Tobin Family Website

Well, the year is nearly half over, so it is time to check in on the investments. 

As far as stock holdings/purchases, I have seen the following year-to-date returns as of Friday’s close (without counting dividends):

• Idear (IAR):  +26.1%
• Verizon (VZ):  +13.9%
• Merck (MRK):  +13.1%
• AT&T (T): +10.4%
• HP (HPQ):  +6.7%
• Microsoft (MSFT): -0.6%
• Johnson & Johnson (JNJ): -3.6%
• Sirius (SIRI): -15%

I am holding all stocks with the exception of HP and Johnson & Johnson which I continue to buy weekly.  As it turns out, they have not been as good of performers as I had hoped (at least not yet).  I will have to study them a bit more and see if I want to adjust my buy strategy for the remainder of the year.

As far as my Thrift Savings Account, I have seen positive returns across the board….but nothing earth shattering:

• I Fund:  +10.4%
• S Fund:  +8.4%
• C Fund:  +6.7%
• G Fund:  +2.6%

As far as the kids’ mutual funds, they are slugging along at +3.6% growth year to date.

By comparison, the following is the market year to date growth as of Friday:

• S&P 500:  +5.94%
• DJIA:  +7.37%

So, all in all, with a few exceptions, I have managed to outperform the overall market.