Current Portfolio

Returns according to Quicken: (Updated 3/31/08, after market close)

  • 12 month return: -7.25%
  • Since my blog’s beginning (4/8/07): -7.98%  

Account Value: (Updated 3/31/08, after market close) 

  • $78,504.38, includes $50k in NPLXX money market on top of holdings listed below 

Current Portfolio (last updated 4/24/08)

DIVERSIFICATION Sector/Stock - Industry (updated 3/7/08)
Services
  DSX - Shipping
  DIS - Entertainment - Diversified
Financial
  NYX – Diversified Investments
Technology
  NVDA – Semiconductor – Specialized
  ADBE - Application Software
  QCOM - Communications Equipment
  VIP - Wireless Communications
Industrial Goods
  FWLT - Heavy Construction
  CMI - Diversified Machinery
Healthcare
  CELG – Biotechnoloy
Basic Materials
  MON – Agricultural Chemicals
  POT - Nonmetallic Mineral Mining

Historical Balances
March 31, 2008
·            Account Value $78,504.38
·            Deposited $2,000 on 3/12/07

February 29, 2008
·            Account Value $82,724.09
·            Deposited $2,000 on 2/1/07
January 31, 2008
·            Account Value $78,662.57
·            No new deposits in January
December 31, 2007 
·            Account Value $89,469.75
·            Deposited $10,000 on 12/5/07
·            Capital gains in 2007 from trading account: $19,151.88
November 30, 2007 
·            Account Value $77,249.03
·            Deposited $4,000 on 11/1/07
October 31, 2007   
·            Account Value $76,457.46
·            Deposited $4,000 on 10/1/07
September 30, 2007
·            Account Value: $69,493.08
·            Deposited $4,000 on 9/4/07
August 31, 2007
·            Account Value: $61,963.34
·            Deposited $2,500 on 8/2/07
July 31, 2007
·            Account Value: $58,363.06
·            Deposited $2,500 on 7/2/07
June 30, 2007
·            Account Value: $54,858.79
·            Deposited $2,000 on 6/4/07
May 31, 2007
·            Account Value: $53,588.30
·            Deposited $7,000 on 5/1/07
April 30, 2007
·            Account Value: $$44,472.06
·            Deposited $1,500 on 4/4/07
March 30, 2007
·            Account Value: $41,253.45
·            Deposited $1,500 on 3/7/07
February 28, 2007
·            Account Value: $37,014.17
·            Deposited $1,000 on 2/13/07
January 31, 2007
·            Account Value: $38,110.51
·            Deposited $2000 on 1/12/07
December 31, 2006
·            Account Value: $34,105.27
February 7, 2008
·            Account Value $80,245.67
·            Deposited $2,000 on 2/1/07
January 31, 2008
·            Account Value $78,662.57
·            No new deposits in January
December 31, 2007 
·            Account Value $89,469.75
·            Deposited $10,000 on 12/5/07
November 30, 2007 
·            Account Value $77,249.03
·            Deposited $4,000 on 11/1/07
October 31, 2007   
·            Account Value $76,457.46
·            Deposited $4,000 on 10/1/07
September 30, 2007
·            Account Value: $69,493.08
·            Deposited $4,000 on 9/4/07
August 31, 2007
·            Account Value: $61,963.34
·            Deposited $2,500 on 8/2/07
July 31, 2007
·            Account Value: $58,363.06
·            Deposited $2,500 on 7/2/07
June 30, 2007
·            Account Value: $54,858.79
·            Deposited $2,000 on 6/4/07
May 31, 2007
·            Account Value: $53,588.30
·            Deposited $7,000 on 5/1/07
April 30, 2007
·            Account Value: $44,472.06
·            Deposited $1,500 on 4/4/07
March 30, 2007
·            Account Value: $41,253.45
·            Deposited $1,500 on 3/7/07
February 28, 2007
·            Account Value: $37,014.17
·            Deposited $1,000 on 2/13/07
January 31, 2007
·            Account Value: $38,110.51
·            Deposited $2000 on 1/12/07
December 31, 2006
·            Account Value: $34,105.27             

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