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Loyal3 Investment Update

The Clever Investor: Loyal3 Update – 02/17/2016

February 17, 2016
By Brock Kernin
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Loyal311
My stocks got absolutely hammered last month, but that didn’t stop me from staying the course with my investments. I took the perspective that stocks were on sale, and I should buy while prices were low. Eventually the market, and the value of my stocks, will go up and I’ll reap the rewards. So, last month I added $25 worth of stock for my favorite wing restaurant, and $25 worth of Apple stock.

Before looking at the specifics of how my stocks performed over the last 30 days, let’s review the rules for my Clever Investor game:

  • Investments are made using the 100% Free investment platform, Loyal3 which allows me to invest in increments as low as $10.
  • I will invest an additional $50 a month, budget willing, based upon results
  • Results are reviewed in the middle of the month (approximately)

Here we go!

Stock Market

  • As of closing on 01/15/2016: 15,988
  • As of closing on 02/16/2016: 16,296
  • Month Change: +308 (+1.9%)

Investments

Buffalo Wild Wings:

  • Previous Value: $166.87 (After $25 investment)
  • Current Value: $170.86
  • Month Change: +$3.99 (+2.4%)

Apple:

  • Previous value: $62.86 (After $25 investment)
  • Current Value: $63.28
  • Month Change: +$0.42 (+0.07%)

Lifetime Performance:

  • Amount invested: $260
  • Current Value: $234.14
  • Change: -$25.86 (-9.9%)

Look at that, both stocks actually gained value over the last 30 days! Have we turned a corner? Check back next month and find out!

How did your investments do last month?

Brought to you courtesy of Brock

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Image of Clever Dude writer Brock Kernin.

About Brock Kernin

Brock Kernin is a software engineer and personal finance writer who paid off more than $100,000 in credit card debt through disciplined budgeting and debt-management strategies. Drawing on that experience, his BA degree and years of practical writing, he contributes clear, actionable money guidance to CleverDude focused on everyday financial decisions, frugal living, and long-term stability.

Reader Interactions

Comments

  1. Charlie says

    February 20, 2016 at 1:57 am

    Thanks for sharing! Please do keep updating.
    And good luck!

    Reply
  2. Brock says

    February 20, 2016 at 8:55 am

    @Charlie – Thanks, I certainly will…..it’s a fun activity, doesn’t cost a ton of money each month AND it’s an investment for the future! Keep checking back!

    Reply

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