My Model Ecommerce Stock Portfolio

[jsinger]

I finally got around to setting up a model ecommerce stock portfolio using Yahoo Finance.

A couple of broader internet indices exist, but I wanted to track end-web sellers only. I excluded important service companies such as Google and Verisign, and was forced to include firms with limited conventional retail channels such as a few stores or a paper catalog. Few big web retailers nowadays sell purely online.

Here's my portfolio of 15 stocks:

AMZN
DSCM
EBAY
FLWS
IACI
KNOT
NFLX
NILE
PETS
PRTS
REDE
SFLY
STMP
VPRT
WBMD

Portfolio is **slightly** cap weighted in that huge Amazon and Ebay count about 3-5X more than other stocks. But they are actually 30+X the size of some of the other components.

Good thing I didn't actually buy this group: Launched with $20,000 on March 4, it is now worth $18,950.

[edited by: lorax at 6:44 pm (utc) on Mar. 10, 2008]

[jsinger]

Disclaimer: I own none of those 15 stocks. I don't work for or with any of those firms. All are listed on the NYSE, AMEX or NASDAQ.

The list was created and posted only to serve as some indication of the health of the U.S. ecommerce sector. Such information isn't available elsewhere from what I can find.

Like any stock Index, it is biased. For example, I excluded online travel or event ticket sites. Auction retailer, Ebay, was included mainly because it is such a powerhouse.

[CernyM]

There's also BLFY, though if they don't do a reverse split, it will be delisted from NASDAQ.

They lose money like crazy, and their cash position is weak. Hard to see how they are going to come out the other side.