inMessment Game – First Quarter Results 2013
This is the review of my inMessment Game results for the First Quarter of 2013. Q1 was a good quarter for my portfolio. Here we will also review how I did for the year and 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 game now has a grand total of 11 players including me. We are just starting the third year of the game. Join the game and learn to invest with no risk!
Here is what you will see in this post:
inMessment Numbers as of March 31, 2013
The first quarter of 2013 was a good quarter. The inMessment Game Portfolio is up over 7% in Q1.
- Q1 Starting Account Value: $27,371.73
- Q1 Ending Account Value: $29,443.14 (Up $2071.41 (7.6%) from Q4 2012)
- Q1 Ranking in the inMessment Game: 1st
- Annual Return: 8.46% (as of May 28th, 2013)
- Number of Securities In Portfolio: 7
- Trades this Quarter: 0
- Available Cash: $580.20 (1.97% 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 10% in Q1 2013. My portfolio up just over 7%. This was a good quarter but not as good as the benchmark.
Here is the one-year comparison chart since March 2012. I tried Stop Loss orders in Q1 and Q2 2012. This really hurt me in early in 2012. I made good progress catching up to my benchmark by the end of 2012. Then this quarter the S&P 500 has pulled ahead again.
Here is a new chart, showing 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 year or five years from now.
Five of the seven holdings in my portfolio are in the Good list for Q1. They all returned decently for the quarter. IJH was up over 13% for Q1.
|iShares S&P MidCap 400 Index (ETF)
|Rydex S&P Equal Weight ETF
|Vanguard REIT ETF
|First Trust Exchange-Traded Fund II
|Market Vectors ETF Trust
In Q1 2013 both EEM and BOND lost money so they end up in the Bad bucket. EEM lost 3.5%. I only put it in Bad and not Ugly because I expect EEM to be volatile. Last quarter it was my top gainer.
|PIMCO ETF Trust
|iShares MSCI Emerging Markets Indx (ETF)
I put nothing in the Ugly list for Q1. This is the second quarter I have not had an ugly issue. Double Yeah!!
Changes To The Portfolio
I made no changes to the portfolio this quarter. This seems to be a good trend. I am still thinking about adding a commodity or precious metal holding. I would have to reduce other holdings and incur the tradings costs to do this. At this point I have no changes planned.
Full inMessment Game Portfolio
Here is the full portfolio as of March 31, 2013.
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 March 31, 2013
|Name ||Symbol ||Last price ||Shares ||Mkt value ||Gain % ||Purpose |
|iShares S&P MidCap 400 Index (ETF) ||IJH ||$115.07 ||55 ||$6,328.85 ||25.37% ||Core |
|Vanguard REIT ETF ||VNQ ||$70.53 ||60 ||$4,231.80 ||13.76% ||Core |
|Rydex S&P Equal Weight ETF ||RSP ||$59.64 ||110 ||$6,560.40 ||23.68% ||Core |
|Market Vectors ETF Trust ||MOAT ||$23.44 ||130 ||$3,047.20 ||21.16% ||Sub-Core |
|iShares MSCI Emerging Markets Indx (ETF) ||EEM ||$42.77 ||65 ||$2,780.05 ||11.78% ||Core |
|PIMCO ETF Trust ||BOND ||$109.35 ||25 ||$2,733.75 ||4.05% ||Core |
|First Trust Exchange-Traded Fund II ||SKYY ||$21.20 ||150 ||$3,180.00 ||18.55% ||Sub-Core |
|Cash || ||580.2 || ||$580.20 || || |
inMessment Game Trade History for Q1 2013
No trades made in Q1.
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.