Oct 11 2009

Fantasy Portfolio – October 9, 2009


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Important Info: Fantasy Portfolio traded on Wall Street Survivor using principles learned from Jim Cramer’s Action Alert Plus.

My portfolio update from last week was way off. I copied the previous portfolio update and was going to just change the values and add my comments, but I think I forgot to save the changes I made to it. This week should be correct with the change from DJI to S&P 500 comparison.

I didn’t make any trades this week, as I was very buy with work, life outside of work, and writing my other posts. If we have another pull back in the market, I will be jumping all over the opportunity to purchase the stocks that have declined, and take advantage of the discount. Adding to my positions probably won’t happen until the S&P 500 gets close to $1,000 or the DJI gets near $9,500 with APPL being the stock I will be buying the most of.

AAPL has been climbing higher and higher with no signs of slowing down. I have been wanting to get in after a short 5% decline, but there haven’t been any in the past month. Cramer has a price target for $264, and another analyst came out with a Price is Right style target of $265. The “mobile internet tsunami,” as he puts it is the biggest market mover since the Dot Com days, and could last for years to come.

I hadn’t realized the S&P 500 was up so much for the year. My portfolio is still outperforming it by almost 8%, but I could be doing much better had I been more active. You truly can do better than the S&P 500 and most mutual fund managers by following Cramer’s guidelines and stock advice.

S&P 500 at Year Start- $903.25
S&P 500 at End of Week – $1,071.49
S&P 500 Point Gain – +$168.24
S&P 500 Percent Gain – +18.63%

Portfolio at Year Start – $104,435.54
Portfolio at Week End – $132,060.21
Portfolio Total Gain – +$27,624.67
Portfolio Percent Gain – +26.45%

Symbol – Shares – Price Paid – Last Price
AAPL 50 $129.60 $190.47
AEM 150 $48.34 $71.66
BA 150 $41.50 $52.69
BP 305 $44.17 $52.27
CAT 250 $40.36 $53.64
HD 250 $22.95 $26.96
JPM 100 $33.99 $45.85
KMP 100 $46.92 $55.36
MCD 50 $54.47 $56.70
MO 525 $15.75 $18.06
NAT 450 $30.38 $29.33
PEP 100 $49.45 $60.59
T 300 $25.82 $25.66

Transactions

None

Dividends Paid

10/7 $123.00 from 300 Shares of T at $0.41 per Share

Related posts:

  1. Fantasy Portfolio – December 25, 2009
  2. Fantasy Portfolio – October 30, 2009
  3. Fantasy Portfolio – October 23, 2009
  4. Fantasy Portfolio – October 16, 2009
  5. Fantasy Portfolio – October 2, 2009
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3 Comments on this post

Trackbacks

  1. jason said:

    what happened to Saturday cramerica? I suppose with the lack of jvc tv’s that would hamper the effort.

    October 15th, 2009 at 10:36 pm
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