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Checkpoint on our Portfolio let's see how we are doing? ~ Did William beat the street?





So how well did we do in our first year?

Lets look at our Portfolio starting with Dividend Stocks

WRE 9/23/2017 $32.60  /  9/25/2018  $31.26    Gain $1.20 Dividend per share
IRET 9/23/2017 $5.81  /  9/25/2018  $5.49    Gain $.28 Dividend per share
EES 6/6/2018 $39.20  /  9/25/2018  $40.73    Gain $.18 Dividend per share
Again pretty flat but we are buyig for the dividend not the share price.

Stocks with dividend & regular:

NVDA 9/23/2017 $179.00  /  9/25/2018  $272.22  Gain $0.60 Dividend per share Up 65%

BABA 11/12/2017 $186.44  /  9/25/2018  $174.23  Down 9.3%

RMD 1/29/2018 $103.50  /  9/25/2018  $108.90  Gain $0.70 Dividend per share Up 9.4%

AMZN 4/17/2018 $11,405.32  /  9/25/2018  $1905.39 Up 73.7%

ALSN 6/6/2018 $41.89  /  9/25/2018  $49.11 Up 8.5% 

TROW 5/19/2018 $120.59  /  9/25/2018  $115.41  Down 9.5%

IQ 7/7/2018 $29.62  /  9/25/2018  $28.78  Down 1%

 So we invested a total of:

$2,065.91  (w dividend share bought  add 77.01) = $$2,142.92

We are currently at:

2,654.04 (w dividend share add 77.48) + ($2.26 dividends) = $2733.78*

*Figure slightly lower, cause not all dividends have paid on yearly basis so could be slightly higher)

We finished at 8% return (DJIA = 8.6% return YTD) we finished in line with the market currently, but let me show you how we are doing better. All will start to out perform the market as a whole.

Our recent picks TROW & IQ have not had the time value of money to grow as of yet but I have faith, since IQ is the Netflix of China and Netflix itself just showed an incredible return on Friday.  IQ has a 5 times the ratio too increase in value.  BABA while down just turned a 61% profit for the quarter and not sure why investors are not responding too it but they are diversifying just like Amazon is so they should pull through.

I don't want to give you the answer as to which stock performed the best and why; I want you to tell me.  There are 3 #1 picks I can see.  One of those dividend stocks I would be buying like cray.  Leave comments below.

We didn't beat the street but at 8% but we are performing better than a lot of 401K mutual funds go compare. Our return is still better than an CD at any bank at this time.


Donations: Paypal: williamswallstreet@gmail.com this is meant for entertainment and educational purposes only investments and purchases are your choice and I always recommend speaking with a licensed financial advisor before making any investment decisions.




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