My Investment Holdings – January 2014

My Investment Holdings – January 2014

Well unlike other years there has been some change in my investment holdings not necessarily what I am invested in, but as I have grown more confident in my stock picking ability (scary thing) I have begun to weed out positions I have felt less confident in or only owned a small position in and have reduce the number of stocks I own from 40 stocks to 30 stocks and have become much more concentrated in the stocks I feel much more confident about.

Now I am still certainly a long-term buy and hold investor and of the 10 stocks I sold I owned just about every one of them 5+ years and well given my investment performance this year I think things are headed in the right direction.

I will admit to one completely boneheaded moron move. In my 401k you will notce I own VTINX which is the Vanguard Retirement Income Fund – which basically owns cash and bonds and safe investments. Going into 2013 I was feeling smart (scary thing) and you know the market has been on a crazy run since 2009, so I knew the top was coming so I moved $20,000 of my 401k money into this basically cash fund as a hedge that I could then move into an all stock index fund when the market inevitably had its pullback. Yeah the market had one of its best years ever returning nearly 30% and I had $20k sitting in cash as a young person investing for a retirement 20+ years down the road. I’ve said it before – you are an idiot if you think you can time the market and there is a 100% chance you will hurt your investment returns. Unfortunately I didn’t listen to myself. In the grand scheme of things it probably only cost me $2-3k, but I am a moron and learned another lesson.

1VTTSX25.79%
2VIEIX10.68%
3BWLD6.03%
4VPMAX5.53%
5VTINX5.30%
6NFLX4.53%
7AMZN4.47%
8PNRA4.34%
9CMG3.93%
10UA3.27%
11DDD2.94%
12TSLA2.67%
13AAPL2.45%
14SBUX2.27%
15WFM2.21%
16BJRI1.74%
17MIDD1.70%
18SSYS1.36%
19BIP1.34%
20FOSL0.98%
21IPGP0.81%
22BIDU0.58%
23AMBA0.54%
24SINA0.51%
25SCTY0.47%
26BOFI0.43%
27ISRG0.42%
28TXRH0.40%
29SAM0.40%
30GWR0.39%
31COST0.36%
32EXEL0.35%
33PCLN0.32%
34MELI0.29%
35CASH$$0.21%
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