Ed’s Monthly Portfolio Summary for May 2014   Leave a comment

May’s results were a little bit better, but still not beating the benchmarks overall:

Ed’s Overall: +1.23%
Ed’s IRA: -1.52%
Ed’s 401k: +4.23%
S&P 500: +2.10%
ACWI (all-world index): +2.01%
Nasdaq: +3.11%

My 401(k) was my shining star last month. Here are the individual stock results:

DIS: 4.67 to $84.01 ( 5.89% , 33.84% overall, 34.99% overall with dividend)– bought at $62.77
GOOGL: 36.77 to $571.65 ( 6.87% , 30.92% overall, 30.92% overall with dividend)– bought at $436.655
JTP: 0.14 to $8.46 ( 1.68% , 6.68% overall, 8.61% overall with dividend)– bought at $7.93
MSFT: 0.54 to $40.94 ( 1.34% , 11.07% overall, 11.81% overall with dividend)– bought at $36.86
PSEC: -0.02 to $9.94 ( -0.20% , -0.20% overall, -0.20% overall with dividend)– bought at $9.96
SDRL: 2.78 to $38.00 ( 7.89% , 14.29% overall, 14.29% overall with dividend)– bought at $33.25
SLW: -1.66 to $20.54 ( -7.48% , -7.48% overall, -7.48% overall with dividend)– bought at $22.20

In my IRA, my daytrades finished at 10 profits and 3 losses. However, the losses were large enough to drop my overall profit on daytrades to 0.02%.

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Posted June 2, 2014 by edmcgon in 401(k), Portfolio

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