Model Portfolio

Saturday, October 01, 2016
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Long Stock Positons

  Symbol Quote* Daily Change Number of Shares** Cost Current Value Diff ($) Diff (%) Date Added
+ UMPQ $15.05 $0.20 (+1.35%) 1000@12.24 $12,240 $15,050 $2,810 22.96% 07/09/2010
+ MCS $25.04 $0.12 (+0.48%) 1000@9.03 $9,030 $25,040 $16,010 177.30% 07/09/2010
+ CBI $28.03 $0.30 (+1.08%) 500@21.17 $10,585 $14,015 $3,430 32.40% 01/05/2010
+ EIG $29.83 $0.02 (+0.07%) 600@14.92 $8,952 $17,898 $8,946 99.93% 01/05/2010
+ SWY $0 $0.00 (+0%) 500@20.29 $10,145 $0 $-10,145 -100.00% 07/01/2009
+ ATVI $44.3 $0.09 (+0.20%) 2200@12.219 $26,882 $97,460 $70,578 262.55% 08/29/2008
+ LGF $19.99 $-0.32 (-1.58%) 1000@9.41 $9,410 $19,990 $10,580 112.43% 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 $46.01 $-0.28 (-0.60%) 300@35.05 $10,515 $13,803 $3,288 31.27% 09/01/2006
+ PG $89.75 $1.52 (+1.72%) 180@55.6 $10,008 $16,155 $6,147 61.42% 06/30/2006
Cash $74,077
Total Returns Since Inception on Aug 2, 2005 $210,917 210.92%

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