Contributed by mm | November 28, 2003 08:31 PM
PST
|
Stock |
Quantity |
Avg Cost |
This Month |
Value |
% of Portfolio |
Last Month |
MOM Change % |
Change Since Entry |
Target |
% of Target |
|
FDP |
148 |
$ 26.04 |
$ 26.67 |
$ 3,947.16 |
14% |
$ 25.00 |
6.7% |
2.4% |
$ 40.00 |
67% |
|
OCA |
1500 |
$ 5.42 |
$ 7.10 |
$ 10,650.00 |
39% |
$ 8.84 |
-19.7% |
31.0% |
$ 10.00 |
71% |
|
PPD |
280 |
$ 23.07 |
$ 26.81 |
$ 7,506.80 |
27% |
$ 27.16 |
-1.3% |
16.2% |
$ 34.00 |
79% |
|
RJR |
100 |
$ 33.75 |
$ 55.12 |
$ 5,512.00 |
20% |
$ 48.03 |
14.8% |
63.3% |
$ 52.00 |
106% |
|
Total Portfolio Value |
|
$ 27,615.96 |
|
|
|
|
|
|
|
S&P 500 |
|
1,058.20 |
|
|
1,050.71 |
0.7% |
|
|
|
TRANSACTIONS
No transactions for the month.
OTHER COMMENTS
RJR has topped my target price. I'm balancing the tempt to cash out and the desire for favorable long-term tax treatment if I hold on for another four months. 
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November 2003 Short Interest for My Holdings (December 01, 2003)
This is the November update of heavily shorted stocks in my portfolio.
(Short interest data from http://online.wsj.com/documents/shortint.htm, 11/15/2003 compared to 10/15/2003) Read
2004 401(k) Strategy (November 29, 2003)
Lacking visibility and confidence on both the equity and fixed income market, I have been parking most of my 401(k) balance in money market funds since July. As a result, I am very reluctant to push more cash into 401(k) accounts. For the year 2003 ... Read
A Draft of Portfolio Management Guideline (November 17, 2003)
(As an effort to become more disciplined in portfolio management starting 2004, I start to draft this document to summarize my portfolio management guidelines. I expect to finalize this guideline by end of 2003 for use starting in 2004.)
Read
Start to Try TreasuryDirect.com ... (November 12, 2003)
I started to try out TreasuryDirect today. TreasuryDirect is a government-owned web site that helps individual investors to participate in US Saving Bonds easily. As promised, the site operates like a breeze: it just take me 10 minutes to set up an account and start ... Read
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