Fantasy Portfolio – January 1, 2010
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It’s the end of my first full year of running my fantasy portfolio on Wall Street Survivor, and I have made some very decent gains with it. The benchmark for market performance, the S&P 500 finished the year with a very nice 23.45% gain, but my portfolio’s performance crushed that with a 30.00% gain for the year. Most of my success can be attributed to what I have learned from watching Mad Money on CNBC, as well as reading my collection of books by Jim Cramer. His lessons are invaluable.
I have decided to lock in my big gains and use the profits to reinvest at lower levels. My portfolio definitely needs some more attention this year if I want to continue to outperform the market and use my experience to do so with my real money. As it stands today, the markets are up from a nice rally on Monday and are continuing higher right now after a quick selloff in the morning.
S&P 500 at Year Start- $903.25
S&P 500 at End of Week – $1,115.10
S&P 500 Point Gain – +$211.85
S&P 500 Percent Gain – +23.45%
Portfolio at Year Start – $104,435.54
Portfolio at Week End – $135,768.53
Portfolio Total Gain – +$31,332.99
Portfolio Percent Gain – +30.00%
| Symbol – | Shares – | Price Paid – | Last Price |
|---|---|---|---|
| AAPL | 100 | $164.61 | $210.73 |
| AEM | 150 | $48.34 | $54.00 |
| BP | 305 | $44.17 | $57.97 |
| CAT | 350 | $45.21 | $56.99 |
| HD | 350 | $23.90 | $28.93 |
| JPM | 100 | $33.99 | $41.67 |
| KMP | 100 | $46.92 | $60.98 |
| MCD | 50 | $54.47 | $62.44 |
| MO | 525 | $15.75 | $19.63 |
| NAT | 450 | $30.38 | $30.00 |
| PEP | 100 | $49.45 | $60.80 |
| T | 300 | $25.82 | $28.03 |
Transactions
None
Dividends Paid
12/28 $178.5 from 525 Shares of JPM at $0.34 per Share
Important Info and Disclosure: Fantasy Portfolio traded on Wall Street Survivor using principles learned from Jim Cramer’s Action Alert Plus
. I do own real shares in AT&T (T) and Nordic American Tanker (NAT).
