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Investing, 2020 year-end

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On the last day of 2020 my ROIC since 2002 was 377% The S&P 500 returned 213% for the same period.  Retirement: 50%, Brokerage: 50% At the beginning of February I sold sixty percent of my TSLA shares at $185. Then at the end of February I bought TSLA again at $160, then at $70.  In June I sold forty two percent of my TSLA shares. Then in September I sold thirty six percent of my remaining TSLA shares. At year end my remaining TSLA shares were forty three percent of my portfolio with a total unrealized gain of 709%  In November and December I bought TDOC at $196. At year TDOC was seven percent of my portfolio with a total unrealized gain of 0.8% In September I bought WORK at $29.1. At year end WORK was my six percent of my portfolio with a total unrealized gain of 45% In March I bought SQ at $44.6. At year end SQ was four percent of my portfolio with a total unrealized gain of 385% In October I bought PACB at $12.3. At year end PACB was four percent of my portfolio wi...
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Investing, 2019 year-end

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On the last day of 2019 my total ROIC since 2002 was 82 % The S&P 500 returned 197% for the same period. Retirement: 63%  Brokerage: 37% In August I bought more PRU at $90. At year end PRU was nineteen percent of my portfolio with a total unrealized gain of 14%. In June I bought Tesla (TSLA) at $44, in August at $45, in October at $50, and in December at $67. At year end TSLA was seventeen percent of my portfolio with a total unrealized gain of 68%. At year end BRK was seven percent of my portfolio with a total unrealized gain of 15%. In September I sold the house that I bought in 2005, netting about one hundred dollars of cash. Total cash at year end was twenty six dollars. I contributed one dollar to my 401K.
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Investing, 2018 year-end

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On the last day of 2018 my total ROIC since 2002 was  46% The S&P 500 returned 165% for the same period.  In 2018 I bought fifteen dollars of Berkshire Hathaway (BRK), seven dollars of PRU, and contributed four dollars to my 401K. At year end BRK was fourteen percent of my portfolio with a total unrealized gain of 3% The other eighty six percent of my portfolio was in passive funds.
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Investing, 2017 year-end

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On the last day of 2017 my total ROIC since 2002 was  94% The S&P 500 returned 170% for the same period.  In 2017 I bought six dollars of PRU and contributed four dollars to my 401K. In December I also sold half of my PRU shares, netting nine dollars of cash.
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Investing, 2016 year-end

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On the last day of 2016 my total ROIC since 2002 was 68% The S&P 500 returned 148% for the same period.  In 2016 I contributed five dollars to my 401K and bought two dollars of PRU.
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Investing, 2015 year-end

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On the last day of 2015 my total ROIC since 2002 was   53% The S&P 500 returned 136% for the same period.  In 2015 I contributed three dollars to my 401K and bought one dollar of Prudential financial (PRU). This was my first foray into individual stock investing.
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Investing, 2014 year-end

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On the last day of 2014 my total ROIC since 2002 was 48% . The S&P 500 returned 134% for the same period.  In 2014 I contributed two dollars to a new 401K. 
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