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

by Darwin on 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 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.

…and more…Gold (GLD)who doesn’t own any gold these days?  MCP is Rare Earth Metals Play… and my only loser is SINA so far.  I bought more recently.

I’m going to try to update monthly; if you’d like to follow my progress, make sure to subscribe to RSS or Email updates; and also check out my ETF site – ETFBase.com.


What Are You Buying These Days?


{ 7 comments… read them below or add one }

Moneycone July 21, 2011 at 7:58 am

Very cool Darwin and a great call on IMAX! I bought AAPL waay before iPhones or even Intel Macs just because I liked my Apple laptop from work! Glad I did!


Darwin July 21, 2011 at 8:26 am

That’s awesome; what was your cost basis?


Moneycone July 21, 2011 at 9:00 am

Split adjusted, about $35 on my original purchase! Of course I’ve been accumulating over the years and haven’t accounted for an accidental sell off and re-purchase, and a subsequent huge tax bill! Actual will be higher, but still one of the best performing stocks in my p/f!


No Debt MBA July 21, 2011 at 8:53 am

Wow, if I could consistently triple the S&P return I wouldn’t have to go to business school 😉 I’ll be following your investing more closely!


JT July 21, 2011 at 1:31 pm

Very nice!

AAPL amazes me. Earnings are excellent, and their brand loyalty is unmatched. One stock I wish I would have bought instead of watched. They don’t exactly fit my value cap value thesis, but if you net out their cash on hand it’s a company with a PE of 13 or so, which is undervalued from a growth perspective. Will you sell when Jobs leaves?


Debt Consolidation Nation July 21, 2011 at 9:52 pm

Sounds light and fluffy but my Green tech shares have been killing it. They don’t face the soverign risk of traditional power producers, which I believe should have been or will be factored into the price. Australia just introduced a $23/ton carbon tax which will shave 2-5% off the profits of the producers.


101 Centavos July 23, 2011 at 6:39 am

Great job on these returns, Darwin. There’s been some stocks that I’ve sold over the last couple years to build cash, that are now sitting very pretty indeed. No regrets, but lessons learned.


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