Sunday, December 6, 2009
Routine for Retail Investor
Possible routine:
Daily
1) Review news on the companies in your portfolio. Look out for pricing moving news.
Tips: Use reuters to set up your portfolio and reuters will track the news for you.
2) Check on indices levels.
3) Check on trends (determine uptrend or downtrend)
http://sg.finance.yahoo.com/echarts?s=^STI#symbol=^sti;range=1y;compare=;indicator=sma+volume;charttype=candlestick;crosshair=on;ohlcvalues=1;logscale=off;source=;
http://sg.finance.yahoo.com/echarts?s=^GSPC#symbol=^gspc;range=1y;compare=;indicator=sma+volume;charttype=candlestick;crosshair=on;ohlcvalues=0;logscale=off;source=;
Side note: Check on Australia Dollars.
Weekly
1) Review the prices of the stocks in your portfolio to see if there is a need to rebalance.
Tips: Again, use reuters to check out the PE, PB, etc.
2) Check on the following references :
- Greed-Fear index to see if market is operating at extreme levels.
- Valuation of US Market (http://www.gurufocus.com/stock-market-valuations.php)
Monthly
1) Scan for possibe acquisitions
Tips: Use google finance stockscreener for US stocks. For Singapore stocks, poems has a stockscreener too.
Quarterly
1) Review the company quarterly reports
2) Review MTI Quarterly Composite Leading Index
Yearly
1) Review the company annual reports
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