Friday, June 8, 2012

Makeover to the Portfolio








The old spreadsheet was tough to read and understand when it came to things outside of the stocks we owned in the investment account. I wanted to make a clear starting amount and build on it for the goal of retiring. The amount I picked was a round number of $10,000. Not the easiest to start with but if one wants to start with less they easily could do so. I want to show how if you invest and always fund your account you will be able to achieve your goals. The account is broken down to 3 sections a Investment account, emergency fund, and a precious metals. As I mentioned before I will be selling some metals to get down to only 5 or 10% of the overall portfolio. The main focus will be how the investments stack up to the S&P 500 Benchmark and how the overall portfolio does. The metals will be updated only on a monthly basis with the unrealized gain or loss. The rest should be in the video thanks for following along and comment if you like. Just to note everything on the spreadsheet are my actual holdings. 

Disclaimer: This is a personal weblog. The opinions expressed here are my own. All data and information provided on this site is for informational purposes only. Please do your own research before investing.

Friday, June 1, 2012

Project Portfolio Update Month 2

The "Project Portfolio"

Monthly Update:  MAY



Starting Balance $4,704.17
Deposit $1079.14
Dividends $14.61
Net Gain or Loss (265.79)
Realized gain or loss $(14.41)
Ending Balance $5495.77
June starting balance $5495.77


Stocks Shares and Dividend Update

FCX $8.69
PBCT $5.92
Cash $0




Totals

Emergency fund. $1000
Opportunity fund $ 789.49
Precious Metals
Silver 300oz
Gold 3oz




Thoughts
Dropped BWLD for MCD we need dividend yield and support while the market is uncertain and throughout time dividends are a great source of total returns. I am looking to add more to the positions that we already have may use the opportunity fund if stocks continue to slide. I will raise cash again after the market starts to go up until then I will DCA. 
Side note: For June and July the book club will be reading the The Intelligent Investor 


Disclaimer: This is a personal weblog. The opinions expressed here are my own. All data and information provided on this site is for informational purposes only. Please do your own research before investing.

New Strategy for investing in Under Armour Inc. (UAA) and Monster Beverage Corp. (MNST)

On March 24, 2017 my blog entry Under Armour Inc. (UAA) Opportunity I talk about my purchase of 100 shares of UAA on 2/6/2017 for $20.55. I...