Returns 2006 year to date


returns YTD 2006

Thank goodness the 2006 trading season is over! December was brutal. Although the Dow hit new closing highs, the "Santa Claus" rally brought little but lumps of coal to my portfolio. Of the 17 positions that closed in December, 1 was a gain, 16 were losses. Ouch! Although I end the year up 11%, that is cold comfort when I think of all those losses.


You should have seen the ones that got away! November was a real squeaker of a month, ending up 1% over the previous month and 19% YTD. Not half bad, but could have been/should have been better.

You win some, you lose some. There were some nasty surprises this month, and the portfolio lost 3% from the September value, but is still up 17% YTD.

Perhaps the light at the end of the tunnel was an oncoming train! The portfolio lost 4% from the August value, but is still up 20% YTD. Two steps forward, one step backward.

Light at the end of the tunnel? August was a good month: the value of my portfolio is up 12% for the month, or 26% year to date. It is now within spitting distance of the high value in March.

It's starting to look more and more like I should have sold in March and walked away! Trader Paul's portfolio lost another 1% in July, bringing it down to only 13% YTD.

The value of my portfolio fell 3% month to month, due to swooning of HPQ stock that still sits in Trader Paul's account. For the year, it is still it up 14% YTD.

The favorite word being used to describe the market in May is "choppy." About 6% was "chopped" from my portfolio value, month to month, before I sold everything. However, that still leaves it up 18% YTD.

My portfolio lost a bit of ground for the month, due largely to hits on two stocks that reported disappointing earnings. It is down 2% for the month, up 25% YTD.

My portfolio is up 8% for the month and up 28% YTD. What a 28-Feb-06. The value of my portfolio took a small hit at the end of February, down 1% for the month. Actually, that's not bad. February is typically a choppy month with a fair amount of up-and-down going nowhere.

Off to a good start, I'd say. At the end of January, the value of my Trader Paul portfolio is up 21% for the month and for the year to date. Oh, how I love the YTD concept!