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Real-Money Stock Picks / Messed-Up Expectations Portfolio
|Subject: Milestone to celebrate||Date: 1/11/2013 9:01 AM|
|Author: TMFGebinr||Number: 860 of 1223|
Well, yesterday this portfolio hit a milestone. It closed with a valuation of $34,190.51 which represents an 8.53% time-weighted rate of return since inception (11/1/10). And that's the highest it's been since the end of April 2011 (when it was at 7.82%).
S&P 500 return since inception has been 29.15%, so I'm trailing that by 20.62 ppts, but that's down from the 28.69 ppt trailing level on 7/31/11.
Of the 60 total purchases made since 11/1/10, 31 are in the green and 23 are beating the S&P 500. Total average return for all 60 positions is 5.55% (trailing the average S&P return by 11.02 ppts). As individual holdings, 11 of the 17 different names are in the green (average of 30.72%) compared to 6 that are still in the red (average of 25.16%). On the $26,737.84 invested, I've made 11.73%.
Doing better. :-)
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