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OTM Investment Club Meeting on Monday Oct 20

August 12, 2018October 20, 2014 by Mark Bates

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OTM Meeting this Monday: A topic will be stoploss (again)

August 12, 2018October 20, 2014 by Mark Bates

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OTM Investment Club – Annual Dues Due

September 18, 2014 by Mark Bates

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OTM Investment Club – Technical Charts

September 14, 2014 by Mark Bates

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OTM Investment Club Meeting Monday September 15 2014

September 15, 2014September 13, 2014 by Mark Bates

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OnTheMark Investing Meeting – Monday August 18, 2014

August 17, 2014 by Mark Bates

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OnTheMark Investment Club meeting – Monday August 18 7:00pm – Connect Information

August 17, 2014 by Mark Bates

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Meeting Monday August 18 – Technical Analysis

August 17, 2014August 17, 2014 by Mark Bates

Various technical charts follow for securities to be discussed at the OnTheMark Investment Club meeting tomorrow night.  Immediately after this paragraph are also links to the updated M McCarl OTM Valuation Spreadsheet for each holding. read more

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July 21 2014 Investment Club Meeting Materials

July 21, 2014 by Mark Bates

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OTM Investment Club meeting – M McCarl worksheet

January 6, 2015July 21, 2014 by Mark Bates

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Retirement ETF Fund

[stock_market_widget type=”table-portfolio” template=”basic”  assets=”EDV,EMB,MUB,VCLT,BNDX,XLU,XLV,XLY,XLP,VNQ,GLD,XLK,FDL” fields=”symbol,change_pct” links=”{‘EDV’:{},’EMB’:{},’MUB’:{},’VCLT’:{},’BNDX’:{},’XLU’:{},’XLV’:{},’XLY’:{},’XLP’:{},’VNQ’:{},’GLD’:{},’XLK’:{},’FDL’:{}}” search=”false” display_currency_symbol=”true” pagination=”true” rows_per_page=”30″ sort_field=”change_pct” sort_direction=”desc” alignment=”left” api=”yf” portfolio=”{‘EDV’:{},’EMB’:{},’MUB’:{},’VCLT’:{},’BNDX’:{},’XLU’:{},’XLV’:{},’XLY’:{},’XLP’:{},’VNQ’:{},’GLD’:{},’XLK’:{},’FDL’:{}}” ]

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}}” ]

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