Wednesday, April 1, 2009

March portfolio update

Well, it has been a month since my first portfolio update, so here are the current numbers:








Name & SymbolBought atCurrentChange
Apple (APPL)81.97108.69+1,189
Google (GOOG)298.76354.09+1,093
Johnson & Johnson (JNJ)56.7953.04-237
Berkshire Hathaway B (BRK-B)3005.002819.00-384
Ford (F)1.602.74+3,673
Citigroup (C)1.472.68+419

As you can see, every stock I have advanced during March, with JNJ and BRK-B trimming their losses by roughly half since I added them to the mix. Ford (F) was the Big Kahuna last month and it easily retains that title after adding almost $2,400 during March.

Google (GOOG) advanced some, but it was overtaken by Apple (APPL). My expectations for Citigroup (C) being a good place for the loose dollars in my Roth account has similarly borne fruit this month.

My only real short-term concern going forward with these stocks is Ford (F). GM appears to be prepping for a quickie, pre-determined bankruptcy filing that will let it shed a lot of its debt load and restructure what remains, which would likely put it at a competitive advantage to Ford. Since I'm not a short-term day trader type by inclination, and I believe Ford has a better product mix and is better situated, I'm going to hold on to Ford for the long haul.