Friday File part 2: Nibbles and Two Watchlist Additions

By Travis Johnson, Stock Gumshoe, June 26, 2020

I shared part one of our Friday File with you this morning, when I took some time to dig into a nanocap idea being teased by Keith Schaefer, so part two will be a little more brief… just a few quick notes about things of interest this week, and some minor moves in the Real Money Portfolio.

But first, let me answer a question that has popped up a few times this week about how the portfolio has been performing. We have quite a few new members in the group, so although I do post trades and updates most weeks there are some folks who would like a higher altitude picture.

Some of that I can’t give you, but I do try to be as transparent as possible… so I’ve started adding in some of the annualized return numbers for my mutual fund/ETF positions to provide some context there (the data isn’t complete, which is why some cells are blank in that area).

And I can at least share with you my total return for everything as tallied by Personal Capital (which is not 100% accurate in performance tracking, but pretty close in my experience — if you want to track your portfolio similarly, I do recommend their free tools, particularly in aggregating data from lots of different accounts and providing some asset allocation analysis… and if you sign up for a free account with this link, yours truly will get paid for that referral, thanks!).

Right now, that tallies up with about a 3% gain for my portfolio year to date, versus about a 5.5% loss for the S&P 500 — so things are going quite well, though that’s certainly not a level of outperformance that I’m likely to consistently achieve, particularly if I keep hedging and maintaining a highish cash balance. It has been a good couple of years, I started sharing the details of the Real Money Portfolio in early 2017 and Personal Capital tallies my total return as being about 57% during that time, versus roughly 45% for the S&P 500. So I’m pleased to be beating the market by a bit, particularly because I’ve been able to do so even though I’ve been a bit nervous in recent years and have been hedging more and keeping more cash reserves, but we’ll see what the future holds — and, to be clear, there have ...

Irregulars Quick Take

Paid members get a quick summary of the stocks teased and our thoughts here. Join as a Stock Gumshoe Irregular today (already a member? Log in)

Sign Up for a Premium Membership

To view the rest of this article (and to have full access to the rest of our articles), sign up.
Already a member, log in.

Become a member

We use cookies on this site to enhance your user experience. By clicking any link on this page you are giving your consent for us to set cookies.

More Info