Saturday, July 31, 2010

New 7/29/10 Portfolio

I just initiated my 7/29/2010 tracking portfolio, which is a list of top 50 stocks > 100m. I also have two subsets of the larger portfolio, (1) stocks new to list in past year and (2) stocks with yields > 2.4%. For these three portfolios, here is how you would be doing if you started with 100k spread out evenly in 12 months of 2006:

Date General Russell 3000 New High Yield
8/28/2009 7,589 7,756 7,652 11,539
9/25/2009 7,681 7,559 10,655 10,505
10/30/2009 7,062 7,617 6,139 11,393
11/27/2009 7,916 7,130 7,594 14,112
12/31/2009 8,672 7,618 9,447 12,382
1/22/2010 9,309 7,976 7,142 19,588
2/26/2010 8,518 8,299 9,832 19,177
3/25/2010 8,438 7,850 7,039 16,748
4/23/2010 9,802 8,544 10,975 19,799
5/28/2010 9,498 7,903 8,332 19,105
6/29/2010 7,915 8,270 9,757 15,391
7/29/2010 8,521 7,928 8,392 14,457





Total 100,921 94,450 102,957 184,196

Finally here are the "new" stocks this month:

Stock Initial Price End Price Percent Change
SNDK 43.65 43.7 0%
PETS 15.81 15.95 1%
LIWA 8.62 8.73 1%
GRMN 28.55 28.51 0%
COCO 9.31 9.1 -2%
csgs 19.61 18.86 -4%

And here are the High Yield Stocks:

Stock Initial Price End Price Percent Change
VALU 14.17 13.9 -1.9%
UNTD 6.42 6.32 -1.6%
USMO 14.66 14.83 1.2%
RTN 46.67 46.27 -0.9%
LO 75.8 76.24 0.6%
GRMN 28.55 28.51 -0.1%
HRB 15.45 15.68 1.5%

Might be time to buy Garmin... it is on both lists!

2 comments:

翔馨陳陳翔馨陳陳 said...

心中醒,口中說,紙上作,不從身上習過,皆無用也。..................................................

文岳仲君 said...

Many a true word is spoken in jest..................................................................