mwilbert Portfolio 1

Description:

Significant current holdings. This is a portfolio of securities which can be purchased on US exchanges (or US mutual funds). There is a bias toward stocks which are cheap on a P/S, P/CF, or P/E basis. Also a bias toward dividends and foreign income.

Avoids using mutual funds for domestic exposure--uses individual stocks instead.

long EMC/short VMW trade now closed out--that worked out nicely.
SymbolStart PriceReturn Value
TSO$96.83-76.00%
MO$84.73-62.22%
MSFT$27.337.46%
NBR$29.28-52.97%
COP$65.34-20.26%
CHK$29.57-44.40%
FDP$18.8625.82%
RHA$3.58Symbol No Longer Exists
FAX$6.2917.01%
VEIEX$23.573.73%
PFBDX$10.295.34%
DFJ$51.74-21.92%
EWY$49.345.88%
DBN$30.27-5.65%
EWT$13.67-12.14%
SAFT$35.7711.63%
NCC$28.24-93.59%
ING$45.21-87.19%
RIG$136.38-69.69%
FMD$38.35-96.90%
MRO$57.40-56.69%
FHN$21.09-59.79%
FIREX$15.26-49.67%
UCR$26.40Symbol No Longer Exists
CMCSA$18.2858.64%
BFK$14.712.65%
Symbols Deleted Since Tracking Began
DRL$1.68-16.07%
CYD$7.5066.93%
VZ$36.3213.99%
NITE$15.42-9.14%
KTC$22.22-24.30%
XOM$79.660.21%
GM$31.30-28.59%
C$54.09-51.89%
MGPI$9.59-64.65%

Average Return: -27.96%

Success Rate: 37.50%

Tracking Started: 03-17-2007

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