BobG Portfolio 1
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Created by BobG
DESCRIPTION:

Date updated:04-27-2007

Just out of college, so I'm new to the individual investing game. In college, though, I led a group of three students managing a $500,000 portfolio (real money, not that virtual crap) to an annualized return of 15% over two years.

symbol name last price % change open
  • +
  • SHLD
    Sears Holdings Co
  • $70.51
  • +4.23%
  • $69.35

Simply Eddie Lampert!

People owning SHLD also tend to own: AAALLAPCBABACCCAT

TheStreet.com Rating: D+ What is this?

  • +
  • NYX
    Nyse Euronext
  • $27.80
  • +3.46%
  • $27.25

National to global growth story!

People owning NYX also tend to own: AIGBACCPWRDISFWLTGS

TheStreet.com Rating: D+ What is this?

  • +
  • CAT
    Caterpillar Inc
  • $60.00
  • +4.17%
  • $58.38

Infrastructure development in emerging markets.

People owning CAT also tend to own: AAALLAPCBABACCCBH

TheStreet.com Rating: C+ What is this?

  • +
  • GS
    Goldman Sachs Grp
  • $176.57
  • +2.79%
  • $173.68

The best of everything-human capital, earnings power, international reach...

People owning GS also tend to own: AOBCOGOCRYPGELGLWGRMNMDRX

TheStreet.com Rating: C What is this?

  • +
  • MMM
    3m Company
  • $77.20
  • +2.37%
  • $75.93

Play on international developed markets. Huge buyback!

People owning MMM also tend to own: AAADPAVPBACBRK-BBUDCSCO

TheStreet.com Rating: B What is this?

  • +
  • AAPL
    Apple Inc.
  • $201.46
  • +3.66%
  • $196.95

The "COOL" effect (embodied by the iPhone). Apple TV has not been given any credence.

People owning AAPL also tend to own: AMDCSCODELLGOOGIBMINTCMSFT

TheStreet.com Rating: B+ What is this?

  • +
  • MA
    Mastercard Inc
  • $242.19
  • +2.23%
  • $238.50

Consumer still strong, more efficiencies to be wrung out.

People owning MA also tend to own: AIGAXPAXSBBBYBRK-ABRK-BBRO

TheStreet.com Rating: B What is this?

  • +
  • UMPQ
    Umpqua Holdings C
  • $10.30
  • +4.57%
  • $9.97

Regional bank with good growth selling at about 1.5 x book.

People owning UMPQ also tend to own: ALLBACBPTCLCOPMDUMRO

TheStreet.com Rating: D+ What is this?

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Start Price

Return Value

Start Date

SHLD 175.60 -59.85% Mar 20th
NYX 83.61 -66.75% Mar 20th
CAT 64.80 -7.41% Mar 20th
GS 203.15 -13.08% Mar 20th
MMM 76.28 +1.21% Mar 20th
AAPL 91.38 +120.46% Mar 20th
MA 107.52 +125.25% Mar 20th
UMPQ 26.32 -60.87% Mar 20th
AIG 68.445 -47.14% Mar 20th
JCG 39.64 +9.03% Mar 20th
GILD 72.98 -36.17% Mar 20th
GENZ 59.98 -12.40% Mar 20th
DNA 83.12 -3.24% Mar 20th
CELG 52.57 +2.99% Mar 20th
KB 91.57 -42.61% Mar 20th
GOL 27.40 -55.11% Mar 20th
EDA 10.80 -31.76% Mar 20th
FCX 68.01 +22.33% Apr 27th

Average return:

-8.44%

Success rate:

33.33%

Deleted Stocks:

BID 38.30 +36.45% Mar 20th
AMGN 59.60 -4.90% Mar 20th
MRVL 17.97 -9.40% Mar 20th

Tracking Started: 03-20-2007

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