In April of last year I posted on 10 stocks for 10 years. At that time I also setup an fund through Marketocracy, which allows for 3rd party tracking of investing results. See the results so far on Marketocracy’s site. Thusfar the portfolio is up 20%, in under 9 months (versus 13% for the S&P 500 for the same period of time.
The 10 stocks didn’t meet the diversification requirements for marketocracy, at the time, so I modified the portion of the portfolio for each stock when I setup the fund. The portfolio as of Jan 2006 (17% cash):
||Stock||% of fund||Current Return|
|Google – GOOG||16||114%|
|Templeton Dragon Fund – TDF||12||25%|
|Toyota – TM||10||48%|
|Dell – DELL||8||-13%|
|Petro China – PTR||5||36%|
|Cisco – CSCO||5||8%|
|Amazon – AMZN||4||39%|
|Pfizer – PFE||4||-9%|
|First Data – FDC||4||11%|
|Yahoo – YHOO||4||25%|
|Intel – INTC||3||13%|
|BP – BP||3||5%|
|Walmart – WMT||3||-5%|
|Templeton Emerging Markets Fund – EMF||2||43%|
Obviously Google is doing quite well, up 114%. The second largest gain is for Toyota, which is up 48%, I’m sure a surprising result to many.
I also manage a more aggressive fund (more volatile stocks and much more active trading) through marketocracy – see more on the Darvamore Fund The largest holdings in the Darvamore Fund are: DEPO, ATPG, CRDN, GOOG, SFCC and EEFT. More on the Sleep Well Fund.