Model Portfolio

Saturday, April 25, 2015
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Long Stock Positons

  Symbol Quote* Daily Change Number of Shares** Cost Current Value Diff ($) Diff (%) Date Added
+ UMPQ $17.18 $-0.08 (-0.46%) 1000@12.24 $12,240 $17,180 $4,940 40.36% 07/09/2010
+ MCS $20.62 $0.00 (+0.00%) 1000@9.03 $9,030 $20,620 $11,590 128.35% 07/09/2010
+ CBI $48.97 $-2.13 (-4.17%) 500@21.17 $10,585 $24,485 $13,900 131.32% 01/05/2010
+ EIG $27.11 $0.16 (+0.59%) 600@14.92 $8,952 $16,266 $7,314 81.70% 01/05/2010
+ SWY $0 $0.00 (+0%) 500@20.29 $10,145 $0 $-10,145 -100.00% 07/01/2009
+ ATVI $23.94 $0.19 (+0.82%) 2200@12.219 $26,882 $52,668 $25,786 95.92% 08/29/2008
+ LGF $32.43 $0.49 (+1.53%) 1000@9.41 $9,410 $32,430 $23,020 244.63% 02/29/2008
+ EMC $26.5 $-0.09 (-0.34%) 600@13.85 $8,310 $15,900 $7,590 91.34% 03/31/2007
+ TEVA $64.41 $1.16 (+1.83%) 300@35.05 $10,515 $19,323 $8,808 83.77% 09/01/2006
+ PG $81 $0.05 (+0.06%) 180@55.6 $10,008 $14,580 $4,572 45.68% 06/30/2006
Cash $74,077
Total Returns Since Inception on Aug 2, 2005 $187,528 187.53%

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