inMessment Game – 2013 Results
This is the review of my inMessment Game results for the full year of 2013. 2013 was an excellent year for the market and for my portfolio. Here we will also review how the game portfolio has done since the start of the inMessment Game.
To see my earlier results click the following links:
Q4 2012 | Q3 2012 | Q2 2012 | Q1 2012
Q4 2011 | Q3 2011 | Q2 2011 | Q1 2011
I started the inMessment Game on Investopedia in December of 2010. The purpose is to run an experiment in investing over the long term. It is not perfect but it is one of the best ways I have found to learn to invest with no risk. You too can Join the game today!
Here is what you will see in this post:
inMessment Numbers as of January 25, 2014
The year of 2013 was a very good year for the stock market. The inMessment Game Portfolio is up over 20% for the year.
- 2013 Starting Account Value: $27,371.73
- 2013 Ending Account Value: $32,870.00 (Up $5,498.27 (20.1%))
- 2013 Ranking in the inMessment Game: 2nd
- Number of Securities In Portfolio: 7
- Trades made in 2013: 0
- Available Cash: $804.60 (2.4% of portfolio)
Comparison to Benchmark – The S&P 500 Index
The benchmark I have chosen to compare my results to is the S&P 500 Index. This is a broad index of 500 of the top US companies. Many investors and firms use this index as a general benchmark.
The Blue line is my inMessment Game portfolio. The Red line is the S&P 500 Index. The S&P was up over 30% in 2013. My portfolio up just over 20%. This was a good year but not as good as the benchmark.
The following chart shows the benchmark comparison since the start of the portfolio in December 16, 2010. This is the real test of the investing. It will be will be interesting to see where we are at one, three and five years from now.
Above you can see the inMessment portfolio diverges from the S&P 500 dramatically in the second quarter of 2012. Early in 2012 I was trying active trading and it did not work out well for me. By the end of May 2012 I had changed my approach and I have kept the same portfolio since then. The chart below show the benchmark comparison since May 31, 2012. This helps me feel a little better about the process.
Changes To The Portfolio
I made no changes to the portfolio in 2013. This seems to be a good thing. This inactivity is intentional but it is also very practical for me. I have been very busy over the last several months and it has been good to not have to worry about the portfolio so much.
I am still thinking about adding a commodity or precious metal holding. I would have to reduce other holdings to do this and I am not sure where I want to do that. At this point I have no changes planned.
Full inMessment Game Portfolio
Here is the full portfolio as of January 25, 2014.
I have categorized the investments in the following way:
Core: Long-term stable investments that will not change often.
Sub-Core: Still long-term but may trade more often.
inMessment Game Portfolio As of January 25, 2014
|Name ||Symbol ||Last price ||Shares ||Mkt value ||Gain(%) ||Purpose |
|ISHARES CORE S&P MID-CAP ETF ||IJH ||$134.48 ||55 ||$7,396.40 ||46.8% ||Core |
|VANGUARD REIT INDEX FUND ||VNQ ||$66.39 ||60 ||$3,983.40 ||7.4% ||Sub-Core |
|GUGGENHEIM S&P 500 EQUAL WEIGHT ETF ||RSP ||$70.98 ||110 ||$7,807.80 ||47.5% ||Core |
|MARKET VECTORS WIDE MOAT ETF ||MOAT ||$28.86 ||130 ||$3,751.80 ||49.8% ||Sub-Core |
|ISHARES MSCI EMERGING MARKETS ETF ||EEM ||$39.79 ||65 ||$2,586.35 ||4.4% ||Core |
|PIMCO TOTAL RETURN EXCHANGE-TRADED FUND ||BOND ||$105.99 ||25 ||$2,649.75 ||1.2% ||Core |
|FIRST TRUST ISE CLOUD COMPUTING INDEX FUND ||SKYY ||$27.06 ||150 ||$4,059.00 ||51.8% ||Sub-Core |
|Cash || || || ||$804.60 || || |
inMessment Game Trade History for 2013
No trades made in 2013.
Join the inMessment Game
Now that you have read through my results why don’t you join the game yourself? It is completely free and the best way I have found to learn about investing.
Click Here to Join the inMessment Game!
This and other articles on this blog are for entertainment purposes. I am doing the best I can but I am still very much in a learning process. These posts are an effort to share this learning process only and should not be considered financial advice.