Ed’s Full Portfolio Summary for August 2014   1 comment

Here are my final portfolio results for August:

Ed’s Overall: +1.47%
Ed’s IRA: -0.21%
Ed’s 401k: +3.03%
S&P 500: +3.77%
ACWI (all-world index):+2.58%
Nasdaq:+4.82%

Although I had 8 positive daytrades against 5 negative in my IRA, my final results were down 0.03%. The last multi-day trade was what put me into the red. Without that one, my daytrades were up 0.08%.

As for my 401k, it was a pretty good month, even if I didn’t beat the benchmarks:

DIS: 4.00 to $89.88 ( 4.66% , 43.19% overall, 44.34% overall with dividend)– bought at $62.77
GOOGL: 2.81 to $582.36 ( 0.48% , 33.37% overall, 33.37% overall with dividend)– bought at $436.655
JTP: 0.08 to $8.43 ( 0.96% , 6.31% overall, 10.77% overall with dividend)– bought at $7.93
MSFT: 2.27 to $45.43 ( 5.26% , 23.25% overall, 24.67% overall with dividend)– bought at $36.86
PSEC: -0.30 to $10.31 ( -2.83% , 3.51% overall, 6.67% overall with dividend)– bought at $9.96
SDRL: 0.99 to $37.25 ( 2.73% , 12.03% overall, 14.53% overall with dividend)– bought at $33.25

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

One response to “Ed’s Full Portfolio Summary for August 2014”

Subscribe to comments with RSS.

  1. ED, Are you still monitoring this site ?? It has been a long time since you signed off and I was wondering how your stocks were doing. I mostly do Dividend Stocks after a Roll Over from my employment from LMCO. I have bought all the stocks I could (from sale of Mutual Funds) and wait each Quarter for my Divis to come in and look for deals on the stocks I own. Have been working on Remodeling my house in Denver (after Improving Mom’s house in Texas that she gave me after returning from Afghanistan in 2013… Thinking I could get a Job in the Oil Industry… ha ha ) any way, Just about done here in Denver and will just about have a New house as I put in new doors, windows, bathrooms, Kitchen and appliances. will have to get a job and come back from Texas to fix the back deck (that I put my foot through) and then again when I have money for a new Roof. Maybe in 4 – 5 Years I will decide if I want to sell it or move here in Denver to work (going to School in Texas where it is cheaper to live). Hope all is well and when I am on the road and pass thru Georgia I will be thinking of you (and my friends in N & S. Carolina when it rains/Floods).

    Reply
    steve
    November 1, 2015 at 1:07 pm

Leave a comment