Stacy’s Portfolio
Below are stocks I currently own in my personal portfolio, as well as the price I paid, the date I bought them, and their current value. This isn’t a selective group of winners: With the exception of my retirement accounts, this is all the stocks I own.
IMPORTANT: THESE ARE NOT STOCK RECOMMENDATIONS! The stocks you buy should be a reflection of your net worth, your age, your tolerance for risk, your liquidity needs and a host of other factors. The stocks below are suitable for me, but they may not be for you. In short, don’t even think of suing me if these picks don’t work out. Do your own research and make your own informed decisions!
The reason I’m putting this portfolio online is that I believe those in the business of offering financial advice to others should be accountable – willing to put their money where their mouth is. As far as how much of my net worth the stocks below represent, that I won’t disclose. But I will say it’s not “play money”: It’s a significant portion of my savings.
A couple of other things: First, I’m an investor, not a trader. In my opinion, trying to time the market is a fool’s game. These are long-term investments – most of these stocks I intend to hold for years, not months, and certainly not days. So don’t expect to see a lot of activity. Also, I periodically update the quantity and average price paid due to reinvested dividends. That explains the weird number of shares.
The shares you see below includes purchases and all reinvested dividends as of September 11, 2012. I don’t update them often. But whenever I buy or sell stocks, I’ll write an article explaining what I did and why.
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Stocks I Own
| Name | Date Bought | Shares | Price | Paid | Current | Value | Gain/Loss |
|---|---|---|---|---|---|---|---|
| Caterpillar | 12/3/08 | 326 | 37.88 | ||||
| Citicorp | 4/16/10 | 301 | 43.06 | ||||
| Cliffs Natural Resources | 5/6/09 | 369 | 26.09 | ||||
| Coke | 3/2/09 | 222 | 20.95 | ||||
| ConocoPhillips | 3/2/09 | 343 | 31.16 | ||||
| Corning Glassworks | 8/16/10 | 516 | 16.62 | ||||
| Ford Motor Co | 8/18/11 | 507 | 10.49 | ||||
| Freeport-McMoRan Copper & Gold | 5/6/09 | 213 | 27.38 | ||||
| General Electric | 3/2/09 | 877 | 9.93 | ||||
| Huntington Bankshares | 4/16/10 | 2073 | 5.69 | ||||
| JPMorgan Chase | 3/25/09 | 210 | 28.40 | ||||
| NYSE Euronext | 3/25/09 | 229 | 19.80 | ||||
| Phillips 66 | 4/30/12 | 168 | 18.31 | ||||
| SPDR Gold Shares | 3/18/09 | 100 | 88.87 | ||||
| Wells Fargo | 3/25/09 | 315 | 17.16 | ||||
| Totals |
Stocks I've Sold
| Name | Date Bought | Date Sold | Shares | Price | Paid | Sold At | Final Value | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| ADC Telco. | 10/23/09 | 12/10/10 | 2000 | 7.38 | 12.75 | |||
| Bank of America | 12/3/08 | 11/23/11 | 400 | 14.44 | 5.19 | |||
| Totals |
My Totals
| Total Paid | Total Value | Total Gain/Loss | |
|---|---|---|---|
Quotes update every 5 seconds. Currency in USD.
Learn More
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How Can I Start Investing With Very Little Money?
Just a few years ago, it would take $1,000 to really start investing. These days? Even $100 can get you diversified in the stock market.
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Ask Stacy: Should I Get Started With Stocks?
To those on the outside, the stock market can resemble a roller coaster combined with a casino. Is it worth taking a ride?
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How Dividend Stocks Can Help You Beat the Bank
Stocks do more than go up and down: Some pay dividends that beat the pants off bank savings accounts. Did you know AT&T pays nearly 6 percent?
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Ask Stacy: Which Online Broker Should I use?
If you aren’t in the stock market now, this might be a good time to start. But how do you pick a discount broker?
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Ask Stacy: Why Aren’t You Buying Stocks? Also: Are Gift Cards Taxable?
Steve wants to know what stocks I’m buying now, why he got charged sales tax on a gift card purchase, and if I’d like to join him on his next ride in Florida.
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The 10 Commandments of Wealth and Happiness
One of the stupidest expressions ever coined was “The one who dies with the most toys wins.” When you’re on your death bed, you won’t be thinking about the things you had – you’ll be thinking about the times you had.
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How the Elections Will Impact Your Savings
If you have 401(k) or other savings in the stock market, you’ve gotten a little richer over the last several months as a Republican victory became more likely. Now that it’s happened, will the party continue?
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Question: How Do I Invest My Kid’s 529 College Savings Plan?
Whether you’re investing for retirement, college, or just for fun, the way to succeed is not to over-reach. You’ve heard the expression: bulls make money, bears make money and pigs get slaughtered.