How to Screw up and STILL Rock!

June has come. University’s tight leash is still upon me. I’ve had a great beer called Mugitarou from Tochigi Prefecture in Japan.

Mr Beerver has also been working hard and has saved $100 which he promptly invested in DFGEX, buying up another 10 shares at $10.14.

Now then, here’s something interesting…

Mr Beerver is up 47% since he started investing and yet, you’d never guess it by looking at his portfolio.

ISCO: flat. He’s lost the value of the comissions
NNVC: down 11%
AUY: down 18%
DFGEX: up 3%

Now, how can a portfolio be mostly down double-digits and STILL boast great returns!?

Luck, skill, discipline or a combination of the three would be the answer there.

OK, this table will be messy… very messy but until I get my computer fixed later this month, this is the best I can do:

Date Stock Action Price Shares Total Shares Cost Commission Profit/Loss
2013/10/3 ISCO BUY US$0.15 8000 8000 US$1,200.00 US$12.00
2014/1/9 ISCO SELL US$0.23 4000 4000 US$920.00 US$9.20 US$309.40
2014/1/9 AUY BUY US$9.10 56 56 US$509.60 US$5.10
2014/1/9 NNVC BUY US$4.91 104 104 US$510.64 US$5.11
2014/2/6 DFGEX BUY US$8.97 11 11 US$98.67 US$0.99
2014/2/12 AUY SELL US$10.26 20 36 US$205.20 US$2.05 US$20.65
2014/2/12 NNVC BUY US$3.36 32 136 US$107.52 US$1.08
2014/2/14 ISCO SELL US$0.22 1360 2640 US$299.20 US$2.99 US$91.09
2014/2/14 NNVC BUY US$3.11 96 232 US$298.56 US$2.99
2014/4/1 NNVC BUY US$3.20 31 263 US$99.20 US$0.99
2014/5/8 DFGEX BUY US$10.00 10 21 US$100.00 US$1.00
2014/6/2 DFGEX BUY US$10.14 10 31 US$101.40 US$1.01

Selling ISCO to diversify into NNVC and AUY was clearly a good move.

Later, selling AUY and more ISCO after a move up with no real news on the stocks to take advantage of a short-attack on NNVC was also short-term a good move.

So then… luck that AUY and ISCO had moved up combined with the skill to note that NNVC’s drop was the result of a short-attack and not because the company was going under in addition to the discipline required to move on this opportunity/risk.

In this case, the synergy of three factors: luck, skill and discipline are what helped save Mr Beerver’s portfolio. Hopefully Mr Beerver’s luck will hold out and see him through his lofty goals.

In the mean-time, I’ve uncovered some news on ISCO: The court will render their decision on the patentability of their cells on July 17th. It’s also interesting that an insider added a whole bunch of shares at 0.15 last week.


Tags: , , , , , ,

About Beer Vestor

I like beer. I like free beer better. With this blog, I want to show you the process I use to get free beer. Follow along if you like but remember that this is for ENTERTAINMENT ONLY! Nothing here is is to be taken seriously and if you lose money in your quest for free beer, it's 100% your own fault for following along with someone who is NOT AN INVESTMENT REGISTERED ANYTHING and who BUYS first and talks about it LATER!

Leave a Reply

Fill in your details below or click an icon to log in: Logo

You are commenting using your account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s

%d bloggers like this: