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 | |
|---|---|---|---|---|
| Google – GOOG | 163% | 17% | 14% | |
| Amazon – AMZN | 124% | 7% | 7% | |
| PetroChina – PTR | 114% | 7% | 7% | |
| Templeton Dragon Fund – TDF | 90% | 10% | 10% | |
| Templeton Emerging Market Fund – EMF | 47% | 4% | 4% | |
| Cisco – CSCO | 42% | 7% | 8% | |
| Toyota – TM | 38% | 10% | 11% | |
| Tesco – TSCDY | 9% | 0% | 10% | |
| Intel – INTC | 3% | 5% | 6% | |
| Danaher – DHR | 1% | 5% | 8% | |
| Pfizer – PFE | -29% | 4% | 6% | |
| Dell | -30% | 7% | 6% |
At this point I am most positive on Google, Toyota, Templeton Dragon Fund and Tesco. I am wary of Dell – they seem to be moving in the wrong direction, but I am willing to give them longer to improve. I am even more wary of Prizer but again willing to stick with them for the long term. I will be looking for a suitable replacement.
In order to track performance I setup a marketocracy portfolio but had to make some minor adjustments. The current marketocracy calculated annualized rate or return (which excludes Tesco) is 9.8% (the S&P 500 annualized return for the period is 7.9%) – marketocracy subtracts the equivalent of 2% of assets annually to simulate management fees – as though the portfolio were a mutual fund – so without that the return is about 10.8%). View the current marketocracy Sleep Well portfolio page.
Related: 12 Stocks for 10 Years Update (Feb 2008) – Retirement Account Allocations for Someone Under 40 – Lazy Portfolio Results
Comments
6 Comments so far
On Amazon S3 when you need the bandwidth you can get it, when you don’t need it you don’t have it sitting around unused…
I am guessing this may be partially because they are smart enough to know the business oligopolies providing internet infrastructure will try to exploit their positions and government cannot be counted out to play their proper regulatory role, which is required in a capitalist system…
[...] surprisingly the stocks I am looking at are those in the 12 stocks for 10 years portfolio. I am looking at buying more Templeton Dragon Fund, Toyota and Google for myself now. I am happy to [...]
I believe Google can be successful with such efforts. Some will certainly fail but Google will manage that fine and have at least one or two payoff in such a large way that all the investments are paid off quite well…
Current returns: Amazon 91%, Google 49%, Templeton Dragon Fund – TDF 40%, PetroChina 11%, Cisco -17%…
Current top returns: Amazon 136%, Google GOOG 105%, Templeton Dragon Fund 80%, PetroChina 78%…