Model Portfolio

Monday, November 24, 2014
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Long Stock Positons

  Symbol Quote* Daily Change Number of Shares** Cost Current Value Diff ($) Diff (%) Date Added
+ UMPQ $17.29 $0.18 (+1.02%) 1000@12.24 $12,240 $17,290 $5,050 41.26% 07/09/2010
+ MCS $16.76 $0.17 (+1.02%) 1000@9.03 $9,030 $16,760 $7,730 85.60% 07/09/2010
+ CBI $54.26 $-2.83 (-4.96%) 500@21.17 $10,585 $27,130 $16,545 156.31% 01/05/2010
+ EIG $20.7 $-0.22 (-1.05%) 600@14.92 $8,952 $12,420 $3,468 38.74% 01/05/2010
+ SWY $34.82 $0.00 (0.00%) 500@20.29 $10,145 $17,410 $7,265 71.61% 07/01/2009
+ ATVI $21.3 $0.13 (+0.61%) 2200@12.219 $26,882 $46,860 $19,978 74.32% 08/29/2008
+ LGF $33.1 $-0.15 (-0.45%) 1000@9.41 $9,410 $33,100 $23,690 251.75% 02/29/2008
+ EMC $29.87 $-0.03 (-0.10%) 600@13.85 $8,310 $17,922 $9,612 115.67% 03/31/2007
+ TEVA $57.23 $-0.17 (-0.30%) 300@35.05 $10,515 $17,169 $6,654 63.28% 09/01/2006
+ PG $88.11 $-0.49 (-0.55%) 180@55.6 $10,008 $15,860 $5,852 58.47% 06/30/2006
Cash $74,077
Total Returns Since Inception on Aug 2, 2005 $195,996 196.00%

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