Fantasy Portfolio – April 3
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I’m in California on a short trip with my girlfriend at the moment, so I will keep this short and sweet.
There hasn’t been a whole lot of action with my portfolio the past couple of weeks. The gains in the market just keep outweighing the losses, which take away my chances to buy. If I were a day trader, I could definitely make a lot more cash, but I neither have the time, nor the inclination to pursue that avenue. I can live with the 2% gain so far for the year, and a 6.5% gain since October. The dividends being paid to my account are plenty to keep my losses to a minimum while I reinvest on the downside.
Dow Jones at Year Start- $9,034.69
Dow Jones at End of Week – $8,017.59
Dow Jones Point Gain – (-$1,017.10)
Dow Jones Percent Gain – (-11.26%)
Portfolio at Year Start – $104,435.54
Portfolio at Week End – $106,490.42
Portfolio Total Gain – ($2,054.88)
Portfolio Percent Gain – (1.97%)
Symbol – Shares – Last Price – Purchase Price
MCD —– 50 —– $56.64—– $54.47
KO ——- 100 —— $44.97—– $40.96
BP ——– 155 —— $41.33 —– $39.99
PFE —– 275 ——- $13.55 —– $14.26
KMP —- 100 —— $47.74 —– $46.92
MO —— 525 —— $16.16—– $15.75
T ——– 300 —— $26.83 —— $25.82
NAT —- 300 —— $30.88 —— $29.16
CAT —- 100 ——- $32.15 —– $26.36
Transactions for the Week
None
Dividends Paid
None
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