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I also have a portfolio of 13 stocks that I do not publish which returned 30.26% more than double of S&P 500.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:
|TAL Education Group…||TAL||59.25%|
|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:
|MACOM Tech. Solutions…||MTSI||-26.06%|
|TTM Technologies, Inc.||TTMI||-25.52%|
|AlarmCom Hldg Inc||ALRM||-17.14%|
|Lumentum Holdings Inc||LITE||-16.55%|
|National Beverage Corp.||FIZZ||-12.54%|
|Intuitive Surgical, Inc.||ISRG||-7.32%|