Jeremie’s Stock Performance#14-End of Year

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Mutual Fund Performance (All grouped together)

  • Friday, December 22, 2006 Full Value $10,881.66
  • Friday, December 29, 2006 Full Value $11,125.85
  • Increase of $244.19 which is a ~2.2% increase.

Individual Stock Performance (All grouped together)

  • Friday, December 22, 2006 Full Value $2344.10
  • Friday, December 29, 2006 Full Value $2401.75
  • Increase of $57.65 which is a ~2.45 increase.

Stock trading for 2006 is complete and I didn’t receive what I originally anticipated earlier this year. It turns out both my stock and mutual fund portfolio didn’t push up in the last month like I thought. They finished strong with an average of over 15% growth this year which is still a very nice return. My mutual fund balance on January 1st, 2006 was $9548.45 and finished on December 29, 2006 with a balance of $11,125.85; which is a yearly return of 16.5%.

My individual stock portfolio had some real winners and some pretty big laggers. Circuit City had a pretty solid year till mid October. They dropped nearly 17% in one month and dropped even more in December. My stock portfolio balance on January 1st, 2006 was $2042.78 and finished with a balance of 2401.75; which is a yearly return of 17.57%. Not too shabby with three bad stocks.

Here are my Superman stocks for this year in order of performance.

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