Sunday, July 14, 2013

10 Month Goal of the Virtual Porfolio

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!