Archive for the ‘Portfolio’ Category
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
Ed’s IRA: -0.22%
DJIA: -0.25%
Nasdaq: -0.26%
S&P 500: -0.17%
UPRO: -0.14 to $122.14 ( -0.11% , -0.38% overall)– bought at $122.60
Ed’s IRA: -0.11%
DJIA: 0.09%
Nasdaq: -0.02%
S&P 500: 0.00%
UPRO: -0.32 to $122.28 ( -0.26% , -0.26% overall)–bought at $122.60
Ed’s IRA: -0.12%
DJIA: 0.17%
Nasdaq: 0.29%
S&P 500: 0.11%
In case you are wondering, I am letting the UPRO run overnight, and possibly into Thursday, as the daily momentum is still bullish.
Ed’s IRA: 0.00%
DJIA: 0.44%
Nasdaq: 0.41%
S&P 500: 0.48%
Ed’s IRA: 0.29%
DJIA: 0.36%
Nasdaq: 0.12%
S&P 500: 0.29%
Ed’s IRA: 0.03%
DJIA: 0.35%
Nasdaq: -0.02%
S&P 500: 0.25%
No action from me today. I was buried in stupid people today. You know the kind: They look at a report dated a week ago and wonder why it doesn’t match the info in the live system today…
Ed’s IRA: 0.00%
DJIA: 0.48%
Nasdaq: 0.43%
S&P 500: 0.50%
Ed’s IRA: 0.01%
DJIA: 1.06%
Nasdaq: 0.97%
S&P 500: 0.85%
I am selling Silver Wheaton (SLW) from my 401(k) account today. I originally bought it in anticipation of a pop in the price of silver when the “London Silver Fix” (aka “bankers rigging the commodities market”) ended this month. So far, no pop has occurred. When the condition passes for which you bought a stock, you sell the stock.
I will post an update when the sale goes through.
UPDATE: The order went through at $25.66 (including trading fees). The final line:
SLW: -0.45 this month, +3.46 overall to $25.66 (-1.72% this month, +15.59% overall, +15.98% overall with dividend)–bought at $22.20 on 5/30/2014