Model Portfolio

Friday, March 06, 2015
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Long Stock Positons

  Symbol Quote* Daily Change Number of Shares** Cost Current Value Diff ($) Diff (%) Date Added
+ UMPQ $17 $0.21 (+1.25%) 1000@12.24 $12,240 $17,000 $4,760 38.89% 07/09/2010
+ MCS $19.12 $-0.41 (-2.10%) 1000@9.03 $9,030 $19,120 $10,090 111.74% 07/09/2010
+ CBI $45.26 $-0.89 (-1.93%) 500@21.17 $10,585 $22,630 $12,045 113.79% 01/05/2010
+ EIG $23.79 $0.05 (+0.21%) 600@14.92 $8,952 $14,274 $5,322 59.45% 01/05/2010
+ SWY $35.1 $0.00 (0.00%) 500@20.29 $10,145 $17,550 $7,405 72.99% 07/01/2009
+ ATVI $23.07 $-0.22 (-0.94%) 2200@12.219 $26,882 $50,754 $23,872 88.80% 08/29/2008
+ LGF $32.75 $-0.76 (-2.27%) 1000@9.41 $9,410 $32,750 $23,340 248.03% 02/29/2008
+ EMC $27.65 $-0.36 (-1.29%) 600@13.85 $8,310 $16,590 $8,280 99.64% 03/31/2007
+ TEVA $56.4 $-0.11 (-0.19%) 300@35.05 $10,515 $16,920 $6,405 60.91% 09/01/2006
+ PG $82.66 $-1.97 (-2.33%) 180@55.6 $10,008 $14,879 $4,871 48.67% 06/30/2006
Cash $74,077
Total Returns Since Inception on Aug 2, 2005 $196,543 196.54%

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