Skip to main content

So How Did We Do 2019? ~ Up! Up! & Away! WilliamsWallStreet tops 26%!


Well lets check the mock portfolio to see exactly how well the companies I thought would do well and I would buy if I had means to do so and invest were performing for 2019. So year to date from January 2, 2019 thru December 31, 2019 here is how we did:



26% return on investment!!!!

Now ordinarily if you speak to any financial advisor or Hedge-fund Manager they are going to tell you that getting just a 9% return on your investment is a really big deal so 26% really stands out.

If you invested in the 30 stocks of the Dow Jones Industrial Average (DJIA) you would be getting a 22% return on your investment. Yes the stock market had a stellar year.


What it means is that if you gave me $1.00 on January 1, 2019 and your average Investment Advisor $1.00 that as of the market close on December 31, 2019 and you asked for your money back I would be giving you $1.26 while the broker would be giving you $1.22 or less based on their choices.

So lets see how we did:

(Remember we own 2 shares of each stock)

                                       1/2/2019                       12/31/2019
Alibaba (Baba)               $161.74                          $212.25
Nvidia   (Nvda)               $156.25                          $235.58
ResMed (Rmd)               $108.46                          $154.97
Amazon (Amzn)             $1453.54                        $1800.00
Alison Engines (Alsn)    $42.90                            $48.32
T Rowe Price (Trow)      $106.45                          $121.84
EVO Transport. (Evoa)   $2.70                              $3.00
Wash Real Estate (Wre)  $27.80                            $29.18
Nike (Nke)                       $78.18                           $101.50
Unilever (Una-NL)          $47.58                           $51.23

Previous value:               $4,371.20         New:     $5,515.74      = 26%
Profit: $ 1144.54

Dow Jones                       $23,327.46        New:    $28538.44   = 22% 

*Remember we dumped IQ it just was not performing and added EVO Transportation. Watch for future article where I am going to show you the cost to purchase the stock (how much did we invest vs. how much true profit) then we are going to take out the profit and book a trip to Hawaii, Paris or Puerto Rico.

Author
William Staab
Winner of Wall Street Journal Dartboard Contest March 2009

Check out this website for some great Art:

www.artemiywlady.com


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