Changes to Jim Van Meerten - BarChart Model Portfolios

In the next few days I will be posting links to several model portfolios that I have been running on Marketocracy. I have been using BarChart to manage these portfolios and use Marketocracy to independently measure their performance. You will be able to follow these additions and deletions on this site and maybe even make some similar trades in you own portfolio. There will be:

• Jim Van Meerten - BarChart S&P 500 Portfolio - A portfolio using only the large cap stocks included in the S&P Large Cap 500 Index


• Jim Van Meerten - BarChart S&P 400 Portfolio - A portfolio using only the mid cap stocks included in the S&P400 Mid Cap Index


• Jim Van Meerten - BarChart S&P 600 Portfolio - A portfolio using only the small cap stocks included in the S&P 600 Small Cap Index


• Jim Van Meerten - BarChart New High Portfolio - A portfolio using BarChart to screen for stocks that are trading more than 100K shares a day and hitting the most new highs in the last 20 trading sessions


• Jim Van Meerten - BarChart SLO Portfolio - A portfolio that is a continuation of the portfolio I used to win the Strategy Lab Open sponsored by Investor Place Media. This portfolio will also use BarChart to screen for stocks hitting the most new highs but will concentrate on more thinly traded stocks trading between 25K - 99K a day


• Jim Van Meerten - BarChart Short Portfolio - A portfolio again using BarChart to find stocks trading over 100K shares a day hitting the most new lows over the last 20 trading sessions.

At any time these portfolios may be non-compliant with Marketocracy's Compliance rules. Marketocracy requires all funds to be invested at all times with at least 65% in positions and no more than 35% in cash. If I can't find enough proper trades that meet my criteria my fund might hold more than 35% cash.

Anyone who tried to stay full invested during this last Stock Market Crisis can see the value in not riding a dead horse into the ground.

I hope that by having model portfolios what have a mix for large, mid and small cap stocks plus stocks trading at new highs and lows there will be a little something for everyone in this site.

If any of my posts are unclear please ask questions or make comments for improvement. The goal of this site is to help you become a better investor through the use of my 40 years of experience, knowledge, common sense, discipline and a great stock screener: BarChart.

Disclosure: I promise not to hold any of these positions in my personal portfolio, You'll never have to worry about any front running or pump and dump recommendations on this site.