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Jeremie’s Stock Performance#7

November 4th, 2006 at 05:09 pm

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

2 Responses to “ Jeremie’s Stock Performance#7”

  1. PRICEPLUS Says:

    Jeremie,

    Don't obsess with the market too much. The idea is to pick solid performers and invest consistantly. You have time on your side. Remember that compound interest is your friend! Indexes and diversification of portfolio are important!

    Read everything you can and study carefully about your investments!
    You are going to do very well with your proactive attitude towards your financial situation!Smile Keep up the good work!Smile

  2. jersey jen Says:

    not bad! do you mind sharing what stocks or mutual funds are in your portfolio?

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