Saturday, April 14, 2007

Weekly Charts

Here are my two weekly charts. First the wonderful graph (note the magenta line is my portfolio and the blue is Russell 3000):


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:

kjstark said...

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