15th of the Month Portfolio 2009-11
I’ve been sick for a couple of weeks, so I missed the 15th of this month for the portfolio holdings. So here it is as of the close of the markets on 2009-11-25:
Jason:
SBIX has dropped by 15% since the beginning (== the last month), making his $2500 now worth $2127.23. His SEP, O, and QQQQ have gone up by 8%, 6%, and 2%, respectively. His $10,000 has increased to $10,048.55, a gain of 0.5%.
Amal:
JASO has dropped by 4%, NOK by 2%. DIS has gone up by 5%, though. Her investment is worth $9839.38, a decline of 1.6%.
Joshua
IYY, following the DJIA, is up 1%; his $3000 is worth $3032.15. The Kronur has also gone up 1% versus the dollar, and his $7000 is worth $7068.89, without considering FOREX charges. He has $10k in cash and has obligations of $5435.65 in GLD and $5535.24 in GOOG. His investment tots to $20,101.05 with obligations for $10,970.90, for a total $9130.15, a drop of 8.7% (!).
So,
#1, Jason: $10048.55
#2, Amal: $9839.38
#3, Joshua: $9130.15
I think we can still sign up people, of they can choose the low person’s total to invest (that’s fair, right?) So if you want to play, divide your investment into percentages to invest, and we’ll figure out what you own on the 15th of next month (December 2009), based on the low score.
Should we let people move their dollars around, or should we stick to our starting choices?
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6 Responses to “15th of the Month Portfolio 2009-11”
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November 30th, 2009 at 16h57
You forgot my approx $55 in dividends reinvested into the stock.
November 30th, 2009 at 23h06
Rats! I WILL win!
December 14th, 2009 at 12h33
Did you see JASO today? Up nearly 15% !!!!!!!
January 17th, 2010 at 21h05
Late late late! Working on it now (I have a bit of time because the domestic markets won’t open until Tuesday, so I just use “most recent” in Yahoo! Finance to do the work, even tomorrow, and that will be data as of the 15th.
Amal, what do you want to do with your dividends, if any?
Jason, reinvest each company’s dividends with that company, total the dividends and distribute them (evenly or according to the initial cash distribution), or something else?
Amal and Jason and all, are we allowing moving around our portfolios, letting new players join, etc?
January 18th, 2010 at 12h31
I reinvest with that company. Also, EBIX just split 3:1 recently.
Though it’s still down 
.
Re: changing our portfolios, I think we should keep the intention that these are long bets. Not sure about new entrants.
January 19th, 2010 at 21h59
Can I just keep the dividends (if any) as cash to keep it simple?
I’m happy sticking to starting choices – long-term sounds good to me.
I would love to encourage new entrants – the more the merrier. I think either
1) the lowest person’s total, or
2) the lowest person’s total or 10,000, whatever is lower.
Looking forward to seeing how things stands now . . ..