5 Year Plan
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Created by gatorgirl79
DESCRIPTION:

Date updated:03-27-2007

This portfolio is set up for a five year plan I have put in place for early retirement. I plan on trading agressively and making the most of my investments.

symbol name last price % change open
  • +
  • AAPL
    Apple Inc.
  • $203.25
  • +0.13%
  • $204.63

Like the company....have purchased alot of items from them and find their products very reliable.

People owning AAPL also tend to own: AMDCSCODELLGOOGIBMINTCMSFT

TheStreet.com Rating: B+ What is this?

  • +
  • AUY
    Yamana Gold Inc
  • $12.74
  • 0.00%
  • $N/A

Want diversity in my portfolio....this helps complete that diversification.

People owning AUY also tend to own: BDYIMAXAIRNEFIIFXIHLKGC

TheStreet.com Rating: C What is this?

  • +
  • BP
    Bp Plc
  • $58.33
  • -1.35%
  • $58.76

Use their products alot...felt it was better to earn money off them, as I already use their products alot.

People owning BP also tend to own: BACCBSHCLEDFITBFREGE

TheStreet.com Rating: C+ What is this?

  • +
  • CAM
    Cameron Intl Cp
  • $41.16
  • +0.81%
  • $41.55

Part of my diversification plan.

People owning CAM also tend to own: ABXBHPBVNCEOCRESYDXDFCX

TheStreet.com Rating: B What is this?

  • +
  • CSCO
    Cisco Systems
  • $23.92
  • +1.14%
  • $23.74

Love the company and like the way the reliability of their products.

People owning CSCO also tend to own: AAPLAMDDELLGOOGIBMINTCMSFT

TheStreet.com Rating: B- What is this?

  • +
  • DIS
    Walt Disney-disne
  • $29.29
  • +0.58%
  • $29.21

One of my favorite Theme Parks...as a Florida Native, I felt it important to invest in one of our biggest tourist attractions.

People owning DIS also tend to own: CBSGOOGNWSTWXVIAYHOOACE

TheStreet.com Rating: B What is this?

  • +
  • DWA
    Dreamworks Animat
  • $33.75
  • +0.45%
  • $34.00

Love the movies they have put out and their development in the area of animation.

People owning DWA also tend to own: ABAXBBBYCSEETFCPFISVHRB

TheStreet.com Rating: B What is this?

  • +
  • FCX
    Freeport Mcmoran
  • $82.94
  • +0.45%
  • $84.35

Was a recommended stock and so far has proven to be a good choice for my portfolio.

People owning FCX also tend to own: AAPLBLE.TOCHINACTRPELR.TOEMUFMCN

TheStreet.com Rating: D What is this?

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Start Price

Return Value

Start Date

AAPL 95.46 +112.92% Mar 27th
AUY 14.39 -11.47% Mar 27th
BP 64.25 -9.21% Mar 27th
CAM 62.92 -34.58% Mar 27th
CSCO 25.93 -7.75% Mar 27th
DIS 34.66 -15.49% Mar 27th
DWA 30.38 +11.09% Mar 27th
FCX 64.72 +28.15% Mar 27th
HAL 31.04 +1.22% Mar 27th
HNSN 19.97 -83.78% Mar 27th
INFY 51.66 -3.83% Mar 27th
KGC 13.82 +41.90% Mar 27th
MSFT 27.72 +5.05% Mar 27th
NHY 32.75 -60.61% Mar 27th
NTO 4.05 ------ Mar 27th
ORB 18.69 -31.09% Mar 27th
ORCL 18.49 +18.44% Mar 27th
Q 8.88 -56.98% Mar 27th
RIG 82.03 +9.51% Mar 27th
SNE 52.35 -44.60% Mar 27th

Average return:

-6.90%

Success rate:

42.11%

Tracking Started: 03-27-2007

05/19/2007 14:07 PM CDT Asked by OptionsMon
Nice return since March.
-Good job on getting in on the AAPL ad NTO breakouts.
-Nice return on Rig, HAL and CAM.
-I like ORB too for the next few years.

Great portfolio, good luck.

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Q. can anyone explain the BGF seper...
11.12.09 | 20:03 PM Asked by BS7518

A. BGF was an enhanced income security,
which represented one share of common
stock (BGS) plus $7.15 principal amount
of senior subordinated debt. They first
separated the note from the stock, then
did a partial redemption of the bond.
You should have received the following
for each share of BGF
1 share common (BGS)
$4.28 cash per share for the partial
redemption (this includes dividend)
1 note with face value of $3.11

There really is no market for the bond
portion. You will probably end up
holding it until redemption.

Hope that helps.

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