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Model Portfolio 2008 - positive turn

Since I published model portfolio 2008 in my Jan post

Model Portfolio 2008

for last couple of months it has been in negative territory. Today is the first day after long time that this model portfolio has turned positive.

Here are the details and highlights:

  • Highest return: CSIQ at 57.5%
  • Lowest return: Radian at -41.0% (no surprise here)
  • Surprising fact that despite all the talk, real estate mutual funds are doing pretty good with Vanguard real estate return at 17.2% (and we are not even half-way in the year)
The portfolio is beating S&P by about 1% (compared to S&P on Jan 14). Overall not bad record considering the volatility in the market.

Investment Name 1/14/2008 5/12/2008
Amount Amount %Gain
CSCO Cisco Sytems $5,000 $4,909 -1.8%
AMZN Amazon $5,000 $4,471 -10.6%
RDN Radian $5,000 $2,952 -41.0%
PAY Verifone $5,000 $3,980 -20.4%
CSIQ Canadian Solar $5,000 $7,877 57.5%
VEIEX Vanguard Emerging $7,500 $7,403 -1.3%
VGSIX Vanguard Real Estate $10,000 $11,715 17.2%
VGTSX Vanguard International $12,500 $12,558 0.5%
BKPIX Profunds Ultrasector Banks $7,500 $7,194 -4.1%
VFINX Vanguard S&P 500 $7,500 $7,379 -1.6%
UUPIX Profunds Ultra Emerging $7,500 $7,487 -0.2%
TABRX Templeton BRIC $5,000 $4,700 -6.0%
FSESX Fidelity Select Energy Services $7,500 $7,976 6.3%
VWEHX Vanguard High Yield Corporate $10,000 $10,016 0.2%

Total ($): $100,000 $100,617 0.6%

Disclaimer: This is just paper portfolio and even though I may have investments in some of the mutual funds recommended, I had not followed this myself. This is just an interesting experiment to prove my hypo-thesis that careful selection of stocks and mutual funds once a year can beat S&P. This is my second year of creating such model portfolio.

/Shyam

Comments

Anonymous said…
VGSIX has lots of commercial real-estate, which has not been affected that much by the housing/RMBS meltdown.
12:20 AM
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