Archive for the ‘Portfolio’ Category

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

Advertisements

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

August 28th: Ed’s Daily IRA Summary   3 comments

Ed’s IRA: -0.22%
DJIA: -0.25%
Nasdaq: -0.26%
S&P 500: -0.17%

Posted August 28, 2014 by edmcgon in Open Thread, Portfolio

August 27th: Ed’s Daily IRA Summary   Leave a comment

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%

Posted August 27, 2014 by edmcgon in Open Thread, Portfolio

August 26th: Ed’s Daily IRA Summary   6 comments

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.

Posted August 26, 2014 by edmcgon in Open Thread, Portfolio

August 25th: Ed’s Daily IRA Summary   Leave a comment

Ed’s IRA: 0.00%
DJIA: 0.44%
Nasdaq: 0.41%
S&P 500: 0.48%

Posted August 25, 2014 by edmcgon in Open Thread, Portfolio

August 21st: Ed’s Daily IRA Summary   Leave a comment

Ed’s IRA: 0.29%
DJIA: 0.36%
Nasdaq: 0.12%
S&P 500: 0.29%

Posted August 21, 2014 by edmcgon in Open Thread, Portfolio

August 20th: Ed’s Daily IRA Summary   Leave a comment

Ed’s IRA: 0.03%
DJIA: 0.35%
Nasdaq: -0.02%
S&P 500: 0.25%

Posted August 20, 2014 by edmcgon in Open Thread, Portfolio