Pendulum Institute

Total 46 Posts

Playing with portfolio insurance

Buying S&P put options with a strike price between 5% and 15% below the current market value that would expire in a few months. So we are self insuring the first 5% to 15% of the loss and am hoping the put option covers the rest if there is a sudden fall.

Top 5 Holdings - July 2020

By popular demand I am going to start publishing my top 5 holdings at the start of each month. These top 5 make up 54% of my total portfolio and gives you the flavor of stocks I am most committed to.

Which return ratio should you use?

There are a bunch of different ratios used to evaluate the return generated by a business including: Return on Assets (ROA) Return on Equity (ROE) Return on Invested Capital (ROIC) Return on Capital Employed (ROCE) Return on Tangible Capital Employed (ROTCE)

Parting is such sweet sorrow

I still like the rationale for buying Parks! America, Inc. (OTCPink: PRKA) , but the pendulum swung on me before I purchased a full position. So I am selling and taking a 25% profit on my holding.

Sleepless in New York City

Saker Aviation Services, Inc. (SKAS) has the majority of its operations in NYC (e.g. helipad) and with all that has been going on in New York like:

Warren we still love you

As you know, Warren Buffett was scaring me with Berkshire Hathaway (NYSE: BRK-A) (NYSE: BRK-B) selling airlines (almost at any price), banks, and raising debt when he was sitting on a stack of cash

Banking on this software company

Over 40% of the top 20 largest banks in South-East Asia run this banking software including 3 of the 5 largest ASEAN super regional financial institutions. Fast growth and a high return on equity caught our eye. The deeper we dug the more we liked.
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