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PTT Log/Portfolio

wkf
Tue, 10 Nov 2015 16:41:25 GMT

Why haven't these spreadsheets been updated? I decided to wait to see how long it would take for them to be updated, but it has been long enough now that I figure if I don't say something it will probably never be updated. If someone subscribes to this service and looks at the portfolio spreadsheet or Log spreadsheet they will be very misinformed. I thought this was discussed in one of our research articles, "the importance of keeping this up to date!" ?????

THE-DOC
Tue, 10 Nov 2015 19:34:32 GMT

Are we overwhelmed here folks ??

THE-DOC
Tue, 10 Nov 2015 21:04:17 GMT

Just how many updates can they give ?? And just wtf do they mean against Mr. Market, Sheeesh let's have a go at it here; MG has said over and again that he has many professional clients if not institutions paying him as well… Nefarious intent aside… Who's to say that those very same privy clients aren't the same ones playing US ??? So the only thing I WANT TO HEAR is… Say it isn't so baby, say it isn't so…: (((((((

wkf
Wed, 11 Nov 2015 14:10:52 GMT

I simply just want the trackers updated so that everyone sees the correct allocations and positions.

Roger
Thu, 12 Nov 2015 22:12:10 GMT

If you go to web address https://docs.google.com/spreadsheets/d/1cHPetRUcbXhWIQe0f06FzSrKKHWPBN13FJ0FFJmUoI4/pubhtml you will find the daily updated PTT portfolio.

wkf
Fri, 13 Nov 2015 14:17:48 GMT

I don't think those allocations are correct. Also the PTT log is not showing that last adjustments made to position sizing.

wkf
Fri, 20 Nov 2015 01:53:40 GMT

Roger, GLUU should be at 8% and S&P should be 0.

Samir
Mon, 14 Dec 2015 16:14:44 GMT

Just wondering, FIT does not show in the portfolio. Do you know why? Thanks.

Charles
Mon, 14 Dec 2015 17:08:39 GMT

Mark / Kiran - To Samir´s point, can you please include FIT? How are we supposed to know the initiation price of FIT ( and trade according to the methodology) if it is not published to subscribers?

Shallum
Mon, 14 Dec 2015 18:24:33 GMT

You could look at the date of initiation, and the PPS it closed on that day

Charles
Mon, 14 Dec 2015 19:01:08 GMT

Shallum - I don´t think that´s how Mark defines his initiation price. If it were the case, Gluu´s initiation price would be 3.30 USD instead of 3.14 that he has listed in the spreadsheet.

Shallum
Mon, 14 Dec 2015 19:24:03 GMT

You are correct charles, I think he actually uses the lowest price of the day he initiates.

Charles
Mon, 14 Dec 2015 19:31:57 GMT

Mark and Kiran need to pubilsh the initiation price in the pick report they release because the portfolio never gets updated on a timely manner!!!!

Brad
Thu, 17 Dec 2015 14:16:27 GMT

Everything is current and updated on the google docs PTT summary. Including the initiation price for FIT. tinyurl.com/qe5w9ql

Samir
Thu, 17 Dec 2015 17:06:02 GMT

Thanks, Brad. Excellent job in creating this spreadsheet. Completely transparent and candid statement of real porfolio.

Manzar
Thu, 17 Dec 2015 17:18:52 GMT

very helpful. thx!

Jayprakash
Thu, 17 Dec 2015 18:06:52 GMT

I'm particularly disappointed and annoyed at how silent Mark and Kiran are on the board these days. I understand not wanting to talk to the audience on Seeking Alpha or other boards, however good communication asides from a once a week newsletter is necessary.

Manzar
Thu, 17 Dec 2015 18:25:04 GMT

'Tis the season', I guess...

wkf
Thu, 17 Dec 2015 19:39:58 GMT

Mark actually to talks to the seeking alpha audience more that he talks on here.

Roger
Thu, 17 Dec 2015 20:24:48 GMT

The Methodology says, "if you hear nothing from Mark about a PTT Pick, all remains the same regardless of the current price of the PTT Pick."

Jayprakash
Fri, 18 Dec 2015 00:31:12 GMT

@Roger - It seems that Mark's methodology is changing to a certain degree. And this is the part that remains the same? This reads to me as a "don't disturb so that I can do ____ (<--- insert anything fun)"