Next Meeting Wed, March 18th, 5:30PM drinks, 6PM Meeting

Greetings again from Timothy R. West:

WE ARE BETTER OFF WHEN WE SHARE (Our Philosophy)

THE MISSION: To share perspectives, experiences, and insights to help all of us make and save money in our portfolios.

Our next meeting will be Wednesday, March 18, which is 5 weeks from our last one. We decided to move the meeting back a week to allow at least two weeks of spacing.

Many thanks to all of you who came to the last meeting on Feb 11th and shared their in-depth perspectives on world markets, opportunities, risks, trends and ideas. Many thanks to our iPhones (Tim's and Walter's) we were able to connect to stock and index charts on Bloomberg.com and view what each idea looked like and to review basic fundamental data. Feel free to print up information in advance.

http://spreadsheets.google.com/pub?key=p4P2Qbq7qqC1UZpy1VImeAw

THE LINK ABOVE IS THE SPREADSHEET OF OUR PICKS AND THE PORTFOLIO stored at Google Docs (http://docs.google.com)

As a quick update - The Portfolio of picks is down 1% as I type after being down 2%. Several ideas were stopped out, including Russia & SP500 long positions, and Natural Gas and a bank stock. However, we are up more than 6% for the year so far even though the SP500 is already down 24%.

Come to the meeting with your idea and if you don't have an idea - no worries. Feel free to comment on others and absorb the information.

DART BOARD PORTFOLIO - Here's what I did to get the "dartboard portfolio" going - I had my 9 year old daughter circle 5 stock symbols with a black pen and 5 with a red pen from a piece of paper where I had put all 500 symbols. The longs are black, the shorts are red. We'll see how she does. I'll have to publish the picks for all to see - we can even debate how to construct the dart board portfolio. I will bring my new dart board to the meeting.

I would like to continue to spend some time on charts that I think are interesting to show the group. I think I have many ideas that will help us all make money now and in the years ahead.

Regarding our EXTRA meeting last Wednesday on AUTOMATED SYSTEMS TRADING
- I want to especially thank Tom Murphy for bringing his wireless card so we could connect to the internet. Thanks of course to Mark for setting up the connection. We had 17 people hear Mark Juviler discuss the important elements of a trading system. If you would like a copy of the slide presentation, please email Mark at mjuviler@compocapital.com to request it. We were able to log in to our trading server to display NinjaTrader to the group and to discuss a variety of topics which we can expand on at future meetings.

I hope you can make it on March 18th at 5:30PM for drinks, 6:00PM for dinner/meeting upstairs at Bogey's Grill in Westport, CT.

Automated Trading Systems Meeting - Wed March 4th - 7pm

Bogart Room - Bogey's Restaurant - Westport CT 06880

Greetings from Tim:

I would like to invite you to a presentation and then have a general discussion on the topic of AUTOMATED TRADING SYSTEMS. If you don't know what an AUTOMATED TRADING SYSTEM is, then by the time the meeting ends you will have learned something new.

Mark Juviler will be leading us through what he has learned from writing code for programs like Tradestation and NinjaTrader over the past three years. Mark has been programming and working in the computer software business for over twenty years and he will be sharing his knowledge with you.

I have been designing filters and trading systems since 1990 when I was the "secret weapon" on S.G. Warburg's Institutional Equity Trading Desk putting out technically based (with fundamental aspects) short term trading ideas. I published as "Technical Tim" for nearly four years using powerful computers to screen and sort to find ideas suitable for our proprietary portfolio and for our institutional and hedge fund clients. There is a tremendous amount of information to share with you that hopefully I can translate into ACTIONABLE TRADING STRATEGIES ((at future meetings)).

Perhaps we can even design a trading system or two while we are together and backtest it to show you the hypothetical results, then determine what we do next with it.

Tim