Fantasy Portfolio – April 10
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Another mostly stagnant week for my portfolio and the stock market. Since last Friday, the Dow only gained a little less than one percent. My portfolio dropped around half of one percent. It comes with the territory when you hold stocks that are recession resistant.
I am looking at picking up some shares of a gold stock, such as AEM, that would hedge my position in case we encounter some inflation in the near future. In case the rallies we are having are for real, I might add some stocks that are due to rebound in this stage of the industrial cycle.
Dividends from T were paid to my account as well, which minimized some of the loss I took this week. I just wish I could get a better chance to buy so I could gain more passively.
Dow Jones at Year Start- $9,034.69
Dow Jones at End of Week – $8,083.38
Dow Jones Point Gain – (-$951.31)
Dow Jones Percent Gain – (-10.53%)
Portfolio at Year Start – $104,435.54
Portfolio at Week End – $106,075.09
Portfolio Total Gain – ($1,639.55)
Portfolio Percent Gain – (1.57%)
Symbol – Shares – Last Price – Purchase Price
MCD —– 50 —– $56.67—– $54.47
KO ——- 100 —— $44.99—– $40.96
BP ——– 155 —— $40.01 —– $39.99
PFE —– 275 ——- $13.55 —– $14.26
KMP —- 100 —— $47.60 —– $46.92
MO —— 525 —— $16.31—– $15.75
T ——– 300 —— $26.10 —— $25.82
NAT —- 300 —— $29.95 —— $29.16
CAT —- 100 ——- $32.52 —– $26.36
Transactions for the Week
None
Dividends Paid
$123 from 300 shares of T at $0.41 per share
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