Category: My Portfolio

Follow my portfolio as I try to beat the S&P 500

Beta than the S&P 600 – July Performance

Beta than the S&P 600 – July Performance

July Performance June and July have been very good for the portfolio led by gains in LGI Homes in June and Cliff's in July. Cliffs is up 26% since th ...
Beta than the S&P 600 – June Performance

Beta than the S&P 600 – June Performance

It's been almost a month since I've posted anything but hopefully the summer traveling slows down soon. Here's an update on my portfolio for the month ...
Beta than the S&P 600 – May Performance

Beta than the S&P 600 – May Performance

May was another rough month for small caps and my portfolio. When will the pain end? My underperformance was driven mostly by two stocks: Cliffs and D ...
Beta than the S&P 600 – April Performance

Beta than the S&P 600 – April Performance

As you will see in the chart below my portfolio took it on the chin in April. The portfolio is now trailing the benchmark by 1.44%! I honestly have no ...
Beta than the S&P 600 – March Performance

Beta than the S&P 600 – March Performance

My portfolio lost .28% for the month of March while the S&P 600 lost only .12%. It was a rather volatile month mostly due to failed attempt by Rep ...
Beta than the S&P 600 – February Performance

Beta than the S&P 600 – February Performance

I had high hopes to add new names to the portfolio in February but unfortunately was busy at work and didn't get to spend too much time looking for ne ...
Beta than the S&P 600 – January Performance

Beta than the S&P 600 – January Performance

Beta than the S&P 600 is the name of my portfolio I am building to try to beat the returns of the S&P 600 index. I am investing my own money i ...
Exiting a few positions on the continued Trump rally

Exiting a few positions on the continued Trump rally

The first trading week of 2017 is in the books and I have started the process of transitioning my portfolio which I'm calling the "Beta than the S&amp ...
My Portfolio – December 2016

My Portfolio – December 2016

As the year comes to a close, it is time to reflect on the poor performance of my stock portfolio. But first, let me explain this is a relatively smal ...
9 / 9 POSTS