Model Portfolio

Sunday, May 01, 2016
Watchlist    Performance Chart    Historical Trades

Long Stock Positons

  Symbol Quote* Daily Change Number of Shares** Cost Current Value Diff ($) Diff (%) Date Added
+ UMPQ $15.83 $-0.09 (-0.57%) 1000@12.24 $12,240 $15,830 $3,590 29.33% 07/09/2010
+ MCS $19.35 $-0.27 (-1.38%) 1000@9.03 $9,030 $19,350 $10,320 114.29% 07/09/2010
+ CBI $40.25 $0.20 (+0.50%) 500@21.17 $10,585 $20,125 $9,540 90.13% 01/05/2010
+ EIG $29.7 $0.67 (+2.31%) 600@14.92 $8,952 $17,820 $8,868 99.06% 01/05/2010
+ SWY $0 $0.00 (+0%) 500@20.29 $10,145 $0 $-10,145 -100.00% 07/01/2009
+ ATVI $34.47 $0.57 (+1.68%) 2200@12.219 $26,882 $75,834 $48,952 182.10% 08/29/2008
+ LGF $22.2 $-0.29 (-1.29%) 1000@9.41 $9,410 $22,200 $12,790 135.92% 02/29/2008
+ EMC $26.11 $-0.08 (-0.31%) 600@13.85 $8,310 $15,666 $7,356 88.52% 03/31/2007
+ TEVA $54.45 $-0.54 (-0.98%) 300@35.05 $10,515 $16,335 $5,820 55.35% 09/01/2006
+ PG $80.12 $0.36 (+0.45%) 180@55.6 $10,008 $14,422 $4,414 44.10% 06/30/2006
Cash $74,077
Total Returns Since Inception on Aug 2, 2005 $191,657 191.66%

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