Pooling of human capital for the unofficial 'Two Plus Two Portfolio'

[CrushinFelt]

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end of week 2.

at the close on monday 19th march, when this began:

S&P500: 1403.20
Nasdaq:2394.41
Dow Jones: 12226.17

% change since then:
S&P500: 1420.86 = 1.01%
Nasdaq: 12354.35 = 1.01%
Dow Jones: 2421.64 = 1.01%

The portfolio has currently gained 1.75%, which is good news. 18 risers and 6 fallers

Top risers thus far:
RSC.V: 14.19%
AUN.V: 10.00%
VLO: 6.07%

Top fallers thus far:
POPEZ: 10.26%
AMSC: 4.06%
SPAN: 1.67%

Well done to missmisery for recommending the top 2 risers, very good picks. If anyone is interested, missmisery has a blog I now read to help learn about the exploration mining industy, http://resource-stocks.blogspot.com/. good stock tips so far.

If anyone thinks we should buy something now or sell any of the currently portfolio, please say.

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This is likely not a useful comparison. It is not risk-adjusted and therefore you don't know whether your excess return over the market is related to taking on higher levels of risk than the index or if it can be attributed to good stock-picking.

If you want to see how it is performing compared to expectations then find the beta of the portfolio and run it through the CAPM (arguments for/against the accuracy of the CAPM not withstanding).