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% | |
| Dell | -16% | 7% | 10% |
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.
Related: 12 Stocks for 10 Years Update (Jun 2007) – 10 Stocks for 10 Years Update (Feb 2007) – 10 Stocks for 10 Years Update (Dec 2005)
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