Monday, January 09, 2006

10 Stocks for 10 Years Update

Topic: Investing

In April of last year I posted on 10 stocks for 10 years. At that time I also setup an fund through Marketocracy, which allows for 3rd party tracking of investing results. See the results so far on Marketocracy's site. Thusfar the portfolio is up 20%, in under 9 months (versus 13% for the S&P 500 for the same period of time.

The 10 stocks didn't meet the diversification requirements for marketocracy, at the time, so I modified the portion of the portfolio for each stock when I setup the fund. The portfolio as of Jan 2006 (17% cash):

Stock% of fund Current Return

Google - GOOG16114%

Templeton Dragon Fund - TDF1225%

Toyota - TM1048%

Dell - DELL8-13%

Petro China - PTR536%

Cisco - CSCO58%

Amazon - AMZN439%

Pfizer - PFE4-9%

First Data - FDC411%

Yahoo - YHOO425%

Intel - INTC313%

BP - BP35%

Walmart - WMT3-5%

Templeton Emerging Markets Fund - EMF243%

Obviously Google is doing quite well, up 114%. The second largest gain is for Toyota, which is up 48%, I'm sure a surprising result to many.

I also manage a more aggressive fund (more volatile stocks and much more active trading) through marketocracy - see more on the Darvamore Fund The largest holdings in the Darvamore Fund are: DEPO, ATPG, CRDN, GOOG, SFCC and EEFT. More on the Sleep Well Fund.

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