Last week Dean asked me how my investment returns compared to the S&P 500. I had no idea. But, he was right, I should know that. So I have made a spreadsheet that compares total annual returns for the S&P 500 along with mine and also the 5 biggest mutual funds that I own.
The spreadsheet shows returns for periods of 20 years, 15, 10 and 5. There are only 3 different winners for these 4 time spans because LSBRX (Loomis Sayles Bond Fund) won both the 15 and 5 year spans. Note that on the right in Col. P, I have an imaginary zero risk fund that always returns 2% per year. We can all agree that 2% is not very good, but this 2% fund does NOT finish last in the 5 year time span due to the huge drop we lived through in 2008. This 2% fund actually beat the S&P 500 and my AMRMX fund for the most recent 5 year span. This helps me to feel better about my goal of buying very carefully in the higher yield / higher risk category and trying to buy more of the lower yield / lower risk investments that deliver more consistent returns across the years, whether the markets are up or down.
For ViaSat employees, Mutual Fund Evaluator.xls has a worksheet "ViaSat 401K Fund Symbols" that shows the JP Morgan descriptive fund names and stock market symbols. The JP Morgan website is not very clear about what the symbols are for several of our 401K funds, so now you can easily look up the symbol for your funds and read how they are performing in the "MutualFundEvaluator" worksheet.
Here are my Buys and Sells so far for this month February 2013:
Buy Company Buy
Date Bought Price Target Sell
----- --------- ------ -------------
none
Sell Company Sell Buy Buy
Date Sold Price Price Date
------- ---------- ------- ------- ------------
2/4 AAPL $36.00 not bought unless it is PUT to me.
PUT$430 Oct2013
2/7 VSAT $4.00 $32 Employee Stock Purch Plan 6/29/2012
CALL $50 Sep2013
2/8 RFMD $.75 $4.45 1/9/2012
CALL $5 Aug2013
2/11 MU $.82 $6.50 9/10/2010
CALL $8 Jul2013
2/11 SKUL $1.20 not bought unless it is PUT to me.
PUT$6 Sep2013
Check out how I use Options (PUT's and CALL's) to make more money off some of the stocks I buy and sell while still minimizing the risk to me. "Go to Investment Training Webpage" on the right hand side at www.UltimateStockFinder.com
StockEvaluator.xls and Mutual FundEvaluator.xls are attached above and also available on www.ultimatestockfinder.com
Remember to "Reply All" with any other stocks and mutual funds that you would like to see added to the Evaluator spreadsheets,
and also with any other investing information that the whole group may be interested in.
Several of you have expressed a concern about email security now that there are so many names on the Investment Idea Sharing address list. I checked on using the bcc: function in Hotmail for all the addresses, but if I do that nobody will be able to send a "Reply All" comment back to the group. So I have now set up a Blog website and also a Facebook page and this weekly email is posted on both these sites..
If you would prefer to be removed from this email distribution list, just let me know and I will delete your name.
You will still be able to check my Blog or Facebook page each week to read this same eMail update. You will miss out on any "Reply All" comments from other members of the group.
Blog: http://ultimatestockfinder.blogspot.com/
Facebook: http://www.facebook.com/UltimateStockFinder
Thanks,
John D.
All the Yahoo!Finance data is refreshed on Saturday morning into StockEvaluator.xls and contains over 1,800 company stocks. We will add any company you would like to the list. Download "StockEvaluator.xls spreadsheet" at: http://www.ultimatestockfinder.com/
MutualFundEvaluator.xls is also updated weekly and currently contains over 300 mutual funds.
Run the Ctrl-T sort in StockEvaluator.xls to bring the companies to the top for
this week that I am doing more research on to confirm if they are a good buy for me.
Run the Ctrl-R sort in MutualFundEvaluator.xls to bring all the ViaSat 401K funds to
the top.
Here are the CNN links that show current P/E values for the major worldwide indexes.
Dow Jones 30 Industrials
NASDAQ
S&P 500
FTSE 100 (England)
Hang Seng (Hong Kong)
DAX (Germany)
View the Ultimate Stock Finder watchlist on Yahoo Finance at: http://www.yahoo.com/
Sign In Yahoo! ID: ultimatestockfinder Password: UltStkFinder
at the left side of screen: click "Finance" at upper right corner: click "My Y!"
Use our watchlist as a starting point to create your own watchlist in Yahoo Finance.
Download StockEvaluator.xls and MutualFundEvaluator.xls spreadsheets at: http://www.ultimatestockfinder.com/
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