Saturday, October 3, 2015

The Magic Formula Portfolio 2015Q3 Review

In 2014Q2, I started building up The Magic Formula Portfolio following the buy and sell criteria listed in the blog post titled Start Building Up The Magic Formula Portfolio.

As stated in the above blog post, I will review the performance of the portfolio quarterly. The following is the result of 2015Q3, loss 18.2% on 30 September 2015.

I sold the following stocks on 30 September 2015 as these three stocks no longer exists in the Magic Formula list. 

Total available investment capital is $999.70.  On the 1 October 2015, I added the following stocks (NLS and VNCE) to the portfolio, cost $631.10, balance of investment capital $368.6:

Stay tune to the next quarter! :)
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The author writing this blog is for personal records and information sharing purpose only, it is not professional investment advices. The author specifically disclaim any implied warranties of merchantability or fitness for a particular purpose. Neither the author shall be liable for any loss of profit or any commercial damages, including but not limited to special, incidental, consequential, or other damages.