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My Personal Finance Journey

Personal finance observation, musing and decisions in a journey toward financial independence by 36 with at least $1 million.

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October 2003 Month-End Holdings



Stock Quantity Avg Cost This Month Value % of Portfolio Last Month MOM Change % Change Since Entry Target % of Target
FDP 148  $       26.04  $       25.00  $     3,700.00 13%  $        24.60 1.6% -4.0%  $     40.00 63%
OCA 1500  $         5.42  $         8.84  $   13,260.00 45%  $          7.88 12.2% 63.1%  $     12.00 74%
PPD 280  $       23.07  $       27.16  $     7,604.80 26%  $        23.42 16.0% 17.7%  $     34.00 80%
RJR 100  $       33.75  $       48.03  $     4,803.00 16%  $        39.54 21.5% 42.3%  $     50.00 96%
Total Portfolio Value    $   29,367.80            
S&P 500        1,050.71              995.97 5.5%      

Transactions for the month:

TRADE #35 - Sell CI 100s @ $56.291 in Datek (October 31, 2003)
TRADE #34 - Short Cover AMZN 200s @ $58.089 in Datek (October 09, 2003)

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