10 Stocks for 10 Years Update

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 – GOOG 16 114%
Templeton Dragon Fund – TDF 12 25%
Toyota – TM 10 48%
Dell – DELL 8 -13%
Petro China – PTR 5 36%
Cisco – CSCO 5 8%
Amazon – AMZN 4 39%
Pfizer – PFE 4 -9%
First Data – FDC 4 11%
Yahoo – YHOO 4 25%
Intel – INTC 3 13%
BP – BP 3 5%
Walmart – WMT 3 -5%
Templeton Emerging Markets Fund – EMF 2 43%
Microsoft 1 6%

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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3 thoughts on “10 Stocks for 10 Years Update

  1. Pingback: Curious Cat Management Improvement Blog » Blog Archive » Investing Update

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  3. Pingback: Curious Cat Management Improvement Blog » Amazon Innovation

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