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Here is MYPAGE (updated Dec 20 data):
Worksheet was done weeks ago. But the data transition from the Mutual Funds Market to the Stock Market took longer time than I have expected. As the last day that I boght mutual fund was Nov 16.
From Nov 26 to Dec 20, the SGI decreased about -2.85%, and the Market Average decreased -4.85%, thus even the values are almost remain the same, from 14321 to 14467, I am leading the average market by 6.17%.
This leading will be re-evaluated by monthly statements of Nov and Dec from Fidelity.
TABLE ONE | ||||||||||
11/26/2017 | % | 12/20/2017 | COST | % | ||||||
SGI | 890.8620559 | -2.85% | 865.4539567 | |||||||
PRICES | ARI | A SHARES | 6.17% | PRICES | A VALUES | M SHARE | M VALUES | |||
TOTAL | $ 14,321.00 | -4.85% | $13,626.53 | $14,467.58 | ||||||
SPAXX | $2,353.58 | |||||||||
CASH | 0 | 0 | 0 | |||||||
DIA | $235.47 | 477.37 | 2.0273 | 4.93% | $247.07 | $ 500.88 | 0 | $0.00 | ||
AAPL | $174.97 | 477.37 | 2.7283 | -0.35% | $174.35 | $ 475.68 | 0 | $0.00 | ||
ADBE | $184.46 | 477.37 | 2.5879 | -5.54% | $174.25 | $ 450.94 | 0 | $0.00 | ||
ALGN | $254.76 | 477.37 | 1.8738 | -8.29% | $233.65 | $ 437.81 | 0 | $0.00 | ||
ANET | $242.06 | 477.37 | 1.9721 | -3.27% | $234.15 | $ 461.77 | 0 | $0.00 | ||
AVGO | $282.38 | 477.37 | 1.6905 | -5.93% | $265.64 | $ 449.07 | 0 | $0.00 | ||
BABA | $191.19 | 477.37 | 2.4968 | -9.70% | $172.64 | $ 431.05 | 0 | $0.00 | ||
BIDU | $249.42 | 477.37 | 1.9139 | -6.43% | $233.37 | $ 446.65 | 0 | $0.00 | ||
CGNX | $63.00 | 477.37 | 7.5772 | -1.43% | $62.10 | $ 470.55 | 100 | $6,210.00 | 6149.9 | 0.98% |
EXAS | $58.00 | 477.37 | 8.2305 | -7.36% | $53.73 | $ 442.22 | 0 | $0.00 | ||
FB | $182.78 | 477.37 | 2.6117 | -2.68% | $177.89 | $ 464.60 | 0 | $0.00 | ||
FDN | $111.01 | 477.37 | 4.3002 | -0.08% | $110.92 | $ 476.98 | 0 | $0.00 | ||
FTEC | $50.92 | 477.37 | 9.3748 | -0.47% | $50.68 | $ 475.12 | 0 | $0.00 | ||
HD | $172.33 | 477.37 | 2.7701 | 8.69% | $187.31 | $ 518.86 | 0 | $0.00 | ||
HFC | $44.05 | 477.37 | 10.8369 | 12.28% | $49.46 | $ 535.99 | 0 | $0.00 | ||
JPM | $98.32 | 477.37 | 4.8552 | 7.95% | $106.14 | $ 515.33 | 0 | $0.00 | ||
KO | $45.88 | 477.37 | 10.4047 | 0.44% | $46.08 | $ 479.45 | 0 | $0.00 | ||
LOGM | $119.05 | 477.37 | 4.0098 | -5.00% | $113.10 | $ 453.51 | 0 | $0.00 | ||
LRCX | $215.00 | 477.37 | 2.2203 | -12.17% | $188.83 | $ 419.26 | 0 | $0.00 | ||
MCD | $169.11 | 477.37 | 2.8228 | 1.81% | $172.17 | $ 486.00 | 0 | $0.00 | ||
MIME | $30.53 | 477.37 | 15.6360 | -6.85% | $28.44 | $ 444.69 | 0 | $0.00 | ||
MSFT | $83.26 | 477.37 | 5.7334 | 2.71% | $85.52 | $ 490.32 | 0 | $0.00 | ||
NVDA | $214.00 | 477.37 | 2.2307 | -8.04% | $196.80 | $ 439.00 | 30 | $5,904.00 | 5949.27 | -0.76% |
QID | $13.38 | 477.37 | 35.6776 | -2.17% | $13.09 | $ 467.02 | 0 | $0.00 | ||
ROG | $165.03 | 477.37 | 2.8926 | -1.44% | $162.65 | $ 470.48 | 0 | $0.00 | ||
SGMS | $51.70 | 477.37 | 9.2334 | -1.45% | $50.95 | $ 470.44 | 0 | $0.00 | ||
TXN | $100.00 | 477.37 | 4.7737 | 4.80% | $104.80 | $ 500.28 | 0 | $0.00 | ||
V | $112.00 | 477.37 | 4.2622 | 0.11% | $112.12 | $ 477.88 | 0 | $0.00 | ||
WMT | $97.00 | 477.37 | 4.9213 | 1.80% | $98.75 | $ 485.98 | 0 | $0.00 | ||
SPY | $260.36 | 477.37 | 1.8335 | 2.56% | $267.03 | $ 489.60 | 0 | $0.00 |
I wish we will have a very fruitful new year.
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