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Markets Open for 05:10:35
DJIA 10,352.85 (88.27)   NASDAQ 2,185.83 (21.07)   S&P 500 1,100.73 (8.45)
Investing IQ is a kaChing-proprietary investor skill metric graded on a 0 - 200 scale. It consists of:
  1. Risk-Adjusted Return
  2. Quality of Investment Rationale
  3. How closely the investor sticks to his/her stated investing strategy

Please see our FAQ for more details.

Arrow_rightInvesting IQ:Question
0
Risk-Adjusted Return:
Risk-Adjusted Return is calculated using the Information Ratio. It can contribute at most 50.0 Investing IQ points.

Al Rouleau's Information Ratio is:
    0.00 out of a maximum of 0.7 = 0% = 0.0 Investing IQ points.

Please see our Glossary for more details.

0.0
Sticks to Strategy:
Sticks to Strategy is calculated based on the investor's strategy and performance data. It can contribute at most 50.0 Investing IQ points.

Al Rouleau's Strategy is Industry - Consumer Goods.  Due to a system error we were unable to calculate the Sticks to Strategy score.

Please see our Glossary for more details.

0.0
Quality of Rationale:
Quality of Investment Rationale is calculated by taking the average rating of the investor's published research. It can contribute at most 100.0 Investing IQ points.

Al Rouleau's Quality of Investment Rationale is:
    0.0 out of a maximum of 5.0 = 0% = 0.0 Investing IQ points.

Please see our Glossary for more details.

0.0
1 Mo. Return:
0.5%
followers
1
following
0

Al Rouleau

Strategy:
Consumer Goods
Philosophy:
A disciplined and focused stock picking approach using risk management.

Objective: To generate positive and consistent returns that beat the S&P 500 Consumer Staples (GICS 30) inmore »
A disciplined and focused stock picking approach using risk management.

Objective: To generate positive and consistent returns that beat the S&P 500 Consumer Staples (GICS 30) index.

Strategy: To seek and take advantage of financial opportunities among the 41 stocks that make up the index as classified by code 30 of the Global Industry Classification Standard (GICS®).

The idea being if someone wants a narrowly focused exposure of mid to large cap consumer staples then they can mirror this portfolio. For a complete list of ticker symbols that make up the basket, see both my long & short positions and my watchlist.

Style: Long & short positions, fundamental & technical analysis, stop losses, timing, momentum, no particular price targets or timeframe, layered approach to getting in and out of positions, and maximum initial portfolio concentrations of 5% per stock.

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Blog/Site:
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Groups:
Beginner's Guide to kaChing Trading, Oh, Canada..., Intelligent Investing, more » Beginner's Guide to kaChing Trading, Oh, Canada..., Intelligent Investing, Ultimate Fundamentals Discussion, Wish I knew but I'm too embarrassed to ask!, kaChing Feature Requests Forum, All tech all the time « less

Holdings

•Analytics•Watchlist•History•Research
Company  Last Price Shares Cost/
Share
Market
Value
Gain:
$ % $ %
% of
Port.
Long Positions
ADM

30.89 (0.35)
9,400 32.05 290,366 10,872 3.6% 2.9%
AVP

32.12 (1.00)
9,100 33.98 292,292 16,964 5.5% 2.9%
BFB

52.74 (0.36)
4,000 51.14 210,960 6,420 3.1% 2.1%
CAG

22.21 (0.25)
19,000 21.21 421,990 18,989 4.7% 4.2%
CCE

20.09 (0.04)
15,300 19.73 307,377 5,560 1.8% 3.1%
CL

82.84 (1.78)
3,800 82.54 314,792 1,129 0.4% 3.1%
CLX

61.65 (0.19)
5,400 59.20 332,910 13,252 4.1% 3.3%
COST

58.20 (0.57)
1,700 60.34 98,940 3,638 3.5% 1.0%
CVS

31.24 (0.31)
10,300 29.74 321,772 15,493 5.1% 3.2%
EL

49.02 (0.52)
4,600 44.13 225,492 22,489 11.1% 2.3%
HRL

37.57 (0.33)
10,900 37.32 409,513 2,747 0.7% 4.1%
K

52.47 (0.30)
8,000 51.50 419,760 7,760 1.9% 4.2%
KMB

64.18 (0.78)
1,600 66.08 102,688 3,040 2.9% 1.0%
KO

57.40 (1.02)
5,400 56.25 309,960 6,210 2.0% 3.1%
MKC

36.00 (0.09)
5,700 35.79 205,200 1,183 0.6% 2.0%
MO

19.55 (0.08)
15,800 19.12 308,890 6,808 2.3% 3.1%
PBG

37.38 (0.10)
2,700 38.22 100,926 2,268 2.2% 1.0%
PEP

60.37 (0.31)
8,300 61.65 501,071 10,644 2.1% 5.0%
PG

61.75 (0.41)
5,300 59.59 327,275 11,459 3.6% 3.3%
PM

49.65 (0.43)
8,400 48.85 417,060 6,741 1.6% 4.2%
RAI

52.97 (0.09)
6,000 50.77 317,820 13,220 4.3% 3.2%
SLE

12.08 (0.18)
35,100 11.59 424,008 17,371 4.3% 4.2%
SYY

27.71 (0.26)
7,400 27.39 205,054 2,368 1.2% 2.0%
TAP

43.25 (0.55)
2,100 49.22 90,825 12,537 12.1% 0.9%
TSN

12.29 (0.17)
23,500 12.81 288,815 12,180 4.0% 2.9%
WAG

37.63 (0.61)
5,400 38.31 203,202 3,672 1.8% 2.0%
WFMI

27.66 (0.10)
3,100 32.84 85,746 16,058 15.8% 0.9%
WMT

52.74 (0.58)
5,800 53.31 305,892 3,294 1.1% 3.1%
Subtotal Longs: 7,840,596 64,032 0.8% 78.2%
Short Positions
CPB

33.89 (0.51)
-9,500 32.16 -321,955 16,451 5.4% -3.2%
DF

16.99 (0.24)
-6,200 16.30 -105,338 4,278 4.2% -1.1%
DPS

27.87 (0.05)
-11,100 27.29 -309,357 6,438 2.1% -3.1%
GIS

68.97 (0.68)
-4,700 66.82 -324,159 10,089 3.2% -3.2%
HNZ

42.83 (0.25)
-7,500 40.71 -321,225 15,867 5.2% -3.2%
HSY

35.64 (0.45)
-5,400 37.99 -192,456 12,663 6.2% -1.9%
KFT

26.92 (0.23)
-7,500 27.21 -201,900 2,187 1.1% -2.0%
KR

20.54 (0.03)
-17,500 23.01 -359,450 43,231 10.7% -3.6%
LO

79.03 (0.52)
-4,000 76.56 -316,120 9,875 3.2% -3.2%
SJM

60.35 (0.96)
-7,500 54.48 -452,625 44,041 10.8% -4.5%
STZ

15.09 (0.02)
-18,900 16.01 -285,201 17,468 5.8% -2.8%
SVU

12.87 (0.04)
-13,000 15.54 -167,310 34,710 17.2% -1.7%
Subtotal Shorts: -3,357,096 3,220 0.1% -33.5%
Cash
Available Cash: 2,067,041 20.6%
Short Collateral: 3,469,847 34.6%
Subtotal Cash: 5,536,888 55.3%
Total: 10,020,388  
Stock prices 15 minutes delayed for NYSE/AMEX and NASDAQ.

Al's Message Board

To post, please sign in or sign up.

Investing IQ
124
Chris Lau  ← click to see portfolio
11/22/09 10:04 AM




Thanks Al. Try to promote the Oh canada group too, if you can! WE need more eh's around here.




Harold Kruger
11/19/09 03:46 PM




HiAl,
Don't get the wrong impression. My stance is long. I don't believe the diversificatopn theory (which works so well in the classroom - if it did work, no one here would short!).
My portfolio lost today about 200K, about 1.5%, but I am up (0.9% at the moment) because I short massively (see my turnover), actively, selectedly and very short-term (hours or days) to counter downturns. I also get it wrong sometimes, hence my peaks and valleys. I hope to improve but this market is very rocky recently.




Investing IQ
160
The Bombadieer
11/13/09 09:55 PM




Al, here is Kachings backup policy direct from their policies and procedures thought it might make a good weekend read for you.

The Bombadieer



Part VIII. BACKUP PROCEDURES AND BUSINESS CONTINUITY PLAN
A. Backup Procedures. The Firm’s electronic records are stored and accessible through computing and data storage facilities provided as a service to the Firm by Central Host, Inc. (“Central”). The Firm’s agreement with Central provides that, in the event of internet or service failure, Central will immediately relocate the Firm’s computing and data storage to a different location operated by Central and Central maintains continual back-up of all data.
B. Business Continuity Plan.
The Firm and its Employees will take the actions specified below in the event of the following disruptions:
1. Offices inaccessible. Employees will work at home using their home computers and telephones or at another centralized location. They will document all transactions and communications on their home computers and save to the computing and data storage provider, to the extent it is available or to the appropriate Firm system when it is accessible.
2. Computer or server failure. Employees will use records from IB to reconstruct Virtual Portfolio and Customer account activity and holdings, trade information and communications with Geniuses, Customers, brokers, custodians and others, and will document all transactions and communications by hand and keep all paperwork so information can be entered into appropriate system at a later time.
a. Geniuses. Geniuses are required by agreement to log in to the Firm’s website at least one time each week (including each Sunday through Saturday), to confirm that he or she has connectivity and is actively engaged in managing his or her Virtual Portfolio.
3. Failure of IB mission critical systems.
a. Maintain all daily statements for Customer Accounts received from IB for the period from the beginning of the month in which the failure occurs to the date of the failure.
b. Document all transactions for each portfolio on the Firm’s stored data so information can be entered when IB’s systems are functional.
c. If problem continues for more than a week, the CCO will determine whether it may be necessary to move Customer Accounts to a new custodian.





Al Rouleau
11/11/09 06:19 PM




For those interested, CNBC has a documentary on KO tonight, "Coca-Cola: The Real Story Behind the Real Thing".

http://www.cnbc.com/id/33307309

There's been recent buzz on the stock of late. Seems CNBC will be adding to that. Watch for volume this week, though, to see if the momentum players actually jump in. I started buying some today as it broke above $56.

The risk, though, is it will hit overhead resistance at the 2008 highs around $58-$60. There was an analyst on Fast Money today calling for $62. If it hits that level it could run much higher though as that will be new highs. All remains to be seen of course.




Investing IQ
160
The Bombadieer
11/10/09 09:46 PM




Al,

Thanks for saving the day and my research when KaChing could not. There seems to be quite a few things they are having problems with.

The Bombadieer.

And again, I really do appreciate it.




Khangai Tserenraash
11/08/09 08:42 PM




thanks Al, its surprising that such vital information for analysis of mining companies such as resource tonnage is not that easy to find.




Armando Alizo
11/06/09 10:07 AM




Hi Al, Thanks for giving me the details on how the KaChing IQ score is computed. Given the demands placed on the Macro strategy, I may just change the classification of my strategy!




Kevin
11/04/09 10:24 AM




OK Al, you are a very smart fellow. You described actually what was wrong. I did go to the Kaching website direct and sure enough when I bought a stock it should the +-. you my friend are a genius. Thank you again very much for your help and patience. Have a great investing day! :)




Kevin
11/02/09 01:49 AM




Al, Thanks again for responding. you seem to be the only one who cares enought to respond. I email support and they said make a post on the message board. Well I did do that. It does say at the top of my Yahoo page when I am on this app to sign out. I can buy and trade stocks on this app as it is when i click the option to do that (when I am in the black for money..LOL). I do not know if there is another way to sign in and out for this app other than from my Yahoo page. Still don't see the +- on my screen. Thank you for helping me.




Al Rouleau
11/01/09 03:15 PM




Kraft is going to be in the news over the next couple of weeks. Earnings are due next Tuesday (Nov 3) after the close. And the November 9 deadline offer for Cadbury is also looming, i.e. will they go hostile, continue to negociate or just walk away?

All that has to be kept in mind for people looking at KFT. We could see volatility over the next couple of weeks. I'm short a full position in KFT as we head into Tuesday's earnings.




1-10 of 13 Older ›












Virtual Portfolio Value

$10,020,388
Today's Change

52,759 (0.5%)









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Visit the Find a Genius page to choose your ideal Genius, fund an account and we'll mirror the Genius's trades for you.

currently managed by kaChing

How it works






Analytics

1m1mmaxmax

Returns

S&P 500 Al
Rank (1m): 4,973
Gain (1m): 0.5%
Rank (1m): 4,973
Gain (1m): 0.5%

Allocation

Consumer Goods (82%)
Industrial (4%)
Retail (14%)
Industry
Market Cap
Style
Large Cap (87%)
Mid Cap (13%)
Industry
Market Cap
Style
Blend (21%)
Growth (12%)
Value (67%)
Industry
Market Cap
Style
See complete Analytics


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© 2007-2009 kaChing Group Inc. • 17458 10
Stock market data provided by Xignite • Real-time last sale data provided by NASDAQ

kaChing Group Inc. is an SEC Registered Investment Advisor

PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RESULTS, AND FUTURE RESULTS OF THE SIMULATED SECURITIES PORTFOLIOS ARE LIKELY TO BE DIFFERENT FROM THEIR PAST PERFORMANCE SHOWN IN THE APPLICATION. ALL EQUITY PORTFOLIOS INVOLVE RISK AND MAY LOSE MONEY.
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