Monday, April 26, 2010

Portfolio Update, Better Late Than Never - 4/26/10

Before reading, please see the disclaimer in the 'About Me' section.
The Wilshire 5000 closed at 12,693.00, up from
12,451.40 since my post on 4/16/10. The Wilshire 5000 is now 13.22% above it's 200-day moving average.

The Investor's Intelligence Survey was released on Thursday night. This week's reading was 53.3% BULLS, and 17.4% BEARS, for a spread of 35.9%. This is in comparison to a reading of 51.1% BULLS, and 18.9% BEARS, for a spread of 32.2% on April 13th.

The Volatility Index closed today at 17.47, down from 18.36
back on April 16th.

Now for the portfolio...
1) Verizon at $28.94, down 10.62% for the year, inclusive of dividends.  


2) AT&T closed at $26.50, up .91% for the year, inclusive of dividends. 

3) GE closed at $19.30, up by 28.36% for the year, inclusive of dividends.

4) TBT, the doubleshort U.S. Treasury ETF closed at $47.31, down by 5.15% since my buy.

5) FXP, the doubleshort China ETF, closed at $38.77, down by 10.82% since my buy, and after a 1:5 reverse split which occurred a few weeks back.

6) GOOD closed at $17.23, up by 27.46% since my buy, including the reinvestment of a dividends. 


7) NLY closed at $16.96, down by 1.34% since my buy, inclusive of a reinvested dividends


8) AAPL closed at $269.50, up by 39.10% since my buy.

Overall, the portfolio is up by 12.36% (6.13% for the DOW Dogs), versus 10.40% for the Wilshire 5000. The current basket of eight stocks that I am currently invested in, including dividends, is up 8.42% year-to-date. The spread between my performance and the overall market (Wilshire 5000) has decreased to 1.96%.

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