JTH's Account Talk

I'm just curious. What prompted u to buy this particular stock, if you don't mind me asking?

From 10 Oct 2013
Stopped out of ENPH @ 7.86 for a 1.95% gain. This was one of the 2 stocks I had taken a loss in this year, the original loss was -8.9% now the overall loss between the 2 trades is -3.03%

ENPH originally caught my attention last year, this March I finally took a position but got stopped out only to have the stock take off without me. My second trade was a 1-day scalp since I was off work that week. This has been somewhat of an elusive stock for me, just when I'm ready to pull the trigger, it takes off before I hit the button and I lose interest in chasing it. What makes it appealing is its relative strength vs. the S&P 500, ENPH is up 116% YTD, the downside is that daily volume is less than 1 million. As you can see, this stock moves fast so you have to keep your eye on it, I haven't spent much time in my ROTH IRA this year, I'm trying to find the groove and stay in it...

View attachment 25716
 
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This week's 15.27 point climb was somewhat of a sleeper, but don't let that tell the story. The weekly chart showed 3 weeks in the green with higher high/lows and decent volume to boot.

View attachment 25717
 
Many are soon to recognize the trend is undeniable and will throw in the towel creating a dramatic woosh to the upside - I'll be buying all week to help them.
 
Many are soon to recognize the trend is undeniable and will throw in the towel creating a dramatic woosh to the upside - I'll be buying all week to help them.

It should be a fun week, I'd love to see us ramp up going into November...
 
JTH - did you mean this to be October?

Nope, this is the average daily price performance for each trading day of the month over the last 20 years.

Example: Day 1 = 1st day of each month over the last 20 years
 
My Historical Performance vs. S&P 500's C-Fund

2012 ___
18.56% vs. 16.07%
2011 ___ -4.20%
vs. 2.11%
2010 ___ 15.02%
vs. 15.06%
2009 ___ -3.61% vs. 26.68%
2008 ___ -16.00%
vs. -36.99%
2007 ___ 9.41%
vs. 5.54%
 
Nope, this is the average daily price performance for each trading day of the month over the last 20 years.

Example: Day 1 = 1st day of each month over the last 20 years

Ah, or maybe I should say "duh!" Now that you've answerer my question, its clear as a bell when I look at the chart! Thanks for the clarification and your time sir! :)
 
My Historical Performance vs. S&P 500's C-Fund

2012 ___
18.56% vs. 16.07%
2011 ___ -4.20%
vs. 2.11%
2010 ___ 15.02%
vs. 15.06%
2009 ___ -3.61% vs. 26.68%
2008 ___ -16.00%
vs. -36.99%
2007 ___ 9.41%
vs. 5.54%

Okay JTH, so now I'm going to pester you again -- well, maybe pick your brain is a better way to say it. I'm really curious to know what you did wrong and what you learned in 2009. I imagine some of it was bearish hangover from 2008, but I'm sure there's more to it from your perspective and would love to vicariously learn what you learned directly. I've followed you closely since 2010 since shortly after I discovered this great website and forum, so I know what happened in 2010.

I have to say that it does strike me that you would have done better by about 9.25% overall had you just bought and held the C fund over that same timeframe. Given that, are there things you've learned that weigh in favor of timing? Inquiring minds want to know.
 

[TD="bgcolor: #99CCFF, align: left"]JTH[/TD]
[TD="bgcolor: #99CCFF, align: left"]C Fund[/TD]

[TD="bgcolor: #FF99CC, align: right"]2012[/TD]
[TD="align: right"]18.56%[/TD]
[TD="align: right"]16.07%[/TD]

[TD="bgcolor: #FF99CC, align: right"]2011[/TD]
[TD="align: right"] (4.20%) [/TD]
[TD="align: right"]2.11%[/TD]

[TD="bgcolor: #FF99CC, align: right"]2010[/TD]
[TD="align: right"]15.02%[/TD]
[TD="align: right"]15.06%[/TD]

[TD="bgcolor: #FF99CC, align: right"]2009[/TD]
[TD="align: right"] (3.61%) [/TD]
[TD="align: right"]26.68% [/TD]

[TD="bgcolor: #FF99CC, align: right"]2008[/TD]
[TD="align: right"] (16.00%)
[/TD]
[TD="align: right"] (36.99%) [/TD]

[TD="bgcolor: #FF99CC, align: right"]2007[/TD]
[TD="align: right"]9.41%[/TD]
[TD="align: right"]5.54%[/TD]

[TD="bgcolor: #FF99CC, align: left"]Mean[/TD]
[TD="bgcolor: #CCFFCC, align: right"]3.20%[/TD]
[TD="bgcolor: #CCFFCC, align: right"]4.75% [/TD]

[TD="bgcolor: #FF99CC, align: left"]Standard Deviation[/TD]
[TD="bgcolor: #CCFFCC, align: right"]12.14%[/TD]
[TD="bgcolor: #CCFFCC, align: right"]20.27%[/TD]

[TD="bgcolor: #FF99CC, align: left"]Annualized Return[/TD]
[TD="bgcolor: #CCFFCC, align: right"]2.46%[/TD]
[TD="bgcolor: #CCFFCC, align: right"]2.34%[/TD]

[TD="bgcolor: #FF99CC, align: left"]Total Return[/TD]
[TD="bgcolor: #CCFFCC, align: right"]15.73%[/TD]
[TD="bgcolor: #CCFFCC, align: right"]14.88%[/TD]
You lost money 3 years out of 6 and still beat the C Fund? That is impressive!!! It just goes to show that the BIG losses is what really hurts us. Trade safe everyone.
 

[TD="bgcolor: #99CCFF, align: left"]JTH
[/TD]
[TD="bgcolor: #99CCFF, align: left"]C Fund
[/TD]

[TD="bgcolor: #FF99CC, align: right"]2012
[/TD]
[TD="align: right"]18.56%
[/TD]
[TD="align: right"]16.07%
[/TD]

[TD="bgcolor: #FF99CC, align: right"]2011
[/TD]
[TD="align: right"] (4.20%)
[/TD]
[TD="align: right"]2.11%
[/TD]

[TD="bgcolor: #FF99CC, align: right"]2010
[/TD]
[TD="align: right"]15.02%
[/TD]
[TD="align: right"]15.06%
[/TD]

[TD="bgcolor: #FF99CC, align: right"]2009
[/TD]
[TD="align: right"] (3.61%)
[/TD]
[TD="align: right"]26.68%
[/TD]

[TD="bgcolor: #FF99CC, align: right"]2008
[/TD]
[TD="align: right"] (16.00%)

[/TD]
[TD="align: right"] (36.99%)
[/TD]

[TD="bgcolor: #FF99CC, align: right"]2007
[/TD]
[TD="align: right"]9.41%
[/TD]
[TD="align: right"]5.54%
[/TD]

[TD="bgcolor: #FF99CC, align: left"]Mean
[/TD]
[TD="bgcolor: #CCFFCC, align: right"]3.20%
[/TD]
[TD="bgcolor: #CCFFCC, align: right"]4.75%
[/TD]

[TD="bgcolor: #FF99CC, align: left"]Standard Deviation
[/TD]
[TD="bgcolor: #CCFFCC, align: right"]12.14%
[/TD]
[TD="bgcolor: #CCFFCC, align: right"]20.27%
[/TD]

[TD="bgcolor: #FF99CC, align: left"]Annualized Return
[/TD]
[TD="bgcolor: #CCFFCC, align: right"]2.46%
[/TD]
[TD="bgcolor: #CCFFCC, align: right"]2.34%
[/TD]

[TD="bgcolor: #FF99CC, align: left"]Total Return
[/TD]
[TD="bgcolor: #CCFFCC, align: right"]15.73%
[/TD]
[TD="bgcolor: #CCFFCC, align: right"]14.88%
[/TD]
You lost money 3 years out of 6 and still beat the C Fund? That is impressive!!! It just goes to show that the BIG losses is what really hurts us. Trade safe everyone.

Ah, thanks for that Cactus. I keep forgetting the compounding factor that only gets reflected by annualizing returns. Simple annual means are "mean"ingless it seems. Very enlightening!
 
Okay JTH, so now I'm going to pester you again -- well, maybe pick your brain is a better way to say it. I'm really curious to know what you did wrong and what you learned in 2009. I imagine some of it was bearish hangover from 2008, but I'm sure there's more to it from your perspective and would love to vicariously learn what you learned directly. I've followed you closely since 2010 since shortly after I discovered this great website and forum, so I know what happened in 2010.

I have to say that it does strike me that you would have done better by about 9.25% overall had you just bought and held the C fund over that same timeframe. Given that, are there things you've learned that weigh in favor of timing? Inquiring minds want to know.

The Market bottom was in March 2009, but at the time (while going through it) some folks weren't convinced the bottom was in. I was following the wrong crowed while letting my view of economics interfere with the reality of what the markets were doing. From those mistakes I learned to filter out the news and economics and focus on the technicals, price matters more than any other factor.
 
My Historical Performance vs. S&P 500's C-Fund

2012 ___
18.56% vs. 16.07%
2011 ___ -4.20%
vs. 2.11%
2010 ___ 15.02%
vs. 15.06%
2009 ___ -3.61% vs. 26.68%
2008 ___ -16.00%
vs. -36.99%
2007 ___ 9.41%
vs. 5.54%


[TD="bgcolor: #99CCFF, align: left"]JTH[/TD]
[TD="bgcolor: #99CCFF, align: left"]C Fund[/TD]

[TD="bgcolor: #FF99CC, align: right"]2012[/TD]
[TD="align: right"]18.56%[/TD]
[TD="align: right"]16.07%[/TD]

[TD="bgcolor: #FF99CC, align: right"]2011[/TD]
[TD="align: right"] (4.20%) [/TD]
[TD="align: right"]2.11%[/TD]

[TD="bgcolor: #FF99CC, align: right"]2010[/TD]
[TD="align: right"]15.02%[/TD]
[TD="align: right"]15.06%[/TD]

[TD="bgcolor: #FF99CC, align: right"]2009[/TD]
[TD="align: right"] (3.61%) [/TD]
[TD="align: right"]26.68%[/TD]

[TD="bgcolor: #FF99CC, align: right"]2008[/TD]
[TD="align: right"] (16.00%)
[/TD]
[TD="align: right"] (36.99%) [/TD]

[TD="bgcolor: #FF99CC, align: right"]2007[/TD]
[TD="align: right"]9.41%[/TD]
[TD="align: right"]5.54%[/TD]

[TD="bgcolor: #FF99CC, align: left"]Mean[/TD]
[TD="bgcolor: #CCFFCC, align: right"]3.20%[/TD]
[TD="bgcolor: #CCFFCC, align: right"]4.75%[/TD]

[TD="bgcolor: #FF99CC, align: left"]Standard Deviation[/TD]
[TD="bgcolor: #CCFFCC, align: right"]12.14%[/TD]
[TD="bgcolor: #CCFFCC, align: right"]20.27%[/TD]

[TD="bgcolor: #FF99CC, align: left"]Annualized Return[/TD]
[TD="bgcolor: #CCFFCC, align: right"]2.46%[/TD]
[TD="bgcolor: #CCFFCC, align: right"]2.34%[/TD]

[TD="bgcolor: #FF99CC, align: left"]Total Return[/TD]
[TD="bgcolor: #CCFFCC, align: right"]15.73%[/TD]
[TD="bgcolor: #CCFFCC, align: right"]14.88%[/TD]
You lost money 3 years out of 6 and still beat the C Fund? That is impressive!!! It just goes to show that the BIG losses is what really hurts us. Trade safe everyone.

Thanks, I like your stats better than mine, it makes 2009 not feel as bad. :)
 
In November 2012 my oceanic took in a gain of +$48K - that's peanuts to what will be gained this time around for November. November has the potential to be explosive - I know mom and pop are getting anxious and need relief for panic capitulation on the buy side. And then don't forget the great rotation out of more bonds. The stars are aligned. It is simply unreasonable to think we are about to embark on a new cyclical bear market especially given the immense amount of investable capital remaining on the sidelines and the overall decent valuations. To quote Hillary Clintion: it takes a global village to feed a wanton bull market.
 
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