*Source: CNN Money
And while the performance shown here for the week is correct, the YTD performance is understated because it doesn't include dividends. Using YCharts! S&P500 total return index (SPXTR), the YTD performance of the S&P 500 with dividends is +8.54%.
The Chump portfolio was up modestly this week, with a YTD performance now standing at 10.99%, currently better than the S&P benchmark by 2.45%, or 28.7% better. Here are the Chump IRA holdings; today I present them by industry (courtesy of FASTGraphs):
*Note: I also own KMI (Kinder Morgan), which is in the energy category.
The yellow highlights are lofty PE ratios vs. the normal PE for the past six years, and should be considered for trimming or selling. The green highlights represent PE ratios still nicely undervalued as of yesterday's close.
Looking at my industry/sector breakdown, I'm heavy in industrials, consumer staples, and financials, and light in materials and utilities.
Here is an interesting chart showing YTD performance by sector from Finviz:
The two sectors in which I'm light have had very good year to date performance, so I've likely missed out on some good/better returns due to my current imbalance.
I'll look to add a good materials company, and another utility in the coming month. As always, your suggestions are welcome.