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October Club details powerpoint

January 21, 2021October 11, 2011 by Mark Bates

Oct2011 presentation v4

Investment Club Presentation on Stock Selection

January 21, 2021October 11, 2011 by Mark Bates

Oct2011 presentation v4

Tuesday October 18 2011 market note

June 3, 2014October 3, 2011 by Mark Bates

Attached is an updated view of my working market model. Presently the -189 net SELL imbalance as applied against the
S&P500 has improved from its low of -351. This uptrend is usually a
positive divergent trend, signaling a market uptrend lasting some
number of subsequent months. From the time of the original signal on 9/27 at 117.54, the market has climbed to 122.58. read more

October 2011 Investment Club meeting

January 21, 2021October 3, 2011 by Mark Bates

Oct2011 presentation v3

Oct2011 presentation v4

Scottrade stmt 102011

Scottrade Partner Document

January 21, 2021September 25, 2011 by Mark Bates

Scottrade partner document

OnTheMark Investment Club procedures

January 21, 2021September 25, 2011 by Mark Bates

OnTheMark Investing Club Agreement v4 pdf

OnTheMark Investing Club Agreement v5

September 25, 2011 OTM Club formation

June 3, 2014September 25, 2011 by Mark Bates

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OnTheMark Investment Club Partnership Agreements

June 1, 2014September 25, 2011 by Mark Bates

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Investing Club Agreement v1

January 21, 2021August 13, 2011 by Mark Bates

OnTheMark Investing Club Agreement v1

August 31 2011 Investment Club notice

June 3, 2014August 3, 2011 by Mark Bates

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Miley Growth Fund

[stock_market_widget type=”table-portfolio” template=”basic” assets=”ANET,KLAC,LRCX,FTNT,AMAT,NVDA,KKR,KLIC,NFLX,NXST,LULU,ADBE,FB,FIVE,INTU,FND,AMZN,ARES,PYPL,PAYC” fields=”symbol,change_pct” search=”false” display_currency_symbol=”true” pagination=”true” rows_per_page=”30″ sort_field=”change_pct” sort_direction=”desc” alignment=”left” api=”yf” portfolio=”{‘ALGN’:{‘qty’:3.48,’p_price’:525.38},’FTNT’:{‘qty’:12.62,’p_price’:144.75},’ADBE’:{‘qty’:3.98,’p_price’:458.77},’SLM’:{‘qty’:131.65,’p_price’:13.88},’LULU’:{‘qty’:5.56,’p_price’:328.68},’NVDA’:{‘qty’:3.52,’p_price’:519.59},’NFLX’:{‘qty’:3.43,’p_price’:532.39},’ASML’:{‘qty’:3.42,’p_price’:534.16},’FB’:{‘qty’:7.07,’p_price’:258.33},’BLDR’:{‘qty’:47.77,’p_price’:38.25},’LAD’:{‘qty’:5.73,’p_price’:318.68},’VIPS’:{‘qty’:66.64,’p_price’:27.42},’FND’:{‘qty’:19.85,’p_price’:92.07},’OLLI’:{‘qty’:19.29,’p_price’:94.73},’MPWR’:{‘qty’:5.14,’p_price’:355.29},’EPAM’:{‘qty’:5.31,’p_price’:344.43},’BABA’:{‘qty’:7.2,’p_price’:253.83},’PYPL’:{‘qty’:7.8,’p_price’:234.31},’GOOGL’:{‘qty’:1,’p_price’:1827.36},’MKSI’:{‘qty’:11.56,’p_price’:158.07}}” ]

Miley Income Fund

[stock_market_widget type=”table-portfolio” template=”basic” assets=”XOM,PM,IRM,NNN,ABBV,FE,FHN,MRK,PDCO,AMGN,EOG,VTRS,RF,MET,PRU,CFG,OGE,DOW,LMT,JEPI” fields=”symbol,change_pct” search=”false” display_currency_symbol=”true” pagination=”false” rows_per_page=”30″ sort_field=”change_pct” sort_direction=”desc” alignment=”left” api=”yf” portfolio=”{‘PM’:{‘qty’:4.08,’p_price’:79.65},’PRU’:{‘qty’:4.15,’p_price’:78.28},’DOW’:{‘qty’:6.26,’p_price’:51.9},’OGE’:{‘qty’:10.64,’p_price’:30.52},’PFE’:{‘qty’:9.05,’p_price’:35.9},’CFG’:{‘qty’:8.92,’p_price’:36.44},’WU’:{‘qty’:14.59,’p_price’:22.27},’MET’:{‘qty’:6.75,’p_price’:48.15},’CC’:{‘qty’:12.33,’p_price’:26.34},’FITB’:{‘qty’:11.23,’p_price’:28.93},’DTE’:{‘qty’:2.73,’p_price’:118.86},’RF’:{‘qty’:19.1,’p_price’:17.01},’CAH’:{‘qty’:6.05,’p_price’:53.73},’SNV’:{‘qty’:8.73,’p_price’:37.2},’JEF’:{‘qty’:13.91,’p_price’:23.35},’MRK’:{‘qty’:4.22,’p_price’:77.07},’GPC’:{‘qty’:3.46,’p_price’:93.88},’MMM’:{‘qty’:1.85,’p_price’:175.66},’LMT’:{‘qty’:1,’p_price’:324.88},’JEPI’:{‘qty’:5.89,’p_price’:55.2}}” ]