Business, Finance, Grandverse Portfolio, Investing, Stocks

Grandverse Portfolio – Performance Update for 06/24/2017

Summary:

  • Grandverse Portfolio is up 8.44% to date
  • Benchmark Portfolio is up 4.46% to date
  • ENZ is the big winner to date, posting a 73.53% increase
  • UTHR was the big loser to date, posting a 21.87% loss
  • GV Portfolio contains 10 winners and 5 losers
Portfolio Starting Value Current Value Return to Date
S&P 500 Benchmark Portfolio $100,000.00 $104,462.92 4.46%
Grandverse Portfolio $100,000.00 $108,439.55 8.44%

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Business, Finance, Grandverse Portfolio, Investing, Stocks

Grandverse Portfolio – Performance Update for 03/01/2017

Summary:

  • Grandverse Portfolio was up 1.04% for the day
  • Benchmark Portfolio was up 1.38% for the day
  • IESC was the big winner, posting a 6.40% increase
  • SEDG was the big loser, posting a 3.41% loss
  • GV Portfolio contained 11 winners and 4 losers
Portfolio Starting Value Previous Value Current Value Daily Change Return to Date
S&P 500 Benchmark Portfolio $100,000.00 $100,735.00 $102,125.20 1.38% 2.13%
Grandverse Portfolio $100,000.00 $99,654.10 $100,694.90 1.04% 0.69%

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Business, Finance, Grandverse Portfolio, Investing, Stocks

Grandverse Portfolio – Performance Update for 02/28/2017

Summary:

  • Grandverse Portfolio was down 1.58% for the day
  • Benchmark Portfolio was down 0.27% for the day
  • GILD was the small loser, posting a 0.03% loss
  • FSLR was the big loser, posting a 4.34% loss
  • GV Portfolio contained 0 winners and 15 losers
Portfolio Starting Value Previous Value Current Value Daily Change Return to Date
S&P 500 Benchmark Portfolio $100,000.00 $101,003.80 $100,735.00 -0.27% 0.74%
Grandverse Portfolio $100,000.00 $101,251.20 $99,654.10 -1.58% -0.35%

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Business, Finance, Grandverse Portfolio, Investing, Stocks

Grandverse Portfolio – Performance Update for 02/27/2017

Summary:

  • Grandverse Portfolio was up 0.45% for the day
  • Benchmark Portfolio was up 0.15% for the day
  • UTHR was the big gainer, posting a 3.95% increase
  • IESC was the big loser, posting a 1.28% loss
  • GV Portfolio contained 8 winners and 6 losers
Portfolio Starting Value Previous Value Current Value Daily Change Return to Date
S&P 500 Benchmark Portfolio $100,000.00 $100,848.40 $101,003.80 0.15% 1.00%
Grandverse Portfolio $100,000.00 $100,795.40 $101,251.20 0.45% 1.25%

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Business, Finance, Grandverse Portfolio, Investing, Stocks

Grandverse Portfolio – Performance Update for 02/24/2017

Summary:

  • Grandverse Portfolio was up 1.08% for the day
  • Benchmark Portfolio was up 0.13% for the day
  • FIX was the big gainer, posting a 17.66% increase
  • VIPS was the big loser, posting a 2.47% loss
  • GV Portfolio contained 7 winners and 8 losers
Portfolio Starting Value Previous Value Current Value Daily Change Return to Date
S&P 500 Benchmark Portfolio $100,000.00 $100,722.40 $100,848.40 0.13% 0.85%
Grandverse Portfolio $100,000.00 $99,715.60 $100,795.40 1.08% 0.80%

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Business, Finance, Grandverse Portfolio, Investing, Stocks

Grandverse Portfolio – Performance Update for 02/22/2017

Summary:

  • Grandverse Portfolio was down 1.84% for the day
  • Benchmark Portfolio was down 0.07% for the day
  • VIPS was the big gainer, posting a 2.92% increase
  • UTHR was the big loser, posting a 12.47% loss
  • GV Portfolio contained 5 winners and 10 losers
Portfolio Starting Value Previous Value Current Value Daily Change Return to Date
S&P 500 Benchmark Portfolio $100,000.00 $100,722.40 $100,655.20 -0.07% 0.66%
Grandverse Portfolio $100,000.00 $101,489.10 $99,617.20 -1.84% -0.38%

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Business, Finance, Grandverse Portfolio, Investing, Stocks

Grandverse Portfolio – Performance Update for 02/21/2017

Summary:

  • Grandverse Portfolio was up 1.28% for the day
  • Benchmark Portfolio was up 0.57% for the day
  • VIPS was the big gainer, posting a 7.15% increase
  • ENZ was the big loser, posting a 1.90% loss
  • GV Portfolio contained 11 winners and 4 losers
Portfolio Starting Value Previous Value Current Value Daily Change Return to Date
S&P 500 Benchmark Portfolio $100,000.00 $100,155.40 $100,722.40 0.57% 0.72%
Grandverse Portfolio $100,000.00 $100,204.80 $101,489.10 1.28% 1.49%

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Business, Finance, Grandverse Portfolio, Investing, Stocks

Grandverse Portfolio – Performance Update for 02/18/2017

Summary:

  • Grandverse Portfolio was up 0.20% for the day
  • Benchmark Portfolio was up 0.16% for the day
  • SWKS was the big gainer, posting a 4.24% increase
  • USNA was the big loser, posting a 1.86% loss
  • GV Portfolio contained 6 winners and 9 losers
Portfolio Starting Value Previous Value Current Value Daily Change Return to Date
S&P 500 Benchmark Portfolio $100,000.00 $100,000.00 $100,155.40 0.16% 0.16%
Grandverse Portfolio $100,000.00 $100,000.00 $100,204.80 0.20% 0.20%

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Business, Finance, Grandverse Portfolio, Investing, Stocks

Can we beat the stock market??

The holy grail of any aspiring investor is to beat the stock market. This is what professional investors get paid big money to do.

And historically, it didn’t matter if they underperformed the major indices by a little bit, since there was really no other way of gaining exposure to the stock market.

That’s simply not the case today. The emergence of index funds and ETFs (Exchange Traded Funds) has made it cheap and easy to gain exposure to the stock market with the guarantee of earning market returns.

But its human nature to want more. So professional investors continue to seek out above-average returns, and we continue to pay them big money to do so. But are we getting our money’s worth?

A recent study showed that 82% of large-cap funds underperformed the S&P 500 Index over a ten-year period. So if the pros can’t beat the market, what hope do we have?

Let’s find out…

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