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Pfizer Inc. Message Board

  • fizrwinnr11 fizrwinnr11 Sep 21, 2013 6:13 PM Flag

    Combined portfolios update

    12/31/12 - 951,950 (S & P 1,426) Balance at beginning of 2013

    01/02 - 1,000,725 (S & P 1,462) - 2013 valuation low to date
    01/29 - 1,067,885 (S & P 1,508)
    02/08 - 1,050,545 (S & P 1,518)
    02/19 - 1,072,805 (S & P 1,531)
    02/25 - 1,050,295 (S & P 1,488)
    04/02 - 1,114,865 (S & P 1,570) - Final PFE cash-out for 796K with stock at $29.21
    04/05 - 1,082,205 (S & P 1,553)
    04/12 - 1,131,750 (S & P 1,589)
    04/18 - 1,096,390 (S & P 1,542)
    05/21 - 1,231,335 (S & P 1,669)
    05/23 - 1,197,840 (S & P 1,651)
    05/30 - 1,231,575 (S & P 1,654)
    06/05 - 1,193,895 (S & P 1,609)
    06/10 - 1,257,840 (S & P 1,643)
    06/24 - 1,079,495 (S & P 1,573)
    06/28 - 1,166,770 (S & P 1,606)
    07/03 - 1,124,200 (S & P 1,615)
    07/30 - 1,331,800 (S & P 1,686)
    08/09 - 1,257,130 (S & P 1,691)
    09/13 - 1,343,265 (S & P 1,688)
    09/19 - 1,375,040 (S & P 1,722) - 2013 valuation high to date
    09/20 - 1,359,210 (S & P 1,710)

    Up 42.8%. Combined portfolio gains
    Up 19.9%. S & P 500

    Barring a total market collapse, this will be the third consecutive year where my combined portfolio performance will be 40% or more. In 2011 in a flat overall market, I achieved a startling 58% overall return and I followed that up last year with 42% combined gains. For 2013, I'll likely end up somewhere in the 50's.

    To the utter dismay of my many detractors, my Eureka moment in mid-August of 2011 has turned me into just about the very best percentage wealth creator in the land. Nobody matches my performance in non-crashing markets factoring in the low risk that I have. And I do mean NOBODY!

 
PFE
34.35+0.27(+0.79%)1:59 PMEDT