Fantasy Portfolio – October 2, 2009
- 0 Comments
Important Info: Fantasy Portfolio traded on Wall Street Survivor using principles learned from Jim Cramer’s Action Alert Plus
.
Yesterday, I brought back my Personal Finances post and today I’m bringing back my Fantasy Portfolio posts. It has been a while since I last posted about my fantasy portfolio, and I even neglected looking at it and making trades in it in the past couple of months. It’s said because I really enjoy investing in the stock market and generating passive income through dividends. Posting on my portfolio will happen on a regular basis once again.
I have also decided that using the S&P 500 would be a better benchmark to measure my performance than the Dow Jones Industrial Average. Jim Cramer suggests to use an S&P 500 ETF to put your money in until you have over $10,000 invested. Then you can manage your own money and pick the stocks you like. I don’t follow this in my real portfolio, because I like to see the actual money from the dividends coming in.
October 26 will mark the one year anniversary of my running my fantasy portfolio on Wall Street Survivor. I started with $100,000 to invest anyway I choose and as you can see below, I am well over that value. I will also reevaluate my gains compared to the S&P 500 from a year prior to that date.
Dow Jones at Year Start- $9,034.69
Dow Jones at End of Week – $8,438.39
Dow Jones Point Gain – (-$596.30)
Dow Jones Percent Gain – (-6.60%)
Portfolio at Year Start – $104,435.54
Portfolio at Week End – $114,584.54
Portfolio Total Gain – +$10,149.00
Portfolio Percent Gain – +9.72%
| Symbol – | Shares – | Price Paid – | Last Price |
|---|---|---|---|
| AAPL | 50 | $129.60 | $184.90 |
| AEM | 150 | $48.34 | $63.87 |
| BA | 150 | $41.50 | $51.40 |
| BP | 305 | $44.17 | $50.73 |
| CAT | 250 | $40.36 | $48.83 |
| HD | 250 | $22.95 | $26.03 |
| JPM | 100 | $33.99 | $41.86 |
| KMP | 100 | $46.92 | $53.36 |
| MCD | 50 | $54.47 | $56.71 |
| MO | 525 | $15.75 | $17.47 |
| NAT | 450 | $30.38 | $28.50 |
| PEP | 100 | $49.45 | $60.90 |
| T | 300 | $25.82 | $26.52 |
Transactions
10/2 Buy 50 Shares of BP at $51.28
10/2 Buy 50 Shares of CAT at $48.63
10/2 Buy 100 Shares of NAT at $28.95
Dividends Paid
10/2 $5.00 from 100 Shares of JPM at $0.05 per Share
Related posts: