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:
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
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)
| 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
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