Individual stock investments form ~10% of my total assets. The primary objective of my individual stock investments is not to loose money. A secondary objective is to enable obtaining financial knowledge while playing with real money. I have been picking my own stocks with part of my assets for almost 12 years now with very limited success. My first 10 years of stock investments resulted in a break-even status on money invested – nothing to be proud of, I know. However, the last 2 years has been profitable with ~8% profit reported and a reasonable amount of paper profits being held (see table below).
Here is the list of our current holdings:
Here is the list of our current holdings:
| Stock | Purchase Price | Date | % Invested | Yield | Current Price | Return |
| MO | 46.54 | 1/4/2005 | 10 | 4 | 69.6 | 49.55 |
| KFT | 21.11 | 1/4/2005 | 3.5 | 3.1 | 32.63 | 54.3 |
| PCL | 35.5 | 5/12/2005 | 9 | 4.2 | 42.2 | 19.2 |
| PFE | 25.15 | 2/6/2006 | 8.5 | 4.8 | 24 | (3) |
| IBN | 27.57 | 5/18/2006 | 10 | 1.15 | 44 | 60 |
| TSM | 8.71 | 7/27/2006 | 7.5 | 3.6 | 10.27 | 18 |
| PTR | 106 | 9/12/2006 | 9 | 2.9 | 140 | 32 |
| HTE | 23.46 | 11/2/2006 | 8.5 | 16 | 28 | 21 |
| CNE | 13.95 | 11/2/2006 | 8 | 16 | 14.5 | 2.5 |
| AAV | 11.22 | 11/2/2006 | 5 | 15 | 12.1 | 7.9 |
| GOOG | 441 | 3/14/2007 | 7.5 | None | 521 | 18 |
| STP | 36.73 | 3/14/2007 | 6 | None | 42.5 | 16 |
| CEE | 51.5 | 6/28/2007 | 7.5 | 3.5 | 54 | 5 |
| Cash | - | - | 7.5 | - | - | - |
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