inMessment Game – Fourth Quarter Results 2012

The Fourth Quarter of 2012 has come and gone. Time to review my inMessment Game results. Q4 was a good quarter for my portfolio. Here we will also review how we did for the year and since the start of the inMessment Game.

To see my earlier results click the following links:

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 12 players including me. We are just finishing up the second 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 December 31, 2012

The fourth quarter of 2012 was a pretty good quarter. The inMessment Game Portfolio is up almost 3% in Q4.

  • Q3 Starting Account Value: $26,606.12
  • Q3 Ending Account Value: $27,371.73 (Up $765.61 (2.9%) from Q2 2012)
  • Q3 Ranking in the inMessment Game: 2nd
  • Annual Return: 5.37%
  • Number of Securities In Portfolio: 7
  • Trades this Quarter: 0
  • Available Cash: $488.90 (1.8% 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 is down 1% in Q4 2012. My portfolio up almost 3%. This was a great quarter compared to the benchmark!

Here is the one-year comparison chart since Jan-2012. The S&P and my inMessment Game portfolio are fairly close together through 2011. I tried Stop Loss orders in Q1 and Q2 2012. This really hurt me in Q2. Now we are trying to come back with more stable investing.

Here is a new chart, showing the benchmark comparison since the start of the portfolio in December 31, 2010. This is the real test of the investing. It will be will be interesting to see where we are at one year from now.

The Good

Six of the seven holdings in my portfolio are in the Good list for Q4. They all returned better than the S&P 500. EEM was up over 7% for Q4. This is great since the emerging markets have been down some over the last year or two. IJH and MOAT both did well gaining about 3% each. BOND squeaked out only a 0.2% gain for the quarter but it’s dividends ($41.75 for Q4) put it in the Good bucket. With the dividends BOND had a Q4 return of 1.74%.

Name Symbol Last price Shares Mkt value Q4 Gain
iShares MSCI Emerging Markets Indx (ETF) EEM $44.35 65 $2,882.75 7.33%
iShares S&P MidCap 400 Index (ETF) IJH $101.70 55 $5,593.50 3.06%
Market Vectors ETF Trust MOAT $22.21 130 $2,887.30 2.92%
Rydex S&P Equal Weight ETF RSP $53.32 110 $5,865.20 2.18%
Vanguard REIT ETF VNQ $65.80 60 $3,948.00 1.28%
PIMCO ETF Trust BOND $109.05 25 $2,726.25 0.20%


The Bad

I put SKYY into the Bad list for Q4. I only do this because it is the only one of the seven holdings that had a negative return for Q4. It still did better than the benchmark S&P500.

Name Symbol Last price Shares Mkt value Q4 Gain
First Trust Exchange-Traded Fund II SKYY $19.87 150 $2,980.50 -0.05%


The Ugly

I put nothing in the Ugly list for Q4. This is the first quarter I have not had an ugly issue. 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 December 31, 2012.
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 December 31, 2012

Name Symbol Last price Shares Mkt value Gain % Purpose
iShares S&P MidCap 400 Index (ETF) IJH $101.70 55 $5,593.50 10.81% Core
Vanguard REIT ETF VNQ $65.80 60 $3,948.00 6.14% Core
Rydex S&P Equal Weight ETF RSP $53.32 110 $5,865.20 10.57% Core
Market Vectors ETF Trust MOAT $22.21 130 $2,887.30 14.80% Sub-Core
iShares MSCI Emerging Markets Indx (ETF) EEM $44.35 65 $2,882.75 15.91% Core
PIMCO ETF Trust BOND $109.05 25 $2,726.25 3.77% Core
First Trust Exchange-Traded Fund II SKYY $19.87 150 $2,980.50 11.11% Sub-Core
Cash 488.94 $488.94


inMessment Game Trade History for Q3 2012

No trades made in Q4.

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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