Ascending the heights is always fun.
Our Virtual Value Portfolio finished the week on a high note along with the broad market. The $100,000 we started with on October 26, 2012 now registers at $122,360. That's a + 22.4% raw total return (+ 40.2% annualized).
The benchmark S&P 500 has gained 19.6% in total return (+ 35.2% annualized) over the same time period.
We took a 17.4% profit on our stake in Coca-Cola (KO) after less than a 4-month holding period. The cash from that sale bumped our reserves back up to $8,412 or 6.9% of our current portfolio value.
See the full details of all open and closed-out positions here.
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