Friday, September 12, 2014

This is my entire portfolio and how it has done in the last year.
Name 2014-08-12 2014-08-19

Gain/Loss % Gain/Loss %
APPLE - AAPL:US 3.43% 6.46%
CHINA MOBILE - CHL:US 3.95% 16.05%
GOLDCORP - G -12.68% -13.74% SELL
CDN NATURAL RESOURCES – CNQ 53.57% 51.02% SELL
CANADIAN OIL SANDS – COS 2.56% 1.32%
GOLDCORP - G -11.32% -12.39% SELL
HSBC – HSBC -1.70% -0.39%
INTER PIPELINE – IPL 44.27% 47.99%
JP MORGAN CHASE – JPM 38.76% 40.33%
ROYAL BANK – RY 51.67% 53.13%
SUNCOR – SU 42.05% 42.55%
TORONTO DOMINION – TD 14.50% 15.15%
TWIN BUTTE – TBE -27.59% -20.53%
WELLS FARGO – WFC 56.10% 58.28%
YAMANA GOLD – YRI -23.53% -25.57% SELL
LLOYDS BANK – LYG 15.99% 16.66%
GENERAL ELECTRIC – GE 37.84% 40.31%
GOLDCORP G -10.67% -11.45% SELL
KELLOGG -K 26.10% 27.78%




average gain/loss % 15.17% 16.65%


It looks like I've done quite good, but not really. Some advisers on BNN have done 20 ~ 25%. And of course some have done worse. So, I've probably done average.

2 comments:

  1. This might be a repeat, not sure if the last ost went thru...What are your buying criteria? You seem like you are all over the map with your portfolio.
    Do you practice any sort of asset allocation? It looks like you are over weight in some areas.Do you use any software? do you watch TV all day?

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  2. My buying criteria is blue chip or almost blue chip stock that is in an up trend. I am all over the map but have concentrated most of my attention in financials [banks] and energy [ oil and gas]. I do not consciously do any asset allocation in my stock portfolio, which is probably a mistake, but have some outside investments that lend a bit of balance. The only software I use is a spreadsheet. I don't watch TV quite all day, but do watch interesting BNN clips on the internet every day.

    I have a set of core stocks that I watch, but I generally look at them and at my portfolio only once a week, any more and you'll go crazy.

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