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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