20080722

My virtual Portfolio - 5 Years counting

When i lived in London i setup a virtual portfolio to see if i could select stocks as good as my friend who did it for a living.

He is currently managing a portfolio of 100m$ himself, so he’s done pretty well, but i remembered it today, and logged in and checked how it had done.

The portfolio was created in January in 2003, so it’s 5.5 Years old now.
Looking at it i start to wonder if i should do this for a living instead since it’s up almost 100%, even though i don’t understand the public market what so ever. Orbitz gained 22.5% yesterday without any news, now i know the most likely reason, but since it’s not public information i will keep it to myself, but the reason i’ve heard would certainly not mean a 22.5% in a “functioning” stock market in my humble opinion.

Anyway, i have uploaded the portfolio for you to see.
It’s not 100% correct, because Macromedia was bought by Adobe, at 41$ so that’s over a 350% return. Overture however lost 30-40% before it was bought by Yahoo.

Overall i still think most stocks in the portfolio is a good stock to hold today, i loved JetBlue’s new inventions at the time (having all customer service reps working from home at what was then a new VOIP setup) - I thought Microsoft would have been competing at a higher scale with Dell today, and i thought Dell would have competed more with Sony/Samsung etc.

Anyway, feel free to check it out below.

stockportfolio.jpg

Posted at 2:37 pm,

10 Responses

  1. Martin Sarkissian Says:

    Have you considered jumping in the VC game in a different capacity?

    here in Canada (Toronto) you can put up say 10g’s CAD each with 3 or more other founder or “seeders” issue your selfs shares for 5c ea, do a IPO of 2mil max at 10c and seach for a private company to take public within 24 mo. Typically you do a reverse take over between 30 and 40c, a heafty return from your initial 5c investment.

    visit for the details:
    tsx.com/en/listings/products_services/venture_market_information.html

    I’ve been investing in them at the open market level for a few years, I’d like to try it at a different level with more control. there are alot of good companies out there that could really get a good boost from a public listing.

    regards

  2. Eugene Says:

    looking forward for more information about this. thanks for sharing. Eugene

  3. Bookmarks about Virtual Says:

    […] - bookmarked by 4 members originally found by frlin on 2008-10-31 My virtual Portfolio - 5 Years counting http://www.hellomartin.com/2008/07/22/my-virtual-portfolio-5-years-counting/ - bookmarked by 3 […]

  4. Adam Bruce Says:

    If someone knows how to get in touch with Martin’s Family please send me a note on Twitter.
    http://twitter.com/shinkaze

    or Call me on (310) 994-0039

  5. karina Says:

    martin dear friend, you will be missed…..

  6. Reinier Says:

    Hi Bruce,

    Are you sure Martin was in that small plane? I can’t believe it.

  7. Spencer Morgan Says:

    Dear Friends of Martin,
    I am very sorry for your loss. I did not know Martin. I’m a reporter for the New York Observer, and I’m interested in writing a story remembering his life. I’d be grateful to speak to anyone who knew him. Please email me at smorgan@observer.com.

  8. jesse Says:

    Martin: Peace. You are missed

  9. Jenni Says:

    A great person, n always will be in my heart, learned us alot…When I think of martin now I get sad at first ofcourse but then Im always smileing in the end, he thought me to feel how intressting everythinhg in life could be, and that Is really what you always schould be around!..Love 2 u Martin….R.I.P…Xo J

  10. antonio Says:

    Hasta siempre,Martin

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