Sleep Well Fund Investing Results

Updates: March 2010 update - March 2009 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.

I am continuing to manage the fund in that way. I intend to have little turnover. As of July 2010 the return (marketocracy subtracts "management fees" of 2%, in addition to transaction fees, to mimic a real fund's expenses) has been 3.9% annualized (so about 5.9% without the 2% fee)*. The S&P 500 is down .8% for the same period (thus for someone like me [that can just by these stocks without a 2% management fee] the return is beating the S&P 500 by over 500 basis points). The marketocracy portfolio has 9% cash. The marketocracy portfolio includes small amounts in several stocks since I can't purchase Tesco using marketocracy).

Those 10 stocks (now 12) 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 have small percentages in a couple other stocks to comply with marketocracy diversification rules in the actual portfolio. I am leaving Dell as the twelth stock for now, but may well remove it.

I have been running another mock mutual fund portfolio on Marketocracy since 1993. See more on the Darvamore Fund (see results from inception July 2000 to Jan 2006 the annualized return was 5% v. -.5% for the S&P 500. As of August 2009 the results are: .4% v -2.5% (beating the S&P 500 by 3% after a 2% "expense fee" - or 5% without the fee included).

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