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Friday, February 21, 2014

Careful Out There! Sharks are in the water......

Constant data is coming out that 2014 is going to be another "resilient" year. Take this write up from USA Today - Can mighty Wall Street Bull keep charging in 2014? or this recent work from Forbes - Will the Bull Market extend in 2104?. As much as I would like to say and  make money in a Bull market, I am more concerned that we will see a very rocky market built on Algorithmic Trading - Algorithmic Trading that kills the normal investor.

If you are a Bonehead Investor you know my motto - Day Trading is great for the day... But trying to time the market with computers doing the work now, you will get killed. This goes back to my picks for 2104. I am hell bent on VNQ and EDF to protect my money in this kind of a rocky market. (VNQ & EDV). I pick these two positions to protect in the event of a market pull back and more important a Federal Reserve surprise. If we look at the data on housing today and the true unemployment number you can quickly see why I have protected my money in these investments. Housing Market - February Housing. Unemployment - Unemployment.

Don't get caught up in the noise of the talking heads and  your broker. Defend your money yourself with good education and an understanding of the market. Be a Bonehead investor and win!


Monday, February 17, 2014

The Bonehead is BACK!

Well it has been a long couple of years but the The Bonehead Investor! is back! 2014 looks to be a great year for me in the market and I will continue to share my investment advice and picks. Just so we can level set let's take a look at my total returns for the past couple of years while I have been away. So here is how I have made out for the past few years.

1-Year 3-Year 5-Year
36.47% 28.35% 26.14%

2014 already looks to be off to a good year for me. I am going long as of 2/14/2014 with: 

Oracle - Oracle Chart
Cisco - Cisco Chart
Vanguard REIT ETF - Vanguard REIT
Vanguard Extended Duration ETF - Vanguard Extended Duration ETF
NPS Pharmaceuticals - NPSP (Note I went in on NPSP in early 2013 at $14 dollars a share)
iShares Gold Trust ETF - IAU

I will follow up later this week on some comments of the market. Good luck Boneheads! Enjoy the picture from my new office location.