New Portfolio

Since it is beginning of the year, I am creating a new 28 stock portfolio for tracking. The following are the rules we follow:

1. Equally divide $100,000 among the 28 stocks. Then, substract $14 (transaction fees for buying and selling) to get the amount you can use for buying any individual stocks in the portfolio.

2. The amount of stocks for each security will be adjusted to the nearest whole number. For example, if the number of stocks you can purchase on a security based on the first rule is 10.3256, buy only 10 shares. This way, it is easy to track.

3. We will re-balance this portfolio every quarter. My study showed that rebalance in general helps to increase the overall return.

4. For tracking purposes, I will use the highest price of the security on Jan 2 (the first trading day of 2018).

5. During rebalance, I will use the lowest price while selling and highest price while buying for that day.

Here are the new 28 companies.

ADBE
ALGN
AME
ANET
AVY
CASA
CAT
CBG
CBOE
DHI
DQ
FIVE
GRUB
HD
HLT
LGIH
MAR
MNST
MSCI
NOW
PLNT
PRAH
SCHW
SITE
SIVB
TREE
TRU
WGO
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Year in Review

Happy New Year to all my readers!

When we look back to 2017, first thing we want to see is how the MonkeyMoney Portfolio performed compared to S&P 500. Beating S&P 500 was the goal of this portfolio and we did that in 2017. We returned 19.58% compared to S&P 500 return of 14.79% during the same time. Though, we beat the market by around 5% which would be around $5,000 if you have a portfolio of $100,000, I would like to see better return, possibly twice or thrice of S&P 500 return.

So, I went back to my research and tried to see what would have happened if I did not evaluate these stocks on a weekly basis. The result was surprising to me. If I did not make these changes on a weekly basis, the portfolio I started on March 27, 2017 (without adjusting the original stocks), it returned 23.94%, around 9% more than S&P 500. So, we will come up with a new portfolio without making any weekly changes.

I also have a portfolio of 13 stocks that I do not publish which returned 30.26% more than double of S&P 500. Wow! If you are interested in this portfolio, let me know by commenting this article.

The following are the top 10 winners in our portfolio:

Company Ticker Return
Control4 Corp CTRL 68.99%
TAL Education Group… TAL 59.25%
NVIDIA Corporation NVDA 48.76%
Paypal Holdings Inc PYPL 48.29%
Autohome Inc (ADR) ATHM 31.13%
New Oriental Education… EDU 30.65%
China Lodging Group… HTHT 23.81%
Alibaba Group Holding… BABA 23.42%
Cboe Global Markets Inc CBOE 22.22%
Align Technology, Inc. ALGN 22.09%

The following are the top 10 losers in our portfolio:

Company Ticker Return
MACOM Tech. Solutions… MTSI -26.06%
TTM Technologies, Inc. TTMI -25.52%
KEMET Corporation KEM -20.83%
AlarmCom Hldg Inc ALRM -17.14%
Lumentum Holdings Inc LITE -16.55%
National Beverage Corp. FIZZ -12.54%
Hasbro, Inc. HAS -11.74%
SINA Corp SINA -10.62%
NutriSystem Inc. NTRI -7.65%
Intuitive Surgical, Inc. ISRG -7.32%