Portfolio Updates
Posted on | May 3, 2010 | No Comments
This is a quick update on the status of both portfolio’s for their first month. From here on, I will only update quarterly, because a shorter time frame than that seems silly.
Small Investor Portfolio
Current Positions
DUCK up 27.2%
IFON down 13.2 %
Closed Positions
ORXE up 31.% including commissions.
This is all well and good, but I did not completely deploy capital so where is this portfolio really?
Started with $2000. Value of account before additions and other amounts, including commissions paid is $2204.88 for a total of 10.2% gain in approximately one month. Also made one monthly deposit of $200. Also received Choice Trade promo offer of $50 as discussed in my posts about choosing an online broker. Total account value today is $2454.88
80-20 Portfolio
Closed positions
HAST up 57%
Opened account with $5000 Account is worth $5285.75 including commissions paid but not additions. That is 5.7% up on the portfolio for the month. I have added my monthly amount of $300, so the actual current total is $5585.75. There are no current positions in this account.
The S & P 500 gain in the same period is 3.06% although given my investments perhaps a better comparison is the Russell Small Cap index was about 6.9% A one month result and the subsequent comparison to an index is really very silly, since it is too early to compare anything to anything else.
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Tags: Beginning Investor > Small TIme Investor
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