My Investment Portfolio

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Welcome all to my last portfolio report of 2017!

Well…2017 was a crazy bull market.  Something you may not realize, but it is actually harder for a stock picker to beat the market during a raging bull market.

That being said, things worked out for this portfolio in 2017.  The portfolio ended up beating the market!

I will be writing an article about what I did right and wrong in 2017, as well as what I want to improve.

So, for now, we will just go over the month of December and how the year-to-date return looks.

* The numbers below show my investment portfolio as of market close on December 29, 2017.


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

This is something I need to work on in 2018.  I am way too focused in Chipotle and Michael Kors.   This has been a product of my withdrawals from my index fund, as well as the gain in Michael Kors in 2017.

Considering I haven’t found new companies to purchase, and I still think all of my companies are undervalued, this problem will be fixed soon, but not yet.  So, until then, I will accept my extremely focused portfolio.

Changes Made Since the Previous Update

I distributed some of my index fund ad added it to my cash position.  This is the only change made in December.

If you compare the index fund allocation from June to the present, my index fund allocation has decreased.  It was as high as 68.8% in June.

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

As you can see, the past year has had its ups and downs compared to the S&P 500.  The goal is to beat this index overt time, and this portfolio did so this year!

Beating the market for a year is great and all, but the long-term gain of the portfolio is really the most important part of investing.  If you are reading this and didn’t beat the index in 2017, trust me, there is still potential for you to beat it over the long-term!

YTD Prices

I know this chart looks a little weird, but I use it because you can hover over the chart to see the prices of the stocks.  Otherwise, Chipotle skews the chart and makes it difficult to see all other stocks.

Here are the closing prices at the end of December:

Female Health Company/Veru Inc. (VERU) started 2017 at $.91 and is now $1.14.

Schwab S&P500 Index (SWPPX) started 2017 $34.71 and now is $41.19.

Chipotle (CMG) started the year at $379.11 and is now $289.03.

Michael Kors (KORS) started the year at $42.78 and is now $62.95 (I purchased more (Kors) stock in March so my cost basis is actually lower).

Individual Returns YTD Percentage

  1. Michael Kors (KORS) sits at first place with a whopping 46.46% gain this year!  I purchased additional shares of KORS back in March when it was down around 11% for the year (this is just the YTD return for Kors, my cost basis is actually lower since I purchased additional shares and hence my rate of return is higher.)
  2. Schwab S&P 500 Index (SWPPX) has gained 21.79% ytd.
  3. Female Health Company/Veru Inc. (FHCO) is now sitting at the third place slot with an overall return of 25.27% (down from a YTD gain of 188.04% in September! LOL)
  4. Chipotle (CMG)  was my best performing stock for a couple of months in the start of the year.  However, in July, if fell to -8.27% and today it is at -23.4% for the year (a bit better than its -27.45% loss at the end of October).


Buildout Strategy

Remember, my investment portfolio strategy involves in-depth research and patience.  I am a slow-moving investor and I take my time.  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.

Want to learn about my FREE email course?  You can click here: 120 Minutes to Your First Stock Market Investment

I was recently turned onto M1 Finance.  I am really loving what they have going on over there.  M1 Finance is the first major player in the RoboAdvisor space to include the ability to add individual stocks to a RoboAdvisor platform.  Check them out by clicking here for M1 Finance.  You can also read the review I wrote about them here:  M1 Finance – The First Sexy Robo-Advisor?

M1 Finance Review setup

Disclaimer: These are the ideas and opinions of the author.  The author is not responsible for the actions of those who read the posts on this blog.  Each individual reader has a unique situation and unique needs.  This blog is not intended to solve those unique situations of the readers.  This blog is not liable for decisions made by the readers of this blog.

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