Picks 04/26 – 04/30

Trading Account:

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

Stocks bought or added to portfolio this week:
Bought 30 TSL @ 26.9

Stocks dropped from portfolio this week:
DeVry, Inc. (DV)

Stocks watched this week:

none

Existing & new [tag]holdings[/tag]:
Symbol Qty Last Gain($) Gain(%) Stop ATR Risk to
stop (%)
[tag]TSL[/tag] 30 25.87  -30.90 -3.83 22.00 1.3600 -18.22
[tag]V[/tag] 10 90.23  57.30 6.78 89.91 1.6700 6.40

Contribution this week: $0

Current [tag]capital exposure[/tag]: -5.66%     Learn more

New positions available to open: 0     Learn more

Starting [tag]account value[/tag] = $2,264.51

Account value = $2,107.57  (without margin)

Buying power = $5,346.83

[tag]Portfolio Gain/loss[/tag] this week = -6.93%

[tag]Portfolio[/tag] Gain/Loss for APRIL 2010 = -2.79%

Portfolio Gain/loss for 2010 = -19.92%

[tag]Annual Return[/tag] (CAGR): -24.47%

Lending Club:

Debt notes
Available cash: $5.86
In Funding Notes: $0.00
Outstanding Principal: $296.08
Accrued Interest: $1.56
Account Total: $303.50  Net Annualized Return: 14.33% 
Contributions this week: $0.00
Weighted Average Rate: 11.71%
Expected Monthly Payments: $9.86
Payments to Date: $5.93
Principal Payments: $3.92
Interest Payments: $2.01
Late Fees Received: $0.00

 
 

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ROTH IRA Account:

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

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

NTF Mutual Funds
Symbol Qty Last Gain($) Gain(%) Div.
Y(%)
Port.
(%)
AIGYX 83.472 14.04  171.95 17.20 7.89 32
ATIPX 106.395 9.15 33.34 3.55 7.28 27
HISIX 26.918 7.06  -9.96 -4.98 4.56 5
SICNX 54.495 7.28  -3.27 -0.82 4.97 11
SWDSX 49.045 12.36  52.03 9.39 4.00 17
SWLSX 29.814 10.32  38.76 14.41 1.63 8
Individual ETFs
Symbol Qty Last Gain($) Gain(%) Div.
Y(%)
Portfolio
(%)
AOD 219.0 8.91  -52.56 -2.62 15.67 84
IGD 29.0 12.70  11.60 3.25 11.52 16
Individual stocks
Symbol Qty Last Gain($) Gain(%) Div.
Y(%)
Portfolio
(%)
Account target and current allocation
Individual stocks 0 42% 0%
NTF Mutual funds 3,646.10 38% 58%
ETFs 2,319.59 20% 37%

Contribution this week: $0

Starting [tag]account value[/tag] = $6,398.59

Account value = $6,293.15 

Dividends received in April 2010 = $37.72

Dividends received in 2010 = $106.72

Portfolio dividends yield 2010 = 1.70%

Portfolio dividends yield lifetime = 3.03%

Dividends received lifetime = $190.84

[tag]Portfolio Gain/loss[/tag] this week = -1.65%

[tag]Portfolio[/tag] Gain/Loss for APRIL 2010 = 2.07%

Portfolio Gain/loss for 2010 = 4.18%

[tag]Annual Return[/tag] (CAGR): -2.40%

[tag]Portfolio Return[/tag] since inception: -7.79%


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