Monday, April 26, 2010

Portfolio Update, Better Late Than Never - 4/26/10

Before reading, please see the disclaimer in the 'About Me' section.
The Wilshire 5000 closed at 12,693.00, up from
12,451.40 since my post on 4/16/10. The Wilshire 5000 is now 13.22% above it's 200-day moving average.

The Investor's Intelligence Survey was released on Thursday night. This week's reading was 53.3% BULLS, and 17.4% BEARS, for a spread of 35.9%. This is in comparison to a reading of 51.1% BULLS, and 18.9% BEARS, for a spread of 32.2% on April 13th.

The Volatility Index closed today at 17.47, down from 18.36
back on April 16th.

Now for the portfolio...
1) Verizon at $28.94, down 10.62% for the year, inclusive of dividends.  


2) AT&T closed at $26.50, up .91% for the year, inclusive of dividends. 

3) GE closed at $19.30, up by 28.36% for the year, inclusive of dividends.

4) TBT, the doubleshort U.S. Treasury ETF closed at $47.31, down by 5.15% since my buy.

5) FXP, the doubleshort China ETF, closed at $38.77, down by 10.82% since my buy, and after a 1:5 reverse split which occurred a few weeks back.

6) GOOD closed at $17.23, up by 27.46% since my buy, including the reinvestment of a dividends. 


7) NLY closed at $16.96, down by 1.34% since my buy, inclusive of a reinvested dividends


8) AAPL closed at $269.50, up by 39.10% since my buy.

Overall, the portfolio is up by 12.36% (6.13% for the DOW Dogs), versus 10.40% for the Wilshire 5000. The current basket of eight stocks that I am currently invested in, including dividends, is up 8.42% year-to-date. The spread between my performance and the overall market (Wilshire 5000) has decreased to 1.96%.

StumbleUpon.com

No comments:

Post a Comment

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.

Followers