Thursday, July 21, 2011

June and 2nd Quarter 2011 Investment Status

O my where does the time go?  The performance of my portfolio underperformed the market by a good margin.  My portfolio is skewed towards cigarette stocks and they performed poorly during June; they [MO, PM, and LO] make up approximately 33% of my overall portfolio.
Overall, the portfolio is still outperforming the market (since I started keeping track daily on 4/1/2011), albeit by a smaller margin.





April May June 2nd Quarter YTD*
KAI +5.25% +0.66% -4.22% +1.47% +1.47%
SP500 +2.90% -1.36% -1.59% -0.11% -0.11%
DOW +3.87% -1.89% -1.45% +0.43% +0.43%
*YTD begins on 4/1/2011

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