I originally setup the 10 stocks for 10 years portfolio in April of 2005.
At this time the stocks in the sleep well portfolio in order of returns:
| Stock | Current Return | % of sleep well portfolio now | % of the portfolio if I were buying today | |
|---|---|---|---|---|
| Google – GOOG | 163% | 17% | 14% | |
| Amazon – AMZN | 124% | 7% | 7% | |
| PetroChina – PTR | 114% | 7% | 7% | |
| Templeton Dragon Fund – TDF | 90% | 10% | 10% | |
| Templeton Emerging Market Fund – EMF | 47% | 4% | 4% | |
| Cisco – CSCO | 42% | 7% | 8% | |
| Toyota – TM | 38% | 10% | 11% | |
| Tesco – TSCDY | 9% | 0% | 10% | |
| Intel – INTC | 3% | 5% | 6% | |
| Danaher – DHR | 1% | 5% | 8% | |
| Pfizer – PFE | -29% | 4% | 6% | |
| Dell | -30% | 7% | 6% |
At this point I am most positive on Google, Toyota, Templeton Dragon Fund and Tesco. I am wary of Dell – they seem to be moving in the wrong direction, but I am willing to give them longer to improve. I am even more wary of Prizer but again willing to stick with them for the long term. I will be looking for a suitable replacement.
In order to track performance I setup a marketocracy portfolio but had to make some minor adjustments. The current marketocracy calculated annualized rate or return (which excludes Tesco) is 9.8% (the S&P 500 annualized return for the period is 7.9%) – marketocracy subtracts the equivalent of 2% of assets annually to simulate management fees – as though the portfolio were a mutual fund – so without that the return is about 10.8%). View the current marketocracy Sleep Well portfolio page.
Related: 12 Stocks for 10 Years Update (Feb 2008) – Retirement Account Allocations for Someone Under 40 – Lazy Portfolio Results
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