Update On My Ecommerce Stock Portfolio

[jsinger]

My model ecommerce portfolio of 20 stocks was created on March 4, 2008 with an initial value of $20,000. Today its value dipped to about $18,800. Amazon is still up nicely from March 4. S&P 500 is off by about the same amount. Just wanted to provide an update.

[Rugles]

Nice,

Can you provide a list of the stocks? Just wondering.

[jsinger]

From my march post (I actually used 15 stocks not 20):

"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."

--
Note that REDE, Red Envelope, is now out of business and its stock is selling for sub-pennies on the Pink Sheets

[Rugles]

Note that REDE, Red Envelope, is now out of business and its stock is selling for sub-pennies on the Pink Sheets

Well, its time average down then. ;-)

[jsinger]

From Minyanville

"Is The Internet On Its Way Out?"

why are the stocks associated with the information highway system limping along at a snail’s pace or have curled up like armadillos? Internet stocks haven’t been world beaters for a long time and right now the Internet Holders (HHH) is at a 52-week double bottom and vulnerable to the four year low of 44.0.

[edited by: lorax at 1:23 am (utc) on July 19, 2008]

[jsinger]

Checked my March 2008 $20,000 ecommerce model portfolio today. It's around $19,500. Not bad at all considering the performance of many blue chips lately.

REDE and IACI have been deleted from the portfolio and the remaining stocks adjusted upward to compensate.

[jsinger]

Portfolio is down to about $16,500. Ecommerce bellwhether Amazon is around $61 from above $70 on October 1.

[jsinger]

Today:
"Amazon fell $6.71 or 10.3 percent, to $58.52."

Any ideas why?