12/31/2016 Update

During December, following dividends were paid.

12/18/2015: SPY 1.212

Account value is 50,216.70. For year 2015 (starting 12/08/2015), my account return is 0.43% vs. -1.57% of SP500 ETF.

12/18/2015

Buy 1900 shares of RSYS (RadiSys Corporation) at 2.63. This is business turn around story. It is transitioning from a low margin hardware to high margin software business. 

12/08/2015 Update

Buy 145 shares of YHOO (Yahoo! Inc.) at 34.39. Invest 10% of capital.

Read this article about why YHOO is under valued. 

Yahoo's holdings in two public companies Yahoo Japan (35%) and Alibaba (15.4%) are worth about 44B. Its current market cap is about 33B, which is 25% discount of its holdings. That leaves Yahoo's own operating assets at zero value. 

Yahoo has been moving up for last two months. The momentum is OK but not strong enough. It is better to buy when it moves above 35.62 at closing. I decide to buy early since the downsize risk is not very big. 

The Holy Grail of Investing: Combining Value and Momentum

Many researches have found that, on average, value stocks outperform growth stocks and stocks with high positive momentum outperform stocks with low positive momentum.