2007 Second Quarter Performance

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Posted by: yulongz Original: 7/31/2007 3:36 AM Views: 20 Comments: 0 eProps: 0 Read Comments Post a Comment Back to Your Xanga Site

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Investments

Tuesday, July 31, 2007

2007 Second Quarter Performance

First of all, I would like to recap my 2007 Q1 performance: 11.25% for the portfolio vs -0.2% for S&P 500. This was a pretty good performance given the market was basically flat during the quarter.

Now, let's go over what happened to my investments in Q2.

The following graph compares the performance of my portfolio to S&P500:

Obviously, my investment out-performed the market in the second quarter and for the year so far. The basic drivers for this outstanding performance are the same as the first quarter: First Solar, Inc (FSLR) was up 71.68% during the quarter while Mastercard Inc (MA) rose 56.13%. With the help of these two amazing stocks and Chevron Corp. (CVX) 13.90% return, my portfolio looks quite outstanding.

On the other hand, I lost 21.62% on The Knot Inc. (KNOT) which I eventually have to sell it to stop-lost. I bought GameStop Corp. (GME) instead because of the booming sells of next generation game consoles and attractive margin of selling new and used games. Toyota Motor Corp. (TM) was another under-performed stocks that I own. Toyota was down 1.78% for the quarter. Overall, I am still very bullish on the stocks that I hold for the second half of 2007 and expect them to perform well.

The StockTrak portfolio that I completed with other Santa Clara University MBA students was over on June 22. I am pleased to say that I rank number 1 among the SCU elites. This portfolio value's increased 22.19% and a total of 33.91% in the 5 months period. The StockTrak portfolio had a lower return than my real investment because it investment horizon is only 5 months and it was more diversify. But again, First Solar, Mastercard, and GameStop are the major factors of the performance. Please click here to see the top 15 ranking.

I also started using Motely Fool CAPS to make stocks recommandations and also compare my performance with other users since late March. I am doing OK there. I manage to have rating of 80s (the rating is a percentile rank, a rating of 85 means I perform better than 85% of CAPS users) with a 55% accuracy. I am wishing to have a 70% accuracy and rating of 90s within the coming quarter. Please click here to check out which stocks I like.

Posted 7/31/2007 3:36 AM - 20 Views - 0 eProps - 0 comments