My Personal Finance Journey

Personal finance observation, musing and decisions in a journey toward financial independence by 2020 with at least $3 million.


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January 2004 Month-End Holdings

Contributed by mm | February 1, 2004 7:40 PM PST

January 2004                  
Stock Quantity Avg Cost This Month Value % of Portfolio Last Month MOM Change % Change Since Entry Target % of Target
FDP 148  $        26.04  $        26.00  $      3,848.00 13%  $        23.83 9.1% -0.2%  $      40.00 65%
OCA 1500  $         5.42  $         7.84  $    11,760.00 40%  $          8.05 -2.6% 44.6%  $      10.00 78%
PPD 280  $        23.07  $        22.79  $      6,381.20 22%  $        26.12 -12.7% -1.2%  $      34.00 67%
RJR 100  $        33.75  $        59.06  $      5,906.00 20%  $        58.15 1.6% 75.0%  $      52.00 114%
+ZMFME 1000  $         1.38  $         1.45  $      1,450.00 5%     5.1%    
Total Portfolio Value      $    29,345.20            
S&P 500           1,131.13            1,111.92 1.7%      

TRANSACTIONS

TRADE #36 - Buy ZMFME (MSFT Jan 05 $25 Put) 1,000s @ $1.35 in Datek

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