, these sort of due diligence related sort of pro-active defensive beta hedges really shine.

    __

    For, while the rest of the market in general is pretty much down, ye old NRK and CFD hold the line per se, up .46 and .26% for the day respectively. Perhaps when one sometimes may be tempted to go full sort of long-term positive growth/yield it may be hence helpful to recall days like today as I surely will, which though they don't happen very often, are surely sort of great treatise in portfolio-crafting if one will.

    __

    Hence, I hope everybody had a little bit of these unsung champs in their roster or portfolio per se, these handy praetorians of portfolio planning if one will, and hopefully even if one is a little perturbed per se, by the sea of red that has potentially overtaken one's portfolio, with positions like these perhaps one can still have faith in the methods inherant to the field of portfolio planning per se. Thanks again for reading. May your hedges always shine.

    __

    (click to enlarge)

    source; toryardvaark.files.wordpress.com/2011/02...

    Tags: NRK, CFD
    Jul 17 4:27 PM | Link | Comment!
  • Market Roundup; July 7th; Penny Stock Triumphs

    Today was perhaps an interesting day on the market with a lot of strange discrepancies perhaps shaping the day's gains.

    For a quick list and linking of stocks and sectors that did ok per se, today here's a quick list of some stocks that rose after all was said and done;

    Here's the handful of penny stocks that posted greater than 5% daily increases;

    Terra tech corp; TRTC; indoor agriculture per se;

    www.google.com/finance?q=OTCMKTS:TRTC&am...

    As well as another whopping 21% increase for another "green" company per se; namely "Hemp inc"(HEMP);

    www.google.com/finance?q=OTCMKTS:HEMP&am...

    of course the rest of the green-train per se, followed suit with CBIS up about 5%;

    www.google.com/finance?q=OTCMKTS:CBIS&am...

    I guess this is what a hemp field looks like if anyone else was curious aswell;

    source; www.cannabiscollege.com/ximages/hemp_fie...

    For more "normal" sectors/market caps we have some interesting gainers for the day amongst them aswell;

    Food; Hormel(HRL) was up etc, as well as ASBFY "Associated British Foods...";

    www.google.com/finance?q=OTCMKTS%3AASBFY...

    _

    Brazilian stocks most notably energy stocks like CIG etc, but interestingly enough; not Brazilian small caps;

    CIG; up about 1.72%

    www.google.com/finance?q=NYSE%3ACIG&...

    Small caps(down);EWZS

    www.google.com/finance?q=NYSEARCA:EWZS&a...

    MSCI Brazil in general(up slightly);EWZ

    www.google.com/finance?q=NYSEARCA:EWZ&am...

    _

    The Polish index is slightly up per se; DWPLDT

    www.google.com/finance?q=INDEXDJX:DWPLDT...

    _

    *Not an up sector but interestingly enough robots were down(good thing they don't have emotions yet); with the likes of Brooks(BRKS), IRobot(IRBT) and Fuji Heavy Ind.(FUJHY)(tangential) all down;

    IRobot;www.google.com/finance?q=NASDAQ:IRBT&...

    _

    Energy companies in general up about .25-~1% here's Duke energy(DUK) for example, up about .27%;

    www.google.com/finance?q=NYSE:DUK&ei...

    _

    Muni's were also up in general like ticker; KSM a 7% div. yielder;

    www.google.com/finance?q=NYSE:KSM&ei...

    _

    Some oil trusts were also up, for example; MARPS the "Marine Petroleum Trust", an ~8.28% yielder was up about 1.27%;

    www.google.com/finance?q=NASDAQ:MARPS&am...

    _

    and lastly perhaps, some farmland stocks were up as well, like "Adecoagro"(AGRO); was up for the day(~1.60%), not the whole sector was up per se, but it was mostly flat or or somewhat up for the day in general, if one will;

    www.google.com/finance?q=NYSE:AGRO&e...

    __________

    Surely there were other sectors up and down per se for the day, however it was perhaps a day of interesting sector "explosions" if one will, particularly in the "green pharmaceuticals" space, as well as in some perhaps interesting spaces like oil-trusts, and energy companies in general.

    __________

    Hopefully everyone's stocks got a piece of the gains per se, and are doing well. Thanks again for reading.

    __________

    Whack-a-mole-market, some up, some down;

    source;

    mycdn.metazone.co.uk/wp-content/uploads/...

    Jul 08 1:58 AM | Link | Comment!
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