My Investment Portfolio

If you haven’t done so, I highly suggest you first read my page about my investing strategy here: My Stock Portfolio Page


Can you believe it?  The first quarter of 2017 is already behind us!  The S&P 500 had a very nice first quarter this year if I must say.  Below you will see my portfolio returns so far for 2017.

* The numbers below show my investment portfolio as of market close on March 31th, 2017.


* The above are made up account balances but the allocation percentages of my portfolio are the same.

The core fund of my investment portfolio consists of the Charles Schwab index fund which tracks the S&P500.  Over time I have sold positions in my core index fund and purchased the current three companies I own. I also have a small amount of cash in the portfolio, currently 3.4% of the overall portfolio.

The goal of my strategy is to take my time, have patience, and continue to build out the portfolio to eventually consist of 100% individual stock, with no more money in the index fund.

Changes Made Since the Previous Update

Since the previous update in mid March, I added to my Michael Kors position.  I believe Michael Kors is undervalued at its current price, so I was happy to purchase some addition shares.  As of the previous post the allocation of (KORS) was 6.1% of the overall portfolio.  Michael Kors is currently sitting at 11.6% of the overall portfolio.

I used most of the money to fund this purchase from the cash account which was previously sitting at 9.7% and is currently at 3.4%.

My Portfolio Year to Date (YTD) Return Vs. S&P 500 Trailing USD

When I published the last post in mid-March, I was slightly behind the S&P500 for the year by 1.64 percentage points.

Today, my portfolio is beating the S&P 500 by 78 basis points (I always use Charles Schwab’s SPX chart to reference the YTD return of the S&P 500): My Portfolio = 5.78% Vs. S&P 500 = 5.04%

I don’t pay much attention to YTD returns over short periods of time as I care more about how cheap a security is today, and I am willing to wait for the market to realize my views on a certain security. I fully expect my portfolio to bounce around the S&P500 in short periods of time, but expect to outperform over long periods of time.  While it is nice that I am currently beating the market, it really doesn’t matter in the short amount of time the snapshot shows.

YTD Prices

Female Health Company (FHCO) started 2017 at $.91 and is now $1.01.

Schwab S&P500 Index (SWPPX) started 2017 $34.71 and now is $36.5.

Chipotle (CMG) started the year at $379.11 and is now $445.52.

Michael Kors (KORS) started the year at $42.78 and is now $38.11.

Individual Returns YTD

  1. Chipotle (CMG) as of the last post had gained 4.56% ytd.  It was my third best gainer and now it sits as the best performing stock to date with an 18.07% rate of return.
  2. Female Health Company (FHCO)  had been the best performer of 2017 with an 18.68% rate or return when the last post was published.  Now it has dropped to second place with an overall return of 10.99%
  3. Schwab S&P500 Index (SWPPX) has gained 6.04% ytd.  Somehow this index fund is showing beating the S&P 500.  I’m sure this is not something that will be consistent.
  4. Michael Kors (KORS) is down (11.33%) ytd.  A perfect time to purchase more of a great company at a good price!

Buildout Strategy

Remember, my investment portfolio strategy involves in-depth research and patience.  I am a tortoise like investor who needs to come to a conclusion about the purchase of a company I have zero doubts about.  The only way to invest patiently while taking part in the stock market is to use an index fund as a core account; this way you can take your time analyzing securities as you try to find your next purchase.

Don’t forget there is no rush; it is extremely important to do great research and understand each company you purchase as you continue adding to you portfolio.

If you haven’t done so, I highly suggest you first read my page about my investing strategy here: My Stock Portfolio Page

You also may like my posts Investing in Stocks for Beginners; 3 important ideas or The Stock Market is Not in A Serious Relationship With The Economy

Want to use a great website for researching stocks?  I love GuruFocus.


Disclaimer – I am by no means suggesting you invest in anything I am invested in.  You should do your own research, and come to your own conclusions.

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