Saturday, November 25, 2006

LiveRocket - Year in Review

After 1 year, we achieved the following returns:
LiveRocket - 34.3%
DJIA - 17.3%
S&P - 14.9%
NASDAQ - 12.8%

Our portfolio consists of exactly 1 stock: 500 shares of ILMN.

I started the year feeling very gung ho. The economy was strong and I felt that it would only get stronger.
I am ending the year feeling less excited. I see an economy running more on fumes. I see near-term shocks from consumer exhaustion and from the housing construction collapse. I see inflation pressures.

In other words - I am getting ready for a shift in stock selection. Please see my next posting

3 Comments:

Anonymous Anonymous said...

Hi.
I started following LR the
week of May 19-25 of 2006.
I followed LR as best I could,
but sometimes I'd buy/sell at
a different price point, or even
miss a stop (though not too often).

As a result, today I own only
AET and GRP. AET is up ~11%
and GRP is up just over 1%.

Overall, my attempt at following
the LR portfolio is at -4.5%,
while for the same period the
DOW, S&P, and NASDAQ are
+10%, +10% and +12%, respectively.

Ed. note: feel free to
withhold this from the LR blog
page, or edit it as you see fit.
I only wanted to provide it as
a possible datapoint. I respect
what you are doing with LR and I
commend you on the performance
level you have achieved, although
I'm not sure I'll be continuing to
track the portfolio moving forward.
Best of luck.

11:15 PM  
Anonymous Anonymous said...

Hi.
I started following LR the
week of May 19-25 of 2006.
I followed LR as best I could,
but sometimes I'd buy/sell at
a different price point, or even
miss a stop (though not too often).

As a result, today I own only
AET and GRP. AET is up ~11%
and GRP is up just over 1%.

Overall, my attempt at following
the LR portfolio is at -4.5%,
while for the same period the
DOW, S&P, and NASDAQ are
+10%, +10% and +12%, respectively.

Ed. note: feel free to
withhold this from the LR blog
page, or edit it as you see fit.
I only wanted to provide it as
a possible datapoint. I respect
what you are doing with LR and I
commend you on the performance
level you have achieved, although
I'm not sure I'll be continuing to
track the portfolio moving forward.
Best of luck.

11:15 PM  
Anonymous Anonymous said...

Great Job Andrew...you had terrific run...When compared to LR I'm down 1% due to big loss in ebay way back in May'06..I'm waiting for your new picks :)

If fed reduces interest rates probably in March 07..which are the sectors to invest ?

3:13 PM  

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