I started actively managing my Taxable account in March of 2020. In my spreadsheet, I track my initial purchase dates for each holding. As I have mentioned many times before, I went diversi-crazy when I first started out. Since I was routinely adding new positions, I have a number of holdings that are coming up on purchase date anniversaries.
I initiated positions in two companies on 5/8/2020 -
$PG and
$RTX. Here is how the Market and these holdings have performed in the last two trips around the sun:
S&P 500 on 5/8/2020: $2,929.80
S&P 500 Today: $4,123.34
S&P 500 Change: +40.7%
Overall Basket vs S&P: +15.5% - not too shabby. Below is normalized growth of
$RTX,
$PG and
$SPX from Koyfin.
A little pick me up in the recent sea of red!
Happy Sunday!