About Adsense and near future of my portfolio

I have advertising using google adsense on my blog and i think you know that already. Basically adsense is a software that directs ads that match content on my blog and i get money if people click this ads. So far ads have been quite close to topic and adsense has worked nicely. I do not think i will earn too much with adsense but if i get a reasonable sum of money i will hold a poll how should i invest them.

I am now enjoying my(short) vacation and my investing hobby is a also on "sleep mode". Current plan is to gather money from my monthly investmet saving portions and build my cash reserve for some time. If nothing special happens i will use that money for rebalancing my portfolio in next three months or buy some new equities if rebalancing is not needed.

Problem with investing podcast player

I have problem with podcast player to get all the feed and currently i am working on the problem.

sorry for inconvenience

EDIT: It works now :)

And bug with 23th of may sound invesing podcast is with their servers(likely to fixed shortly)

IEZ oil services & equipment bought

I added IEZ oil services etf that i mentioned earlier to my portfolio. I also sold amanda capital to free up some money for good buying opportunities. Markets are now backing up after steep climb durring last ten days. Now i think i do not have anything on my portfolio that i should be greatly worried for next 6 months, but of course you never know eventually might happen.

New percentages:
DB X-trackers Brazil(ETF) 16.5%
DB X-trackers Emerging markets (ETF) 9.5%
Lyxor New Energy(ETF) 12.3%
Nordex(stock) 9.7%
Powershares Cleantech(ETF) 9.0%
Powershares Global clean energy(ETF) 20.6%
iShares Dow Jones US Oil Equipment Index(ETF) 8.3%

Oil services and equipment industry gains from high oil prices

Oil services and equipment industry will have positive gain if current oil prices remain or go higher. One of main reasons is that there is a lot more profitable places to drill oil now and it is ok to do bit more effort to get the black gold.

So i will invest next to oil services and equipment industry likely with IEZ that i mentioned earlier. Basically i believe days of cheap oil are over.
I would have already bought it today but i had to change some euros to dollars first and it takse about a day with nordnet.

I will post new portfolio percentages next time.

EDIT: Amanda capital might have go because i would like to free up more money to current rally and amanda is just siting duck.

3rd quarter investing ideas for 2008

Some say 3rd quarter will a turning point for economy, but direction is a bit uncertain. My opinion is that big banks won't have much bad bombs to drop and we will not see big decline but more like steady growth. Remember that main problem of US economy still exists, people have too much debt. That is the reason why i think certain sectors like "luxury item" retailers will be in trouble for at least a year to come. There will likely be spike in hifi electronis etc. when tax returns come. I would encourage american people to think if really need to buy new TV now or should they safe for growing normal living expenses for later times.

On global view things are not looking too bad. Brazil is going well after oil discoveries and other good wind have blowing there lately. Even Standard & Poor's upgraded Brazil's long-term foreign currency sovereign debt to investment-grade this year. Brazil has already quite good portion of my portfolio, so i won't be making new investments to brazil in 3rd quarter.

Other good territory might be russia and and it's former satellite countries. Russia seems to have got the most western friendly president for sometime. Still there is still risk in certain areas that goverment thinks are vital to national security like energy.

Asia is still a place have some portion of your portfolio, but now i would look more countries like singapore, malaysia, indonesia more than china or india. Japan is also now still quite low and there might be good oportunies when things go even better in US.

My next investment are likely to be some of these:
Oil service and equipment ETF, like "IEZ"
Norwegian multisector giant, ORKLA
iShares MSCI Eastern Europe 10/40 ETF
HealthShares Diagnostics "HHD"
Outotec and Larox at OMXH

As side note i have been commented to have bad english. So sorry about that but i am still learning.

Sunways's sales increased 80% and i still sold the shares

As headline suggests i sold my sunways stocks after earnings report. Sales were much higher than at the same time last year, but profitability got weaker significantly. The reason was much higer raw material costs of silicon. Huge demand makes silicon prices go up and smaller companies suffer the most with narrower margins. The other reason is that there are no companies making solar grade silicon which would be cheaper than they use nowdays.

I sold sunways stocks at 7.13€ and share price is currently about 7€. I made about 3% loss with sunways. All investors have to have guts to sell sometimes in red if you know share is going lower or you think it is time to sell.

So who profits on high silicon prices then? One step up are wafer manufacturers that are reporting good earnings, like LDK solar. So one logical step would be to buy LDK stocks instead. But for now i will look for while where markets are going. The other thing i learned in addition to selling in red is that stock picking is not easy. Though there is an easy solution called ETF. So might buy solar ETF, like ticker: TAN to get growth from solar panel industry without risk of individual stock.

My post is alredy too long so i spare my possible 3rd quater investing ideas for next time.

Nice rise from green stocks and brazil

Today my portfolio leaped 2% from yesterdays numbers. Total gain being now about 4.1% form march. Persentages are not totally correct because i have been inceresing my exposure to ETFs and stock in past month(so persentage number would be higher without new invesments)

Biggest gainer today were Nordex and sunways. I can understand why sunways rise but nordex can not be explained by market calendar events. But i do not complain :) Anyways i expect sunways to hit about 7.6€ if first quater is positeve and about 6.8€ if negative.
Most insitutions suggest a target price at least 9 € for sunways in this year. Well i have re-eavuate my position if that goal is achieved. But for now in B&H also for this stock.

Sunways first quater earnigs will come 15th of may.

Also Brazil etf made some nice effort gaining about 2%.


In the next post i will share my ideas where i am thinking of investing in third quater.

Investing podcast player and search bar

As you might have already noticed, i have two new features on my blog.
Investing podcast player is a tool that links three investing podcast feeds into single player.
Current streams fed to my player:
Doug Fabian’s Wealth Strategies
APM: Marketplace
Gary Gordon's The ETF Expert Radio Podcast

So now you and I don't have surf all over internet to listen these podcasts.
CLICK AUDIO FIRST, then select a show and press play.

Second thing is a search bar wich is normal google search. Reason for this is to have quicker access to google after user and i have finnished reading/listening.

I will have a poll about search bar's functionality shortly.

But if you have idea what to put on my blog or how to do things differently, please feel free to leave comments.

more information = better view

Pocasts are good source of information but they do not provide live information. Bloomberg is good TV channel to get live opinions about markets. But what to do if there are no Bloomberg TV like business channels in you TV network? My advice is to get TVU-player which allows you to watch numerous channels for free.(including Bloomberg)

In addition to TV channels and podcasts i visit websites like businessweek.com and economist.com to get more deep view to things. Internet forums are also place to get more opinions but currently im only writing/reading finnish kauppalehti.fi forums

This week markets backed a little and my portfolio fell from +2.10% to +1.9%.
Next event that i look forward to is sunways 1st quater earnings report coming 15th of may. Last year sunways revenue increased 40% and i expect strong growth also for this year.

Slow start to week

Markets got slow start to week major indecies retaining their value within +/-0.2%. I increased my brazil etf today to cover 16.5% of my portfolio.

Portfolio percentages:

Amanda Capital(stock) 11,7%
DB X-trackers Brazil(ETF) 16.5%
DB X-trackers Emerging markets (ETF) 9.9%
Lyxor New Energy(ETF) 12.3%
Nordex(stock) 9.0%
Powershares Cleantech(ETF) 9.0%
Powershares Global clean energy(ETF) 19.9%
Sunways(stock) 11.0%

EDIT: (7.5.2008) DB X-trackers Brazil was trading up to 53,72€ at frankvurt today. If that holds i basiclly doubled my earnings for this equity with that last purchase. But note that NAV is currently only 51,3€.

Investing podcasts

Podcasts are an easy way get information and there a few about investing also. All podcast are not good, but there are some that are very good. So podacasts are one of my ways keep up with market information and to learn new things about investing and money management.

Investing podcasts that i listen:
Doug Fabian’s Wealth Strategies

Sound Investing

APM: Marketplace

overview

Now markets seem to be rising for while. This friday was especially strong for my Brazilian ETF it gaining over 8%. My Powershares clean ETFs have both rised ~9 % from what i bought them. Sunways is down currently -9,6% ,but i expect good result from first quater and now i am looking good oportunities to buy more sunways. Other ticker that is on red is Amada capital but it paid 9,6% dividends and it is only down 8,27%, so I am in green still for that stock for portfolio capital.

15:09 GMT +2 my portfolio has risen to +1,93%