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):
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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% | |
| Microsoft | 1 | 6% |
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.
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I missed out on the IPO for Google, much as he missed out on AOL. Luckily for me, I did buy at $220 (the IPO price less than a year earlier was $85): now it is at $476…
Amazon is a very interesting stock. It is not cheap (on a PE basis) and trying to evaluate what the earning picture will look like going forward is not easy. This article does a good job of looking at some of the interesting questions…
Deceptively simple, like so much of the Toyota Production System. And that simplicity and the action is so important to successful application of the ideas…
Google quarterly earnings are amazing again. Google reported revenues of $3.66 billion for the quarter ended March 31, 2007, an increase of 63% compared to the first quarter of 2006…
Google 134% return, PetroChina 127%, Amazon 92%, Templeton Dragon Fund 73%, Toyota 69%…
PetroChina 298% (current increase in value), Google 210%, Amazon 173%, Templeton Dragon Fund 116%, Cisco 67%…