How to open an Account in the Philippine Stock Market using BDO Online A...

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Spreadsheet 03: Multiple spreadsheet in beating the stock market

Having the perfect indicator would be one thing, but putting into practice would be another. Even if you are able to "beat the market" the greater battle of" beating yourself" that is mastering your emotions, still lies ahead.

Every great market opportunity, whether a  trader or an investor, knows that the analytical aspect of playing the market represents only a small segment compared with its psychological aspect. In this respect, history's great traders or investor - to one degree or another - have followed various rules. However, these successful individuals would be the first to admit that they have no convenient magic formula to pass on as a testament or their triumphs

The false "Holy Grail" concept appears in many forms, we will consider two: the expert and the fail-safe System or perfect indicator.

Having a spreadsheet tool will not perfectly remove the emotion of trading but rather  it will lessen the bad trading decision because of human emotion.

Therefore it is extremely necessary to have a basis in your trading.
As Simple as it maybe your rules must be followed according to your preferred strategy in beating the stock market. 

TRADE YOUR PLAN. PLAN YOUR TRADE.

Spreadsheet 03:
Follow this link: Using Microsoft Excel Sheet - PSE DIARY

SAMPLE VISON BOARD: for your trading goals

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Customized Stock Trading Strategy Using Microsoft Excel Sheet.

"PLAN EVERY TRADE AND TRADE EVERY PLAN"

Step 04: Strategy Investigation

Go back to the point at which you made the mistake and ask yourself what are your options were at that time. The mentally go trough those possibilities working them trough to their possible outcomes. When you discovered two or three scenarios with positive outcomes, remember then for the next time you are faced with a similar market condition.

This review process should be written down, for it is very easy to forget or distort what actually went at that time

Make your own strategy and give a time to structure it. Making a research about stock market strategy then make your own style to beat the market. Each of us have its own strategy to beat the market and maximize profit on it.

A sample template can be downloaded for free and you can customized it.

The template is build to promote stock traders/investors to have their own plan and not simply following hypes in the social media.

We are the masters of our trades.
" I will find a system that fits me and I will become the best trader at this one style"

FREE TEMPLATE
DOWNLOAD HERE:Spreadsheet 02: Strategy Plan

To download Spreadsheet 01: Equity Plan
Click here

Note: This is just a sample template using Microsoft Excel sheet. 
Red Font can be edited based from your strategy.

The second part of the review process critiques the plan and rules themselves. It is good idea to do this when you are not reflecting on previous transaction or campaign because it is unreasonable to critique your performance and the plan at the same time.

If you feel, with good reason, that the plan and or your objective need to be changed, go ahead.

Perhaps market conditions or your financial position have changed; perhaps you discover that your tolerance for risk taking is greater or less than you had originally envisaged. Alternatively, you may have just been exposed to new kind of investment or trading philosophy that have you researched and fell comfortable with. 

There are many reasons why you might want to change the plan. Be warned against flippant and thoughtless changes, because they will do more harm than good. 

Treat your plan rather like the constitution. It is a solid document, which can be amended only through an arduous process times and condition change. 

To see more blogs using MS excel sheet tools
See this LINK

Spreadsheet 03 coming soon.....

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Goal setting and portfolio fund distribution using Microsoft Excel spreadsheet.

"PLAN EVERY TRADE AND TRADE EVERY PLAN"

FREE TEMPLATE
DOWNLOAD HERE:Spreadsheet 01: Equity Plan

Note: This is just a sample template using Microsoft Excel sheet. 
Red Font can be edited based from your strategy.

Spreadsheet 01: Equity Plan

Step 01: Goal Setting

   - What separates the winners from the losers?
     Its certainly not knowledge? I believe what really separates winners from loser is the ability to follow your rules without exception, regardless of the circumstances.Very few traders have the discipline to do this. Goal setting is a part of this where in you have a goal to follow your rules strictly and setting your target profit will give you the motivation to follow the rules and to discover more strategy to maximize your profit.

Step 02: Fund distribution

   - How many stock you will buy? How much is your allocated fund. How you will distribute? What is the percentage allocation of  each stock?  Either an investor or trader must answer these questions based on their rules or strategy to beat the market. To be a winner in the market you can never trade from emotion and the only way to eliminate emotion is to have iron discipline to follow your own plan. You must know your strategy and put into paper for a while and you when you are in to it you can store and picture it into your mind. If you want to become one of the few market winner you must "PLAN EVERY TRADE AND TRADE EVERY PLAN"

If you ever find your-self having to ask some-one for an opinion on a stock you hold then it can only be because you either have not made a plan, or you are second guessing the plan, in which case you may as well not bother making one in the first place.

Max stocks: 3
IPO: ( I used to subscribe IPO and the risk is high but its worth it)
Allocated Fund: (Don't use emergency funds its not advisable)
Percentage Allocation: (50,35,15)

Step 03 Schedule/Planning
Planning a trade should be no different fro planning a journey. You must plan for all kinds of events. Especially for the unforeseen ones. Most of the time a trade will go your way and the plan will barely have to be looked at but what if the share gaps down? fly's up? goes sideways for six weeks, the market crushes, the company announces a complete surprise announcement will makes the share gain P 10,000 in one day? If you arent prepared for these surprises then when one does happen you are going to find yourself wandering what to do. And once you are trading from the "hype" and not from the plan then expect your result to worsen.

Always allocate 1 hour a day for stock review and stock reading.

Coming Soon: Spreadsheet 02

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Philippine Stocks Market: Dividends and Rights update using Microsoft Excel

Philippine Stocks Market: Dividends and Rights update using Microsoft Excel

Stocks dividend and rights may also affect the way how you read your charts and the best way to monitor is to make a tabulation of updates monthly. This is how a successful trader tracks his trading. Always remember to plan your trade and trade your plan.

Points to remember:

1. Stockholder must have the stock before the ex date to be entitled for the dividend. Payment is in the form of cash or  stocks.
2. Buying stocks on ex date doesn't entitled you for the dividend.

Click here to download the Ms excel sheet template:

Dividends and Rights Template

Table updates for the month of October.

For other free templates downloads:

Visit my webpage free ms excel spreadsheets

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Classic Strategies to beat the Philippine Stock Market

Plan your trade, Trade your Plan

     "Is it reasonable to expect success in the investment game without thorough study and training?"

      The reason many of us are unrealistic is that we have been brainwashed into thinking that trading and investing are easy and do not require much thought or attention. We hear through the media that other made have quick and easy gains and conclude incorrectly that we can participate with little preparation and forethought. Nothing  could be further from the truth.

     Markets are a zero-sum game: For every item bought, one is sold. If newcomers as a group expect to profit, it follows that they must battle successfully against this some people with decades of experience.

     The experience does not end even when you feel you have learned to be objective, patient , humble, and disciplined, for you can still fall to the trap of complacency. It is therefore vitally  important to review both your progress and mistakes on a continuous basis because no two market situations are ever the same.

For your reference and sample monitoring sheet 

click the link below:

Download here Sample monitoring sheet

1. Know yourself.
               - A good starting point for self examination is to review your own investment or trading record over the past few years. Even if you have made profit, careful examination may reveal that the record owes a considerable debt to one particular investment whose success was due as much to chance as to any other positive factor.

2. Making a plan and sticking to it.
               - If we are following a particular approach or methodology, whether it be a trading system or a longer term fundamental philosophy, it is also important to stick with it. Otherwise we lose our basis for making sound decisions.

3. History repeats, but contrarian must be careful.
             - The study of previous market experience indicates taht history does indeed repeat but rarely does it repeat itself exactly.

Quotes from investors and traders

"There are no certainties in this investment world, and where there are no certainties, you should begin by understanding yourself"
                                                                           - James L Fraser

"If you are intelligent the market will teach you caution and fortitude, sharpen your wits, and reduce your pride. If you are foolish and refuse to learn a lesson it will ridicule you, laugh you to scorn, break you, and toss you on the rubbish heap.
                                                                                                              - Frank J Williams

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Philippine Stock Market Computation Tool for Short Trading

Microsoft Excel template is a powerful tool in monitoring your buy and sell activities.
It helps you time for the computation of your losses or gains in the stock market.

Download this sample template and you can use for automatic computation of gains and losses in the Philippine stock market. Col Financial clients can use this tool to project their target earnings or looses whenever they will buy and sell stocks in the philippine stock market.

Download it here
Computation Tool - PSE 

Note: Sample template Data
            Stock Code: X
            Company Name: Xurpass
             Buy Price: 13.94
             Sell Price: 13.94

When you buy 10,000 shares of X at 13.94 and sell it at 13.94 you will loss an amount of 1519.46  (-1.09%) loss.

To download more templates in monitoring your stocks Download here


Fresh Stock analysis click here:
Q4 2016 October Monitoring

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Philippine Stock Market Diary Q4 2016 - Plan your Trade, Trade your plan

The Philippine Stock Market Online Diary

4th Quarter (Q42016) - October, November, December

Start the 4th quarter of 2016 with a set of rules to follow.

1. Plan your trade, Trade your plan. 
2. Monitor your Buy and Sell activities.
3. Establish the support and resistance of each stock. 
4. Always make an entry with a green candlestick and a higher lows.
5. Always concentrate at most 3 stocks. 

"The Philippine stock market is loosing ground at this moment and this keeps traders stay in cash and focus for opportunities or better  make a strategy with regards to your stocks allocation." 

Stock Picks: (Energy,Property,Technology)
Click company name to see more information and the link will direct you to the company website.

1. EDC - Energy Development Corp.
2. VLL - Vista land and Lifescape
3. X - Xurpass

Sample Stock Data Analysis: 
Philippine Stock Market:
5  Trading Days in a week 
9:30 AM 12:00 NOON, 01:30 PM - 3:30 PM


Using simple technical analysis which consist of  the support and resistance on a swing trading manner. Its not a daily trading but rather a momentum trading technique. I used also the candlestick as a sign of entry where green candles appears then its a time for an entry. 

WEEK 01( October 3 - 7, 2016 )

___________________________________________________________________________

DAY 01: Monday October 03, 2016

   Analysis:

• EDC tend to go upward but still in the sideways trend. The candlestick is green but still risky for entry since there is no break-out yet.
• VLL in the downward trend. Wait for reversal then BUY.
• X in the downward trend . Wait for reversal then BUY.

______________________________________________________________

DAY 02: Tuesday October 04, 2016

Analysis:

• EDC back the trend. The candlestick is red and wait for reversal.
• VLL in the downward trend. Wait for reversal then BUY.
• X in the downward trend . Wait for reversal then BUY.

__________________________________________________________________

DAY 03: Wednesday October 05, 2016

Analysis:

• EDC going downward. Awaiting for uptrend signal. BUY after reversal.
• VLL in the downward trend. Be patient to wait for the green candle and reversal.
• X in the downward trend . Wait for reversal then BUY.

_____________________________________________________________________

DAY 04: Thursday October 06, 2016

Analysis:

• EDC going reversal. A signal for uptrend. A good sign of an entry but still its sideways trend.
• VLL in the downward trend. Be patient to wait for the green candle and reversal.
• X going reversal. A good sign of an entry to BUY.

_________________________________________________________________________

DAY 05: Friday, October 07, 2016

Analysis

• EDC change direction to a downtrend. BUY until it reverse.
• VLL in the downward trend. Be patient to wait for the green candle and reversal.
• X going uptrend but still cautious. X up buy 2.84 percent and a price high of 15.12 in the intraday trading due to the  acquisition done by Xurpass. Read here

Summary:

EDC moves sideways in this week 01

VLL moves downward in this week 01

X moves uptrend due to breaking news. ( X a downward reverse after this week - a cut loss should be done after support touch. )

Free Download Monitoring Excel sheet.

Click this link: MS Excel sheet free download

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2015 Year End Lessons on trading stocks based from my PSE diary

A common quality of successful stock investor is the ability to follow his rules and a steadfast ability to think independently. Experience is the best learning curve and this will serve to develop a guiding principles that will shape your investment philosophy.

If you apply the precepts this book and think for your self, you'll be well on your way

" NO RULE WILL WORK UNLESS IT IS PUT INTO PRACTICE"     - as the year end, I always compile and summarize my trading mistakes and lessons.The following rules can be roughly categorized into those that will help me to master my emotions and will therefore aid me in RISK control for next year trading.

1.Before taking a position, determine exactly where the stock you are watching, or the general market,stands A careful and deep study of price, activity, time and volume will help in this respect.

2. Whatever is hard to do in the market is  generally the right thing; and whatever is easy is usually the wrong    thing to do. CUT LOSS

3. Never average a loss. Do not buck the trend.

4. Don't treat your losses lightly; they are serious. You are losing actual currency

5. Avoid Uncertainty. when the trend is in doubt, stay out.

6. Never be sentimental about a stock.

7. Ask yourself what you really want. Many traders loose money because subconsciously their goal is entertainment, NOT PROFITS.

8. Learn to wait. Be patient.

9. Eliminate trust in any system you do not understand, but still believe in the basic idea of the system.

10. Let your profits RUN. cut your losses SHORT.

11. There is such a thing as luck, but it does not hold all the time.

12. Never ENTER into a position without FIRST establishing a Risk Reward.

13. Never BUY just because the price of a stock is low or sell short just because the price is high.

14.Don't close your trades without a good reason. Follow up with a stop loss order to protect your profits.

15.Avoid getting in and out of the market too often.

16. Avoid taking small profits and big losses.

17. Take an occasional mental inventory to find out exactly where you stand.

18. Don't listen on tips. Good tips are scarce and they take along time to materialize.

19. Trade with the trend. " The trend is your friend"

20. TRADE WITH A PLAN AND STICK TO IT

Constantly Analyze your mistakes. When we are successful, we tend to think that this process arises from hard work and good judgement. Rarely do we  attribute it to chance or the luck of being in the right time. On the other hand when things go against us, we often blame out setbacks on bad luck. It is only when we have made a mistake that we can begin to take the responsibility for our own actions and learn from those mistakes.

"there are no certainties in this investment  world, and where there are no certainties, you should begin by UNDERSTANDING YOURSELF" - James L. Fraser

Note taking simply gives me a good result on refining my strategy.

update portfolio as of  March 21, 2016

update portfolio as of  March 28, 2016

google819c1ce029f30cea.html

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My Philippine stocks diary - September 2015 Week 03

  A good starting point for self examination is to review your own investment or trading record over the past few years. Even if you have made a profit, careful examination may reveal that the record owes a considerable debt to one particular investment whose success was due as much to chance as to any other positive factor.

 Even successful point for self-examination is to review your own investing, then 

DISCLAIMER

Please be advised that this is not recommendation to BUY or SELL. Manage your OWN risk.

SEPTEMBER 2015 WEEK 03

"A man must think for himself; must follow his own convictions. Self trust is the foundation  of successful effort" - Dickson G Watts

STOCK PICK with good fundamental analysis:

Click the image to enlarge

FUNDAMENTAL ANALYSIS

i.  TABLE ANALYSIS

SEPTEMBER 14, 2015

TA 09142015 TECHNICAL ANALYSIS

Notes:

Notes 09142015

SEPTEMBER 15, 2015

TA 09152015 

Notes:

Notes 09152015

SEPTEMBER 16, 2015

NOTES:

Add caption

NOTES 09162015

TA 09162015

SEPTEMBER 17, 2015

NOTES:

ii.  GRAPHS 09142015

A. STOCK 01  -  Ayala  Land  Inc. (ALI) 
Click the image to enlarge

B. STOCK 02 - Metropolitan Bank Corp. (MBT)
Click the image to enlarge

C. STOCK 04 - Ayala Corp. (AC)
Click the image to enlarge

D. STOCK 05 - First Philippine Holdings (FPH)
Click the image to enlarge

E. STOCK 06 -  Federal land Inc. (FLI)
Click the image to enlarge

EXECUTION:
Click the image to enlarge

Last Monday Execution September 14, 2015

BUY AND SELL RECORDS

Note on Strategy : 
09142015:  ALI stock on the  second day rally with a surge of 4.81%,  I made a sell O-H order  and it sold my 5000 shares with a profit of 3.80%. With this, despite of the downside last week it recovers with a profit. Sometimes a downtrend is just a part until you will wait for the reversal and stick to your strategy. Again and again EDC  surge for this day and I learned a lesson of selling my EDC last Friday because of fear and not sticking to my trade.


09152015:  FLI stocks  already sold but too early I made a sell -out @ 1.74 1.75 1.76 and 1.78 and it close at 1.79 but still a profit because I bought it with an average  of 1.70. Still a bad strategy. Emotions must be controlled, since FED issue I had sold the stock and not sticking on my strategy. ALI already sold-out at price 35.95 with a decent profit. Lesson learned - Stick on your strategy and Don't be affected by news. 

09152015:  FLI stocks goes down by 1.75 again then wait for reversal then make BUY back. Fear of the FED hike makes me again connected of my emotions that's why I easily give up my strategy to purchase. Fear on buying ION makes me feel bad of not entering and this stock surge almost 50%. Including SBS, DD, EDC, I see all the signal going up but I refuse to take action on it because of  external news. As of this moment I have some stocks doing  fine and taking some small profits.

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