User Panel
Update:
Dividend Paid Payment Date: 10/15/2008 Security: ***PENGROWTH ENERGY TRUST (PGH) Amount Credited: $38.03 Holdings 100 shares ACM 100 shares KBH 200 shares PGH 10 shares FSLR CASH $494.46 +38.03 = $532.49 10K2008 Portfolio Value at close 19 Sep 2008: $11,253.46 10K2008 Portfolio value at close 20 Oct 2008: $7811.29 (OUCH, down 36%) Too bad I didn't sell KBH when I wanted. Jim |
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Any updates fellas???
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Sorry about the mayonnaise, guys.
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Originally Posted By FALARAK:
Any updates fellas??? Yep, I realized I didn't post a dividend update for last month and I just got this months. I really wished I would've hedged this with a S&P or Dow ETF like I have in my other stuff. Anyway, here's an update: Date posted: 12/15/2008 Amount: $36.43 Description: ***PENGROWTH ENERGY TRUST UNIT NEW DIST ON 200 SHS REC 12/01/08 PAY 12/15/08 Date posted: 11/17/2008 Amount: $36.45 Description: ***PENGROWTH ENERGY TRUST UNIT NEW DIST ON 200 SHS REC 10/31/08 PAY 11/15/08 $532.49 + $36.45 + $36.43 = 605.37 Holdings 100 shares ACM 100 shares KBH 200 shares PGH 10 shares FSLR = $605.37 Cash, $8,185.77 Total value 10K2008 Portfolio Value at close 19 Sep 2008: $11,253.46 10K2008 Portfolio value at close 20 Oct 2008: $7811.29 (OUCH, down 36%) 10K2008 Portfolio value at close 17 Dec 2008: $8,185.77 (improving) Had I sold 1/3 of something I was in the green on in Sep and hedged with SDS, I could've dodged the Oct bear market or at least cushioned it's effects. ACM just got back in the green and I thought about selling it and buying 40 shares of SDS in the $82-84 range. All the infrastructure stocks have been running since "O" has stated he's going to pour money into it. This may also be why FSLR is starting to come back, since green is in. I bought SDS on 8 Dec @ $84, sold it on 15 Dec @ 91 and I just bought more at $82 yesterday. It works almost exactly opposite of my long positions, so when they go up 10% or more I sell some off and buy SDS. When the market tanks, SDS goes up, I cash out and add to my long positions. It's a beautiful thing. Jim |
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HOPE is not a course of action
Elections have consequences |
Originally Posted By FALARAK: Any updates fellas??? |
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Those are my principles, and if you don't like them...well, I have others. -- Groucho Marx
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I guess the depression has set in.
I'd REALLY like to see where these things are now. |
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Sorry about the mayonnaise, guys.
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This thing is pretty static due to market conditions and does not reflect what I'm doing with my big portfolio (frequent trading).
However, I expect the financials have turned and homebuilders are going to continue their present upward climb as housing markets bottom and housing starts increase. I expect ACM and KBH to continue upwards. I don't expect PGH and FSLR to move much. I think solar is dead and I may eject and buy a financial to replace it or perhaps a bear ETF such as SDS, as the market has run too far in the last two weeks, driven by tech, oil and better financial news. The present market is a trading market and I've been trading both ETFs (exchange traded funds) and these stocks in my big portfolio: SDS FAZ POT RIMM ACM COIN since November and liquidated some others (EP TIE SBR BTE and some PVX) with no intent to buy them again. I buy a volatile stock like Potash (POT) in three increments, ride it up, sell it off and buy a bear ETF (SDS) when the market took profits and tanked I would ride SDS up (it works inverese to the indice, it goes UP when the market goes DOWN). I would use the profits from that to buy more POT or more recently, UYG and ride that up and buy a financial bear (FAZ) and do the same thing all over again. I started with 1000 shares of UYG and now have 5000. essentially, no matter what the market does I have something to sell at a profit, whether the market goes up or down. By the way don't short the financials, they are on a long term run up and shorts are likely to get crushed. Also look at what RIMM is doing after hours: http://finance.yahoo.com/q?s=RIMM I sold 60% of my RIMM today, as I thought it would tank after hours. I was wrong, but I took precautions to take some off the table because it had been trading in a range and I did't envision the explosive move upwards. However, I'll be liquidating the other 40% of my RIMM tomorrow (sell the news) and buy back in after a pull back. If it doesn't pull back, I won't chase it. You can see most of those trades here: http://www.ar15.com/forums/topic.html?b=1&f=133&t=798831 Here's all the 10K actions for 2009: 01/15/2009 Amount: $26.82 Description: ***PENGROWTH ENERGY TRUST UNIT NEW DIST ON 200 SHS REC 12/31/08 PAY 01/15/09 02/17/2009 Amount: $26.84 Description: ***PENGROWTH ENERGY TRUST UNIT NEW DIST ON 200 SHS REC 02/02/09 PAY 02/16/09 02/19/2009 Amount: $6.30 Description: KB HOME CASH DIV ON 100 SHS REC 02/05/09 PAY 02/19/09 03/16/2009 Amount: $15.72 Description: ***PENGROWTH ENERGY TRUST UNIT NEW DIST ON 200 SHS REC 03/02/09 PAY 03/16/09 Total dividends: 75.68 Holdings 100 shares ACM 100 shares KBH 200 shares PGH 10 shares FSLR Cash: 681.05 10K2008 Portfolio Value at close 19 Sep 2008: $11,253.46 10K2008 Portfolio value at close 20 Oct 2008: $7811.29 10K2008 Portfolio value at close 17 Dec 2008: $8,185.77 10K2008 Portfolio value at close 02 April 2009 $7,479.25 |
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HOPE is not a course of action
Elections have consequences |
I don't know if continuing this is a good idea.
My actual portfolio is bigger, and I'm contemplating reporting what I'm really doing, as the 10K has become an artificial construct, which is probably doing little good to anyone. While I have a "buy and hold" component to my portfolio, I also trade a lot. That is necessary in this market, which is trading in a band. That is not reflected in the 10K portfolio. Perhaps a better avenue is to report what I'm actually doing, since I really do run my own money and have had significant gains since mid-March. I've been posting all my trades here since early April: http://www.ar15.com/forums/topic.html?b=1&f=133&t=798831&page=17 If you want to know what I've really done, provide some feedback and I'll consider changing this up to reflect something that's useful. Otherwise, I'm going to kill this thread. Jim |
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HOPE is not a course of action
Elections have consequences |
Perfection is achieved, not when there is nothing more to add, but when there is nothing left to take away.
-- Antoine de Saint-Exupery |
Originally Posted By omar:
I don't know if continuing this is a good idea. jim, i vote to keep it open. primarily, in a year i would like to look back at the investing landscape of 4Q2008 and 1Q2009 and either smile or wince. ar-jedi |
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Perfection is achieved, not when there is nothing more to add, but when there is nothing left to take away.
-- Antoine de Saint-Exupery |
My $10k portfolio, created just about exactly when this thread was started, stands at $7,137.05 as of 6/12/09.
Invested entirely in Vanguard's Total Stock Market Index Fund. Expense ratio: 0.18%. |
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Perfection is achieved, not when there is nothing more to add, but when there is nothing left to take away.
-- Antoine de Saint-Exupery |
Originally Posted By ar-jedi:
Are you a CFP? Who do you work for? |
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Originally Posted By EagleArmsHBAR:
Originally Posted By ar-jedi:
Are you a CFP? no. i have a pair of engineering degrees. Originally Posted By EagleArmsHBAR:
Who do you work for? my wife. she never stops telling me what to do and how soon it has to get done. like right now. unbelievable. ar-jedi |
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Perfection is achieved, not when there is nothing more to add, but when there is nothing left to take away.
-- Antoine de Saint-Exupery |
Originally Posted By ar-jedi: Originally Posted By EagleArmsHBAR: Originally Posted By ar-jedi: Are you a CFP? no. i have a pair of engineering degrees. Originally Posted By EagleArmsHBAR: Who do you work for? my wife. she never stops telling me what to do and how soon it has to get done. like right now. unbelievable. ar-jedi I LoLed. |
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Holdings
100 shares ACM 100 shares KBH 200 shares PGH 10 shares FSLR Dividends since 29 April: KBH $18.90 PGH $131.00 Cash: 730.95 10K2008 Portfolio value at close 19 Sep 2008: $11,253.46 10K2008 Portfolio value at close 20 Oct 2008: $7811.29 10K2008 Portfolio value at close 17 Dec 2008: $8,185.77 10K2008 Portfolio value at close 02 April 2009 $7,479.25 10K2008 Portfolio value at close 31 Dec 2009 $8,228.95 - 33.51% For the 2009 I think all of these may do well in 2010. Jim |
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HOPE is not a course of action
Elections have consequences |
Originally Posted By omar: Holdings 100 shares ACM 100 shares KBH 200 shares PGH 10 shares FSLR Dividends since 29 April: KBH $18.90 PGH $131.00 Cash: 730.95 10K2008 Portfolio value at close 19 Sep 2008: $11,253.46 10K2008 Portfolio value at close 20 Oct 2008: $7811.29 10K2008 Portfolio value at close 17 Dec 2008: $8,185.77 10K2008 Portfolio value at close 02 April 2009 $7,479.25 10K2008 Portfolio value at close 31 Dec 2009 $8,228.95 - 33.51% For the 2009 I think all of these may do well in 2010. Jim If I remember (been on staff duty for the last 21 hours, I will post my accounts and positions.) My ROTH finally got over $10k yesterday. Thank you F, AMD, and USAGX. AA too. |
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Vilseck, Germany starting 10 July 09!!! FU Ft Polk!!!!!
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My IRA had a little correction but its on its way back up. Early in Feb I sold PBODX and I broke around even for it.
170 shares of USAGX 100 shares of F 100 shares of AMD 21 shares of AA 1000 shares of SIRI 3 shares of ACOR Current values on 23 Feb: $9281.81 Its down around $800 from its all time high but still up 50%. $230 cash |
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Deploying to Aghanistan this summer, wish me luck!
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Perfection is achieved, not when there is nothing more to add, but when there is nothing left to take away.
-- Antoine de Saint-Exupery |
I did 244 trades this year and have tried to figure out how to create something of value at 10k and trade very little.
I'm going to change this up and bring it in line with what I currently have, since I actually did 36.6% in my real portfolio, which is a lot larger than this and over half my gains were from dividends. If you want to see what I'm trading, go here: http://www.ar15.com/forums/topic.html?b=1&f=133&t=798831&page=29 I tend to keep a core position and trade around it, selling blocks into run-ups and buying them back when corrections occur. I prefer to trade the same twenty stocks over and over. Now back to the 10K: I am going to keep one speculative in here (AVL), which is a heavy rare earth element (REE) miner. You have probably heard of rare earths stocks in the news recently. I've been researching the REE's for over a year now and have picked AVL to add to this portfolio. Now, AVL has run quite a bit, but no where near what the others have and I owned it when it was AVARF.PK, buying my first shares in the 2.5 range. REE stocks will probably run for 2-3 years until worldwide production catches up, so I expect AVL to be much higher by the end of 2011 and beyond. China controls more than 95% of worldwide production and the West is only now realizing their strategic vulnerabilty to China's potential stranglehold on these critical elements needed for a multitude of high tech, military and green applications. I currently have 2000K shares of AVL as part of my real portfolio and plan on boosting that to 5000-1000K when pull backs occur. I currently hold AVL C FTR HIX IRET MFA PVX REMX RWT SJT TIE WAVX WY and may trade/add CSCO, EHI EPB HGT MO NHP PCL PDS PWE VOD, VRSN and a homebuilder KBH or TOL this year. I believe doing a portfolio at 10K is tough because it doesn't provide much flexibility and I have a lot of that in my actual portfolio. However, "buy and hold" can work if diversified, high yield stocks or funds are used for most of the portfolio, which is why the speculative is only going to comprise less tha 15%. I've also added 200 shares of HIX, which has a current yield of 11.10%. The fund invests in the fixed income markets across the globe. It invests in securities of companies that operate across diversified sectors. The fund invests in high yield debt securities issued by U.S., foreign corporations and foreign governments. The fund benchmarks the performance of its portfolio against Barclays Capital U.S. Corporate High Yield 2% Issuer Cap Index and the JPMorgan Emerging Markets Bond Index Global. Western Asset High Income Fund II, Inc. was formed on May 28, 1998 and is domiciled in the United States. I also plan on adding a real estate investment trust (REIT) when the market pulls back in January. Probably MFA or IRET. Dividends for 2010: KBH $25.2 PGH $162.8 Cash: $918.95 Holdings change: 100 shares KBH remain 200 shares PGH remain Sell 10 shares FSLR @ close for 1301.40 Sell 100 shares ACM @ close for 2797.00 Fee: 20.00 Cash $5017.35 Buy 200 shares HIX @ close for 9.37 = 1824 + $10 fee = 1834 Buy 200 shares AVL @ close for 6.24 = 1248 + $10 fee = 1258 Cash $1924.35 10K2008 Portfolio value at close 19 Sep 2008: $11,253.46 10K2008 Portfolio value at close 20 Oct 2008: $7811.29 10K2008 Portfolio value at close 17 Dec 2008: $8,185.77 10K2008 Portfolio value at close 02 April 2009 $7,479.25 10K2008 Portfolio value at close 31 Dec 2009 $8,228.95 10K2008 Portfolio value at close 31 Dec 2010 $8,968.35 |
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HOPE is not a course of action
Elections have consequences |
I'm going to reengineer this portfolio and probably buy something next week on the pullback.
I'm also going to go back to actually holding what is in this portfolio so I get the proper div notifications. I will also be DRIPing the high yielders that are in here or the ones I plan to add. More to follow. I went ahead and enrolled HIX in a Dividend ReInvestment Program (DRIP). I'm not certain if the DRIP will purchase shares for this period, but it will for the next dividend pay date. If the DRIP kicks in for this most recent paydate, it would purchase 1.795 additional shares of HIX at Friday's close of $9.47. Sat Jan 29 03:05:24 2011 Dividend or Interest Paid Payment Date: 01/28/2011 Security: WESTERN ASSET HIGH INCOME FD (HIX) Amount Credited: $17.00 Sat Jan 29 10:51:41 2011 DRIP Enrollment Request Complete Your Dividend Reinvestment Program (DRIP) Enrollment request is complete. Security: HIX |
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HOPE is not a course of action
Elections have consequences |
I bought PGH back to reconstitute the portfolio:
02/02/11 12:39 PM EST Buy 200 PGH Executed @ $12.7795 I plan on DRIPing these shares as I did with HIX. I'm only missing KBH now, but I'll "sell" that into a rally and buy a REIT, probably RWT, PCL or WY. I've been waiting for WY to pull back, but it keeps on running. Jim |
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HOPE is not a course of action
Elections have consequences |
I'd be interested to see how the 10k portfolio is doing now. I started a 401k invested in mutual funds 11/1/2009. It got a 20% rate of return in the first year.
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[quote]Originally Posted By GomerPyle:
Is that factory? Taurus is trying to be the industry leader in pistol-whipping hoes.[/quote] |
I "sold" KBH at the close on Friday for $14.79 - 10.00 fee = 1,469.
This currently gives me: $1469 cash plus HIX dividend ($17). HIX will reflect the DRIP inth next dividend payment. Payment Date: 01/28/2011 Security: WESTERN ASSET HIGH INCOME FD (HIX) Amount Credited: $17.00 $1,469 + $17 = 1486 cash to add to $1,924.35 = 3410.35 Total value of 10K = $9,332.35 at Friday's close. I also just requested DRIP for PGH: Sat Feb 12 23:56:36 2011 DRIP Enrollment Request In Process Your Dividend Reinvestment Program (DRIP) Enrollment request was received and is currently in process. Security: PGH Request Date: 02/12/2011 The plan is to buy 100 shares of WY on a pullback and keep the rest in cash. I believe KBH will rise once again, but WY and other REITs will climb (this year) before the homebuilders will (next two years) These are now actual buys I've reinstituted, so I'm holding what the 10K contains once again in my actual portfolio. Jim |
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HOPE is not a course of action
Elections have consequences |
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any updates? been a rough month or so
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Driving my life away
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Originally Posted By MALT0SE:
any updates? been a rough month or so |
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I'm a retard that can't link pics |
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Why didn't this guy simply invest in an index-tracking ETF? He would have almost doubled his money since his original post, and there would be no headache with all the risk and trading and worrying.
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Originally Posted By ar-jedi:
data for the 4 fund portfolio for the period ending 14 may 2014: http://losdos.dyndns.org/public/stocks/arfcom-4funds-14may2014-gainloss.jpg http://losdos.dyndns.org/public/stocks/arfcom-4funds-14may2014-snapshot.jpg data for the reference portfolio, same period: http://losdos.dyndns.org/public/stocks/arfcom-reference-14may2014-gainloss.jpg summary: the 4 fund portfolio is at $14,568.13, or up about 45.7% since portfolio inception inclusive of all trading costs. the reference portfolio is at $14,731.52 or up about 47.3% since portfolio inception. ar-jedi View Quote I've read this thread several times, and I feel like it has made me a wiser investor. - Thank you for that. Last year, I tried to do my own version of this (pick 4 funds and sit on it for a year) almost a year ago, and it tanked hard on me (about 5-8%), even though they were 5-star rated funds (by Schwab), and had previously gained large growth over the past two years of charting. May I ask you how you decided to select these 4 funds? You obviously had quite a bit of wisdom picking these, because they have seen amazing growth over the past few years and even continue to do so to this day. |
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Originally Posted By Greggo556:
I've read this thread several times, and I feel like it has made me a wiser investor. - Thank you for that. Last year, I tried to do my own version of this (pick 4 funds and sit on it for a year) almost a year ago, and it tanked hard on me (about 5-8%), even though they were 5-star rated funds (by Schwab), and had previously gained large growth over the past two years of charting. May I ask you how you decided to select these 4 funds? You obviously had quite a bit of wisdom picking these, because they have seen amazing growth over the past few years and even continue to do so to this day. View Quote View All Quotes View All Quotes Originally Posted By Greggo556:
Originally Posted By ar-jedi:
data for the 4 fund portfolio for the period ending 14 may 2014: http://losdos.dyndns.org/public/stocks/arfcom-4funds-14may2014-gainloss.jpg http://losdos.dyndns.org/public/stocks/arfcom-4funds-14may2014-snapshot.jpg data for the reference portfolio, same period: http://losdos.dyndns.org/public/stocks/arfcom-reference-14may2014-gainloss.jpg summary: the 4 fund portfolio is at $14,568.13, or up about 45.7% since portfolio inception inclusive of all trading costs. the reference portfolio is at $14,731.52 or up about 47.3% since portfolio inception. ar-jedi I've read this thread several times, and I feel like it has made me a wiser investor. - Thank you for that. Last year, I tried to do my own version of this (pick 4 funds and sit on it for a year) almost a year ago, and it tanked hard on me (about 5-8%), even though they were 5-star rated funds (by Schwab), and had previously gained large growth over the past two years of charting. May I ask you how you decided to select these 4 funds? You obviously had quite a bit of wisdom picking these, because they have seen amazing growth over the past few years and even continue to do so to this day. ok, but i am going to turn this around () and first ask about your methodology for selecting the 4 funds you picked. what factors did you consider? were the factors strictly technical, or based on analyst recommendations, recent history, or by gut feel, or via tips from your barber, or some combination thereof? what were your expectations of the overall performance? what reference are you comparing the performance to? please post the symbols, and what percentage each fund represented. it is not necessary to give a dollar amount, i don't need to know how big or small your egg is; a complete portfolio analysis can be done using Morningstar's (free) InstantXray tool irrespective of the total amount of money involved. just the distribution of the money is needed, in terms of what percentage of the total was allocated to each fund. ar-jedi ar-jedi |
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Perfection is achieved, not when there is nothing more to add, but when there is nothing left to take away.
-- Antoine de Saint-Exupery |
Originally Posted By Feedingcannibal:
ar-jedi - Your $10k portfolio has pretty much mirrored mine, which is invested completely in Vanguard's Total Stock Market and was begun in Jan of 2007. I havn't kept records, but I was up to $11k at one point (probably Oct '07). This may be of some use to those who ponder the merrits of active trading vs. passive index investing. View Quote My $10k now sits at $18,016.76. |
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anyone have any updates from the recent run up?
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Why not do a update?
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So no update, I wonder why.
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it's been exactly a year since the last update so here is the 10K model portfolio as it stands... data for the 4 fund portfolio for the period ending 26 apr 2016: data for the reference portfolio, same period: summary: the 4 fund portfolio is at $14,798.56, or up about 48% since portfolio inception inclusive of all trading costs. the reference portfolio is at $15,717.29, or up about 57% since portfolio inception. ar-jedi eta: http://stockcharts.com/freecharts/perf.php?DODFX,FBALX,IJJ,TAVFX,FFNOX |
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Perfection is achieved, not when there is nothing more to add, but when there is nothing left to take away.
-- Antoine de Saint-Exupery |
Originally Posted By ar-jedi:
it's been exactly a year since the last update so here is the 10K model portfolio as it stands... data for the 4 fund portfolio for the period ending 26 apr 2016: http://losdos.dyndns.org/public/stocks/arfcom-4funds-26apr2016-gainloss.jpg http://losdos.dyndns.org/public/stocks/arfcom-4funds-26apr2016-snapshot.jpg data for the reference portfolio, same period: http://losdos.dyndns.org/public/stocks/arfcom-reference-26apr2016-gainloss.jpg summary: the 4 fund portfolio is at $14,798.56, or up about 48% since portfolio inception inclusive of all trading costs. the reference portfolio is at $15,717.29, or up about 57% since portfolio inception. ar-jedi eta: http://stockcharts.com/freecharts/perf.php?DODFX,FBALX,IJJ,TAVFX,FFNOX http://ziva.losdos.dyndns.org/public/stocks/arfcom-chart-26apr2016.jpg View Quote |
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i lost track of time and it's been more than a year since the last update so here is the 10K model portfolio as it stands...
data for the 4 fund portfolio for the period ending 13 jun 2017: data for the reference portfolio, same period: summary: the 4 fund portfolio is at $17,544.21, or up about 75% since portfolio inception inclusive of all trading costs. the reference portfolio is at $18,254.70, or up about 83% since portfolio inception. ar-jedi eta: http://stockcharts.com/freecharts/perf.php?DODFX,FBALX,IJJ,TAVFX,FFNOX |
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Perfection is achieved, not when there is nothing more to add, but when there is nothing left to take away.
-- Antoine de Saint-Exupery |
Perfection is achieved, not when there is nothing more to add, but when there is nothing left to take away.
-- Antoine de Saint-Exupery |
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