Monster Portfolio Year End Results

MONSTER PORTFOLIO 2011


Balance: Inception 01/07/11
$1,977.32 Stock
$13.65 Cash
Total $1,990.97

Balance: End of Week 50 12/30/11

$126.90 Stock
$2,627.72 Cash
Total $2,799.62

Since Inception: +10.20%

Back out cash inflow and we have a balance of $2,194.12

2011 was a very challenging year, but I can happily say that I met my goal of finishing up on the year of 10.0%.  5 weeks ago my portfolio was down a hefty -16.79% and as of the closing prices of Friday 12/30/11 my portfolio came in at +10.20% That’s a 26.99% move to the upside.  Back on a 11/28/11 I decided to take my own advice and push my portfolio to the extreme!  I had 3 stocks to choose from


-Weatherford (WFT)
-Westport Innovations (WPRT)
-Apple (AAPL)

I chose Westport and my bet paid off handsomely!  I was so excited that I reached my goal I sold out of Westport a little early on Thursday 12/22/11 at $32.18. I may have sold out early, but I didn’t care at the time!  It took a lot of discipline not to jump back in the market.  As of today my portfolio is in cash excluding my small position in COSI.  2011 turned out to be a great year for my portfolio regardless of the constant road blocks. I managed to outpace the 3 major indices. 

Monster Portfolio vs. the major indices

Dow Jones
Jan 7^th Close: 11,674.76
Dec 30^th Close: 12,217.56 Up +4.65%
Outpaced by +5.55%

NASDAQ
Jan 7^th Close: 2,703.17
Dec 30^th Close: 2,605.15 Down -3.63%
Outpaced by +13.83%

S&P 500
Jan 7^th Close: 1271.50
Dec 30^th th Close: 1257.60 Down -1.09%
Outpaced by +11.30%
All in all 2011 was good, but my goal is to have a great 2012! The plan is to buy stock at lower prices and to reduce my transaction fees.  If I can do these 2 things I believe I can beat my performance from 2011.  Let the games begin!
Clay-

“When in doubt buy more!”

Current Holdings:
Cosi Inc. (COSI)