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%|
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.