After almost 10 months of up and down, see saw fluctuations in the World Markets, and do in no small part to the Obama monetary policies, the Virtual Portfolio has reached a new all time high!
My Portfolio is currently composed of 30 stocks (68%), 4 ETFs (15%), & 5 Mutual Funds (1.44%). Cash reserves are 15%.
As of Friday 7/12/13. I had hit a 15.93% increase in investment, 0r $1.556 Billion in profit on assets of $10 Billion. Not sure if this is exceptional or average for this size of Portfolio, but my REAL $ portfolio, although a lot smaller, LOL, follows a similar trend. Basic goals are beat the DOW & double my money in 2-5 years!
On September 20, 2012 I updated my portfolio with new stocks, ETF, Mutual Funds and increased cash to $10 Billion dollars. I also stopped "Day Trading", instead picking sound investments for the long term.
One benefit of the change was accumulation of dividends...$ Millions of dollars in dividends, which obviously didn't happen trading daily or sitting out a down turn.
As I mentioned, on September 20, 2012...the value was $10 Billion.... today's Market close, the net...$10,639,393,736. Actual gain 9.33%...Lifetime.
I''ve used these same strategies in my real portfolio with similar results...percentage wise...LOL. not money wise, unfortunately.
On September 20, 2010 I created a "Virtual Portfolio" with assets of $1 Billion. I chose this amount to be the level of minimum to earn a profit of $1 Million in any given day. Over the next two years, I mostly invested in Energy stocks, Gold, and other Commodities through ETF's. I had a small amount of Stocks, around ten or so. At the end of two years, September 20, 2012 I had made a "profit" of $676 Million...not a bad return during recession. I was very conservative and kept 25% to 50% in cash reserves .
Starting in September 20, 2012 I started a new virtual portfolio, "the Apocalypse Fund" with assets of $10 Billion. I changed my entire strategy... a wide range of 30-40 stocks, ETF's, and Mutual Funds. since last September I am up $220.4 Million or 2.4%....alas I still have 45% cash reserves and realize I need to whittle that down to about 15%.
In real life I have a small portfolio...less than $5,000...that since March 15, 2012 is up about 12%.
My goal for my investments is to beat the DOW everyday, and double my money every five years, rain or shine.
