Adroit Investor


An investor's attempt to record his investing history and attempts to learn along the way.

Updates every business day, plus occasionally on weekends.

Current holdings (updated occasionally; see recent entries for changes and value) include:


150 shares AEM
1700 shares Coeur d' Alene Mines (CDE)
700 shares Central Fund Canada (CEF)
140 shares GLG
2 shares Chico's (CHS) (by request of my wife)
600 shares Hecla Mining (HL)
800 shares NAK
855 shares Silver Standard Resources (SSRI)
170 shares NG
7 Jan '07 20 calls in Placer Dome
5 Jan '08 30 calls in Barrick Gold
4 Jan '07 15 calls in Pan American Silver
10 Jan '07 29 puts in XLF
6 Jan '08 28 calls in Materials Select Sector (XLB)
5 Jan '08 26 calls in Microsoft (MSFT)
6 Jan '08 35 puts in Clear Channel Communications (CCU)
5 Jan '08 5 calls in Sirius Satellite Radio (SIRI)
plus a small amount of cash.


Click here for my regular blog--new entries daily.

Click here for my Marketocracy "fund."

I am neither a permabull nor a permabear.

My goal: beat the S&P500 by 30 points a year. Bold? You betcha.

I tend towards GARP investing--Growth At a Reasonable Price.

Currently, I believe a lot in silver, and tend to hold silver instead of cash positions. When I have a lot of silver, it is because I am staying away from regular stocks.

I will be updating once a day when the market is open, and tracking the account on an NAV basis, so that comparisons can be made with the S&P500 and other indices.

None of what I write can be construed as advice for anyone else, though I hope it's interesting to read. It does not ever constitute a solicitation to buy or sell any security. I have no plans to warn ahead of time when I will buy or sell a security--I usually do so with limit orders anyway, and especially cannot predict sales ahead of time.

Though I try always to be an adroit investor, I am always learning more. I hope you'll join me.
   

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Tuesday, November 06, 2007
Oil, gold, silver surge

S&P500 change since start 1/17/05:  +28.3%  My NAV change since start:  +199.9%

Another big up day for commodities.

The dollar was down.  That provided a boost to all commodities, but wasn't the whole story.  Oil was up also because fears of a bearish inventories report tomorrow.  Gold and silver followed those two higher, especially silver, which seemed to play catch-up today.

Naturally, my portfolio was up, and up big.  NAV has nearly tripled from the starting point.

 


Posted at 02:18 pm by brandonstarr

 

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