Building house on rock. (Matthew 7:24)

Doom Day Rescue Plan (1 month later)

Hi all,

Exactly one month after the big fall since 911, and as yesterday was again a bad day, VIX is 15 again.

http://stockpickr.com/port/Stocks-that-benefit-from-Volatility

 

28th Feb

 

28th Mar

 

Amount

Percentage

ATML

5.54

ATML

5.06

 

-0.48

-8.66%

IDTI

16.22

IDTI

15.38

 

-0.84

-5.18%

IDXX

86.18

IDXX

86.20

 

0.02

0.02%

BOBE

36.16

BOBE

36.72

 

0.56

1.55%

SBUX

30.90

SBUX

31.28

 

0.38

1.23%

VZ

37.40

VZ

37.23

 

-0.17

-0.45%

GENZ

61.80

GENZ

59.43

 

-2.37

-3.83%

GILD

71.56

GILD

75.04

 

3.48

4.86%

ESRX

75.41

ESRX

82.29

 

6.88

9.12%

ORCL

16.43

ORCL

18.17

 

1.74

10.59%

Dow Jones

12,268.63

Dow Jones

12,300.36

 

31.73

0.26%

 

 

 

 

Overall

9.68

2.21%

 

OK, it is 10 times better than what the market should be. Unfortunately, it is spring time; I am still pessimistic about that, as I said normally is a cold spring.

Oil price is depending on N. Korea, Nigeria, S. America and Iran, and now the first 2 are stable but the condition in Iran really is pretty worrying. If meanwhile, you choose to not do anything, how about read a book?

The Little Book That Beats the Market”, it is a great book (aim for 11 years old, with less than 200 pages) and I would recommend everyone to read. Though is a bit expensive (~200HKD), however, it is easy to understand and without going into any technical stuff, it is just pleasant to read. For you and for the future you, it is a good value. I am planning to follow its recommendation there indeed, maybe modify a little bit...

Eric