Tuesday, February 18, 2014

A Fun Little Portfolio

As my multi-year investing journey/experiment continues into 2014, I thought I’d take this opportunity to report a virtual 13-F filing.
My objective with this virtual portfolio, between now and the end of 2017, is simply to determine whether or not I should invest on my own – or simply go with a low-cost index fund. At the end of 2017, I will examine my performance, and then make a rational decision about my investment future. I’m a young, nearly broke MBA student, so this seems to be the perfect time to experiment with investing, before I actually have the opportunity to invest a lot of my own money in real life. I have spent the past three years studying and practicing value investing, hopefully, not in vain.
Here’s a snapshot of the portfolio, which I call Teego Capital.

Despite having lagged the market in the 11 months since inception, I think there’s a decent chance that this portfolio beats the S&P 500 by a significant margin between now and 2017.

Thanks for reading (and hopefully following)!
-John


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