Trading Account:
New [tag]stock picks[/tag] this week:
Stocks bought or added to portfolio this week:
none
Stocks dropped from portfolio this week:
none
Stocks watched this week:
none
| Existing & new [tag]holdings[/tag]: |
| Symbol | Qty | Last | Gain($) | Gain(%) | Stop | ATR | Risk to stop (%) |
| [tag]V[/tag] | 20 | 77.38 | 25.41 | 1.67 | 67.28 | 2.7300 | -11.60 |
Contribution this week: $0
Current [tag]capital exposure[/tag]: -12.51% 
New positions available to open: 0
Starting [tag]account value[/tag] = $1,530.77
Account value = $1,614.77 (without margin)
Buying power = $67.17
[tag]Portfolio Gain/Loss[/tag] this week = 5.49%
[tag]Portfolio[/tag] Gain/Loss for JULY 2010 = 5.49%
Portfolio Gain/Loss for 2010 = -44.92%
[tag]Annual Return[/tag] (CAGR): -35.30%
Lending Club:
| Debt notes |
| Available cash: | $16.43 |
| In Funding Notes: | $25.00 |
| Outstanding Principal: | $566.80 |
| Accrued Interest: | $3.55 | Account Total: | $611.78 | Net Annualized Return: | 11.95% |
| Contributions this week: | $0.00 |
| Weighted Average Rate: | 12.37% |
| Expected Monthly Payments: | $18.79 |
| Payments to Date: | $41.91 |
| Principal Payments: | $33.20 |
| Interest Payments: | $8.71 |
| Late Fees Received: | $0.00 |
ROTH IRA Account:
New [tag]stock picks[/tag] this week:
Bought 4.651 SWDSX @ 10.75
Bought 37.325 HSTIX @ 7.9
Existing & new [tag]holdings[/tag]:
| NTF Mutual Funds |
| Symbol | Qty | Last | Gain($) | Gain(%) | Div. Y(%) |
Port. (%) |
| AIGYX | 83.472 | 13.02 | 86.81 | 8.68 | 5.34 | 24 |
| ATIPX | 106.395 | 9.06 | 23.76 | 2.53 | 6.94 | 22 |
| GABUX | 77.118 | 6.08 | -1.92 | -0.41 | 4.10 | 11 |
| HISIX | 26.918 | 6.61 | -22.07 | -11.04 | 4.73 | 4 |
| HSTIX | 37.325 | 8.03 | 4.85 | 1.65 | 3.36 | 7 |
| SICNX | 69.645 | 6.79 | -27.11 | -5.42 | 4.83 | 11 |
| SWDSX | 62.474 | 11.26 | -0.71 | -0.10 | 3.70 | 16 |
| SWLSX | 29.814 | 9.41 | 11.63 | 4.32 | 2.16 | 6 |
| Individual ETFs |
| Symbol | Qty | Last | Gain($) | Gain(%) | Div. Y(%) |
Portfolio (%) |
| IGD | 29.0 | 10.27 | -58.87 | -16.50 | 11.07 | 100 |
| Individual stocks |
| Symbol | Qty | Last | Gain($) | Gain(%) | Div. Y(%) |
Portfolio (%) |
| JNJ | 23.0 | 60.54 | 38.65 | 2.86 | 3.65 | 100 |
| Account target and current allocation |
| Individual stocks | $1,392.42 | 42% | 23% |
| NTF Mutual funds | $4,454.17 | 38% | 72% |
| ETFs | $297.83 | 20% | 5% |
Contribution this week: $100.00
Starting [tag]account value[/tag] = $5,942.17
Account value = $6,144.42
Dividends received in JULY 2010 = $8.30
Dividends received in 2010 = $208.68
Portfolio dividends yield 2010 = 3.40%
Portfolio dividends yield lifetime = 4.77%
Dividends received lifetime = $292.80
[tag]Portfolio Gain/Loss[/tag] this week = 3.40%
[tag]Portfolio[/tag] Gain/Loss for JULY 2010 = 3.40%
Portfolio Gain/Loss for 2010 = -7.47%
[tag]Annual Return[/tag] (CAGR): -5.24%
[tag]Portfolio Return[/tag] since inception: -17.25%
Back and forth…seems like the same old story again and again. I like the comment “It’s being seen as the strongest effort yet to address the region’s debt crisis.”…please define effort…did it go from 22% to 22.25% increase? The only thing going on right now is the fact the printing press is at full throttle trying to cover and fill in the hole of debt which has occurred due to mismanagement of government funds.
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