Model Portfolio

Wednesday, January 18, 2017
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Long Stock Positons

  Symbol Quote* Daily Change Number of Shares** Cost Current Value Diff ($) Diff (%) Date Added
+ UMPQ $17.97 $-0.01 (-0.06%) 1000@12.24 $12,240 $17,970 $5,730 46.81% 07/09/2010
+ MCS $30.5 $-0.10 (-0.33%) 1000@9.03 $9,030 $30,500 $21,470 237.76% 07/09/2010
+ CBI $32.11 $-0.44 (-1.35%) 500@21.17 $10,585 $16,055 $5,470 51.68% 01/05/2010
+ EIG $37.85 $0.60 (+1.61%) 600@14.92 $8,952 $22,710 $13,758 153.69% 01/05/2010
+ SWY $0 $0.00 (+0%) 500@20.29 $10,145 $0 $-10,145 -100.00% 07/01/2009
+ ATVI $39.02 $0.07 (+0.18%) 2200@12.219 $26,882 $85,844 $58,962 219.34% 08/29/2008
+ LGF $26.09 $0.00 (+0.00%) 1000@9.41 $9,410 $26,090 $16,680 177.26% 02/29/2008
+ EMC $29.05 $0.00 (+0.00%) 600@13.85 $8,310 $17,430 $9,120 109.75% 03/31/2007
+ TEVA $33.86 $0.11 (+0.33%) 300@35.05 $10,515 $10,158 $-357 -3.40% 09/01/2006
+ PG $84.91 $0.37 (+0.44%) 180@55.6 $10,008 $15,284 $5,276 52.72% 06/30/2006
Cash $74,077
Total Returns Since Inception on Aug 2, 2005 $216,117 216.12%

Performance Chart


Note: This model portfolio automatically updates itself during market hours.

* Quotes delayed 30 mins for NASDAQ, 35 mins for NYSE and Amex.

** Price and number of shares adjusted for Activision Blizzard (ATVI), ICON plc (ICLR) and Companhia Siderurgica Nacional (SID) to reflect splits on September 8, 2008, August 13, 2008 and April 7, 2010 respectively.

Voluntary Disclosure: From the stocks that are currently in the model portfolio, I own shares of