June 25, 2012

Updown performance : Dec. 2011 to May 2012

Practice invest


I haven't been tracking or updating my Updown  performance for a while.   I looked back and realized my last update was in Sept. 2011.   I haven't been actively trading in the account in that time either so what I've got there has ended up in a buy-and-hold strategy simply due to neglect.

Here's the most recent performance of my account compared to the S&P 500:



Freeby50 S&P 500 diff.
Dec-11 4% 0.80% 3.2%
Jan-12 2.8% 4.4% -1.6%
Feb-12 2.4% 4.1% -1.7%
Mar-12 2% 3.10% -1.1%
Apr-12 -0.4% -0.8% 0.4%
May-12 -1.60% -6.30% 4.7%


In total for the 6 months I'm up 9.4% and the S&P 500 gained 5.0%.

A large portion of my holdings are in ABT, MSFT, T and WMT.   Those 4 stocks are about 39% of my total.   All four of them have had pretty good appreciation in the past 6 months. 

ABT up 15%
MSFT up 17%
T up 15%
WMT up 17%

The remaining 61% of my portfolio was up only about 5.6% overall.  So those 4 stocks had a big impact on my overall performance.

My bigger losers were the following 3 stocks which only accounted for about 6% of my holdings:
MPW down 4%
NMM down 6%
WIN down 15%

The other stocks in my portfolio were up 10.7% overall.

Overall the remaining 55% of my assets gained 7% in the 6 months.    The rest of my stocks were up or down within 5-10%.   Many of them were effectively flat in the 6 month period.   

Overall a few winners raised my performance ~4% and a few losers dropped it by ~1%.   

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