The PiggyBankBuilder Portfolio – 2014 Year End Results!

The second year of my educational investing portfolio is in the books and I can tell you that without even looking I have improved over 2013. That portfolio was closed down due to losses, so this years profitability is a great success. With mere hours left in 2014, let’s see how I did. 

  • Cablevision (CVC) – Purchase price – $17.96, number of shares 68. Current Price: $21.00 a gain of $206.72
  • Microsoft (MSFT) – Purchase price $37.47, number of 33. Current Price: $47.47, a gain of $330.00 
  • iShares Silver Trust (SLV) – Purchase price $18.92, number of shares 66. Current Price: $15.65 a loss of $215.82
  • BlackBerry (BBRY) - Purchase price $9.25, number of shares 160, Current Price $10.88 a gain of $260.80

My year end results stand at $581.70 or just shy of 12%. winnerThis is almost in lock step with how the markets have performed. Much of my success was from OIH. I bought shares of it believing that prices would rise going into the  Summer, they did. I sold them when I began to read about declining oil prices, they did. My choice to get out of oil and into BlackBerry stopped any losses and locked in profits. Had I not done so I would be sitting slightly in the red. As Kenny Rogers once said “You got to know when to walk away”. 

As for Cablevision, I think it’s a great company with amazing buy out potential. Microsoft is in my opinion is a $100 stock and the decision to change CEO’s will see that prediction realized. Silver, oh silver, with all the turmoil in the world no one seems interested in the shiny metal. This is my second year being wrong about that. BlackBerry is a well run company and I suspect they may be bought at as well. 

So there it is, 2014 in the books, profitable. What does 2015 hold? Come back in a few days to find out. 

 

***Please not that I am not and investment advisor.Please consult your investment advisors before making any financial decisions that could result in loss.

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