David Lukash Portfolio 1
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average rating: 4.00 / 1 ratings
Created by David Lukash
DESCRIPTION:

Date updated:07-23-2007

I am disabled and watch the markets daily. I have a lot of time to devote to research, which may limit others to copy my portfolio. This takes a lot of time. I DO NOT believe in holding just a few stocks, or concentraing in one area. You must be diversified! Retirement (growth, need to start taking money out in 2 years) Always agressive in stock selections. Hold approximately 10 mutual funds which I do not trade. Predominately hold large cap (dividend payers & S&P, International, both developed and emerging) and play with Fidelity Investments sector funds (natural resources, oil, medical etc.) and ETF's.
I always take profits and never hold a loser if the fundimentals change. I hold most stocks for the mid-term (3-12 months) I believe at least 50% of portfolio should be international. I make approximately 5-10 trades a month with about 20% of my portfolio.

symbol name last price % change open
  • +
  • PCP
    Precision Castpar
  • $99.52
  • +0.09%
  • $99.31

Strong product line required by many industries in aerospace and defense.

People owning PCP also tend to own: AAAMEATICAGCEGCMICOL

TheStreet.com Rating: B- What is this?

  • +
  • BA
    Boeing Co
  • $49.68
  • -0.18%
  • $49.71

Well diversified aerospace with both government and civilian exposure. A strong play with the "787 Dreamliner"

People owning BA also tend to own: AAPLAIGAPDBACBAXCCOP

TheStreet.com Rating: C What is this?

  • +
  • AMX
    America Movil
  • $46.40
  • -0.90%
  • $46.21

Carlos Slim is consoldating the Latin American cell phone business. Long term investment.

People owning AMX also tend to own: AAPLAMTAMZNCCICVCDISCAEXPE

TheStreet.com Rating: B- What is this?

  • +
  • RIO
    Rio
  • $0.00
  • N/A
  • $N/A

Base metals for the long haul (Iron & nickle) Long term investment. Great contract with China.

People owning RIO also tend to own: CMTSORCLSNYAMRCBTCNQ

TheStreet.com Rating: No Rating What is this?

  • +
  • MDR
    Mcdermott Int Pan
  • $23.89
  • +0.29%
  • $23.46

Huge backlog of infrastructure orders, with new contracts almost daily. Long term investment.

People owning MDR also tend to own: GESITGSTHJF.PKBRCMFXIACHASTI

TheStreet.com Rating: C What is this?

  • +
  • UTX
    United Tech
  • $65.07
  • -0.58%
  • $65.36

Otis, Sikorsky, Carrier. Long term investment.

People owning UTX also tend to own: BMYBNSCLXCVXDDDEIBM

TheStreet.com Rating: B What is this?

  • +
  • PX
    Praxair Inc
  • $81.71
  • +0.63%
  • $80.58

Industrial gas. Long term investment in an expanding economy.

People owning PX also tend to own: MDGNWSCOPDEOGZPY.PKPBRPH

TheStreet.com Rating: B+ What is this?

  • +
  • MCD
    Mcdonalds Cp
  • $61.72
  • +0.39%
  • $61.05

I'm lovin it

People owning MCD also tend to own: DENNDRTEHNZIASGJRCCNOOFPBY

TheStreet.com Rating: A What is this?

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Start Price

Return Value

Start Date
PCP 115.53 -13.86% Jun 12th
BA 96.48 -48.51% Jun 12th
AMX 60.32 -23.08% Jun 12th
RIO 43.38 ------ Jun 12th
MDR 77.54 -69.19% Jun 12th
UTX 69.67 -6.60% Jun 12th
PX 68.76 +18.83% Jun 12th
MCD 51.48 +19.89% Jun 12th
TRN 43.66 -59.51% Jun 12th
T 39.08 -33.65% Jun 12th
COL 68.98 -25.33% Jun 12th
RTN 55.82 -14.78% Jun 12th
LTR 51.00 ------ Jun 12th
ILF 206.52 -77.66% Jun 12th
AXS 38.93 -23.89% Jun 12th
ADRE 43.83 -2.10% Jun 12th
EEM 125.04 -68.29% Jun 12th
EMR 47.13 -12.52% Jun 12th
HPQ 45.06 +9.10% Jun 12th
GE 37.05 -58.62% Jun 12th
EPP 142.53 -71.19% Jun 12th
AAPL 120.38 +61.44% Jun 12th
IAK 57.25 -54.95% Jun 20th
IAI 57.67 -51.52% Jun 20th
IVZ 27.12 -14.86% Jul 4th
ITA 64.36 -26.58% Jul 5th
EEB 39.95 +3.95% Jul 5th
EWA 29.44 -22.11% Jul 6th
ADRU 33.94 -37.51% Jul 6th
EWC 30.79 -19.13% Jul 6th
BAY 78.25 +1.52% Jul 17th
SMH 41.00 -40.22% Jul 17th
VIP 112.43 -82.64% Jul 23rd
ARA 67.95 -69.23% Jul 23rd

Average return:

 -21.52%

Success rate:

 18.75%

Deleted Stocks:
CX 38.78 +0.26% Jun 12th
GS 227.85 +0.71% Jun 12th
ICE 148.98 -0.81% Jun 12th
AINV 23.10 -4.50% Jun 12th
OIH 167.15 +7.39% Jun 12th
VZ 43.08 -1.90% Jun 12th
NVDA 36.30 +13.42% Jun 12th
FMCN 43.25 +16.73% Jun 12th
BAC 49.66 +0.28% Jun 12th
BIDU 154.30 +19.89% Jun 20th
SLT 14.70 +3.06% Jun 20th
IYE 123.73 +0.15% Jun 20th
IEZ 58.90 +1.04% Jun 20th

Tracking Started: 06-12-2007

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