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Jeremie’s Stock Performance#7

November 4th, 2006 at 09:09 am

Mutual Fund Performance (All grouped together)

* Friday, October 27, 2006 – Full Value $10,628.86

* Friday, November 3, 2006 – Full Value $10,485.46

* Decrease of $143.4 which is a ~1.4% decrease.

Individual Stock Performance (All grouped together)

* Friday, November 3, 2006 – Full Value $2,233.81

* Friday, October 27, 2006 – Full Value $2,281.27

* Decrease of $47.46 which is a ~2.1% decrease.

I expect 2 more weeks of a down market till my portfolio starts hitting homeruns. I finally calculated how much money I needed to achieve a 20% return on my mutual fund portfolio and 22% on my stock portfolio. It took me a while because I added money into both portfolios which makes it harder to calculate a needed return.

Mutual fund balance January 1st, 2006 $9548.45
Needed money to return 20% – $11,458.14
So I need another $972.68

Stock Performance balance January 1st, 2006 $2042.78
Needed money to return 22% – 2492.19
So I need another $258.38