How To Invest 10000
Market Investing Strategies Newsletter
How To Invest 10000
Sample Issue
Covering High Return Balanced Stock Market
Investing Strategies To
Make Money In Up Or Down Markets
Over 284% Gains In 2013
For Free Where To Invest Your Money Now
High Return Investments Trade Alerts
PrincetonResearch.com/alerts.htm
In 2013 YTD gains were $28,479
Over 284% Returns
A $10,000 Portfolio would be worth $38,479
The last 3 years our gains have gotten progressively greater year over year.
284% Returns for $28,400 Profits In 2013
171% Returns for $17,100 Profits In 2012
77% Returns for $7,700 Profits In 2011 (only 33 weeks)
Covering
High Return
Balanced Investing Strategies To
Make Money In Up Or Down Markets
A Publication of Princeton Research, Inc. (www.PrincetonResearch.com)
Contributing Staff: Michael King, Charles Moskowitz
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Stock Market Investing Strategies
What Should I Invest In
How To Invest 10000
$10,000 Trading Account
Traders Comments
There are three open positions:
KIRK July 20 Calls
FCX July 35 Calls
TLT July 112 Calls
Funds in Use $ 1478
Gain for the week $ 272
YTD Gain $ 175
FINALLY IN THE BLACK !!!
For the first time since we started the “Options Only” account back in 2012 the account had a down quarter. The low point in equity was down about 29%, but this week we crossed back into the black…..Finally….
The gain for the week was $272 bringing YTD performance to $175 while using just $1,478.
We closed the week with 3 open positions in KIRK, TLT, and FCX calls. These positions may seem like we are overly long the market, but in fact these positions are well balanced.
KIRK is in the home furnishings business and if the numbers are to be believed KIRK should profit by increased activity in housing.
The position in the TLT calls (20 yr. T-Bond) reflects the movement in the rate of interest for those bonds. Interest rates lower = TLT higher. This position, besides making a judgment about the direction of rates is also a hedge against a fall in the overall market. When we go through the ever illusive correction in stock prices, there is a natural flight to the safety of the bonds.
For years we’ve been hearing about the rotation from bonds to stocks, in which all of the excess cash on the sidelines comes roaring into stocks driving prices ever higher. Maybe at some point that will be true, but while we stretch risk for better yields and total return, this is a position that should be in every portfolio.
The last position is FCX. This position represents both energy and metals. If the economy is getting stronger or there is turmoil in world politics, FCX should benefit.
The only new trade in this account is to re-buy a position in CLDX rolling forward to the July
- We are buying CLDX 7/16 calls @ $1.50 or better…
Have a good and profitable week.
CAM
In 2013 YTD gains were $28,479
Over 284% Returns
A $10,000 Portfolio would be worth $38,479
The last 3 years our gains have gotten progressively greater year over year.
284% Returns for $28,400 Profits In 2013
171% Returns for $17,100 Profits In 2012
77% Returns for $7,700 Profits In 2011 (only 33 weeks)
Options Trading Strategies for Success
$10,000 Trading Account
Trade Table
New Trades:
BUY 4 CLDX JULY 16 CALLS @ 1.50 OB
| DATE | TRADES | PRICE | COST | PROCEEDS | RESULTS |
| 06/13 | Sold 1 CLDX June 15 Call | 1.85 | 185 | $ 115 Gain | |
| 06/12 | Bought 6 TLT July 112 Calls | 0.82 | 492 | ||
| 06/11 | Sold 1 CLDX June 15 Call | 2.90 | 290 | $ 220 Gain | |
| 06/10 | Sold 6 FB June 60 Puts ( 50 % rule) | 0.32 | 192 | $ 198 Loss | |
| 06/09 | Sold 1 CLDX June 15 Call | 2.05 | 290 | $ 135 Gain | |
| 06/09 | Bought 8 FCX July 35 Calls | 0.67 | 536 | ||
| 06/06 | Bought 10 KIRK July 20 Calls | 0.45 | 450 | ||
| 06/06 | Bought 6 FB June 60 Puts | 0.65 | 390 | ||
| 06/02 | Bought 3 CLDX June 15 Calls | 0.70 | 210 |
Remember, these trades are based on your participation in the
TEXTING SERVICE TO RECEIVE ALL UPDATES.
Previous closed out trades not listed here may be seen in previous market letters in the
Options Trading Strategies Notes: In Texting we have a limited amount of words. In the interest of brevity: we use 8=August , 9=September . The Quantity and Strike Price for each trade is specific.
We may trade weekly options and they are noted: SPY 1/25 147 for SPY Jan 25th 147 calls or puts.
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Investing Strategies
Market Laboratory
Weekly Changes For Market Indicators
Prices are copied from Barron’s Weekly and Yahoo Finance and may be incorrect
| Dow16,775.74-148.54-0.88% | Nasdaq4310.65-10.75-0.25% | S&P 5001936.16-13.28-0.68% | Transportation8042.85-167.11-2.04% | Russell 20001162.68-2.53-0.22% | Nasdaq 1003775.56-19.01-0.50% |
| Gold (spot)1273.70+21.60+1.7% | Silver (July)1965.5+66.4+3.5% | Crude106.91+4.25+4.1% | Heating Oil298.76+11.64+4.1% | Unleaded Gas3.0577+.1187+4.0% | Natural Gas4.739+0.029+0.6% |
| VIX12.18+1.45+11.9% | Put/Call RatiosS&P 100267/100’s+133/100’s | Put/Call RatiosCBOE Equity51/100’s0/100’s
|
Bonds135.25 +0-133.41% -0.03% | 10 Yr Note124-094 –0-022.61% +0.01% | Copper302.95-2.15-0.7% |
| CRB InflationIndex309.98+4.73
+1.5% |
Barron’s Confidence70.9%+0.2% | S&P100857.19-5.19-0.59% | 5 Yr Note118-297 – 065 1.69% +0.00% | Dollar80.61+0.18+0.02% | DJ Utilities542.42-7.59-1.38% |
| AAIIConfidenceIndex | Bullish44.7%+5.2% | Bearish21.3%-0.9% | Neutral34.1%-4.2% | M1 Money Supply+8.14%June 2nd | M-2 MoneySupply+7.02%June 2nd |
M1…all money in hands of the public, Time Deposits Traveler’s Checks, Demand Deposits
M2.. adds Savings and Money Market Accounts both compared with the previous year.
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Good Stocks To Invest In
New Stock Recommendations $ 100,000 account
1) NO NEW TRADES ALL NEW TRADES WILL BE VIA TEXT.
Each stock is allocated a theoretical $ 5,000 share of the portfolio unless otherwise indicated.
| Stock | Purchase Price | Purchase Date | Stop/Loss | Price/Date Sold | Profit/(Loss) | ||
| RNN 2500 | 0.90 | 06/10 | |||||
| FXC 150 | 34.25 | 06/10 | |||||
| INO 500 | 8.92 | 05/30 | 06/10 sold 200 leaves 300 |
$ 620 | |||
| AGQ 100 | 58.60 | 05/28 | |||||
| SPXU 100 | 53.05 | 05/22 | |||||
| NBG 300 | 2.95 | 05/19 | |||||
| BOOM 300 | 19.90 | 05/16 | |||||
| GLXZ 5000 | 0.46 | 05/12 | |||||
| XRGYF 5000* | 0.407 | 03/14 | |||||
| OSIR 300 | 15.94 | 02/13 | |||||
| INSM 300 | 15.37 | 01/29 | |||||
| GRPN 500 | 10.40 | 01/28 | |||||
| RPTP 400 | 15.37 | 01/16 | |||||
| AA 500 | 10.06 | 01/10 | |||||
| WLT 300 | 16.22 | 12/23 | |||||
| GSG 150 | 32.64 | 12/23 | 32.21sco | ||||
| NBG 300 | 4.08 | 8/12 | |||||
| TEXQY* 200 | 6.56 | 7/11 | |||||
| NBG 300 | 12.10 | 5/23 | |||||
| HL 1000 | 4.10 | 3/04 | 2.64sco | ||||
| AAPL 35 | 76.85 | 11/08/12 | |||||
| REPR* 5000 | 0.22 | 10/22/12 | .12 sco | ||||
Recommendations will be both listed in this letter and texted to members.
Previous closed out stock and option positions can be found in past Market Strategies Newsletter issues available in the Subscriber Members Area.
For those of you who do not buy puts to protect your portfolio, there are many ETF’s that are the inverse of the DOW. The symbols are DOG, DXD, SDS,TZA and RWM, which go up when the DOW, S&P 500 and Russell 2000 go down and down when they go up. The DZZ goes up double when gold goes down.
Good Stocks To Invest In
$100,000 Trading Portfolio
Recommendations And Overall Comments
1) BUY 8 CLDX JULY 16 CALLS @ 1.50 OB
We closed out 200 Shares of INO and
two option positions last week for
a gain of $ 1,184
Profits for the year rose to $ 1377
For the full year 2013 we had realized gains of $ 53,556.
We have open position losses now of about $9,060 some of which are in coal stocks and small cap bio-med stocks held over from last year.
We also have not counted dividends received on stocks like Apple, Nordic American ( NAT) and JP Morgan.
We have three long options positions:
FCX July 35 Calls; TLT July 112 Calls and KIRK July 20 Calls
The Stock table has the following 21 positions:
AA, AAPL, AGQ; BOOM; GRPN, GLXZ; GSG,FCX,
HL, INO; INSM, NBG (3), REPR, RNN, RPTP, SPXU,TEXQY, WLT, XRG
The options call for a $ 2,500 investment unless otherwise stated; each stock position requires $5,000 unless specifically stated.
We are basing money management on a hypothetical
$ 100,000 and are using
$ 2,956 in three options positions and
$ 82,037 in 21 stock positions totaling
$ 84,993 with
$ 15,007 in cash.
These figures are approximate. We do not count commission costs and there may be errors.
Executions that have occurred at or near the open or close of trading sometimes vary from our actual numbers. For example, when something opens down and it is through our price, we take the next trade whether it is an uptick or continues lower. This sometimes results in a 50% trade that is slightly above or below the exact number.
Previous Week’s Recommendations and
Rules for the $100,000 Portfolio Trading Account
- All options count for about $ 2,500.00 for model portfolio calculations unless otherwise stated
- When the option has doubled sell half the position
- Stop Loss protection is either half or offered with each trade
- The cost of the option is the asking price (or the price between the bid and ask, whichever is more realistic)
- The options will be followed until closed out.
- Option Symbols are stock symbol with expiration month and strike price
| Option | Cost | Date | Sold | Date | Profit/(Loss) |
| TLT July 112 12 Lots |
Calls 0.82 |
06/12/14 | |||
| FCX July 35 16 Lots |
Calls 0.67 |
06/09/14 | |||
| KIRK July 2020 lots | Calls 0.45 | 06/06/14 | |||
| FB June 6012 lots | Puts 0.65 | 06/06/14 | 0.32 50 % rule |
06/10/14 | ( $ 396 ) |
| CLDX June 156 lots | Calls 0.70 | 06/02/14 | 3 @ 2.05 2 @ 2.90 1 @ 1.85 |
06/09/14 06/11/14 06/13/14 |
$ 405.00 $ 440.00 $ 115.00 |
Note: Previous closed out stock and option positions can be found in past Market Strategies Newsletter issues available in the VIP Subscribers Members Area.
NOTE: This is a Sample Issue Only!
TO GET OUR TRADE ALERTS BY TEXT MESSAGE AND
THE COMPLETE VIP MEMBERS ONLY
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This Weeks’ Economic Numbers and Media Data
| Monday | 08:30 hrs Empire Manufacturing Jun ( 12.8 vs 19.0 ) 09:00 hrs Net Long-Term TIC Flows Apr ( NA vs $4.0B ) 09:15 hrs Industrial Production May ( 0.5% vs -0.6% ) 09:15 hrs Capacity Utilization May ( 78.9% vs 78.6% ) 10:00 hrs NAHB Housing Market Index Jun ( 46 vs 45 ) |
| Tuesday | 08:30 hrs Housing Starts May (1028K vs 1072K ) 08:30 hrs Building Permits May (1050K vs 1080K ) 08:30 hrs CPI May ( 0.2% vs 0.3% ) 08:30 hrs Core CPI May ( 0.2% vs 0.2% ) |
| Wednesday | 07:00 hrs MBA Mortgage Index 06/14 ( NA vs +10.3% ) 08:30 hrs Current Account Balance Q1( -$97.8B vs -$81.1B ) 10:30 hrs Crude Inventories 06/14 ( NA vs -2.596M ) |
| Thursday | 08:30 hrs Initial Claims 06/14 ( 313K vs 317K )
08:30 hrs Continuing Claims 06/14 ( 2638K vs 2614K ) 10:00 hrs Leading Indicators May ( 0.5% vs 0.4% ) 10:30 hrs Natural Gas Inventories 06/14 ( NA vs 107 bcf ) |
| Friday |
| Monday |
Investing Strategies Fundamentals
The major averages were lower on the week, the SP500 was down 0.7%, while the Nasdaq ended the week lower by 0.3% and the Dow Industrials were down .9%. The sharp rise in oil prices over this week weighed on transport stocks late in the week.
The Producer Price Index for May declined 0.2%. The downturn in May was attributed to a 0.2% decline in the indexes for final demand services and final demand goods. Excluding food and energy, core PPI declined 0.1% both figures show very little pricing pressures. Prices for processed goods fell by 0.1%, the index for unprocessed goods was unchanged, and prices for services declined by 0.4%.
The preliminary reading for the University of Michigan Consumer Sentiment report for June dipped to 81.2 from the final reading of 81.9 for May. The June figure was the lowest reading since March.
The World Bank cut its 2014 global growth outlook to 2.8% from 3.2%, while also revising projections for several major economies.
The forecast for U.S. GDP was lowered to 2.1% from 2.8%, while China’s GDP numbers were lowered to 7.6% from 7.7%. U.S retail sales rose by 0.3%. Core retail sales, a good indicator of the consumption component of GDP, dipped 0.1% in May.
Best Investments
Technical Information
Support Levels S&P 500 1918-1897
Resistance S&P 500 1960
Support Levels DOW 16,675-16510
Resistance DOW 16,970
Support Levels QQQ 91.67
Resistance QQQ 93.05
Support Levels NASDAQ 4265
Resistance NASDAQ 4340
Best Investments Economic Data
Since the end of February every sector except telecom services is trading at a premium to its five-year average P/E on a forward twelve month basis by a hefty margin. In addition, all but two — telecom services and information technology — are trading at a premium to their 10-yr average P/E. The S&P 500 has essentially advanced to a new record high, led by the energy (+13.2%), semiconductor (+10.9%), telecom services (+8.4%), and transportation (+6.7%) groups. Every sector, with the exception of telecom services, is trading at a premium to its five-year average P/E on a forward twelve month basis.
All but two — telecom services and information technology — are trading at a premium to their 10-yr average P/E.
We live in a low-yield world. Every major central bank has rates at or near the zero. The ECB recently began to charge banks to park reserves there in an effort to try and force banks to increase their lending activity in order to fend off deflation. However Bank of England head Mark Carney recently said an interest rate hike in the UK could occur sooner than expected, but any move is still data dependent.
While everything looks rosy there is risk of course, for instance during this quarter one of the leaders of the market off its lows in 2009 the Russell 2000, declined as much 10.7% and many of the high-beta momentum stocks fell more than 20%.
| Sector | Forward 12 Mo. P/E | 5-Yr Average P/E | 10-Yr Average P/E | YTD Gain |
| Consumer Discretionary | 17.6 | 15.4 | 16.5 | -1.9% |
| Consumer Staples | 17.7 | 15.0 | 15.9 | 3.2% |
| Energy | 14.3 | 11.8 | 11.6 | 9.0% |
| Financials | 13.1 | 11.9 | 11.9 | 3.1% |
| Health Care | 16.4 | 12.7 | 14.1 | 7.1% |
| Information Technology | 15.2 | 13.2 | 15.8 | 6.7% |
| Industrials | 16.4 | 14.2 | 14.8 | 3.6% |
| Materials | 16.9 | 14.5 | 14.6 | 5.9% |
| Telecom Services | 13.3 | 15.4 | 14.9 | 1.6% |
| Utilities | 15.8 |
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Market Strategies Cycles
According to the Stock Trader’s Almanac, the worst two-consecutive quarters of the four-year presidential election cycle could be better than average. Markets have broken free of the typical midterm year pattern since 1950 and now appear to be tracking the Sixth Year of Presidential terms more closely.
July Sector Seasonality ( Stock Trader’s Almanac )
One sector begins its favorable seasonality in the month of July, Gold & Silver based upon the Philadelphia Gold and Silver index. The Transport sector begins its seasonally weak period in July. As of this writing, there is still no Bear/Short ETF available that directly focuses on the Transport sector to take advantage of its seasonal weakness. No official trade will be made in the ETF portfolio. However, option traders could consider put options on iShares DJ Transportation (IYT) as it has a reasonably deep chain.
On the other hand, Gold & Silver offer numerous possibilities to trade. Because gold, silver and the companies that mine and explore for the metals have been significantly beaten down over the past month and are within striking distance of their respective 52-week lows, a diversified approach will be taken. As seasonal gold and silver strength begins, we will look to own both the physical metals and the miners at attractive prices. Global X Silver Miners (SIL), iShares Silver Trust (SLV), Market Vectors Gold Miners (GDX), SPDR Gold (GLD) can all be bought on dips below their respective buy limits (listed below in the ETF Portfolio). Should the buy limit for SLV be reached, we will simultaneously add SLV to the portfolio and sell ProShares UltraShort Silver (ZSL).
SIL top five holdings include: Silver Wheaton, Fresnillo, Primero Mining, Fortuna Silver Mines and Industrias Penoles. GDX top five holdings include: Goldcorp, Barrick Gold, Newmont Mining, Silver Wheaton and Newcrest Mining. SLV and GLD are physically backed ETFs that hold the actual metal in storage. GDX, GLD and SLV have billions of dollars in assets and trade millions of shares per day on average. SIL however, has assets of $206.7 million and daily trading volume around 200,000 shares per day, substantially less, but still sufficient to trade.”
We are also currently long AGQ which is leveraged 3 to 1.
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Rule 17B Attestations
Princeton has approximately 2,581,578 shares of AIVN both free and restricted and represents them for I.R.. Princeton also has about 40,000 shares of TXGE. Princeton is paid $ 1,500 per month from RMS Medical Products. Princeton has bought 81,100 shares of RMS Medical Products. Princeton Research has been paid $ 2,500 to write a report on Xinergy.
Princeton has been engaged by Target Energy. No contract is currently in place. When there is no movement in penny stocks, even though there is none or very small losses, we will liquidate ( sold AIVN on stop ) even though we like the company, if money is needed for better opportunities.
We now believe REPR represents upside opportunity. The Target ADR trades at about $ 4.50 in U.S. vs 0.045 in Australia. Princeton owns 400,000 Australia shares and about 500 U.S. ADR’s. Princeton was paid about 500,000 shares of Leo Motors.
Pursuant to the provisions of Rule 206 (4) of the Investment Advisers Act of 1940, readers should recognize that not all recommendations made in the future will be profitable or will equal the performance of any recommendations referred to in this e-mail issue. Princeton may buy or sell its free-trading shares in companies it represents at any time.
CONTACT
Please Direct All Inquiries To:
Mike King
(702) 650-3000
Princeton Research
3887 Pacific Street,
Las Vegas, Nevada 89121
Visit: www.PrincetonResearch.com
