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% | |
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.
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