Mar

25

Portfolio vs. Portfolio - 20 Days Later

March 25, 2008 |

Just to keep myself honest, these are the two portfolios I started tracking (my recommendations since March 6 2008).

This is my poor’s man portfolio experiment:

Company Symbol Start Price Mar/06 Actual Price Win/Loss
Pepsi PEP 70.13 72 +2.7%
Walmart WMT 50.04 53.11 +6.1%
Yum Brands YUM 35.80 37.8 +5.6%
ATT T 35.06 37.76 +7.7%

This is my Technocrat Portfolio experiment:

Company Symbol Start Price Mar/06
 Actual Price Win/Loss
Cisco CSCO 23.90 25.62 +7.2%
Intel INTC 19.87 22.11 +11.3%
Microsoft MSFT 27.58 29.10 +5.6%
Apple AAPL 120.93 139.98 +15.75%

Had I invested in the DOW 30 (DIA), NASDAQ 100 (QQQQ) or SP500 (SPY), this is how I would have fared:

Index Symbol Start Price Mar/06
 Actual Price Win/Loss
Dow 30 DIA 120.80 125.34 +3.8%
NASDAQ 100 QQQQ 42.17 44.58 +5.7%
SP 500 SPY 131.06 134.72 +2.8%

I tend to compare my Technocrat Portfolio to the NASDAQ 100 and my Poor Man’s Portfolio to the DOW and SP500.  I have fared slightly better.  Can’t say I am a genius, but I think I have made a good decision so far.


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