My virtual Portfolio - 5 Years counting
When i lived in London i setup a virtual portfolio to see if i could select stocks as good as my friend who did it for a living.
He is currently managing a portfolio of 100m$ himself, so he’s done pretty well, but i remembered it today, and logged in and checked how it had done.
The portfolio was created in January in 2003, so it’s 5.5 Years old now.
Looking at it i start to wonder if i should do this for a living instead since it’s up almost 100%, even though i don’t understand the public market what so ever. Orbitz gained 22.5% yesterday without any news, now i know the most likely reason, but since it’s not public information i will keep it to myself, but the reason i’ve heard would certainly not mean a 22.5% in a “functioning” stock market in my humble opinion.
Anyway, i have uploaded the portfolio for you to see.
It’s not 100% correct, because Macromedia was bought by Adobe, at 41$ so that’s over a 350% return. Overture however lost 30-40% before it was bought by Yahoo.
Overall i still think most stocks in the portfolio is a good stock to hold today, i loved JetBlue’s new inventions at the time (having all customer service reps working from home at what was then a new VOIP setup) - I thought Microsoft would have been competing at a higher scale with Dell today, and i thought Dell would have competed more with Sony/Samsung etc.
Anyway, feel free to check it out below.
