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.

The Good

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.

Name Symbol Last price Shares Mkt value Q1 Gain
iShares S&P MidCap 400 Index (ETF) IJH $115.07 55 $6,328.85 13.15%
Rydex S&P Equal Weight ETF RSP $59.64 110 $6,560.40 11.85%
Vanguard REIT ETF VNQ $70.53 60 $4,231.80 7.19%
First Trust Exchange-Traded Fund II SKYY $21.20 150 $3,180.00 6.69%
Market Vectors ETF Trust MOAT $23.44 130 $3,047.20 5.54%


The Bad

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.

Name Symbol Last price Shares Mkt value Q1 Gain
PIMCO ETF Trust BOND $109.35 25 $2,733.75 -1.24%
iShares MSCI Emerging Markets Indx (ETF) EEM $42.77 65 $2,780.05 -3.56%


The Ugly

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!


DISCLAIMER
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.


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