Skip to main content

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.




Comments

Popular posts from this blog

Custom Made Masks ~ by Sound Box Graphics ~ Print your own design

During this Pandemic we need to help local businesses and support local artists, around the world. I am proud to advertise for friends of mine to help their businesses. You can trust an advertiser on WilliamsWallStreet.com because I know them or have an association to them.  Williamswallstreet is free and will always remain free to my readers. Williamswallstreet is supported through donations like yours to the PayPal below. WilliamsWallStreet does not collect money from its advertisers and all proceeds go directly to the small business. Thank You my readers make it a joy to continue writing this blog. Author William Staab Winner of Wall Street Journal Dartboard Contest March 2009 Guided Tours Around Norway Tailor made to your interests! Tom K Bjore Facebook:                                                   @ExploreMyNorway  @Explore MyOslo                                    Intstagram: @explore_mynorway   @exploremyoslo Check out this website for some great

Portfolio Check In Lets See How We Are Doing?

 Well I apologize, it has been awhile since I have written an article and checked in with the portfolio but I have been watching our stocks and must say we have been doing quite well!  The overall portfolio has increased by 25%.  Lets do a run down of where we were at last time on May 10, 2020 and the two stocks we added to the portfolio since then AYRO on 6/17/2020 and ORBN on 8/8/2020. Stock                                                  5/10/2020                     2/23/2021 Alibaba   (BABA)                                                         201.74                           250.45 Alison Engines (ALSN)                                                 37.45                             38.15    Amazon (AMZN)                                                      2380.50                        3,145.91 Ayro (AYRO)                                                                  2.69                               6.59 Evo Transportation (EVOA)                                       

Happy 3rd Anniversary William's Wall Street .Com! ~ Mock Portfolio at 86.7% Return on Investment For The Year!

  So here we are again another year completed for Williamswallstreet.com and what a year it has been the Dow Jones at $29,000 at the beginning of the year and taking a huge loss due to the Covid 19 Pandemic dropping as low as to 19,000 and some change. We rode through the market ups and downs and by maintaining a level head were able to see a 86.7% return on our investment. While some of the stocks like Alison Engines, Norwegian Cruise Lines and Washington Real Estate Investment Trust have suffered. The stellar players like Nividia, Amazon and Tesla have really made this portfolio shine. William we have to admit you are doing a great job. Thank you Nancy Haloprin from Charlotte, North Carolina. Let's take a look at our Mock Portfolio: Stock                                              12/31/2019                              8/21/2020 Alibaba (BABA)                         $212.25                            $266.58 Alison Engines (ALSN)                   $48.32