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Sand In My Shoes - February Update

Mar. 05, 2018 3:26 PM ETBAC, CSCO, OHI, GPC, MMP, O, PEP, HD, AAPL, T, IYY, SPY9 Comments
Brian Soule profile picture
Brian Soule


  • February was a tough month for equities and the Sand In Shoes portfolio was not immune to the market forces.
  • The total value of my portfolio was down over 3% for the month of February.
  • However, that was offset with the largest month, dividend-wise, I have had to date.

My IRA portfolio lost over $8,000 (3.1%) in value in the month of February, shaving off what I gained in January and then some. However, given that the S&P 500 lost 3.9% I am somewhat pleased by my decision to allocate a fair amount of my retirement money to fixed income instruments.

I made one addition to the portfolio during the month (Friday, Feb. 2) which has already rewarded me with a dividend. If you read my January update, you will know that I had planned on re-balancing because the fixed income funds had dropped well below my targets, and that was mostly caused by the fantastic month January was for equities. Well just as I was preparing to do that (on that next Monday the 5th), the Dow decided to plunge 1,175 points, or 4.6%, in that single day and caused me to take a step back and re-evaluate my desire to adjust my allocations. So I did not make any asset allocation moves, just purchased the lone stock and collected some dividends. Below I will detail them.

February Dividends

As I mentioned, February was a new record for my IRA portfolio, as I collected $215 for the month.

February Performance

A bit of a kick in the pants. All of my gains from January were erased in the very next month. ALL of the stocks I held on January 31 were down with the exception of two. Bank of America Corporation (BAC) was basically flat (up 0.3%) and Cisco Systems, Inc. (CSCO) was up 7.8% for the month after they reported excellent earnings, raised guidance, hiked their dividend, and announced further stock buy-backs. Everyone else was down 1% or more, with four stocks experiencing double digit pull-backs since January 31.

Below are the details of the portfolio's performance

ChartIYY data by YCharts

This article was written by

Brian Soule profile picture
I am a financial analyst working in corporate America for a Fortune 500 company. I write the Sand In My Shoes series of articles based on my real-money portfolio, which is the sum of several 401k roll-overs. The title of my articles serves to remind me that my ultimate goal is to retire young and spend more time on the beach and in the sun and less time in a cube with fluorescent lighting.

Analyst’s Disclosure: I am/we are long AAPL, AIG, AMGN, BAC, BLK, C, CSCO, CVS, GPC, HD, HRL, MMM, MMP, O, OHI, PEP, SO, T. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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