Portfolio

by

As of Apr 11, 2014. Inception: Jul 23, 2009
Year VSG SP500 Excess
2012 32.44% 16% +16.44%
2013 38.30% 32.39% +5.91%
2014 YTD 8.08% -1.19% +9.28%
Inception 233.35% 100.01% +133.34%

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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

Portfolio Detail: Updated: Apr 11, 2014, Next Scheduled Update: Apr 18, 2014

Stock Pos Initiated1 Buy Now? Price to Pay Avg Cost2 Weight (%) Last Close % Capital Gains3 % Total Return4 Target
Sign Up/Sign In to View 09-Jan-2014 Yes < $8.50/sh 8.53 5.44 8.29 -2.84% -2.84% Not set
Sign Up/Sign In to View 09-Jan-2014 Yes < $13.16/sh 12.76 4.70 12.74 -0.16% -0.16% $21.93
Sign Up/Sign In to View 03-Oct-2013 No < $40/share 39.99 9.57 62.63 56.61% 58.24% $65
Under review
Sign Up/Sign In to View 09-Aug-2013 Yes-Limit Order < $31/share 31.01 4.30 32.62 5.19% 5.51% $41.85
Sign Up/Sign In to View 05-Jul-2013 Yes-Limit Order < $60.00/share 60.17 6.71 60.66 0.82% 1.37% $105
Sign Up/Sign In to View 18-Sep-2012 Yes < $3.90/share 2.95 4.07 2.06 -30.28% -30.28% $6.47
Sign Up/Sign In to View 20-Aug-2012 Yes < $11.75/share 3.92 10.28 9.75 148.90% 148.90% $20 [Revised]
Sign Up/Sign In to View 01-Aug-2012 No < $56/share
Under review
56.248 8.83 128.95 129.25% 130.62% None
Sign Up/Sign In to View 29-May-2012 No < $66.5/share 62.35 4.12 78.25 25.50% 28.20% $125
Sign Up/Sign In to View 10-Apr-2012 Yes < $12.5/share 11.45 2.67 10.12 -11.62% -7.51% No Target Set
Sign Up/Sign In to View 10-May-2012 Yes-Limit Order < $52.5/share 54.95 5.85 55.48 0.96% 1.24% 70
Sign Up/Sign In to View 30-Sep-2009 Yes < $103 85.80 7.39 75.83 -11.62% 27.95% 123
Sign Up/Sign In to View 5-Oct-2011 No
Considering exit
< $10.5 7.1 5.34 10.13 42.68% 42.68% 12.6
Sign Up/Sign In to View 14-Feb-2012 Yes < $3.53 2.22 8.43 3.20 44.14% 44.14% 4.4
Cash 12.30


Please note that market prices may have changed as of last update. Always check the current prices to confirm before placing a buy order
Yes You can buy now up to the weight in the portfolio
Yes-Limit Order Okay to put in a limit order for the price indicated
No 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.