Stock Market Report Twitter Fun Stocks Index Sets Another Record (Up 621.08% since 1/1/2009, up 74.99% YTD, and up an amazing 9.49% for November)

As the Dow Jones Index and S&P 500 Index were setting record highs this month, our Fun Stocks Index (FSI) also set record highs. The following chart compares FSI very favorably to the other major U.S. stock market indexes:

Performance of Indexes

     For the Month (Nov. 2013)

  • Fun Stocks Index (FSI)              up 9.49%
  • Dow Jones (DIA ETF) Index      up 4.16%
  • NASDAQ (QQQ ETF) Index      up 4.47%
  • S&P 500 (SPY ETF) Index          up 3.66%


  • Fun Stocks Index (FSI)              up 74.99%
  • Dow Jones (DIA ETF) Index      up 23.08%
  • NASDAQ (QQQ ETF) Index      up 31.63%
  • S&P 500 (SPY ETF) Index          up 27.10%

      Since 1/1/2009                           

  • Fun Stocks Index (FSI)              up 621.08%
  • Dow Jones (DIA ETF) Index      up 83.64%
  • NASDAQ (QQQ ETF) Index      up 188.26%
  • S&P 500 (SPY ETF) Index          up 100.58%

While you cannot invest directly in our Fun Stocks Index, you can create your own. Click here for the step-by-step instructions on how to create your own Fun Stocks portfolio that can mirror our FSI.

Where does the stock market go from here?

Chairman-designate Janet Yellen and the Federal Reserve have confirmed this month that they would “stay the course” and not begin to “taper” their bond buying program until and only after the U.S. economy shows strength. Cautions regarding excessive valuations are still warranted as new data may surprise the markets and stimulate a correction. Should this occur, investors need to be fully allocated to their appropriate portfolio allocations based on their MOAAA (My Optimal Asset Allocation Analyzer) results.

We remain fully allocated in our equity/stock positions in our TSOA Freedom Portfolio models for retirement accounts (401k, 403b, IRA). Hence, there is no change in these models. Nor are there any changes in the bond positions of our model portfolios.

Good investing!

Jim Tso

P.S. We are changing our Stock Market Reports from weekly to monthly in order to reflect the long-term investment interests of our readers. However, we will blog about major events, trending issues that impact the stock markets, and any changes in our TSOA retirement accounts allocations during the month. In addition, we will soon start a new feature that will present timely investment ideas for your portfolios. Please sign up for a free subscription in order to keep up with our helpful blogs.



November Stock Market Report – November 30, 2013



Jim Tso wants to “give back” and share his 35+ years of successful personal money management experience to help others to achieve their financial goals. Jim created this InvestBetterSpendSmarter blog (IBSS) to provide you with free investing, planning, savings, retirement, and inspirational tips derived from his unique, innovative, and proven approaches to money management. He welcomes and appreciates your feedback.

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