From the closing of all portfolio positions yesterday. There are some interesting outcomes. It would have actually been easier and more profitable to simply buy SPY.

The Managed Funds for example PIV performed particularly badly, a bit of a surprise considering they are Value Line stockpicks according to their methodology.

Also the thesis on oil was correct. Buying the major oil company however was absolutely the wrong way to play oil. You would have been better to buy the futures.

Dividends played a huge part in bumping the returns. Always worth remembering. Historically this has also been the case.

Name..Date………..Price……….Closed Price…..%Return
FXY……………………………………………………………………+32%
NHI..3/3/08……..$29.95………..$33.40………….+11.5%
PIV..3/4/08……..$14.81…….….$10.90………….[-26%]
BWP.15/4/08…….$24.03……….$28.03………….+16.6%
PCF…21/4/08……..$7.76………..$6.80………….[-12%]
CST.28/4/08……..$2.35………..$3.95…………..+68%
FNM.8/9/08……..$0.01………….$1.00…………..+100%
COP.7/11/08….$51.03………….$53.51…………+4.8%
MOO..18/11/08…$25.03……….$43.52…………+73.7%
BRK.b.19/11/08….$2684……….$3481……………..+30%
UNG…06/08/09…$13.35……….$9.20…………..[-31%]

Total……………………………………………….………..+22.3%
Dividends…………………………………………………..+13.0%
Total…………………………………………………………+35.3%

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