J.C.’s Money Blog

Documenting my journey from the corporate world to entrepreneur. And then getting really rich.

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Entries Tagged as 'portfolio update'

Portfolio Update - March 08

April 7th, 2008 · No Comments

Compared to last month I am a bit more cash poor and own a bit more of the top 500 companies in America.

While this portfolio has only one ticker, it is pretty well diversified, and it also represents 7 different times I purchased over the last 3 years, and it has payed out dividends 13 [...]

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Portfolio Update - February 2008

March 11th, 2008 · No Comments

I upped the ante in my index fund holdings quite a bit in February, buying 33 more shares of SPY. This gave me an even lot at the bargain price of $135.25 per share. In the mean time its an even better bargain, but as of the end of February, here’s how I stood:

Negative [...]

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Portfolio Update - January 08

February 5th, 2008 · 1 Comment

Here is my portfolio as of the end of January, 2008.

Thanks to a significant drop in the market, my portfolio has swung into the red. Oh well.
My portfolio is still boring, while I am working on other projects to increase from my income from just about $0. After I have established a decent income, I [...]

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Portfolio update - Dec 07

January 5th, 2008 · No Comments

Here is my portfolio as of US market close Dec 31:

Some comments
I haven’t changed any positions, and my portfolio is still very boring. I would like to use the cash to buy my next individual stock soon, since the market’s dropping off again, and I will have more time to do some due diligence, [...]

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Portfolio update Nov 2007

December 6th, 2007 · No Comments

My portfolio is pretty boring right now, but I imagine it will get more interesting as I shift from focusing on my career to growing my assets.

Right now I have nothing but this index fund, since I have been focusing on my career, instead of focusing on my portfolio.
SPDRs is a low cost index fund [...]

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