Ed’s Full Portfolio Summary for July 2014   2 comments

It wasn’t difficult for my full portfolio to beat the benchmarks last month:

Ed’s Overall: +0.39%
Ed’s IRA: +0.68%
Ed’s 401k: +0.12%
S&P 500: -1.51%
ACWI (all-world index): -1.44%
Nasdaq: -0.87%

My 401(k) was mostly flat or negative:

DIS: 0.14 to $85.88 ( 0.16% , 36.82% overall, 37.97% overall with dividend)– bought at $62.77
GOOGL: -5.12 to $579.55 ( -0.88% , 32.72% overall, 32.72% overall with dividend)– bought at $436.655
JTP: -0.16 to $8.35 ( -1.88% , 5.30% overall, 8.49% overall with dividend)– bought at $7.93
MSFT: 1.46 to $43.16 ( 3.50% , 17.09% overall, 18.52% overall with dividend)– bought at $36.86
PSEC: -0.01 to $10.61 ( -0.09% , 6.53% overall, 8.64% overall with dividend)– bought at $9.96
SDRL: -3.69 to $36.26 ( -9.24% , 9.05% overall, 11.55% overall with dividend)– bought at $33.25
SLW: -0.16 to $26.11 ( -0.61% , 17.61% overall, 18.01% overall with dividend)– bought at $22.20

Daytrading in my IRA was the big positive for me in July, with 9 out of 11 daytrades being positive, and with the overall average return being +0.18%, which also gave me my best IRA performance (+0.68%) since January.

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Posted August 4, 2014 by edmcgon in 401(k), Portfolio

2 responses to “Ed’s Full Portfolio Summary for July 2014

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  1. Ed, I have to wonder why you daytrade for such paltry returns. Unless your trades are huge, these small percentages don’t seem like they are worth the risk.

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