July 14, 2007

back (kinda)

It's been a long hiatus, with some soul-searching in between, but for now, I'm back. Here's an update (primarily because I'm feeling so good about how things have been turning out):

Not counting my mutual fund holdings, which totals a number of contributions since the start of the year, below is a table that shows my stocks and ETFs, with performance from when I purchased them this year.

Holding Buy Price Current Price % Gain/Loss
YHOO $ 28.02 $ 26.58 -5.14%
HOT $ 72.00 $ 75.09 4.29%
EPP $ 123.59 $ 154.38 24.91%
ADRA $ 31.76 $ 36.42 14.67%
BIDU $ 120.50 $ 212.84 76.63%

I'm really happy about the above, of course (especially Baidu's run-up). However, I'm happier about the fact that I've outperformed the major indices (for now):

Average Portfolio % Gain 23.07%
DJ Index 11.59%
S&P 500 Index 9.46%
NASDAQ 12.08%

I'll be taking subscriptions to my investment newsletters now. ;)

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