Fantasy Portfolio – January 15, 2010
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My portfolio this week didn’t take a hit as you may have thought since last week I had over 6% gains and only showing almost 1.5% gains. The portfolio value doesn’t take into consideration that I increased my overall position including cash in my account. I haven’t been able to actually see my cash position in the account until today, which I found very strange.
I locked in my gains with most of the stocks in my portfolio this week and completely took off Agnico-Eagle Mines (AEM). Once the price of gold comes down a little bit, I will be jumping into the GLD index fund that tracks the price of gold as a hedge against inflation.
If we get another percent or two of pullback, I’m going to start putting more of the free cash into whatever pulls back 5-8%. Apple looks to be a good candidate if it reaches $200 again, so I might jump in early next week.
S&P 500 at Year Start- $1,115.10
S&P 500 at End of Week – $1,145.68
S&P 500 Point Gain – +$30.58
S&P 500 Percent Gain – +2.74%
Portfolio at Year Start – $141,591.98
Portfolio at Week End – $143,600.11
Portfolio Total Gain – +$2,008.13
Portfolio Percent Gain – +1.42%
| Symbol – | Shares – | Price Paid – | Last Price |
|---|---|---|---|
| AAPL | 78 | $164.61 | $205.93 |
| BP | 225 | $44.17 | $61.64 |
| CAT | 263 | $45.21 | $60.12 |
| HD | 289 | $23.90 | $28.57 |
| JPM | 77 | $33.99 | $43.68 |
| KMP | 74 | $46.92 | $63.45 |
| MCD | 50 | $54.47 | $62.28 |
| MO | 412 | $15.75 | $20.42 |
| NAT | 450 | $30.38 | $33.25 |
| PEP | 100 | $49.45 | $62.29 |
| T | 300 | $25.82 | $25.79 |
Transactions
1/11 Sell 80 shares of BP at $61.59
1/11 Sell 22 shares of AAPL at $212.41
1/11 Sell 87 shares of CAT at $61.11
1/11 Sell 113 shares of MO at $20.26
1/11 Sell 150 shares of AEM at $60.59
1/11 Sell 26 shares of KMP at $63.52
1/11 Sell 23 shares of JPM at $45.01
1/11 Sell 61 shares of HD at $28.87
Dividends Paid
None
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). My posts about my fantasy portfolio should not be mistaken for financial advice. You should consult a financial advisor before investing in stocks.
