September 19, 2013

Updown performance March to September 2013

Practice invest

Apparently I haven't talked about Updown since January.    I didn't realize its been that long, but it has.  Last time I talked about my Updown portfolio was a summary of 2012.   For 2012 I underperformed the S&P500 by 3.7%.   But I was pretty much ignoring the portfolio.   And I've still been totally ignoring my Updown portfolio this year as well.

Here is my monthly performance vs the S&P500 for the past 6 months in 2013 :

Freeby50 S&P 500
Mar-13 4.2% 3.6%
Apr-13 4.7% 1.8%
May-13 -0.4% 2.1%
Jun-13 0.3% -1.5%
Jul-13 1.4% 5.0%
Aug-13 -2.9% -3.1%
Sep-13 3.8% 5.7%

Cumulative change is +11.4% for me and +14.1% for the S&P500.

Again the S&P500 is handily beating my neglected portfolio of fake money that I'm not paying any attention to.

Since I'm not actively managing or even monitoring the portfolio it doesn't really mean a whole lot.   Really the only story at this point is that you can't expect a stock portfolio to do well if you neglect it.

On the other hand I'm still beating the S&P500 long run.   Since I started in March 2008 my stocks are up 56.2% and the S&P 500 is up 29.8%.  So even with my recent under performance and neglecting the portfolio I can claim I've done a good job with the stock choices.   However it could just be luck.


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