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2009 Investing In Review

Monday January 4, 2010

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At the beginning of the year we set up some hypothetical portfolios. Rather than review them in individual detail, lets just look at some performance.

One S and P 500 index fund, symbol spy, was us up 25.48% for 2009.
Fortune Magazine picked 10 stocks for 2009.

Here is how it did:


Name Symbol Last price Mkt value Gain
Altria Group, Inc. MO 19.79 1290.476 289.1662
Annaly Capital Management, Inc. NLY 17.41 1082.293 82.293
Dell Inc. DELL 14.54 1388.325 388.3248
Devon Energy Corporation DVN 76.57 1107.645 107.645
Diamond Offshore Drilling, Inc. DO 101.17 1653.456 653.456
Fluor Corporation (NEW) FLR 46.01 993.5824 -6.4176
Johnson & Johnson JNJ 64.68 1065.986 65.9855
Medco Health Solutions Inc. MHS 65.11 1509.554 508.8442
Pfizer Inc. PFE 18.93 1016.821 16.821
Potash Corp./Saskatchewan (USA) POT 112.2 1466.92 466.92
Cash 397.26 12972.32

So we are 29.72 % which beats the S and P Fund by 4.24% which is impressive. Notice that half of the stocks beat the S and P and half did not. So you can see the risk.

This was the best of our portfolios. The bond weighting in the others pulled them down. International exposure was great.
Now we will see what 2010 will bring.

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