|Value of $100K since inception||$329,998||$232,322||$225,299|
|Last 3 Years||92.28%||74.59%||69.42%|
|Cumulative since Inception||230.00%||132.32%||125.30%|
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This is my current portfolio that is updated at the end of every month (change from weekly updates). If I make a transaction, than I update this on the day of the transaction. Unless otherwise noted, the prices are as of the market close on the update date.
To view the list of historical performance, sales and profits, please visit our new Performance page
How to Use?
The list below shows the current holdings in the VSG portfolio along with the allocation in the portfolio. To mirror VSG portfolio, you should buy the green lighted stocks upto the weight indicated. Do not buy the red lighted stocks. For yellow lighted stocks, you can enter a limit order with the maximum price indicated in the “Price to Pay” column.
You may end up with more cash left over than in the VSG portfolio, if there are red lighted stocks below. This is okay. As new transactions occur, your portfolio will get closely aligned to VSG portfolio over time.
Portfolio Detail: As of: Mar 31, 2015, Next Update: Apr 05, 2015
|Stock||Pos Start1||Buy Now?||Price to Pay||Avg Cost2||Weight (%)||Last Close||% Capital Gains3||% Total Return4||Target|
|Sign Up/Sign In to View||30-Jan-2015||< $2.50/sh||2.19||3.78||2.73||24.66%||24.66%||8.00|
|Sign Up/Sign In to View||28-Aug-2014||< $10.82/sh||9.27||2.28||6.12||-33.98%||-33.98%||16.23|
|Sign Up/Sign In to View||19-Aug-2014||< $26.50/sh||26.60||1.57||25.59||-3.80%||0.37%||None Set|
|Sign Up/Sign In to View||31-Jul-2014||< $44.84/sh||40.58||3.52||47.23||16.38%||17.85%||58.29|
|Sign Up/Sign In to View||07-Apr-2014||< $8.50/sh||7.93||7.80||5.86||-26.10%||-25.51%||Not set|
|Sign Up/Sign In to View||09-Jan-2014||< $13.16/sh||12.66||8.04||10.79||-14.77%||-14.77%||$21.93|
|Sign Up/Sign In to View||03-Oct-2013||< $40/share||39.99||7.68||49.73||24.36%||29.98%||$65
|Sign Up/Sign In to View||05-Jul-2013||< $60.00/share||60.17||7.05||63.10||4.87%||7.62%||$105|
|Sign Up/Sign In to View||18-Sep-2012||< $3.90/share
Updated (05/14/2014): Do not buy unless changed
|Sign Up/Sign In to View||20-Aug-2012||< $11.75/share||3.92||11.90||11.18||185.40%||185.40%||$20 [Revised]|
|Sign Up/Sign In to View||10-Apr-2012||< $12.5/share||10.79||4.78||8.98||-16.77%||-12.93%||No Target Set|
|Sign Up/Sign In to View||30-Sep-2009||< $103||79.98||7.93||63.39||-20.65%||17.88%||123|
|Sign Up/Sign In to View||5-Oct-2011||< $10.5||7.1||5.33||10.01||40.99%||40.99%||11.25 (revised)|
|Sign Up/Sign In to View||14-Feb-2012||< $3.53||2.22||6.26||2.35||5.86%||5.86%||4.4|
|Please note that market prices may have changed as of last update. Always check the current prices to confirm before placing a buy order|
|You can buy now up to the weight in the portfolio|
|Okay to put in a limit order for the price indicated|
|Do not buy but continue to hold existing shares, if any, until a Sell advice is posted|
Past Holdings – This section has been expanded and moved to the Trade History page
1 This is the date when I first started buying this stock. I may have purchased/sold partial positions in the stock after this date
2 Average cost includes the brokerage commissions and is an average of my transactions in this stock on all dates. For sales, cost basis is calculated based on average cost
3 Gain or Loss is inclusive of commissions paid and does not include dividends. Adding dividends will increase the gain.
4 Gain or Loss is inclusive of commissions paid and includes dividends on the shares current hold collected through the holding period.