Quote:
Originally Posted by GregWeld
... and when you get it 100% right (where all your holdings are green) let me know - because in 30 years I've yet to have that.
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Ok, I'm certainly not bragging here but thought I'd share what a little common sense (learned here mostly), some research and a little Jim Cramer here and there can do. This is short term of course but still good compared to the S&P 500, it's up 11.59% since Oct 2014. This is my first venture into individual stocks and with all of these I am either very impressed with their product or visit them regularly. They all pay a dividend (all are reinvested) except for UA. I just hope the great investing gods will not come down on me and jinx this now (knocking on wood all over the place) but so far so good.
Stock Purchase Date Total Return
CVX 9/2/2015 19.08%
COST 9/17/2015 12.93%
HD 9/17/2015 12.18%
KR 9/17/2015 13.63%
SNA 10/20/2014 39.18%
LUV 10/21/2014 30.19%
UA 10/20/2014 27.55%
DIS 9/17/2015 9.02%
WFC 9/17/2015 (half) 2.55%
11/18/2015 (other half)
Total 20.96%
I also have one mutual fund that I've had a long time, POAGX, which I initially invested in on 4/26/2007, it's up 95.83% since then and beats its peer index by almost double so I keep it.