2 Years Later - Where are they Now?
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%
$PG on 5/8/2020: $115.95
$PG Today: $156.00
$PG Change: +34.5%
$PG vs S&P: -6.2%
$RTX on 5/8/2020: $58.67
$RTX Today: $95.30
$RTX Change: +62.4%
$RTX vs S&P: +21.7%
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!
That’s what drove me to start looking for ways to track my investments across platforms. First few years of learning there was a lot of trading and not a lot of profits, but as I honed skills and realized what info was important and what 98% is BS info I could toss out, returns have turned around quite a bit. Can’t wait to be 2 years down the road and have a better investing journal.