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

Thanks for stopping by to take a look at my investment portfolio for April 2017!  The S&P 500 continued its climb this month with a year to date percentage gain of 7.16%.

The main takeaway from this month is that Chipotle (CMG) is absolutely crushing it. It is up over 25% for the year as of the end of April.  For all I care, Chipotle can lose 50% of it’s value tomorrow so I can buy more at a lower price; I have a lot of faith in Chipotle’s long term prospects.

Below you will see my portfolio returns so far for the year 2017.

* The numbers below show my investment portfolio as of market close on April 28th, 2017.


* The above are fake 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 3.9% 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 little money in the index fund.

Changes Made Since the Previous Update

Since the previous update in mid March, I have not made any changes.

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

When I published the last post for March, I was beating the S&P500 for the year by .78 percentage points.

Today, my portfolio is beating the S&P 500 by .60 percentage points (60 basis points – I always use Charles Schwab’s SPX chart to reference the YTD return of the S&P 500): My Portfolio = 7.76% Vs. S&P 500 = 7.16%

Many of you who read this monthly know that I do not care much about short term gains in my investments.  I am a long term investor and I know my holdings will gyrate all over the place in the short term.  However, in the long term, I expect to average a gain higher than the S&P 500.  That is the goal at least!

YTD Prices

Female Health Company (FHCO) started 2017 at $.91 and is now $1.03.

Schwab S&P500 Index (SWPPX) started 2017 $34.71 and now is $36.88.

Chipotle (CMG) started the year at $379.11 and is now $474.47.

Michael Kors (KORS) started the year at $42.78 and is now $37.133.

Individual Returns YTD Percentage

  1. Chipotle (CMG) as of the last post had gained 18.07% ytd.  Today it sits as my best performing stock to date with an 25.75% rate of return.
  2. Female Health Company (FHCO)  is coming in at second place with an overall return of 13.19%
  3. Schwab S&P 500 Index (SWPPX) has gained 7.15% ytd.  A testament to how the market has continued its bull run.
  4. Michael Kors (KORS) is down (13.51%) ytd.  It was down around 11% for the year in late March and I took it as the perfect opportunity purchase more shares 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.  You can get a 7 day free trial for their premium membership here!

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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