Friday, June 15, 2007

Looking Up

Wow, great week. My 1st buy from my Just Listed approach, CHCG.OB is now up over 20%. They had the most excellent news (China 3C Group Signs Agreement with Best Buy ). They were up over 10% at one point today.

The graph is looking up as well, I think I am about 1.5% above the benchmark. Yes indeed, things are looking up.


So far we have 22 (really 21) particpants in the stock picking contest. Hopefully we'll pick up a few more in the next 2 weeks. Here is the status of my current portfolio. I have shifted around my dates a bit so in 2008 I'll be turning over a stock every week or 2. I know this means some stocks I will hold less than the year and others slightly longer. I hope JG will forgive me. I hope all the fathers out there have a nice Father's Day. Enjoy watching the US Open.

Current Portfolio
Stock Purchase Date Cost Current Gain
TGB 4/16/2007 $2.64 $3.76 42.4%
BBSI 9/6/2006 $19.56 $24.64 27.0%
FDG 3/8/2007 $25.45 $32.17 26.4%
FTO 1/10/2007 $35.16 $43.93 24.9%
ASEI 10/5/2006 $45.85 $56.97 24.3%
TRLG 5/22/2007 $15.54 $19.12 23.0%
ISNS 7/7/2006 $13.17 $15.91 20.8%
CHCG.OB 6/5/2007 $6.10 $7.35 20.5%
KSW 5/10/2007 $6.48 $7.79 20.3%
UNTD 5/1/2007 $14.46 $17.12 19.8%
VPHM 9/11/2006 $11.79 $14.02 18.9%
PDS 3/1/2007 $22.58 $25.88 16.6%
GVHR 4/3/2007 $19.17 $21.93 14.9%
LRCX 6/19/2007 $47.51 $54.02 13.7%
RAIL 2/16/2007 $45.54 $51.01 12.2%
THO 3/26/2007 $40.30 $45.06 12.0%
CREL 2/26/2007 $12.50 $13.99 11.9%
PNCL 2/9/2007 $17.07 $18.94 11.0%
TGIS 11/30/2006 $9.18 $10.18 10.9%
WSTG 5/15/2007 $14.98 $15.95 7.2%
BLDR 9/18/2006 $15.91 $16.95 6.6%
ANF 2/2/2007 $74.81 $77.99 4.5%
JTX 4/9/2007 $28.70 $29.79 3.8%
UG 6/13/2007 $12.07 $12.35 2.3%
NOOF 4/27/2007 $8.59 $8.59 1.4%
SHOO 1/17/2007 $32.36 $32.78 1.3%
DGX 3/17/2007 $52.11 $51.68 -0.6%
VALU 5/29/2007 $44.01 $43.11 -2.0%
AEO 6/26/2007 $28.42 $26.12 -8.1%
PACR 1/3/2007 $28.26 $25.20 -10.3%
IVAC 1/24/2007 $23.52 $19.54 -16.9%
EGY 12/13/2006 $6.42 $4.90 -23.7%
HW 12/27/2006 $24.00 $17.72 -26.2%















Gain/Loss Open Positions ($): $46,313
Gain/Loss Open Positions (%): 8.7%
Gain/Loss Closed Positions ($): $36,599
Gain/Loss Closed Positions (%): 11.1%
Total Gain/Loss ($): $82,912
Benchmark Gain/Loss ($): $76,523
Annual IRR: 21.2%
Total Gain/Loss (%): 16.7%

No comments: