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.