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:
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%.
- - This article may contain referral links which pay this site a commission for purchases made at the sites.