Diversified Blend Portfolio
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Created by Tony Panza
DESCRIPTION:

Date updated:08-02-2007

Took 25 stocks that I think will outperform, and used modern portfolio analysis to see what blend will minimize risk.

Rough allocation as of 3/21
Cash: 44%
CB: 10%
JNJ: 10%
DEO: 8%
CVD: 6%
PEP: 4%
GILD: 4%
JCP: 4%
MHP: 2%
EPAX: 2%
MO: 2%
COGO: 1%
NEU: 1%
HGRD: 1%
PVH: 1%

As of 3/21 this blend has returned -0.27% compared to the S&P500which has returned -0.49% since 1/1/07.

Other stocks that I'm not in right now but are considering are:

BAM
TM
T
MIDD
GS
RIG
RIO
HAL
PRAA
WFC

symbol name last price % change open
  • +
  • JNJ
    Johnson And Johns
  • $61.23
  • +0.79%
  • $60.74

No Analysis added

People owning JNJ also tend to own: AAAIGIBMINTCJPMKOMSFT

TheStreet.com Rating: B What is this?

  • +
  • CB
    Chubb Cp The
  • $50.42
  • -0.94%
  • $50.88

No Analysis added

People owning CB also tend to own: ASHATGBACMNINFBNIPGR

TheStreet.com Rating: B What is this?

  • +
  • DEO
    Diageo Plc Ads Ne
  • $68.53
  • +1.26%
  • $68.85

No Analysis added

People owning DEO also tend to own: AAADPAVPBACBRK-BBUDCSCO

TheStreet.com Rating: No Rating What is this?

  • +
  • CVD
    Covance Inc
  • $54.37
  • +0.33%
  • $54.00

No Analysis added

People owning CVD also tend to own: BBUCYCOGDFGEVFLIRHSC

TheStreet.com Rating: C+ What is this?

  • +
  • PEP
    Pepsico Inc
  • $62.08
  • -0.32%
  • $62.17

No Analysis added

People owning PEP also tend to own: ADMAVPBF-BBTICLCVSDEO

TheStreet.com Rating: B+ What is this?

  • +
  • GILD
    Gilead Sciences
  • $46.81
  • +0.49%
  • $46.32

No Analysis added

People owning GILD also tend to own: GGJNJMASLWADBEBBBBBMRN

TheStreet.com Rating: B- What is this?

  • +
  • MHP
    Mcgraw Hill Cos T
  • $29.79
  • -1.88%
  • $30.24

No Analysis added

People owning MHP also tend to own: MCOMNSTACASALDALLBACGE

TheStreet.com Rating: C+ What is this?

  • +
  • JCP
    Penney J C Co Hol
  • $31.15
  • -0.29%
  • $31.26

No Analysis added

People owning JCP also tend to own: AAPLADBEBBYCMCSAGOOGMDTORCL

TheStreet.com Rating: C What is this?

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Start Price

Return Value

Start Date
JNJ 60.72 +0.84% Mar 21st
CB 50.59 -0.34% Mar 21st
DEO 77.94 -12.07% Mar 21st
CVD 59.29 -8.30% Mar 21st
PEP 63.38 -2.05% Mar 21st
GILD 72.33 -35.28% Mar 21st
MHP 64.76 -54.00% Mar 21st
JCP 79.93 -61.03% Mar 21st
EPAX 33.01 -62.59% Mar 21st
MO 85.38 -77.66% Mar 21st
COGO 17.28 -66.38% Mar 21st
PVH 57.18 -24.90% Mar 21st
T 40.30 -34.59% Jul 9th
BAM 40.75 -47.83% Jul 9th

Average return:

 -31.44%

Success rate:

 7.14%

Deleted Stocks:
NEU 40.69 +23.59% Mar 21st
HGRD 6.10 -6.72% Mar 21st

Tracking Started: 03-21-2007

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