Sunday, March 27, 2016

Portfolio Review 2015

My brokerage account again underperformed in 2015. The S&P 500 (as represented by the ETF VOO) was up slightly, 1.31% (capital return of -.78% plus dividends of 2.08%) but my account was off slightly, -1.77% (capital return of -4.35% plus dividends of 2.58%). Since almost half of my account is in VOO my other picks lagged by even more. I only had one stock up double digits (AET +22.84%) but eight down double digits (IBM -11.11%, CM -11.73%, XOM -12.57%, ESV -17.96%, VDE -23.17%, BNS -25.38%, COP -28.13% and BBL -38.13%). During the year I bought VPU, ALL, NSC and CM and I sold ESV dropping my cash position from 6.59% to 4.54%.
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3 comments:

  1. AnonymousMarch 28, 2016 at 9:56 AM

    Dear Dr. Shearer,

    I was looking at your webpage on Paley Graphs: http://www.research.ibm.com/people/s/shearer/indpal.html and I was hoping to ask you about how you managed to do this calculation for such large graphs.

    I am interested in a similar quantity where the modulus is composite, that is the independence number of the graph on vertex set ${1,2,3,...,n}$ where we have an edge between $i$ and $j$ if $i-j$ is a quadratic residue modulo n.

    Is there a way that I can email you about this? Thanks!

    ReplyDelete
    Replies
    1. James B. ShearerMarch 28, 2016 at 11:22 PM

      I did the calculation by taking advantage of symmetry.

      You can email using id jbsjbs at the domain name in my google scholar profile.

      Delete
  2. MaryApril 9, 2016 at 7:38 AM

    Documenting your losses is a bit depressing. How are you going to use this info to make good investment decisions?

    ReplyDelete

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