2018 10 Value Investing Newsletter by Quant Investing / Dein Aktien Newsletter / Your Stock Investing Newsletter E-Book

Tim du Toit

• Herausgeber: blue panther books
• Kategorie: Geisteswissenschaft
• Sprache: Englisch

Seitenzahl: 38

Veröffentlichungsjahr: 2018

Beschreibung

### english below ### Der Inhalt ist in Englisch, für die Aktien-Empfehlungen reichen geringe Englisch Kenntnisse. Du möchtest in Aktien investieren, weist aber nicht in welche und willst Zeit sparen? Du möchtest langfristig durch das Investieren in verschiedene Werte Gewinn machen? Dann ist der Quant Investing Value Newsletter genau das richtige für Dich! Jeden ersten Dienstag im Monat gibt Dir dieser Newsletter klare Tipps zu agieren: kaufen, halten, verkaufen! Lade Dir gleich die Leseprobe herunter und schaue Dir an, wie die Aktien ausgewählt werden! So kannst Du die Tipps nutzen: 1. Du hast regelmäßig Geld, dass Du investieren möchtest: Alle Aktien Empfehlungen sind ca. 2.000 Euro Investitionen. Spare ca. 2.000 Euro und kaufe eine oder zwei Aktien aus dem Portfolio – das funktioniert sehr gut, Du bekommst ein erstes Gefühl für Aktien und kannst sofort loslegen. Dann halte Dich an die Anweisungen: Verkaufe die Aktie bei "sell" und kaufe neu bei "buy". 2. Du hast 100.000 Euro oder mehr, die Du investieren möchtest: Dann schaue Dir einfach die Portfolios an, steige noch heute ein und fülle Dein Portfolio mit den richtig interessanten Aktien. Wichtige generelle Regeln (auch außerhalb des Newsletters): 1. Trailing-Stop-Loss: Damit Du nicht Aktien verkaufst, wenn es schon zu spät ist, gilt die Regel: Verkaufe immer dann, wenn der aktuelle Wert der Aktie 20% unter dem höchsten Stand seit der Empfehlung dieser Aktie fällt. D.h. im schlimmsten Fall: 20% Verlust. 2. Kaufe immer möglichst früh nach der Empfehlung in diesem Newsletter und versuche immer den im Newsletter definierten Preis zu erzielen. Kleine Schwankungen egal, aber deutliche Abweichungen sind zu vermeiden. 3. Du darfst jederzeit Deine Entscheidungen treffen und kaufen und verkaufen wann Du willst. Der Newsletter ist ein guter Leitfaden mit dem die Herausgeber auch selbst Ihr Geld anlegen. 4. Jede Aktie wird monatlich und nochmal nach einem Jahr geprüft. Verpasse also keinen weiteren Newsletter. ### english ### Do you have limited time, want to invest in stocks but don't know what to buy? Do you want to make a long-term profits by investing in a portfolio of good performing companies? Then our Quant Value Newsletter is just what you need! On the first Tuesday every month this newsletter gives you easy to understand instructions on exactly what to buy and what to sell! Download the sample to immediately see what values are used to select the shares! This is how the newsletter can help you: 1. If you regularly have money that you want to invest: All stock recommendations can be made if you have around €2,000 to invest. So save up to €2,000 and buy one or two of the up to 6 investment ideas for your portfolio - this works very well to give you an idea of what investing in shares is all about and can start immediately. Then you simply continue to follow the newsletter's instructions: Sell a stock when it says "sell" and buy a new investment when it says "buy". 2. If you have €100,000 or more you want to invest: Then you simply take a look at our three portfolios and you can immediately start buying really interesting stocks for your portfolio. Important general rules (also apply outside the newsletter): 1. Trailing stop loss: To prevent you from selling shares before it's too late use the following rule: always sell when the current stock price falls over 20% from the highest price since the stock was recommended. This means your worst case loss is 20%. 2. Buy as soon as possible after our recommendation and always try to buy as close as possible to the price recommended. Small differences do not matter, but large ones are to be avoided. 3. You can make your own buy & sell decisions anytime you want. The newsletter is a good guide the publishers use to invest their own money. 4. Each share is audited monthly and again after one year. So don't miss our newsletters.

Leseprobe

Portfolio changes this month

Europe

Eckert & Ziegler AG

Buy

North America

Nothing to do.

Asia

Kanamoto Co., Ltd.

Buy

Ohashi Technica Inc.

Buy

Stop-loss portfolio changes

Tamedia AG

Sell

Transcontinental Inc.

Sell

Emperor Entertainment Hotel

Sell

TS Tech Co., Ltd.

Sell

(Details of the stop-loss system on page 14)

Markets above 200 day SMA

Europe

Yes

North America

Yes

Asia

Yes

(Details on page 14)

Eckert & Ziegler ……………………………….……12

Kanamoto Co., Ltd. ………………………….……..13

Ohashi Technica Inc. ……………….……….…….14

Newsletter Investment Strategy……….….…15

Portfolio – Europe .……………….…………..……16

Portfolio – North America ….…….………..…..19

Portfolio – Asia ….…..…………………..….………22

Disclaimer …………………….………………….…....26

Portfolio Information

Average return of all ideas

Europe

31.3%

North America

18.1%

Asia

14.9%

Portfolio cash %

Europe

88%

North America

90%

Asia

76%

Portfolio changes this month

Europe

Eckert & Ziegler AG

Buy

North America

Nothing to do.

Asia

Kanamoto Co., Ltd.

Buy

Ohashi Technica Inc.

Buy

Stop-loss portfolio changes

Tamedia AG

Sell

Transcontinental Inc.

Sell

Emperor Entertainment Hotel

Sell

TS Tech Co., Ltd.

Sell

(Details of the stop-loss system on page 14)

Markets above 200 day SMA

Europe

Yes

North America

Yes

Asia

Yes

(Details on page 14)

Eckert & Ziegler ……………………………….……12

Kanamoto Co., Ltd. ………………………….……..13

Ohashi Technica Inc. ……………….……….…….14

Newsletter Investment Strategy……….….…15

Portfolio – Europe .……………….…………..……16

Portfolio – North America ….…….………..…..19

Portfolio – Asia ….…..…………………..….………22

Disclaimer …………………….………………….…....26

Portfolio Information

Average return of all ideas

Europe

31.3%

North America

18.1%

Asia

14.9%

Portfolio cash %

Europe

88%

North America

90%

Asia

76%

If this is the first issue of the newsletter you are reading here are a few links to get you started:

This is how we select ideas for the Quant Value newsletter

Frequently asked questions answered:

I have just subscribed how do I start?

How to follow the 20% trailing stop loss rule

You can see all the frequently asked questions here.

Now on to this month’s newsletter…

Before I get to the newsletter’s performance in nine months to September 2018 first a portfolio update.

Narasaki Sangyo Co. Ltd. 5 for 1 share consolidation

You probably saw that the Japanese company Narasaki Sangyo Co. Ltd. consolidated its shares 5 for 1 on 25.09.2018. This means for every 5 shares you held before the consolidation you now have 1 share.

To correctly calculate your return you have to multiply your purchase price by 5.

Performance so far in 2018

If you did not have all your money invested in the US market your performance in 2018 would have been bad.

This is best summarised in the following chart:

Source: Financial Times – www.ft.com

As you can see the US stock market has been going up at a much faster rate in 2018 as you can see with the sharp increase in the last part of the chart.

This good performance of the US markets other markets not doing well is reflected in the newsletter’s performance as you will see.

Cash remains high and increased

Investment in the US market remained low and even increased in the last quarter because I simply could not find and good quality undervalued companies there.

In Europe and Asia cash levels also increased as stop losses were triggered on quite a few companies and no new investment ideas were recommended because markets were and still is below their 200 day simple moving average – in other words markets are falling and the newsletter does not invest into falling markets.

Even in my own portfolio cash levels remain high at 69%.

It’s not easy to hold cash that is not earning anything at all but I can tell you I feel a lot better about the cash that I would if I owned a lot of expensive stocks.

I will not recommend bad ideas

I keep on telling you this because it is important. I would rather lose you as a subscriber than recommend bad ideas (just to fill the newsletter) that will most likely give you bad returns or cause you to lose money.

Now for the detailed 2018 performance numbers in up to 30 September.

What have I done for you recently?

Here is the newsletter’s performance till 30 September 2018:

Market Performance

Europe

European Portfolio

-0.4%

European Portfolio (Excl. cash)

-3.8%

European STOXX 600 Index

-1.5%

North America

North American Portfolio

+1.4%

North American Portfolio (Excl. cash)

+12.5%

US S&P 500 Index

+9.0%

Asia

Asia Portfolio

-5.1%

Asia Portfolio (Excl. cash)

-9.1%

S&P Asia Pacific Index

-3.3%

Source: Yahoo Finance

European Portfolio - down 0.4% - better than the market in spite of 89% cash.

The European portfolio ended the first 3 quarters of 2018 down 0.4% - slightly better than the market.