Our Investment Portfolio no.1 – U.S. Blue Chip Stocks

Well, it was about time that we at doitinvest.com we start our own public investing portfolio. And so we did with our no.1 portfolio. Today we are going to describe here our principles of creating this investing portfolio. In future doitinvest blogs we will also monitor the health of this stocks portfolio, as well as its performance.

The portfolio we chosen looks like this:

Ticker

Company name

Last price

Portfolio Shares

Current value

%of Total

Today’s gain/loss

AAPL

Apple Inc

108.69

1,000

108,690

10.9%

3,570

GOOG

Google Inc

354.09

300

106,227

10.6%

1,809

MON

Monsanto Co

81.74

1,000

81,740

8.2%

-1,360

CVX

Chevron Corp

68.3

1,000

68,300

6.8%

1,060

APL

Atlas Pipeline Partners Lp

4.55

15,000

68,250

6.8%

9,450

LMT

Lockheed Martin Corporation

67.59

1,000

67,590

6.8%

-1,440

GM

General Motors Corporation

1.93

30,000

57,900

5.8%

-300

BAC

Bank Of America Corporation

7.05

8,000

56,400

5.6%

1,840

JPM

JPMorgan Chase & Co

28.14

2,000

56,280

5.6%

3,120

JNJ

Johnson & Johnson

53.04

1,000

53,040

5.3%

440

MMM

3M Co

50.65

1,000

50,650

5.1%

930

PG

The Procter & Gamble Company

48.21

1,000

48,210

4.8%

1,120

AEP

American Electric Power Company Inc

25.41

1,574

39,995

4.0%

236

BA

Boeing Co

35.44

1,000

35,440

3.5%

-140

CAT

Caterpillar Inc

28.99

1,100

31,889

3.2%

1,133

F

Ford Motor Company

2.74

10,000

27,400

2.7%

1,100

CSCO

Cisco Systems Inc

17.46

1,000

17,460

1.7%

690

INTC

Intel Corporation

15.03

1,000

15,030

1.5%

0

GE

General Electric Company

10.17

1,000

10,170

1.0%

60

DJIA

Dow Jones Industrial Average

7,761.60

0

0

0

Average Price Per Portfolio Share:

12.67

78,974

1,000,661

23,318

As you can see, the composition of our doitinvest stocks portfolio consists of only blue chip shares – shares traded especially on the NYSE, with large volumes and therefore a relatively large liquidity. This means that holding such stocks will not create selling or buying difficulties, since the corporations behind are traded continuously.

We have also chosen quite a diversified portfolio, which includes most of the important industrial and service sectors traded on NYSE:

Sector

% of Total

Banks

11.3%

Computer Hardware

10.9%

Internet

10.6%

Non-durable household products

9.9%

Automobiles

8.5%

Food products

8.2%

Integrated Oil and Gas

6.8%

Pipelines

6.8%

Defense

6.8%

Pharmaceuticals

5.3%

Conventional Electricity

4.0%

Aerospace

3.5%

Commercial Vehicles and Trucks

3.2%

Telecommunications Equipment

1.7%

Semiconductors

1.5%

Diversified Industrials

1.0%

Total

100.0%

In other words, we have created a “classical” U.S. stocks portfolio, suited for any beginner or normal investor, looking for liquidity and a moderate risk exposure.

Interestingly enough, in this first day our portfolio would have brought us already a +1,97% gain, due to the overall shares increases the U.S. market had today.

But this is just the beginning. Watch our portfolio grow and watch us trading it in the forthcoming days.

Share your investing thoughts from www.doitinvest.com

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