Year in Review: 2014 Portfolio Performance
Notes: Stock Ratings: 1 = buy at current stock prices, 2 = buy on a 5-10% dip in stock price, 3 = sell on a 5-10% increase in stock price, 4 = sell at current stock prices to raise cash. Ratings are based upon 12-18 month outlook on stock direction and not necessarily related to moves I make due to financial positioning. Begin Text Here I wanted to take some time to overview my portfolios performance for 2014, then have a brief conversation regarding the holdings I currently have and my future plans as I get a clean slate to start anew and attempt to outperform the performance of the S&P 500 index. Before I begin, I want to establish some common thoughts throughout this post. First all gain/loss percentages discussed are based upon either feedback from my portfolio tracking software or by pulling up tickers on the Google Finance web page and looking at 1 year charts as of Jan 1 2015. Numbers I state have the chance of being off a few percentage poin...