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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