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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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December 2003 Month-End Holdings



December                    
Stock Quantity Avg Cost This Month Value % of Portfolio Last Month MOM Change % Change Since Entry Target % of Target
FDP 148  $        26.04  $        23.83  $      3,526.84 12%  $        26.67 -10.6% -8.5%  $      40.00 60%
OCA 1500  $         5.42  $         8.05  $    12,075.00 42%  $          7.10 13.4% 48.5%  $      10.00 81%
PPD 280  $        23.07  $        26.12  $      7,313.60 25%  $        26.81 -2.6% 13.2%  $      34.00 77%
RJR 100  $        33.75  $        58.15  $      5,815.00 20%  $        55.12 5.5% 72.3%  $      52.00 112%
Total Portfolio Value      $    28,730.44            
S&P 500           1,111.92            1,058.20 5.1%      

TRANSACTIONS

No transactions for the month.

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