- Dividends automatically reinvested
- Maintain near equal weightings of a maximum of 30 stocks
- Infrequent trading
- Total return of portfolio is measured against total return of the S&P 500
- Goal: to outperform the S&P 500 Index on a total return risk-adjusted basis
Below is a snapshot of the fantasy portfolio's current holdings and performance thus far.
*Note: Transaction costs and taxes not included in returns.
Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.