Model Portfolio

Sunday, February 01, 2015
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Long Stock Positons

  Symbol Quote* Daily Change Number of Shares** Cost Current Value Diff ($) Diff (%) Date Added
+ UMPQ $15.51 $0.00 (0.00%) 1000@12.24 $12,240 $15,510 $3,270 26.72% 07/09/2010
+ MCS $18.86 $-0.34 (-1.77%) 1000@9.03 $9,030 $18,860 $9,830 108.86% 07/09/2010
+ CBI $34.51 $-3.96 (-10.29%) 500@21.17 $10,585 $17,255 $6,670 63.01% 01/05/2010
+ EIG $20.8 $-0.65 (-3.03%) 600@14.92 $8,952 $12,480 $3,528 39.41% 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 $20.9 $0.15 (0.72%) 2200@12.219 $26,882 $45,980 $19,098 71.05% 08/29/2008
+ LGF $28.73 $0.00 (0.00%) 1000@9.41 $9,410 $28,730 $19,320 205.31% 02/29/2008
+ EMC $25.93 $-0.47 (-1.78%) 600@13.85 $8,310 $15,558 $7,248 87.22% 03/31/2007
+ TEVA $57.91 $-0.02 (-0.03%) 300@35.05 $10,515 $17,373 $6,858 65.22% 09/01/2006
+ PG $84.29 $-1.38 (-1.61%) 180@55.6 $10,008 $15,172 $5,164 51.60% 06/30/2006
Cash $74,077
Total Returns Since Inception on Aug 2, 2005 $178,544 178.55%

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