Saturday, January 13, 2007

Saturday Morning Graphs and Charts

Good morning everyone! As I sip my coffee this morning, I thought I'd update my weekly charts. I wonder if they'll work better with the new blogger? I usually have to jump through several hoops to get my snappy charts.


Again, for new readers this chart shows how much my MFI portfolio is above breakeven in weekly intervals represented by the magenta line. The blue line is what I would have if invested in the benchmark Russell 3000. Dividends are included. (note-I still had to jump through hoops for the snappy charts... wish I knew more about html)

Current Portfolio
Stock Purchase Date Cost Current Gain
PNCL 05/04/06 $6.68 $17.38 160.2%
UST 02/24/06 $39.36 $57.98 53.1%
TGIS 05/01/06 $10.34 $14.06 38.4%
MSTR 02/24/06 $94.36 $122.16 29.5%
VPHM 09/11/06 $11.79 $15.24 29.2%
ANF 03/02/06 $61.13 $78.15 28.7%
ASEI 10/05/06 $45.85 $58.80 28.2%
CHKE 05/16/06 $37.55 $46.00 27.7%
BBSI 09/06/06 $19.56 $23.48 20.4%
PGI 04/07/06 $7.71 $9.15 18.7%
MTEX 05/22/06 $13.11 $15.14 17.3%
DLX 04/03/06 $26.41 $28.04 9.6%
MGLN 02/24/06 $38.34 $41.95 9.4%
BLDR 09/18/06 $15.91 $17.20 8.1%
ISNS 07/07/06 $13.17 $14.10 7.0%
ELX 02/24/06 $17.85 $18.82 5.4%
TRLG 06/13/06 $17.02 $17.12 0.6%
PONR 05/09/06 $30.48 $30.46 -0.1%
KG 05/31/06 $17.31 $17.12 -1.1%
FTO 05/15/06 $28.76 $26.73 -6.6%
RAIL 05/26/06 $58.18 $54.18 -6.7%
PACR 03/17/06 $32.53 $29.62 -7.1%
PTEN 02/27/06 $26.72 $23.27 -12.3%
TBL 03/15/06 $34.50 $29.95 -13.2%
ORCT 06/02/06 $11.83 $9.78 -17.3%
HW 02/24/06 $33.04 $24.74 -25.1%
EZEN.OB 06/19/06 $2.84 $2.10 -25.9%
FDG 05/31/06 $34.03 $20.50 -32.6%
OVTI 05/31/06 $27.79 $12.89 -53.6%





Gain/Loss Open Positions ($):
$28,592
Gain/Loss Open Positions (%):
8.7%
Gain/Loss Closed Positions ($):
$9,435
Gain/Loss Closed Positions (%):
18.2%
Total Gain/Loss ($):
$38,027
Benchmark Gain/Loss ($):
$37,913
Annual IRR:
17.7%
Total Gain/Loss (%):
12.0%

2 comments:

Admiral of Ass-Kickery said...

I've got a simple/quick question. I'm getting ready to start an MFI portfolio in a Roth. What do you use to track your portfolio? In other, words, how to you tack and generate your charts? Is that something you can post for a download?

I'm not exactly sure how best to track the portfolio...especially against various benchmarks.

thanks.

Marsh_Gerda said...

I use excel. I did recently try and create a simplified version to post for people to use. I am not a programmer though and I felt that people would have trouble adapting for themselves. So I stopped.