Portfolio Four Performance Update July 2010

Portfolio Four began last year. There are 2 stocks in the portfolio, and a total of $1500 invested. The current market value is $1310, which means that it dropped about 12% during the year, a bit more than US indexes. The two stocks in this portfolio Wal-Mart and Nucor both seem to be good core holdings. Click to see the details below (the image looks blurry embedded and is better when “clicked-on”). Later next year I will begin tracking portfolios 4 and 5 in spreadsheets to see dividends by stock and also expenses. One benefit of funds 4 and 5 is that in the 9 years that I have been doing this fees and expenses have declined; I also get a number of free trades each year so essentially portfolios 4 and 5 have been going free of expenses since inception; this should probably boost their return by about 2% over the life of the portfolio, all else being equal.


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