Here’s the mid-2007 update for my portfolio. All the quotes are from the close of June 1, 2007. As usual, I’m not posting my IRA investments.
Stocks I’ve bought since 2005:
|Symbol||Shares||Current Price||Current Value||Purchase Date||Cost||$ Gain||% Gain|
| || || ||08/02/2005||685.50||39.6|
My Annualized Gain: +41.5%
SP 500: +8.2%
Wilshire 5000: +9.0%
Russel 2000: +9.3%
I sold my Amgen shares that I bought before starting this portfolio.
I have a small investment in an index fund and my IRA investments. I carry margin debt, so my portfolio isn’t actually worth the amount listed above..
I feel vindicated about buying 盛大. On the other hand, it pains me that I never did buy any 百度. It was the first company I analyzed on this blog, and I was convinced it was a good investment. Apple has continued to do well since I sold it, but I still think it’s way over valued and that the price will come crashing down as soon as they hit a real setback.
It’s been an entire year since I’ve added any money to my investments. I just turned 29 a few days ago, and I really should be saving something. The problem is, I’m just not earning what I used to. Until business picks up, I may not be adding anything.
I don’t plan to buy anything more on margin without first selling a stock I already have. This portfolio may get pretty boring unless something comes along that’s so exciting that I’m willing to sell my current investments to buy it.
 Due to a 3-2 stock split, I now have 90 shares instead of 60.
 I carry a margin balance. That means that I’ve borrowed money to make some of my investments. The liquidation value of my account isn’t actually the total listed above.
Legal Disclaimer: All of the information in this article is accurate to the best of my knowledge. However, I make no guarantee about the accuracy of anything written above. I’m not responsible for any mis-typings, or any other errors in the information. If you purchase any stock solely because I did, you do so at your own risk.