Darwin’s Portfolio

Dollar Cost Averaging: Actual Results From the Past 10 Years

January 29, 2013

Dollar cost averaging is one of the most popular and basic investing tips out there when it comes to basic theory and practice.  There are many positives, and a few negatives worth considering if you’re going to dollar cost average your investments rather than use a different method.  To put the real results into perspective [...]

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Net Worth Analysis for 2012: The Good, the Bad and the Ugly

January 8, 2013

I was reminded by a few different blogging buddies when doing their recaps of 2012 to look at my own Net Worth for 2012.  Everyone seems to calculate their net worth differently (if at all).  These days, a lot of people are switching over to a free service from Personal Capital to keep everything in [...]

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This is the Only Stock I’ve Bought in Months. And It’s a BEAST

January 2, 2013

I haven’t been a very active “trader” in the past few years; I’ve started to focus more on low cost investing (if you’re looking to save money on trading costs and get a $100 bonus to boot, OptionsHouse is the way to go-use link for promo code), the occasional market inefficiency trade (pairs trades, hedging [...]

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Portfolio Update – I Tripled the S&P500 – Again!

July 20, 2011

Wow, it’s been a long time since I’ve shared a portfolio update.  Since last update was in October (all portfolio updates here), it’s only fair to compare the performance of my holdings at that time from October to present versus the S&P500. So, if you held the same shares I did since last update (and [...]

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Darwin’s 2011 Goals – Gonna Crush It!

January 4, 2011

I’m pretty pumped about 2011.  I had the best blogging year ever in 2010 (my accomplishments vs goals), my investments have performed spectacularly (my portfolio), I contributed a healthy amount to our kids’ 529 plans, I’m firing on all cylinders at work and our family’s having a blast.  But I also made some mistakes and [...]

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Darwin’s Portfolio October Update – It’s a Winner!

October 20, 2010

I’ve been updating on my portfolio performance monthly (see updates here) by showing what an even-weighted portfolio of my long stock holdings would do against the S&P500 index, which most professional money managers fail to beat over time.  Thus far this year, both my long holdings and my total portfolio performance (includes options trades, shorting [...]

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Darwin’s Portfolio Performance: Up 10.5% 1 Month (Sep Update)

September 20, 2010

I’ve been sharing the performance of my long positions in my trading account each month so folks can see how I’m doing if for nothing other than sheer entertainment value (I’m not a professional, certified, blah, blah, blah).  Anyway, since the last update on Aug 14, here’s how you would have performed if you invested [...]

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Darwin’s Portfolio – August Update

August 14, 2010

It’s been a while since I update on the long portion of my portfolio, so here’s how my stock holdings performed vs. the S&P500.  Since my last update on June 7, if you held an equal weighting of the stocks I have in my long portfolio segment, you’d have beaten the S&P500 handily for the [...]

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How I Made 164% Today on Apple Options

July 20, 2010

  I made a 1 day gain of 164% today assuming Apple opens at or above the current after hours quote of $259.2 per share.  How?  Well, I used leverage on a purely speculative move (so don’t try this at home if you don’t fully understand the risks – namely that 2/3 of all stock [...]

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Darwin’s Portfolio June: Finally a Loss, But a Silver Lining

June 7, 2010

As you know, I’ve been providing monthly updates from my trading portfolio.  My May Update was on 5/16, so returns are based on 5/17-6/7 for a hypothetical even-weighted portfolio of long holdings (* silver lining in my other positions).  Over the past several months, the Darwin portfolio has outperformed the S&P500, but not so this [...]

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