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 I’ve attached a screenshot to prove it), you would have returned 37% versus 12.5% in the S&P500. Not too shabby!
So, here’s the comparison of those holdings that I retained since October vs. SPY
(click to enlarge)
* Changes since the prior update – I had sold AMLP and PMF.
Pretty much holding everything else plus a few additions noted below. See my actual returns per my brokerage account. Many holdings up 500% + over the past couple years. Unfortunately, I’ve sold some stuff off along the way, so I didn’t realize a true 500% return on my initial money.
*(click to enlage)
BIDU has been on fire for years now. China. I’m not selling.
AAPL just had blowout earnings – again. I’m not selling any more. I actually bought 100 shares when the world was ending in 2009 – wish I held them all LOL! But I’ve taken some nice profits along the way.
NFLX – Even though I’m pissed about Netflix’s price increase, the share price performance speaks for itself.
CMG – Chipotle – I can’t get enough; the food or the stock. And they’re raising prices which means more profits.
IMAX – I bought this when 3D was starting to get big and assumed it would be the new way people watch big movies. I was right. IMAX has seen its profits soar.
What Are You Buying These Days?