Model Portfolio

Friday, April 18, 2014
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Long Stock Positons

  Symbol Quote* Daily Change Number of Shares** Cost Current Value Diff ($) Diff (%) Date Added
+ UMPQ $18.58 $-0.27 (-1.41%) 1000@12.24 $12,240 $18,580 $6,340 51.80% 07/09/2010
+ MCS $17.69 $0.02 (+0.11%) 1000@9.03 $9,030 $17,690 $8,660 95.90% 07/09/2010
+ CBI $86.5 $0.99 (+1.16%) 500@21.17 $10,585 $43,250 $32,665 308.60% 01/05/2010
+ EIG $19.6 $0.05 (+0.26%) 600@14.92 $8,952 $11,760 $2,808 31.37% 01/05/2010
+ SWY $34.12 $0.01 (+0.03%) 500@20.29 $10,145 $17,060 $6,915 68.16% 07/01/2009
+ ATVI $19.69 $0.24 (+1.23%) 2200@12.219 $26,882 $43,318 $16,436 61.14% 08/29/2008
+ LGF $26.69 $-0.28 (-1.04%) 1000@9.41 $9,410 $26,690 $17,280 183.63% 02/29/2008
+ EMC $26.62 $-0.08 (-0.30%) 600@13.85 $8,310 $15,972 $7,662 92.20% 03/31/2007
+ TEVA $50.85 $0.94 (+1.88%) 300@35.05 $10,515 $15,255 $4,740 45.08% 09/01/2006
+ PG $81.76 $0.11 (+0.13%) 180@55.6 $10,008 $14,717 $4,709 47.05% 06/30/2006
Cash $74,077
Total Returns Since Inception on Aug 2, 2005 $198,368 198.37%

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