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Ambil Kembali
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Educated in Computer Sciences & Business, apt to academic styles. Interested in ornithology and black swans, and complexity. Utilitarian. Pseudonym A.K. is entirely for privacy, not meant to confuse people in Indonesia!
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  • Costs Of Minerals - Gloom

    Costs of Minerals, Gloom

    Looking at a 2 year chart, Silver vs Lead (ETFs) SLV, LD, Basic Materials / Industrial Goods

    In a recent SA article I read that stuff has costs of mining. So silver was examined, there ought to be - also - costs for lead. (And Gold, etc.)

    At what point, humanity, does the cost in energy defeat all efforts at mining? Some kind of "OK, now we have to recycle everything" point could well be reached. (Or else energy gets downright explosively strong, with corresponding devastation risks. Risks that also, incidentally, mix up metals together and possibly irradiate them.)


    Deep ocean mining has a water problem, i.e. too much water so far in the way of equipment. Spills of arsenic and sulfur near fishing zones? Also gloomy. Anyway, plenty of stock ideas in Basic Metals, and/or Industrial Devices that re-forge or reclaim "stuff". Hi-Crush Partners, Natural Resource Partners, which are things I've never heard of. And some almost everybody has, Rio Tinto, Teck Resources, Vale & Freeport.

    Disclosure: I am long SLV, VALE.

    Mar 28 3:17 PM | Link | Comment!
  • Commonly Helds In ETF-group MO A Winner!

    Checking back on PowershareETF portfolio, which was

    DWA Technique Leaders, current yeild 0.14%

    Dynamic Market Market, current yeild 0.86%

    Dividend Achievers, current yeild 2.11%

    SPHQS&P 500 High Quilty Portfolio, current yeild 1.61%

    1.) It's up!

    2.) It has stuff in it.

    PDP (133 sh), PFM (250), PWC(80), SPHQ(265) and the Pharma SPDR XPH (22sh). XPH isn't really a Power-invesco, but it fit the need to fill out balances at "inception".

    As of April of this year, only one stock is in all 4 of the main group: Altria (NYSE:MO). In each fund MO is 0.91 , 1.97 , 3.64 , and 0.82 % If this was a real set of holdings, possibly duplication would 'force' sales - which are profits at today's prices.

    Hitting 3's - ABT, BF/B (Brown Forman class B, no Class A's to look out for.) ECL, FAST, GWW, HRL, JNJ, MCD, Nike, PX, ROP, ROST, SHW, SIAL (Sigma-Aldrich), SJM, TJX, VFC and XOM.

    Of possible interest for various reasons, Brown-Forman, Ecolab, and MacDonalds. Grainger is a mighty industrial-janitor, and also some sort of business-level gauge (across all of North America.)

    Apple computers is only in two funds, the PDP and PWC. Wisconsin Energy (NYSE:WEC) is also only in two funds.

    and Campbell's soups rests only within the SPHQ. Eli Lilly is only in the XPH. Wells Fargo only within the PDP.

    Of a great many stocks NOT in any of the main 4 + drugmakers:

    AMAT - Applied Materials. MCHP,NVidea.(Yet Skyworks Solutions is in the PDP.

    None hold INTC, ROK, ASCA - some american casino co. FOSL, Corning.

    Disclosure: I am long BF.B, GLW, MO, MCHP.

    Additional disclosure: No positions currently in the ETF's discussed, I look through their combined lists.Briefly held XPH in past - I hate drug stock picking it's hard! Also no positions in SPHQ - possibly an ETF name changer.

    Apr 23 1:12 PM | Link | Comment!
  • A.K's Powershares (and ETF) test portfolio and analysis p.2

    Continuing a pretend fund - a very simple one.   An occasional looking deeper.
    As of mid-June 2011.


    Lists of shared components, (all low % of each ETF, each is five percent of a holdings at the most within its entity)

    4: Nothing in all 4  (you'll notice that we count XPH as drugs seperately from the Powershares vehicles.)

    3:   11  Within PDF,PFM & PIV:     (  BF.B, CHRW, GWW, HRL, MCD, MO, ROP, SHW, SIAL, UTX, VFC )  Of these eleven, McDonalds is 4% by being 1% in PIV and three of PFM.
    Within PWC, PFM & PIV  (CVX - Chevron)  Works out as 5+4 percents from about 95k shares and 77k shares in PFM & PWC respectively, and a scrap only in PIV.

    2: pairs.  About seventy-five or so (Missed at least RL in a tally) Since there are
    413 equities here, that's 0.19 rough  (anti)correlation - more about that later.
    Jun 24 1:34 PM | Link | 2 Comments
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  • Looking at $RORO (SST ETF), but possibly it happens to duplicate what I do anyhow. Watchable!
    Nov 24, 2014
  • Merger of QCOR and MNK raised my awareness of these pharmas. Pharma is hard! Staying away from these two anyhow.
    Apr 9, 2014
  • SLV GLD possibly LD - things to look at in near future.
    Mar 29, 2013
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