Well, the year is nearly half over, so it is time to check in on the investments.Â
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):Â +26.1%
- Verizon (VZ):Â +13.9%
- Merck (MRK):Â +13.1%
- AT&T (T): +10.4%
- HP (HPQ):Â +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:Â +10.4%
- S Fund:Â +8.4%
- C Fund:Â +6.7%
- G Fund:Â +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:Â +5.94%
- DJIA:Â +7.37%
So, all in all, with a few exceptions, I have managed to outperform the overall market.Â
Paul, what’s the net return as a whole? Except for a couple of laggers, doesnt look too bad…
I have gotten lazy in the past few years and invest in very few individual stocks… bunch of mutual funds though… been working out pretty good with a bunch less work… do a bunch of research end of each year and some minor research for adjustments each quarter… ytd return is 13.9%, which given your S&P and DJIA numbers makes me feel pretty good…
The net return is about 8.1%. I havbe significant holdings in Microsoft and Sirius which bring the net down a bit.