I was tinkering around with my stock portfolio MMBPM again and cleaned up some more transactions. I think it’s all correct now, complete with stock splits and commissions. Check it out (as of 6/17/05):
Not only am I in the black, I am beating the S&P 500 since inception of my “fund”! Of course, that’s mostly because I was 80% cash for at least the two years for much of 2001 and 2002, when the S&P 500 tanked. But it’s pretty neat to be able to see a comparison. I underperformed both the S&P 500 and Nasdaq 100 in 2004, but I’m slightly ahead of both so far in 2005.
My last two recent trades were:
which I bought while I still had free trades under FreeTrade, before it turned into Ameritrade IZone. They are basically plays on commercial real estate development. I’m still sitting on a good percentage of cash, occassionally looking for buying opportunities.
By Jonathan Ping | Investing | 6/17/05, 8:52am