Then here is the update of where I stand. Starting to look downright respectable.
Current Portfolio | ||||
Stock | Purchase Date | Cost | Current | Gain |
PNCL | 05/04/06 | $6.68 | $17.31 | 159.1% |
ISNS | 07/07/06 | $13.17 | $17.85 | 35.5% |
VPHM | 09/11/06 | $11.79 | $15.31 | 29.8% |
BBSI | 09/06/06 | $19.56 | $24.95 | 28.3% |
CHKE | 05/16/06 | $37.55 | $44.28 | 25.1% |
TGIS | 05/01/06 | $10.34 | $12.24 | 21.8% |
FTO | 05/15/06 | $28.76 | $34.57 | 20.7% |
MTEX | 05/22/06 | $13.11 | $15.29 | 19.1% |
KG | 05/31/06 | $17.31 | $20.43 | 18.0% |
PDS | 03/01/07 | $22.58 | $25.80 | 15.0% |
ASEI | 10/05/06 | $45.85 | $52.42 | 14.3% |
TGB | 03/27/07 | $2.64 | $3.00 | 13.6% |
LRCX | 02/26/07 | $46.66 | $51.86 | 11.1% |
ANF | 03/05/07 | $74.81 | $81.81 | 9.4% |
CREL | 02/26/07 | $12.50 | $13.56 | 8.5% |
BLDR | 09/18/06 | $15.91 | $16.85 | 5.9% |
DGX | 02/26/07 | $52.11 | $54.27 | 4.3% |
THO | 03/26/07 | $40.30 | $41.20 | 2.2% |
GVHR | 04/03/07 | $19.17 | $19.50 | 2.2% |
IVAC | 03/06/07 | $26.12 | $26.18 | 0.2% |
JTX | 04/09/07 | $28.70 | $28.26 | -1.5% |
PACR | 02/26/07 | $28.26 | $27.65 | -1.6% |
PONR | 05/09/06 | $30.48 | $29.39 | -3.6% |
SHOO | 01/17/07 | $32.36 | $30.55 | -5.6% |
TRLG | 06/13/06 | $17.02 | $15.94 | -6.3% |
ORCT | 06/02/06 | $11.83 | $10.94 | -7.5% |
HW | 02/27/07 | $24.00 | $21.81 | -9.1% |
EGY | 02/05/07 | $6.42 | $5.83 | -9.2% |
RAIL | 05/26/06 | $58.18 | $48.99 | -15.5% |
FDG | 05/31/06 | $34.03 | $23.30 | -22.8% |
EZEN.OB | 06/19/06 | $2.84 | $1.73 | -39.0% |
OVTI | 05/31/06 | $27.79 | $12.74 | -54.2% |
Gain/Loss Open Positions ($): | $29,563 | |||
Gain/Loss Open Positions (%): | 7.0% | |||
Gain/Loss Closed Positions ($): | $31,113 | |||
Gain/Loss Closed Positions (%): | 17.0% | |||
Total Gain/Loss ($): | $60,676 | |||
Benchmark Gain/Loss ($): | $46,194 | |||
Annual IRR: | 19.4% | |||
Total Gain/Loss (%): | 14.8% |
1 comment:
MG -
Regarding your comment about mutual funds...I didn't know if you had heard about the long-standing newsletter 'No Load Fund X' (http://www.fundx.com/) that employs a strategy of moving in and out of high-performing funds, much like you suggested. They have a number of mutual funds that track their strategy (FUNDX, HOTFX, RELAX, STOCX, INCMX). I'm not an investor, but it does seem like it has been a successful strategy.
KJ
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