Posts tagged " stocks "

Totem’s Performance on Portfolio Was Unveiled

February 11th, 2019 Posted by Stocks Portfolio No Comment yet

 Totem’s portfolio performance was unveiled today. We have updated the overall returns we made from May 2013 to December 31, 2016.  We have monitored companies we believed were valuable and we are publicly revealing the results of returns.

Totem analyzed and scrutinized each company through our own method of filtering and leaving only the companies with value as a guide for beginners in investing.

Performance Summary of  Time-Weighted Rate of Return 

We have cracked the analysis we made as of December 31, 2016.

Period Cost Value Overall Return Days Annual return Time Weighted
5/23/2013 12/31/2013 23,711 40,593 71.20% 222 142.06% 1.095
12/31/2013 8/13/2014 73,341 93,201 27.08% 225 47.51% 1.042
8/13/2014 8/30/2014 207,206 223,509 7.87% 17 408.42% 1.001
8/30/2014 12/31/2014 223,509 211,710 -5.28% 123 6.59% 0.995
12/31/2014 3/25/2015 377,599 383,182 1.48% 84 6.59% 1.001
3/25/2015 12/2/2015 437,435 473,353 8.21% 252 12.11% 1.015
12/2/2015 12/31/2015 371,583 380,531 2.41% 29 34.92% 1.001
12/31/2015 4/12/2016 402,239 423,449 5.27% 103 19.97% 1.004
4/12/2016 5/5/2016 367,711 359,903 -2.12% 23 -28.87% 1.000
5/5/2016 5/31/2016 359,903 362,753 0.79% 26 11.71% 1.000
5/31/2016 6/30/2016 362,753 357,506 -1.45% 30 -16.24% 1.000
6/30/2016 7/31/2016 357,506 377,261 5.53% 31 88.38% 1.001
7/31/2016 8/31/2016 377,261 391,919 3.89% 31 56.64% 1.001
8/31/2016 9/30/2016 391,919 406,971 3.84% 30 58.17% 1.001
9/30/2016 10/31/2016 406,971 407,614 0.16% 31 1.88% 1.000
10/31/2016 11/30/2016 407,614 407,350 -0.06% 30 -0.79% 1.000
11/30/2016 12/31/2016 407,350 397,340 -2.46% 31 -25.39% 0.999
1318 16.17%

Following us from the beginning you probably make the same returns as we did from the list we monitored. In the next article, we will provide an updated analysis for the first quarter of 2017. We invite you to keep a watch on the articles we are posting. We will reveal the next overall analysis.

Thank you for reading.

If you want to read our previous post on blog click here.

Portfolio Return on Totem List Updated

October 28th, 2017 Posted by Stocks Portfolio No Comment yet

Portfolio Updates

Portfolio returns on the company list we monitored were updated as of August 31, 2017. We believed these companies were valuable and we publicly reveal the results of returns. We analyzed and scrutinized all these companies in the list through our own method of filtering, leaving and choosing only the companies with value. The summary of the analysis of the portfolio return is shown in the table below. 

Summary

Period Cost Value Overall return Days Annual return Time Weighted
5/23/2013 12/31/2013 23,711 40,593 71.20% 222 38.68% 1.079
12/31/2013 8/13/2014 73,341 93,201 27.08% 225 15.92% 1.035
8/13/2014 8/30/2014 207,206 223,509 7.87% 17 0.35% 1.001
8/30/2014 12/31/2014 223,509 211,710 -5.28% 123 -1.81% 0.996
12/31/2014 3/25/2015 377,599 383,182 1.48% 84 0.34% 1.001
3/25/2015 12/2/2015 437,435 473,353 8.21% 252 5.60% 1.013
12/2/2015 12/31/2015 371,583 380,531 2.41% 29 0.19% 1.000
12/31/2015 4/12/2016 402,239 423,449 5.27% 103 1.46% 1.003
4/12/2016 5/5/2016 367,711 361,724 -1.63% 23 -0.10% 1.000
5/5/2016 5/31/2016 361,724 362,590 0.24% 26 0.02% 1.000
5/31/2016 6/30/2016 362,590 357,295 -1.46% 30 -0.12% 1.000
6/30/2016 7/31/2016 357,295 377,062 5.53% 31 0.46% 1.001
7/31/2016 8/31/2016 377,062 391,718 3.89% 31 0.32% 1.001
8/31/2016 9/30/2016 391,718 406,762 3.84% 30 0.31% 1.001
9/30/2016 10/31/2016 406,762 407,371 0.15% 31 0.01% 1.000
10/31/2016 11/30/2016 407,371 407,171 -0.05% 30 0.00% 1.000
11/30/2016 12/31/2016 791,544 781,540 -1.26% 31 -0.11% 1.000
12/31/2016 1/31/2017 781,540 822,893 5.29% 31 0.44% 1.001
1/31/2017 2/28/2017 822,893 853,749 3.75% 28 0.28% 1.001
2/28/2017 3/31/2017 860,749 877,985 2.00% 31 0.17% 1.000
3/31/2017 4/30/2017 930,880 966,310 3.81% 30 0.31% 1.001
4/30/2017 5/31/2017 979,756 1,000,174 2.08% 31 0.18% 1.000
5/31/2017 6/30/2017 1,000,174 979,344 -2.08% 30 -0.17% 1.000
6/30/2017 7/31/2017 979,344 1,037,439 5.93% 31 0.49% 1.001
7/31/2017 8/31/2017 1,037,439 1,002,025 -3.41% 31 -0.29% 0.999
          1561   13.88%

Above all, if you follow us all the way from the beginning you probably make the same portfolio return of 13.88 percent. Therefore, we encourage you to keep a close watch on the companies we published. Further, it will serve as a guide in choosing companies with value in your portfolio.

Happy investing.

Thank you for reading.

Time-Weighted Rate of Return (TWRR)

July 13th, 2017 Posted by Stocks Portfolio No Comment yet

Time-Weighted Rate of Return (TWRR) on Portfolio

Time-Weighted Rate of Return (TWRR) is a method to measure the performance of the portfolio over the time period invested. The summary of the results on the portfolio list we maintained is seen below in a table. These companies we are monitoring has a recommendation of a Buy in the articles we wrote and published in the website.  Totem has started publishing articles from as early as 2012.  Each company has a recommendation for a Buy and a template was created to monitor the returns and we assumed all these companies had a 100 shares Buy from the date the article was published was also the date of purchase.

The following Cris Portfolio is one of the three portfolio lists that is being monitored, maintained and updated periodically. This is part of my training in Totem.

TWRR

Period Cost Value Overall

Return

Days Annual

Return

08-12-2012 12-31-2012 68,199 64,884 -4.86% 141 -0.40% 0.996000
12-31-2012 12-31-2013 130,528 141,587 8.47% 365 1.71% 1.017078
12-31-2013 12-31-2014 155,792 174,716 12.15% 365 2.42% 1.024157
12-31-2014 12-31-2015 160,853 183,189 13.89% 365 2.74% 1.027443
12-31-2015 08-31-2016 161,200 187,392 16.25% 244 2.12% 1.021177
08-31-2016 09-30-2016 161,200 184,224 14.28% 30 0.23% 1.002287
09-30-2016 10-31-2016 161,200 179,672 11.46% 31 0.19% 1.001920
10-31-2016 11-30-2016 161,200 184,224 14.28% 30 0.23% 1.002287
11-30-2016 12-31-2016 161,200 179,672 11.46% 31 0.19% 1.001920
12-31-2016 01-31-2017 317,069 332,186 4.77% 31 0.08% 1.000824
01-31-2017 02-28-2017 317,069 354,834 11.91% 28 0.18% 1.001799
02-28-2017 03-31-2017 317,069 371,784 17.26% 31 0.28% 1.002819
03-31-2017 04-30-2017 317,069 381,453 20.31% 30 0.32% 1.003169
04-30-2017 05-31-2017 317,069 413,624 30.45% 31 0.47% 1.004712
1753 11.24%

Furthermore,

The above table shows an overall time-weighted rate of return (TWRR) of 11.24 percent. Above all, following our recommendations from the beginning with all the companies written and published on the company’s website. Likewise, you might have the same time-weighted rate of return of 11.24 percent.

We invite you to monitor our company and investment analysis through the written articles on our website: totemtalk.com

Thank you for reading.

Keenly Monitoring List Of Companies To Keep Close Watch On

April 12th, 2016 Posted by Stock to Watch No Comment yet

Keenly monitoring list of companies. Totem focuses on different methods of filtering good companies from the US market. Moreover, we used fundamental analysis and other methods to value the companies.

Totem’s color-code:

Green To Buy
No color To Hold
Red To Sell

Evergreen –        Hold for five (5) years or more. Totem has classified its portfolio into the following categories:

Woody –              Similar to evergreen but will not reduce the holdings even if the company’s stock is fully priced. These are great growth companies in the process of maturing.

Deciduous –       Hold for two (2) to five (5) years. These are companies falling off after the stage of growth

Monocarpic –     Hold for one (1) or two (2) years. These are companies once profitable and then die.

Keenly Monitoring list of  Companies:

Rank Symbol Company Name Sub Type
1 AVG AVG Technologies NV List Deciduous
2 KORS Michael Kors Holdings Ltd List Deciduous
3 QIWI Qiwi PLC List Deciduous
4 BIDU Baidu Inc ADR List Deciduous
5 PCLN Priceline Group Inc List Deciduous
6 AAPL Apple Inc List Deciduous
7 LOPE Grand Canyon Education Inc List Deciduous
8 FSLR First Solar Inc List Deciduous
9 HFC HolyFrontier Corp List Deciduous
10 SB Safe Bulkers Inc Cream Monocarpic
11 ESI ITT educational Inc Cream  Monocarpic
12 AHGP Alliance Holdings GP LP List Monocarpic
13 ADS Alliance Data System Corp List Monocarpic
14 EMES Emerge Energy Services LP List Monocarpic
15 FHCO The Female Health Co. List Monocarpic
16 LYB LyondellBasell Industries NV List NP
17 VIPS Vipshop Holdings Ltd ADR A List NP
18 COH Coach Inc List NP
19 ROST Ross Stores Inc List NP
20 FB Facebook Inc List NP
21 SILC Silicom List NP
22 CTSH Cognizant Technology Solutions Corp List NP
23 TTC Toro Co List NP
24 CMI Cummins Inc List NP
25 BHP BHP Billiton Limited (ADR) List NP
26 WRLD World Acceptance Corp Cream NP
27 ATI Allegheny Technologies Incorporated Cream NP
28 FSTR L.B. Foster Co Cream NP
29 NUS Nu Skin Enterprises Inc List NP
30 TCK Teck Resources Ltd Class B Cream NP
31 TCPI TCP International Holdings Ltd Cream NP
32 FCX Freeport McMoran Inc List NP
33 SCHN Schnitzer Steel Industries Cream  NP
34 GRPN Groupon Inc List NP

We periodically updating and monitoring the current changes and filtering these companies. Therefore, it gives you a glimpse of the company’s status and current performance. Furthermore, it will serve as your guide.

Thank you for reading.

Written by Criselda

Twitter: criseldarome

Actively Following List of Companies to Keep an Eye

December 2nd, 2015 Posted by Stock to Watch No Comment yet

It is important for an investor to keep an eye to different companies he/she is monitoring and investing in. It may be in the form of a document or uses the web to stay updated. Just like any other investors, we at Totem, have our own list. We are revealing again our list of actively following stocks.

Before anything else, let me familiarize you with the table below.

Rank:

  • Green means to buy
  • No Color means to hold.

Symbol: Company symbol.

Name Complete name of the company.

Type:

  • Deciduous is stocks that we will hold for two to five years while
  • Monocarpic is stocks that we will hold for less than two years (most likely around one year).

List of Companies

Rank Symbol Name Type
1 KORS Michael Kors Holdings Deciduous
2 BIDU Baidu Inc (ADR) Deciduous
3 PCLN Priceline Group Inc Deciduous
4 AAPL Apple Inc.
5 LOPE Grand Canyon Education Deciduous
6 FB Facebook Inc Deciduous
7 FHCO Female Health Deciduous
8 FSLR First Solar, Inc.
9 CTSH Cognizant Tech Deciduous
10 HFC HollyFrontier Corp Deciduous
11 LULU Lululemon Athletica inc.
12 KING King Digital Entertainment Monocarpic
13 SB Safe Bulkers, Inc. Monocarpic
14 ESI ITT Educational Monocarpic
15 JOY Joy Global Inc. Monocarpic
16 COH Coach Inc Monocarpic

We are filtering dozens of public companies and add to our list those that we think undervalued and of a good balance sheet. However, monitoring all these can be overwhelming at times and we cannot put equal attention to each. That’s why we continuously filter this list and keep those that we think still substantial to us.

Written by: Maydee

Actively Following List of Stocks Revealed for the Third Time

March 25th, 2015 Posted by Stock to Watch No Comment yet

Stocks prices are volatile. You will never know what will happen to stocks the next day. If you are holding stocks from several companies, paying attention and focus to changes is a must. You don’t want to lose thousands of money, do you?

Today, we are going to reveal again our list of actively following stocks. Before that, please be guided to what the column title and the type of stocks mean.

Rank:

  • Orange means to reduce the portfolio holding
  • Green means to buy and
  • No Color means to hold.

Symbol: Company symbol.

Name Complete name of the company.

Type:

  • Evergreen is companies we will hold for more than five years.
  • Woody is similar to Evergreen but that we will not reduce our holdings even when the company stock is fully priced
  • Deciduous is stocks that we will hold for two to five years
  • Monocarpic is stocks that we will hold for less than two years (most likely around one year).

List of Stocks

Rank Symbol Name Type
1 BIDU Baidu Inc (ADR) Woody
2 AMZN Amazon.com, Inc. Woody
3 CHL China Mobile Ltd. (ADR) Evergreen
4 WMT Wal-Mart Stores, Inc. Evergreen
5 MRK Merck & Co., Inc. Evergreen
6 KING King Digital Entertainment Deciduous
7 KORS Michael Kors Holdings  Deciduous
8 PCLN Priceline Group Inc Deciduous
9 SB Safe Bulkers, Inc. Deciduous
10 OSTK Overstock.com, Inc. Deciduous
11 CTSH Cognizant Tech… Deciduous
12 LOPE Grand Canyon Education… Deciduous
13 FCX Freeport-McMoRan Inc Deciduous
14 LULU Lululemon Athletica Inc Deciduous
15 CYOU Changyou.Com Ltd (ADR) Deciduous
16 FHCO Female Health Co Deciduous
17 HFC HollyFrontier Corp Deciduous
18 HLF Herbalife Ltd. Monocarpic
19 INFY Infosys Ltd ADR Monocarpic
20 JOY Joy Global Inc. Monocarpic
21 BHP BHP Billiton Limited Monocarpic
22 COH Coach Inc Monocarpic
23 ESI ITT Educational Services Inc Monocarpic

Moreover, we researched dozens of public companies. And comparing, filtering and adding it down in our list. This is what we do to stocks that we think undervalued and of value. However, monitoring all these companies became overwhelming and we haven’t pay equal focus to each. As a result, we filtered our list then keep those companies we believed are still substantial to us.

Written by: Maydee

Actively Following List of Stocks We Keep an Eye

August 13th, 2014 Posted by Stock to Watch No Comment yet

Today, I would like to present to you the list of stocks that we are actively following. Further, we keep an eye to every company and our team works hand in hand to effectively monitor the changes. As we all know, change is the only constant thing in this world.

Before I introduce to you the list, let us have first the legends.

Rank:

  • Orange means to reduce the portfolio holding,
  • Green means to buy, and
  • No color means to hold.

Symbol: Company symbol

Name: Complete name of the company

Type:

  • Evergreen is companies we will hold for more than 5 years
  • Woody is similar to Evergreen but that we will not reduce our holdings even when the company stock is fully priced 
  • Deciduous is stocks that we will hold for 2 to 5 years
  • Monocarpic is stocks that we will hold for less than 2 years (most likely around 1 year).

The table below presents the list of companies that we keep an eye.

Rank Symbol Name Type
1 BIDU Baidu Inc (ADR) Woody
2 FB Facebook Inc Woody
3 AMZN Amazon.com, Inc. Woody
4 GOOG Google Inc Woody
5 GOOGL Google Inc Woody
6 AAPL Apple Inc. Woody
7 CHL China Mobile Ltd. (ADR) Evergreen
8 PG The Procter & Gamble Company Evergreen
9 KO The Coca-Cola Company Evergreen
10 WMT Wal-Mart Stores, Inc. Evergreen
11 MRK Merck & Co., Inc. Evergreen
12 KING King Digital Entertainment PLC Deciduous
13 KORS Michael Kors Holdings…
14 PCLN Priceline Group Inc Deciduous
15 LULU Lululemon Athletica inc.
16 BA The Boeing Company Deciduous
17 MNST Monster Beverage Corp Deciduous
18 OSTK Overstock.com, Inc.
20 CYOU Changyou.Com Ltd (ADR) Deciduous
22 VALE Vale SA (ADR) Deciduous
23 FHCO The Female Health Company Deciduous
25 MSTR MicroStrategy Incorporated Deciduous
19 LOPE Grand Canyon Education Inc Monocarpic
21 SB Safe Bulkers, Inc. Monocarpic
24 JOY Joy Global Inc. Monocarpic
27 FCX Freeport-McMoRan Inc Monocarpic
29 BHP BHP Billiton Limited Monocarpic
30 COH Coach Inc Monocarpic
31 BNNY Annies Inc Monocarpic
32 ESI ITT Educational Services Inc Monocarpic

Thank you for reading.

totem talk top 10 stocks

Totem Talk Top Ten Stocks

May 23rd, 2013 Posted by Investing in Stocks No Comment yet

Totem Talk Top Ten Stocks

Over the last 2 years, we focused on the company analysis, this is the main theme of what we do at Totem. We went over different companies then choose the company for our investment. We had to consider every aspect of the company. I’m glad to announce that today, we finally came up with our Top 10 list, we called it Totem Talk Top Ten Stocks. So what are we waiting for? Let’s get to it.

By the way, ideas from our three teams comprised this whole report. We have the Stories team who updates us with anything about the company’s management, nature of business, history, and background, and treatment with employees. Next in line is the Numbers team who’s after the financial status of the company. And lastly, the Pricing team. As the name implies, the team is responsible for the pricing of the company; if it is a candidate for a buy or not?

We consider every aspect of the company. Here are the processes we went through to come up with our Totem Talk Top Ten Stocks.

The Scale

The core purpose of this is to let us know if the company is doing well when we speak of the management, the financial health, and the market value as well. Each team has their criteria to consider and give a grade of A, B or C. If the company got triple-A from each team, then the company is a good one.

Overall Scale Stories Numbers Pricing
A A A A
A A B A
B A C B
B B B B
B A C A
B B A B
C A C C
C B B C
C C B C

The Notes

The description of the company according to our team. This is also the summary of the characteristic based on the area being discussed. This will give you the idea on the “why” the company was graded A, B or C, what went wrong and its current status.

Market Price Used

This is the stock price of the company used during the period of evaluation.

Buy, Sell or Hold

This is reflected in the area of Pricing. This entails if our team decided to Buy, Sell or Hold based on the result of the analysis.

Score

You might be wondering as to how we arrived at the score. Pointing back to all the above criteria, we came up with the points to represent each. We have also the voting as to “Yes” or “No” if the company can be included in our Top 10. Giving value, Yes is equivalent to 1  point and No is 0.5 point. For the scale, A ranges from 85 to 100, B is from 75 to 84, and C is 74 and below. Additionally, since we have this buy, sell and hold, we also have points for it. For this, Buy is 0.25, Sell is 0, and Hold is 0.125.

The Rank

This is the ranking of the company based on the score.

So out of all the 50 companies that we’ve discussed, and applying all the pointers above, allow me to present to you our Top 10 companies.

Top 10 Companies

Keep in mind that when buying a stock, you’re becoming a part owner of the company. Therefore, choosing the right company is ideal since you will hold the stocks for the long run.

On the side track, do you know that before we came up with this summary, each team faced many challenges? Yes and I can prove that myself. But what is great is we learned a lot in the process. Investing is risky and yet fun. For some fresh from the oven talk, I asked them as to what they can say about the whole process. Come on!

Views/opinions of those who performed the three types of analyses

Karla says, “My experience with the Totem Talk Top Ten Stock lists challenging yet wonderful. First of all, with stories, I managed to update and get to know more about the companies we have worked on in the past and the new ones. With this, I feel like I was trained again on how critical the scaling and grading each company was. Also, working and cooperating with other teams is great since I’m learning from them as well. Seeing the results from everyone’s hard work is truly remarkable.”

For Numbers team, Ms. Rio informed me that, “Although the process took longer [than expected], we are confident of what we had decided since each team shared its evaluation of the company based on its area. ”

And for the finale, “Totem Talk Top Ten Stocks is really brilliant!  Every information you need to know about the company for investment purposes you can find in one place. Like 3 in 1; Stories, Numbers, and Pricing. Great!, ” said Cris of our Pricing team.

This report seems to be easy when you look at it. And that is our goal; to share with you this list in the simplest form possible. But trying to dig down on the behind the scenes, you will find out just how big the effort was. So what more can I say? The experience is hard, needs a lot of patience but truly amazing.

Thank you for reading.

Note:

Research Reports can be found under the company tab.