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Pfizer Inc. Message Board

  • fizrwinnr11 fizrwinnr11 Oct 6, 2012 3:22 PM Flag

    Pfizer portfolio update

    12/31/10 - 262,215 - ($17.51) Year-end 2010 close
    12/31/11 - 481,195 - ($21.64) Year-end 2011 close

    01/03 - 488,645 - ($21.97) RSI 69.5
    01/12 - 501,920 - ($21.99) RSI 65.8
    02/01 - 488,525 - ($21.31) Ex-dividend 22 cents, RSI 47.1
    02/06 - 471,285 - ($20.95) 2012 valuation low, RSI 43.4
    03/30 - 555,110 - ($22.65) RSI 72.9, an interim 2012 high
    04/13 - 527,300 - ($21.85) 9 straight losing sessions, RSI 45.4
    04/27 - 577,965 - ($23.08) RSI 70.0
    05/04 - 555,335 - ($22.38) RSI 47.7
    05/09 - 559,605 - ($22.45) Ex-dividend 22 cents, RSI 56.3
    05/10 - 574,430 - ($22.83) Tofacitinib recommended, RSI 64.0
    06/05 - 524,015 - ($21.60) RSI 33.6, lowest in ten months
    07/02 - 604,505 - ($23.00) RSI 65.6
    07/11 - 576,620 - ($22.34) RSI 45.5
    07/19 - 633,095 - ($23.80) RSI 72.2
    07/25 - 616,455 - ($23.33) RSI 58.6
    07/27 - 639,325 - ($23.83) RSI 67.0
    08/01 - 638,820 - ($23.94) Ex-dividend 22 cents, RSI 70.1
    08/03 - 650,580 - ($24.28) RSI 73.9, a new interim high
    08/07 - 641.145 - ($23.74) Bapi fails, RSI 59.0
    08/15 - 652,925 - ($24.04) RSI 62.1
    08/21 - 644,640 - ($23.69) RSI 52.1
    09/13 - 672,300 - ($24.25) RSI 59.6
    09/14 - 658,780 - ($23.80) RSI 47.8
    09/28 - 687,605 - ($24.85) RSI 65.7
    10/04 - 701,045 - ($25.52) All-time high valuation, RSI 75.8 and near a six-year high


    Up 45.3%. 2012 Portfolio gain to date based on $219,850 valuation increase less $2,050 interest
    Up 38.6%. 2012 Portfolio gain to date based on return on invested capital
    Up 21.0%. 2012 Pfizer stock price gain to date including three 22-cent dividends

    Up 16.1%. S & P 500 gain to date (1,258 to 1,461)



    Note: This portfolio had a steady cost basis of $100,000 from 11/17/04 inception through 6/2/08. From that date through mid-March of 2009, additional funds were invested until the cost basis reached $296,110. The basis has remained steady again since that time.

    Note: This portfolio was up by as much as 96K pre-crash on 6/1/07 with the stock closing at $27.68 that day. It was also down as much as 333K on 3/2/09 when the stock closed at $11.66. Gains of 405K from inception were seen on 10/05/12 with the stock at $25.52. Current gains are 405K.

    Note: Over time, the leverage factor at these portfolio levels is about 1.9, the lowest since inception. It was designed at the end of 2011 to go up by about 59K per Pfizer point up to $25 on the stock and then 53K a point thereafter. The stock has gotten a little away from me on the upside regarding my covered calls or I would be doing slightly better.

    Note: Average annualized gains from inception stands at 11.4% and considers all additional funds needed to margin the naked puts.

    Sentiment: Buy

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    • Not a bad little increase in portfolio valuation since the end of 2010 if I dare say so. And I do say so. 261K to 482K a year later and then 701K nine months after that. Suddenly my expected million-dollar cashout doesn't seem like such a pipe dream. But then these kinds of gains have to be expected when superior options methods are being utilized.

      Sentiment: Buy

 
PFE
30.40-0.18(-0.59%)Sep 19 4:00 PMEDT

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