Friday, April 16, 2010

Portfolio Update 4/16/10

Before reading, please see the disclaimer in the 'About Me' section.
The Wilshire 5000 closed at 12,451.40, down from
12,486.80 since my post on 4/13/10. The Wilshire 5000 is now 12.13% above it's 200-day moving average, and hit a level of 14.16% above on 4/14/10.

The Investor's Intelligence Survey was released on Thursday night. This week's reading was 51.1% BULLS, and 18.9% BEARS, for a spread of 32.2%. This is in comparison to a reading of 48.9% BULLS, and 18.9% BEARS, for a spread of 30.0% on April 6th.

The Volatility Index closed today at 18.36, up from 16.20
back on April 13th.

Now for the portfolio...
1) Verizon at $29.58, down 8.84% for the year, inclusive of dividends.  


2) AT&T closed at $26.35, up .34% for the year, inclusive of dividends. 

3) GE closed at $18.97, up by 26.17% for the year, inclusive of dividends.

4) TBT, the doubleshort U.S. Treasury ETF closed at $47.70, down by 4.37% since my buy.

5) FXP, the doubleshort China ETF, closed at $38.47, down by 11.51% since my buy, and after a 1:5 reverse split which occurred this week.

6) GOOD closed at $16.19, up by 19.98% since my buy, including the reinvestment of a dividends.  This price appreciation, coupled with the fat dividend should contribute a large gain to this portfolio this year.


7) NLY closed at $16.97, down by 1.28% since my buy, inclusive of a reinvested dividends


8) AAPL closed at $247.40, up by 27.69% since my buy.

Overall, the portfolio is up by 10.38% (5.87% for the DOW Dogs), versus 8.30% for the Wilshire 5000. The current basket of eight stocks that I am currently invested in, including dividends, is up 5.97% year-to-date. The spread between my performance and the overall market (Wilshire 5000) has increased to 2.08%.

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