This will be my third year conducting my educational investment portfolio. For those of you who are new to the site, I create a fictitious portfolio to demonstrate to my readers the potential of stock investment. In my first year I failed. Last year I gained about 12%. This year I aim to surpass that.
Here are the rules, I have $5000 in fake investment money. I select four stocks and track their progress over the year. If I see an opportunity or suspect that a situation will change I will buy or sell a stock to take advantage of that situation.
- Microsoft (MSFT) – I am a big fan of this company and continue to believe that it was a bright future ahead. For many many years this company has been unfairly underestimated. The addition of their new CEO is a welcomed change and I believe will allow their share price to climb into the future. I still hold a 100 a share price target for this company. Purchase Price $46.76, number of shares 32.
- BlackBerry (BBRY) - It was once believed that BlackBerry’s days were numbered. Another victim of the Iphone. While this is still a very popularly held belief, a growing number of investors see this company as either a turn around story or a potential buyout target. I think a $!5 price target is very possible for this stock and I am keeping it in my portfolio. Purchase price $10.82, number of shares 138
- iShares Silver Trust (SLV) – I have been wrong about silver and it has cost me dearly. Yet I will still stubbornly hold on because I know that if I am right I will be handsomely rewarded. Purchase price $15.11 , number of shares 99.
- Krogers (KR) - The only new edition for 2015. This is a solid growing company with a good reputation. Normally i would shy away from a stock that has run so much, but I can’t see a reason why they wouldn’t maintain their current trajectory. Purchase price $63.53, number of shares 23
So there you have my selection for the 2015 PiggyBankBuilder portfolio challenge. I think it offers a nice balance of risk as well as sound growth companies. I will also tell you that I plan to chase IPO’s this year. I will go into deeper detail as those events near. If you have any question please ask. Best wishes to all of you in 2015, I hope you have a healthy and profitable new year.
***Please not that I am not and investment advisor.Please consult your investment advisors before making any financial decisions that could result in loss.