Fantasy Portfolio – April 24
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My position in gold paid off for me this week. After buying AEM at one price and again after it dropped a little, I am now up on that position around 10%. The big factor in that gain was the second buy order at the lower price.
Most people would panic and sell if they lost a few percentage points. I was like that once, but I have learned my lesson. The company is still in good shape, so I knew buying lower was still a good move.
I got into PEP in two levels as well like I wanted, but have yet to see a gain or exited my KO position. I may hold on to capture the dividend, and then dump it.
The PFE for JNJ swap fell off my plate, so I dropped the ball on that. I will remember that move for this coming week.
Dow Jones at Year Start- $9,034.69
Dow Jones at End of Week – $8,076.29
Dow Jones Point Gain – (-$958.40)
Dow Jones Percent Gain – (-10.61%)
Portfolio at Year Start – $104,435.54
Portfolio at Week End – $107,044.84
Portfolio Total Gain – +$2,609.30
Portfolio Percent Gain – +2.50%
Symbol – Shares – Last Price – Purchase Price
MCD —– 50 —– $54.31—– $54.47
KO ——- 100 —— $42.79—– $40.96
BP ——– 155 —— $42.06 —– $39.99
PFE —– 275 ——- $13.17—– $14.26
KMP —- 100 —— $48.20 —– $46.92
MO —— 525 —— $16.92—– $15.75
T ——– 300 —— $25.16 —— $25.82
NAT —- 300 —— $30.50 —— $29.16
CAT —- 100 ——- $33.63 —– $26.36
AEM — 200 ——- $49.73 —— $45.53
PEP —- 200 ——–$48.52 —— $49.45
Transactions for the Week
4/20 – Buy 100 shares of PEP at $50.97
4/23 – Buy 100 shares of PEP at $47.92
Dividends Paid
None
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