Home   |  Philosophy   |  Analysis   |  Portfolio   |  Resources   |  About   |  Contact

TogaPF Portfolio About the TogaPF Portfolio I track transactions and the performance of the holdings in the TogaPF portfolio below. Holdings from my prior investing activities have been transferred here at the closing price of August 4, 2008. I've assumed a $10 commission fee per holding as the cost of establishing that position in the TogaPF portfolio. Returns for the total TogaPF portfolio are calculated based on the internal rate of return for all cash inflows and outflows to the portfolio. At the inception of the TogaPF portfolio on August 4, 2008, I've assumed a $100 share price for the TogaPF portfolio that will fluctuate based on the value of the underlying securities. Future inflows and outflows to the TogaPF portfolio will occur based on that day's implied price. Any dividends are automatically reinvested. I do not factor them into my costs, but I do factor them into my acquired shares base, which effectively lowers my implied buy-in price. However, the purchase price that is shown reflects my actual purchase price on my date of purchase. I'm benchmarking the TogaPF returns against the S&P 500, comparing the performance assuming that all TogaPF inflows and outflows were invested in the S&P 500 instead.

Rankings 1. NOK 2. CHK 3. FCX 4. NVDA 5. BP 6. JNJ 7. BRKB 8. DEO 9. ADSK 10. PFE 11. COLM 12. DRIV 13. MMM 14. HPY 15. INTC 16. GA Prior Updates Nov 10, 2008 Oct 13, 2008 Oct 10, 2008 Oct 9, 2008 Sep 30, 2008 Sep 19, 2008 Sep 12, 2008 Aug 27, 2008 Aug 4, 2008