My Portfolio
September 12, 2006 – 1:13 amIf you're new here, I suggest you subscribe to my RSS feed. or bookmark this blog. You'll be able to easily keep up to date with new posts. Thanks for visiting!
I think one of the comments on a previous post was referring to me and asked how come I don’t post my stock picks. I do, however, it isn’t the focus of my blog right now.
I am working on a portfolio page that’ll contain all my holdings.
Long-term holdings
My main long term holdings are BAC, AFR, and MRH.
BAC
Cost: $44.55
Current: $51.20
Yield: 5% (This is the yield the investment is putting out at my cost price. Buying today would net you a yield of 4.3%)
AFR
Cost: $10.29
Current: $11.35
Yield: 7.4%
MRH
Cost: $16.78
Current: $18.74
Yield: 1.7%
I’m considering adding HRPT Properties trust (HRP) to the list.The current yield on the stock is about 7.3% but I find it great that they are trading at basically one times book value. Great long term opportunity here I believe.
Short term plays
With SogoInvest’s low cost commission I couldn’t help trying the trading game.
JBLU
Cost: $10.25
Bought date: 8/28/06
Current: $9.71
JVA
Cost: $4.11
Current: $4.05
CHS
Cost: $17.97
Bought date: 8/30/06
Current: $19.10
NT
Cost: $2.08
Bought date: 8/22/06
Current: $2.25
Half winners, half losers so far. Winners slightly better than the loser so far so I’m showing a positive. Give it a couple months and we’ll see the bigger picture.
6 Responses to “My Portfolio”
You really know how to pick the right stocks. Jeez, and how old are you?
By Anonymous on Sep 17, 2006
Good you followed my real estate advice with BAC. Industrial is good, shouldn’t be affected by interest rates or consumer preferences. Smart. You should still get TARR, it is one of the few residential real estate co.s that looks good right now.
By Anonymous on Sep 17, 2006
Who are you and what advice did you specifically give me about BAC? Being anonymous doesn’t really help much.
By HeJustLaughs on Sep 18, 2006
Just the person that freaks you out. It’s okay, I will stop giving you advice if you really want me to. Actually, TARR is still subject to the ever-increasing lowering of residential housing demand so nevermind.
By Anonymous on Sep 20, 2006
I would sell CHS if I were you. Expensive clothing is becoming less of a trend.
By Anonymous on Sep 20, 2006
You still haven’t answered what advice you gave me exactly.
“Good you followed my real estate advice with BAC.”
BAC is not involved in the real estate business directly. They’re a bank. They offer loans. Mortgages are as close as they come to real estate.
“I would sell CHS if I were you. Expensive clothing is becoming less of a trend.”
Chico’s is not considered expensive clothing. The numbers are good on CHS. Also if you read the post, it’s a short term play. I already took the short gain on it.
By HeJustLaughs on Sep 21, 2006