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I also have a portfolio of 13 stocks that I do not publish which returned 30.26% more than double of S&P 500.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%

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