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

Welcome to Stock Street’s portfolio update for May 2017!  The market just keeps going up, and up, and up, and up, and up….

The main takeaway from this month is that Michael Kors (KORS) had unfavorable comparable same store sales numbers. They also announced they will be closing up to 125 stores in 2017.  It is down over 22% for the year as of the end of May.

Allow me to give you a valuable lesson when it comes to investing.  Many people would freak out over a 22% year to date decline.  When investing in a cyclical industry like retail, these things just happen.  I did not buy Michael Kors expecting the company’s value to shoot up like a Falcoln 9 rocket this year.  I purchased the shares in the company because I believe that in 5-10 years, the company will be way more valuable than it is today.  I think management is taking the correct steps to increase the future value of the company, and I am happy to still be a stockholder.

Enough of Kors, lets talk about the portfolio!

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 May 31, 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 April, 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 May, I was beating the S&P 500 for the year by .60 percentage points.

Today, my portfolio is beating the S&P 500 by .14 percentage points (I use Morningstar’s SPX chart to reference the YTD return of the S&P 500): My Portfolio = 7.87% Vs. S&P 500 = 7.73%

Beating the index by such a small amount, let’s just consider it a wash.

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 $1.17.

Schwab S&P500 Index (SWPPX) started 2017 $34.71 and now is $37.39.

Chipotle (CMG) started the year at $379.11 and is now $477.35.

Michael Kors (KORS) started the year at $42.78 and is now $33.18.

Individual Returns YTD Percentage

  1. Chipotle (CMG)  is on of my best performing stock to date with an 26.75% gain so far in 2017.
  2. Female Health Company (FHCO) creaped into the first place slot with an overall return of 28.57%
  3. Schwab S&P 500 Index (SWPPX) has gained 8.13% ytd.  A testament to how the market has continued its bull run.
  4. Michael Kors (KORS) is down (22.55%) ytd.  I purchased additional shares of KORS back in March when it was down around 11% for the year.


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 and  The Stock Market is Not in A Serious Relationship With The Economy

I recently discovered Stockpile and I REALLY love the idea!  This the perfect way to purchase your children shares of stock for their birthday.  Take a look at the company here and you will receive $5 towards a stock when you sign up.  Stockpile Link  

I wrote an article about them here: 5 Reasons Why You Need Buy Your Kids Stock for Their Birthday 

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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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