Fantasy Portfolio – December 25, 2009
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Important Info: Fantasy Portfolio traded on Wall Street Survivor using principles learned from Jim Cramer’s Action Alert Plus
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The year is winding down to an end, and the stock market is starting to see the “Santa Claus Rally” that usually happens towards the end of every year. Merry Christmas to us investors and traders! With the end of the year coming soon, I haven’t quite decided whether I want to start over my investments in my fantasy portfolio from scratch or trim back some of my positions, so I can take better advantage of pullbacks. I may go with the latter.
I also haven’t been as active with my portfolio as I have in the past. The stock market still interests me very much, but I just haven’t been able to find the time to do the homework needed on the stocks I own in order to keep up with the turns in the market. I guess that’s partially what Jim Cramer is for. My portfolio has consistently beaten the S&P 500 all year, but it has been creeping up on me since I’ve been fairly inactive.
I’ve always been interested in being more of a trader than an investor, but it’s far more risky, and takes a lot more capital than I have. My new strategy for the year might combine a little of both sides. I’m leaning toward selling a stock once it hits a ten percent gain, but only selling my initial investment so I let the gains ride. If I invest in dividend paying stocks, I’ll be generating some passive income along with the appreciation in the price of the stock. Once the stock pulls back five to eight percent, I might buy in again, and repeat my strategy for another quick gain with the extra that I gained earning dividends for me.
I’m really looking forward to a new year with new investing strategies. I would love to hear input from anyone else who will be dabbling in the stock market as well!
S&P 500 at Year Start- $903.25
S&P 500 at End of Week – $1,126.48
S&P 500 Point Gain – +$223.23
S&P 500 Percent Gain – +24.71%
Portfolio at Year Start – $104,435.54
Portfolio at Week End – $135,585.96
Portfolio Total Gain – +$31,150.42
Portfolio Percent Gain – +29.83%
| Symbol – | Shares – | Price Paid – | Last Price |
|---|---|---|---|
| AAPL | 100 | $164.61 | $209.04 |
| AEM | 150 | $48.34 | $55.15 |
| BP | 305 | $44.17 | $58.24 |
| CAT | 350 | $45.21 | $58.33 |
| HD | 350 | $23.90 | $29.17 |
| JPM | 100 | $33.99 | $41.89 |
| KMP | 100 | $46.92 | $60.99 |
| MCD | 50 | $54.47 | $63.42 |
| MO | 525 | $15.75 | $20.37 |
| NAT | 450 | $30.38 | $30.67 |
| PEP | 100 | $49.45 | $60.96 |
| T | 300 | $25.82 | $28.10 |
Transactions
None
Dividends Paid
None
