Sleep Well Fund Investing Results

Updates: Dec 2006 (adding Tesco) - February 2007 - February 2008

In April 2005 I posted a message to the Curious Cat blog about 10 stocks for the next 10 years. I also setup an fund through Marketocracy, which allows for 3rd party tracking of investing results.

These pages do not represent investment advice (in deciding what investments to make you must consider your unique situation). The pages just provide some information on my experience. I find managing the marketocracy funds educational. You can manage your own fund through marketocracy for free.

Those 10 stocks were selected with the main criteria being: "companies with a history of large positive cash flow (that seemed likely to continue that trend)." The rules for setting up a marketocracy required more diversification at that time.

I am continuing to manage the fund in that way. I intend to have little turnover. As of January 2006 the return (marketocracy subtracts "management fees" of 2% to mimic a real fund's expenses) has been 9.8% annualized (so about 11.8% without the 2% fee)*. The S&P 500 is up 7.9% for the same period.

I have been running another mock mutual fund portfolio on Marketocracy since 1993. See more on the Darvamore Fund (se results from inception July 2000 to Jan 2006 the annualized return was 5% v. -.5% for the S&P 500.

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