This was a big month the porfolio. Some larger percentage gains and better winning ratio helped put this months performance far out of the reach of the paltry S&P 500 . At the beginning of this evaluation month (October 1st), the S&P 500 was at 1547.07 and as of the close today (October 31st) the S&P 500 was at 1549.38 for a gain of .15% (if you call that a real gain) . The J Stock Portfolio assets began this period with $117115.00 in assets (stocks and cash) and ended the period with $137107.00 for a gain of the month of +17.07%. This has easily been our most productive month (so far) and will be our benchmark to beat as we consistently try to improve our performance each month. Again we easily out performed the S&P 500 and some of the things we are setting as things to improve:
1. More partial profit taking on stocks to lock in gains .
2. Continual stock entry improvement to minimize 'dead time' where a we own a stock that is not moving.
MONTHLY SCOREBOARDJ Stock Report: 3
S&P 500: 0
STOCK PORTFOLIO GAINS SINCE INCEPTION (8/1/2007)
J Stock Report: 37.10%
S&P 500: 6.48%
Labels: performance, portfolio, S and P 500, scoreboard