I originally setup the 10 stocks for 10 years portfolio in April of 2005. At this time the stocks in the sleep well portfolio in order of returns –
|Stock||Current Return||% of sleep well portfolio now||% of the portfolio if I were buying today|
|PetroChina – PTR||298%||11%||7%|
|Google – GOOG||210%||17%||13%|
|Amazon – AMZN||173%||7.5%||7%|
|Templeton Dragon Fund – TDF||116%||17%||13%|
|Cisco – CSCO||67%||6.5%||8%|
|Templeton Emerging Market Fund – EMF||67%||3.5%||5%|
|Toyota – TM||48%||7%||10%|
|Tesco – TSCDY||25%||0%||10%|
|Intel – INTC||18%||4%||8%|
|Yahoo – YHOO||-2%||4%||5%|
|Pfizer – PFE||-9%||5%||8%|
In order to track performance I setup a marketocracy portfolio but had to make some adjustment to comply with the diversification rules. In December of 2006 I announced a new 11 stocks for the next 10 years (9 are the same, I dropped First Data Corporation, which had split into 2 companies and added Tesco and Yahoo). Earlier this year I added Templeton Emerging Market Fund (EMF) and reduced the TDF portion. Tesco also pays a dividend which I am not including in the calculation – that is one reason marketocracy is so nice it keeps track of all those details for you.
I have orders in to sell some of the PTR and TDF if the prices rises a bit more. In the marketocracy portfolio I have several smaller positions. I do this to comply with marketocracy’s diversity rules – I also have about 8% in cash (they still won’t let me buy Tesco). Google, PetroChina and Amazon have had an incredible few months. I am getting a little tired of Yahoo’s failure to deliver. I also think Amazon’s price has gotten a bit ahead of the performance but I think the performance is great and the long term looks strong.
The current marketocracy calculated annualized rate or return (which excludes Tesco – reducing the return, and has a significant cash position reducing the return) is 20% (the S&P 500 annualized return for the period is 13.4% – in addition to the other reductions in the return, marketocracy subtracts the equivalent of 2% of assets annually to simulate management fees – as though the portfolio were a mutual fund). View the current marketocracy Sleep Well portfolio page.