Fantasy Portfolio – May 22
The market was pretty stagnant from last Friday to this past Friday losing less than a percentage point. My portfolio finished up for the week, also less than a percentage point, but at least it was on the plus side!
We have seen so many gains since March, that it makes sense that the market takes a little bit of a hit from so many people trying to lock in their gains. I really don’t think that there will be much more of a sell-off that would take us any lower than $8,000, but I’m no economist and definitely not a Wall Street guru.
My portfolio, both fantasy and real, lives and dies by the philosophies found in Jim Cramer’s Real Money: Sane Investing in an Insane World
Dow Jones at Year Start- $9,034.69
Dow Jones at End of Week – $8,277.32
Dow Jones Point Gain – (-$757.37)
Dow Jones Percent Gain – (-8.38%)
Portfolio at Year Start – $104,435.54
Portfolio at Week End – $111,284.13
Portfolio Total Gain – +$6,848.59
Portfolio Percent Gain – +6.56%
Symbol – Shares – Last Price – Purchase Price
MCD —– 50 —– $57.08—– $54.47
BP ——– 155 —— $47.60 —– $39.99
PFE —– 275 ——- $14.96—– $14.26
KMP —- 100 —— $47.55 —– $46.92
MO —— 525 —— $16.64—– $15.75
T ——– 300 —— $23.68 —— $25.82
NAT —- 150—— $32.00 —— $29.16
CAT —- 100 ——- $34.31 —– $26.36
AEM — 100 ——- $57.81 —— $45.53
PEP —- 200 ——–$51.57 —— $49.45
JPM —- 100 ——- $34.41 —— $33.99
AAPL — 50 ——- $122.50 —– $120.96
Transactions for the Week
None
Dividends Paid
5/18 – $132.00 from 150 shares of NAT at $0.88 per share
Angels and Demons
I have to say I wasn’t too terribly impressed with Angels and Demons, although I did like The DaVinci Code. Maybe I just feel like I’ve already seen this movie. I love movies that have a twist to them, especially movies that involve a conspiracy, and doubly so if it involve the Catholic Church. That’s just my contempt for organized religion coming out.
Ever since I was young and saw Big, I have been a fan of Tom Hanks. This wasn’t one of my favorite movies, but I do think he still played Robert Langdon like the character should be portrayed. Even though he did a great job, I think neither Angels and Demons nor The Davinci Code deserved a legend like Tom Hanks. I hope he finds a role soon that is much more worthy of his stardom.
One thing that kept me interested in the film was the concept of anti-matter being created by the Large Hadron Collider at the beginning of the movie. Anytime a movie uses an application of science that might not be too far from discovery, I cannot be torn away from the movie no matter how weak I feel the film may be.
The mystery in Angels and Demons did throw me off most of the way until the last thirty minutes, where one key scene made me think differently about one of the characters. The story of how they go from church to church in search of the murderer had me baffled. If somebody wanted to accomplish something as devastating as the Illuminati wanted to, they wouldn’t leave a trail to be followed that could eventually prevent them from achieving their goal. I’m sure that was one of the intentions of the movie which would clear up the whole reason for the Illuminati. All in all, Angels and Demons was a decent movie, but nothing spectacular, and not worth the $8-12 that you would have to spend at most theaters.
Fantasy Portfolio – May 15
Last night, I updated my positions for this post while I was at home before I went to a wedding. I figured that I could write the rest from my phone while we were between the wedding and the reception. Somehow my phone didn’t save what I was working on when I told it to publish the post, and it left an unfinished sentence. It was also a very short post. My apologies.
I decided to make several changes to my portfolio this week. With the spike in the price of gold and AEM, I made sure to take some profits off the table to secure those gains.
Another move I decided to make was to dump KO for PEP since I have MCD in my portfolio. Coke and McDonald’s rely on each other for profits so I figured it would be good to diversify a little more there.
I also added JPM and AAPL to my portfolio. It is always a good idea to have a well performing bank stock in your holdings, and JPM is the best one out there right now. AAPL was a play on the recent tech rally. It pulled back about 10%, so I decided to jump in for when tech continues to rally.
Dow Jones at Year Start- $9,034.69
Dow Jones at End of Week – $8,268.64
Dow Jones Point Gain – (-$766.05)
Dow Jones Percent Gain – (-8.48%)
Portfolio at Year Start – $104,435.54
Portfolio at Week End – $110,896.98
Portfolio Total Gain – +$6,461.44
Portfolio Percent Gain – +6.19%
Symbol – Shares – Last Price – Purchase Price
MCD —– 50 —– $53.46—– $54.47
BP ——– 155 —— $45.62 —– $39.99
PFE —– 275 ——- $15.01—– $14.26
KMP —- 100 —— $46.23 —– $46.92
MO —— 525 —— $16.98—– $15.75
T ——– 300 —— $24.88 —— $25.82
NAT —- 150—— $33.91 —— $29.16
CAT —- 100 ——- $35.74 —– $26.36
AEM — 100 ——- $52.36 —— $45.53
PEP —- 200 ——–$50.32 —— $49.45
JPM —- 100 ——- $34.91 —— $33.99
AAPL — 50 ——- $122.42 —– $120.96
Transactions for the Week
5/13 – Sell 100 shares of AEM at $51.29
5/13 – Buy 50 shares of AAPL at $120.96
5/14 – Buy 100 shares of JPM at $33.99
5/14 – Sell 100 shares of KO at $45.03
Dividends Paid
$130.20 from 155 shares of BP at $0.84 per share
Fantasy Portfolio – May 8
I captured gains this week in NAT as it was up over 20% from where I bought it. CAT has already shown me huge gains, and I have already taken a chunk of change out of that position. It is still up over 50%! My gold stock, AEM is up over 10% from my second position, so I’m going to be taking gains in that too.
Dow Jones at Year Start- $9,034.69
Dow Jones at End of Week – $8,574.65
Dow Jones Point Gain – (-$460.04)
Dow Jones Percent Gain – (-5.09%)
Portfolio at Year Start – $104,435.54
Portfolio at Week End – $111,365.99
Portfolio Total Gain – +$6,930.45
Portfolio Percent Gain – +6.64%
Symbol – Shares – Last Price – Purchase Price
MCD —– 50 —– $54.92—– $54.47
KO ——- 100 —— $42.92—– $40.96
BP ——– 155 —— $48.34 —– $39.99
PFE —– 275 ——- $14.40—– $14.26
KMP —- 100 —— $47.66 —– $46.92
MO —— 525 —— $17.10—– $15.75
T ——– 300 —— $25.25 —— $25.82
NAT —- 150—— $36.95 —— $29.16
CAT —- 100 ——- $39.64 —– $26.36
AEM — 200 ——- $49.76 —— $45.53
PEP —- 200 ——–$49.75 —— $49.45
Transactions for the Week
Sell 150 shares of NAT at $36.50
Dividends Paid
$44 from 275 shares of PFE at $0.16 per share
Star Trek’s New Generation
Thursday night, we saw the new Star Trek movie. I was blown away by how awesome it was! The action was great, and I loved the humor in the movie. There were too many lines to count that were inserted in perfect moments that made the scenes all the better. When Bones meets Spock and says “I like this guy,” it was hilarious to know that he cursed that Spock was pointy-eared and green-blooded in the series. This film had plenty of original funny lines, and classic lines you were waiting to hear as a Star Trek fan that caused cheers and applause.
It was very cool to see how this crew came to be in charge of the ship all in each of their own little happenstances. The reasoning why they came about to be in the roles they were in was particularly interesting since it had to do with Nero’s presence. Again, another thing in movies and shows that I am a big fan of and very interested in. I didn’t quite get the red matter though. That seemed a bit too odd, and stretched it a bit for even a sci-fi movie. It would have made more sense to me if it was dark matter.
The development of the main villain, Nero, was a bit lacking to me. His reason for being the villain wasn’t clear until well into the second half of the movie. I think we could have been given more to the reasoning without fully giving it away earlier in the movie, so we don’t sit and wonder why he is evil for so long. All we knew was that he was after Spock. I think the main reason why he was the villain could have been given to us and surprised us later with the information that Spock was involved.
The development of the friendship between Kirk and Spock was a nice touch to the movie. There is a scene in the movie that deals with their friendship that is very touching and heartwarming when you are aware of their interactions from the original movies and the series.
Overall, I think the movie was spectacular and gave this Star Trek fan and the fan I saw it with a great thrill ride and good entertainment. If you’re a Star Trek fan, go see it! If you’re not a Star Trek fan, go see it! It is definitely worth seeing either way.