September 25, 2012

Updown Performance : June 2012 to August 2012

Practice invest

Its been a few months since I last updated my Updown  performance.  I didn't do any active trading on the account this summer so it was on autopilot with my existing holdings.

Here is my performance on a monthly basis compared to the S&P 500 so far for 2012:

Freeby50 S&P 500 diff.
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%
Jun-12 3.90% 4% -0.1%
Jul-12 4.40% 1.30% 3.1%
Aug-12 -1.3%* 2% -3.3%

* Adjusted to reflect split in KO not reflected on Updown.

For the year to date my portfolio is up 12.8% while the S&P 500 is up 11.9%.   In the past 3 months June to August, my holdings grew 7.2% while the S&P 500 rose 7.5%.    Since I started trading in March 2008 I'm up 44.8% while the S&P 500 is up 9.9%.

What UPdown shows
Updown didn't give me credit in shares for the 2:1 split in  Coca-Cola (KO).   Their data shows me -3% in August which is pretty awful versus the +2% that the S&P 500 had.  I went to find out why and noticed my KO was down drastically.    KO split in August and Updown didn't give me the extra shares.  So as far as Updown shows my KO lost 50% of its value.

I don't see any way to get customer support at UPdown.   Its a free service so their help staff may be limited or non existent.   If they don't fix it then I may just need to reset the portfolio and rebuild it based on the extra KO shares.

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