Tuesday, April 13, 2010

Portfolio Update 4/13/10

Before reading, please see the disclaimer in the 'About Me' section.
The Wilshire 5000 closed at 12,486.80, up from
12,250.70 since my post on 4/2/10. The Wilshire 5000 is now 12.93% above it's 200-day moving average, up from 12.05% almost two weeks ago. 

The Investor's Intelligence Survey was released on Thursday night. This week's reading was 48.9% BULLS, and 18.9% BEARS, for a spread of 30.0%. This is in comparison to a reading of 48.3% BULLS, and 19.1% BEARS, for a spread of 29.2% on March 30th.

The Volatility Index closed today at 16.20, down from 17.47
back on April 2nd.

Now for the portfolio...
1) Verizon at $30.07, down 7.33% for the year, inclusive of dividends.  Verizon paid a dividend on 4/7/10, which I reinvested as previously stated. 

2) AT&T closed at $26.20, down .23% for the year, inclusive of dividends.  AT&T also paid a dividend on 4/7/10 which I reinvested.

3) GE closed at $18.95, up by 26.03% for the year, inclusive of dividends.

4) TBT, the doubleshort U.S. Treasury ETF closed at $47.85, down by 4.07% since my buy.

5) FXP, the doubleshort China ETF, closed at $7.21, down by 16.36% since my buy.

6) GOOD closed at $15.36, up by 13.83% since my buy, including the reinvestment of a dividend which was received on the 19th of March

7) NLY closed at $17.38, up by 1.10% since my buy, inclusive of a reinvested dividend received on March 30th.


8) AAPL closed at $242.43, up by 25.13% since my buy.

Overall, the portfolio is up by 9.28% (6.15% for the DOW Dogs, the total DOW has returned 5.67% without dividends), versus 8.61% for the Wilshire 5000. The current basket of eight stocks that I am currently invested in, including dividends, is up 4.70% year-to-date. The spread between my performance and the overall market (Wilshire 5000) has decreased to .67%.

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About Me

DISCLAIMER: I started this blog as a way for people to exchange ideas relating to investing and finance, primarily. I am in no way a professional in these areas, merely a student of the financial world. The thoughts expressed on these pages have no connection to my employer in any way. Anybody reading this blog should do so with caution, exercise their own judgment, and do their own due diligence on any financial undertaking. About Me: I reside in New Jersey with my wife and my two dogs. I have a B.S. degree in Accounting with a minor in Finance, as well as an MBA in Accounting. Currently, I am employed as a forensic accountant, and am pursuing my CPA designation. I love the stock market, and picking stocks. I spend a great deal of time analyzing market data, as well as individual names.

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