Model Portfolio

Saturday, November 29, 2014
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Long Stock Positons

  Symbol Quote* Daily Change Number of Shares** Cost Current Value Diff ($) Diff (%) Date Added
+ UMPQ $16.99 $-0.31 (-1.79%) 1000@12.24 $12,240 $16,990 $4,750 38.81% 07/09/2010
+ MCS $16.46 $-0.10 (-0.60%) 1000@9.03 $9,030 $16,460 $7,430 82.28% 07/09/2010
+ CBI $50.03 $-3.83 (-7.11%) 500@21.17 $10,585 $25,015 $14,430 136.32% 01/05/2010
+ EIG $20.28 $-0.69 (-3.29%) 600@14.92 $8,952 $12,168 $3,216 35.92% 01/05/2010
+ SWY $34.84 $0.04 (+0.11%) 500@20.29 $10,145 $17,420 $7,275 71.71% 07/01/2009
+ ATVI $21.65 $-0.17 (-0.78%) 2200@12.219 $26,882 $47,630 $20,748 77.18% 08/29/2008
+ LGF $33.9 $0.51 (+1.53%) 1000@9.41 $9,410 $33,900 $24,490 260.26% 02/29/2008
+ EMC $30.35 $0.31 (+1.03%) 600@13.85 $8,310 $18,210 $9,900 119.13% 03/31/2007
+ TEVA $56.98 $0.17 (+0.30%) 300@35.05 $10,515 $17,094 $6,579 62.57% 09/01/2006
+ PG $90.43 $1.55 (+1.74%) 180@55.6 $10,008 $16,277 $6,269 62.64% 06/30/2006
Cash $74,077
Total Returns Since Inception on Aug 2, 2005 $195,240 195.24%

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