As a reminder, the magenta line shows on a cumulative basis where the portfolio is on a net gain/loss. The blue line is how I'd have done if just in Russell 3000. The green line is how I would have done if I'd had put my money under my Sealy's mattress.
Then here is my current portfolio. Several stocks are coming upon their one year anniversary with LRCX being the first.
| Current Portfolio | ||||
| Stock | Purchase Date | Cost | Current | Gain |
| TGB | 3/27/2007 | $2.64 | $3.85 | 45.8% |
| VSNT | 7/27/2007 | $19.54 | $26.35 | 34.9% |
| TGIS | 12/7/2007 | $6.42 | $7.10 | 12.1% |
| HOC | 11/29/2007 | $47.64 | $50.24 | 5.7% |
| KG | 11/19/2007 | $10.10 | $10.62 | 5.1% |
| SIMG | 1/29/2008 | $4.48 | $4.67 | 4.2% |
| MSTR | 9/14/2007 | $69.55 | $72.42 | 4.1% |
| ACN | 11/28/2007 | $34.28 | $35.03 | 2.2% |
| KSW | 5/10/2007 | $6.54 | $6.62 | 1.3% |
| PRLS | 1/31/2008 | $2.33 | $2.34 | 0.4% |
| UNTD | 12/8/2007 | $11.31 | $11.21 | -0.9% |
| THO | 12/6/2007 | $38.61 | $36.71 | -1.1% |
| LCAV | 11/9/2007 | $17.59 | $17.12 | -1.6% |
| DGX | 3/17/2007 | $52.11 | $50.59 | -2.1% |
| TCK | 8/16/2007 | $36.50 | $35.18 | -2.2% |
| KFY | 9/28/2007 | $16.74 | $15.96 | -4.7% |
| VALU | 5/29/2007 | $44.01 | $39.85 | -7.4% |
| CHCG.OB | 1/2/2008 | $3.42 | $3.09 | -9.5% |
| IAR | 12/21/2007 | $17.80 | $16.06 | -9.8% |
| LRCX | 2/26/2007 | $47.51 | $40.71 | -14.3% |
| UG | 6/13/2007 | $12.09 | $10.02 | -14.8% |
| HGG | 8/3/2007 | $13.48 | $11.48 | -14.8% |
| RAIL | 5/26/2007 | $45.54 | $38.34 | -15.4% |
| AEO | 5/16/2007 | $28.42 | $23.52 | -16.2% |
| TRID | 11/28/2007 | $6.24 | $5.21 | -16.5% |
| JTX | 4/9/2007 | $28.70 | $23.14 | -17.5% |
| PNCL | 5/4/2007 | $17.07 | $13.72 | -19.6% |
| WSTG | 5/15/2007 | $14.98 | $10.99 | -23.9% |
| BBSI | 9/7/2007 | $24.13 | $18.20 | -24.2% |
| PACR | 3/17/2007 | $25.46 | $17.40 | -29.8% |
| HSII | 10/5/2007 | $39.92 | $27.44 | -30.6% |
| NOOF | 4/27/2007 | $8.59 | $4.44 | -44.0% |
| USHS | 6/25/2007 | $11.22 | $5.60 | -50.1% |
| WNR | 7/27/2007 | $46.22 | $22.02 | -52.1% |
| GVHR | 10/12/2007 | $15.91 | $7.02 | -54.1% |
| Gain/Loss Open Positions ($): | ($76,446) | |||
| Gain/Loss Open Positions (%): | -11.1% | |||
| Gain/Loss Closed Positions ($): | $31,238 | |||
| Gain/Loss Closed Positions (%): | 4.2% | |||
| Total Gain/Loss ($): | ($45,209) | |||
| Benchmark Gain/Loss ($): | $23,359 | |||
| Annual IRR: | -6.2% | |||
| Total Gain/Loss (%): | -7.0% | |||
I read Jim Jubak's article on a weekly basis. He has been pretty bearish of late. He is comparing where the US is today with where Japan was back in 1990. It took them a decade to recover. Is it really that bleak for us ( Read the article)?
I see where there was a new stock on the 25 over 100m list on Thursday (GHM). They make parts for refiners and power plants and the stock has had a wild ride over the past 12 months going from $11 to $60 then back to $30. They made the list and voila!, they jumped 8.5% on Friday. Too slow. Did they jump because they made the list or because Friday was a good day.
Hope everyone has a great weekend and enjoys the super bowl. I'll be rooting against the Patriots.
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