Apr 29 2006

Portfolio Performance YTD – 5%


My portfolio YTD is up 5.2% according to Microsoft Money. Let’s look at this in comparison to the overall markets for their YTD numbers:

S&P/TSX (Canada): 8.3% FAIL
S&P 500: 5.0% PASS

Those darn resource stocks in Canada keep shooting the Canadian markets up, and my only true exposure is through Talisman Energy which has been doing well, but offset by a few of my other non-resource based companies.

My ultimate goal is to beat both of the indices – because if I can’t on a consistent basis than I am just blowing money in buy/sell commissions and therefore should just be buying index funds and holding on to them forever. So far, I am doing alright but I will need to pick it up a bit to ensure that I surpass both of them going forward. I hope that the sale of Merck and the purchase of additional shares in P&G will help.


TAGS:

3 Comments on this post

Trackbacks

  1. Mike said:

    Hey, you got to get some (or a lot) of exposure to commodity stocks.

    It’s just my opinion, but trust me, you won’t get rich with dividend paying stocks. You need to surf the bubbles and get out before they pop.

    First it was tech and the next bubble is going to be commodities. But we’re still 5-10 years from the pop so you should get in and make some money.

    Think about how much faster your money will grow if you can get some quick 20%+ returns?

    I don’t think GE or Coke can move like that!

    But commodity stocks are right now. Get into some nice silver or uranium penny stock and you’ll be making money like you’ve never thought possible.

    Just my opinion but if you want to find out more about some possible speculations, check out my site!

    April 30th, 2006 at 6:10 pm
  2. Geoff Gannon said:

    I disagree with the previous comment. You don’t need to “surf the bubbles and get out before they pop”. For the kind of stocks you seem to be interested in (just going by the portfolio), the two most important questions you need to answer for each of the stocks is whether the price is cheap enough and whether there is room to deploy additional capital within the franchise (i.e., at very high rates of return). You might want to consider some smaller companies with similarly strong franchises (there are a few niche businesses that have returns on capital comparable to the blue chips), but even that isn’t strictly necessary.

    If you just put your money into the most undervalued stock from among the stable of great businesses you follow, you’ll do fine. For instance, at the time of the millenium bubble, Coke, GE, HD, McDonald’s etc. had some rather high prices. In fact, there was a point where if you were blindly putting money into Coke, you wouldn’t do well at all, despite the fact that it remains a great business. On the other hand, you now have a stock like HD, that looks more attractive than some other great businesses, because its relatively cheap AND it looks like it still has a lot of room for growth within the franchise.

    May 9th, 2006 at 6:23 pm
  3. candour enterprises said:

    The philosophy of buying stocks for dividends and yield holds true. It is not the ONLY approach, but it is an approach which if executed correctly can provide excellent returns.

    Unfortunately, this approach does not pay dividends (pun intended) when stocks are traded. The trick is to be patient, after all infinite patience bring immediate results (think Drucker coined that one!)… buying for dividends is best done when (and only when) the stock you are targeting is yielding its highest. This is not easy to pick so don’t try, instead just pick the market pull-backs and corrections when they happen and invariably your target stock will have fallen too, and the yield will be high. This way you obtain dividend income and capital appreciation with stocks that may otherwise be market laggards to a degree.

    A mate and I have a portfolio going with this approach. If you click on the view our portfolios section you’ll see where we bought last June and this March during the corrections. Also where we bought incorrectly (not patient enough) in January. You can see the difference in using patience!

    We should all forget about studying the stock market and become students of patience!

    Our blog is http://www.portfolio-tracker.blogspot.com

    May 1st, 2007 at 8:17 am

LEAVE A COMMENT

Subscribe Form

Subscribe to Blog

Recommended Book

Read Rob Carrick's 's Book - an author that has mentionned this blog in the past

My Broker

Questrade
Democratic Pricing - 1 cent per share, $4.95 min / $9.95 max

Keep Up-to-Date

twitter1gif
newspaper_feed_128x128

The Dividend Guy Sponsors

The Div-Net

Investment Links

Online Dividend Calendar

Friends of The Dividend Guy



Provident Loans

Invoice Discounting - Hitachi

credit cards

Need emergency cash and can't wait for your paycheck, get a payday loan and have the funds transferred overnight

Mortgage Brokers at Savills Private Finance

Debt Management

Personal Bad Credit Loans for every need and budget.

Get Out of Debt

Emergency Cash

Loan Insurance Claim from Keypoint

payday loans

Borrow payday loans UK online and receive up to £500 for your next payday loan

The Bettertrades stock reviews , online discussion forums and trading software can help trader earn rich dividends from stock market.

Bankruptcy is a serious measure - seek expert debt advice on various debt solutions available.

Networks

Seeking Alpha Certified


Money Hackers Network

Get Out of debt

If you're stuck in debt and trying to get caught up, don't resort to payday loans. They almost always have high interest rates, so if you don't pay them back immediately you will just end up in even more debt. In these tough times, it's better just to learn how to be more frugal with your money.

Twitter Posts

Powered by Twitter Tools

Disclaimer

Any information shared on The Dividend Guy does not constitute financial advice. The Dividend Guy is not a registered investment advisor or broker-dealer and does not purport to tell or suggest which securities readers or customers should buy or sell for themselves. The Website is intended to provide general information only and does not attempt to give you advice that relates to your specific circumstances. You are advised to discuss your specific requirements with an independent financial adviser. For more information, click here. All posts are © 2005-2009, The Dividend Guy.