For the month of January, the Moose Pond portfolio is up 3.6% (in comparison with 1.4% for the S&P 500). We may be back on track. As of today, Feb 2, the portfolio return is up 4.5%, compared with 1.95% for the S&P 500. That is good news!
This month we sold UTStarcom (UTSI) for a loss of $717 and Investors Financial (IFIN) for gain $199. We are 6.8% in cash. We will be using some of that cash to round out our holdings of Walgreens (WAG) and will park the rest in the Vanguard Total Market Index (VTI).
Getty Images really took off this month, up 15%. They did better than the analysts expected. We are back in the black for that stock.
We have two stocks that have doubled since we bought them. Lowes (LOW), one of our first stocks, is up 248% for an annualized return of 22.4%. Factset Research Service (FDS) is up 123% for an annualized return of 32.3%. We need a few more stocks like them.
You can see the entire portfolio at Manifest Investing.