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Friday, November 22, 2024

Pop the Champagne

We’re Celebrating the New Year Two Trading Days Early

By Paul Price of Market Shadows

Another week brought another record for our Virtual Value Portfolio.

Market Shadows has been cashing in some chips recently as some of our holdings hit their sell targets. Our cash reserve has swollen to $27,195 or almost 20% of our total portfolio value.

Our original $100,000 has grown to $138,991 in about 14 months. We tacked on $2,357 or 1.72% in the holiday shortened trading week ended Dec. 27, 2013.

 Champain Cork Popping

 Our weekly gain slightly outpaced both the DJIA and S&P 500 which gained 1.59% and 1.27% respectively.

YTD 2013  Dec. 27, 2013

Our diversified ‘Value Mix’ is a ‘plain vanilla’ portfolio. Our goal is to show what can be accomplished by simply buying and selling value-oriented shares. We have used no options or margin in this account while handily beating our benchmark, the Standard & Poors 500 ETF (SPY).

 VVP as of Dec. 27, 2013

 

See details of all our previous buys and sells by clicking here .

Option players should check out our Virtual Put Writing Portfolio. Access the full history of closed-out and current options positions here.

 

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