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Picks 01/01 – 01/08

Trading Account:

New [tag]stock picks[/tag] this week:

none

Existing & new [tag]holdings[/tag]:

Symbol Qty Last Gain($) Gain(%)
[tag]CTL[/tag] 9 30.91 -11.25 -3.46
[tag]MED[/tag] 16 30.91 -5.59 -1.12
[tag]RAX[/tag] 37 21.85 -19.24 -2.32
[tag]RINO[/tag] 7 31.24 27.29 14.26
[tag]TSTC[/tag] 19 23.25 52.07 13.36
[tag]V[/tag] 20 87.00 239.72 15.98

Contribution this week: $0

Current [tag]capital exposure[/tag]: -6.33%     Learn more

New positions available to open: 0     Learn more

Starting [tag]account value[/tag] = $2,231.94

Account value = $2,260.71 (without margin)

Buying power = $3,536.73

[tag]Portfolio Gain/loss[/tag] this week = 1.29%

[tag]Portfolio[/tag] Gain/Loss for JANUARY 2010 = 1.29%

Portfolio Gain/loss for 2010 = 1.29%

[tag]Annual Return[/tag] (CAGR): -18.70%
 
 

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ROTH IRA Account:

New [tag]stock picks[/tag] this week:

Bought 4.202 SWDSX @ 11.9
Bought 11.901 ATIPX @ 9.03

Existing & new [tag]holdings[/tag]:

NTF Mutual Funds
Symbol Qty Last Gain($) Gain(%) Div.
Y(%)
Portfolio
(%)
AIGYX 83.472 12.25 22.54 2.25 7.89 35
ATIPX 83.332 9.07 23.67 3.23 7.43 26
HISIX 26.918 7.48 1.35 0.67 5.00 7
SICNX 27.290 7.57 6.58 3.29 4.97 7
SWDSX 36.384 11.94 30.25 7.48 4.00 15
SWLSX 29.814 10.03 30.11 11.20 1.63 10
Individual ETFs
Symbol Qty Last Gain($) Gain(%) Div.
Y(%)
Portfolio
(%)
IGD 29.0 12.34 1.16 0.33 11.90 100
Individual stocks
Symbol Qty Last Gain($) Gain(%) Div.
Y(%)
Portfolio
(%)
Account target and current allocation
Individual stocks 0 42% 0%
NTF Mutual funds 2,919.74 38% 89%
ETFs 357.86 20% 11%

Contribution this week: $150

Starting [tag]account value[/tag] = $3,240.72

Account value = $3,277.60

Dividends received in 2010 = $7.47

Portfolio dividends yield 2010 = 0.23%

Dividends received lifetime = $91.59

[tag]Portfolio Gain/loss[/tag] this week = 1.14%

[tag]Portfolio[/tag] Gain/Loss for JANUARY 2010 = 1.14%

Portfolio Gain/loss for 2010 = 1.14%

[tag]Annual Return[/tag] (CAGR): -6.57%

[tag]Portfolio Return[/tag] since inception: -18.57%


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