Existing Portfolio
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Created by Karan Vaswani
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Date updated:11-30-2006

Stocks Bought in the Past Five Years, and Held. Is It Time to Sell?

symbol name last price % change open
  • +
  • GOOG
    Google
  • $355.67
  • -1.95%
  • $357.50

Bought 5,000 shares in September 2004, shortly after the IPO, for $105 a share, anticipating growth in valuation through roll-out of new services and products.

People owning GOOG also tend to own: AAPLAMDCSCODELLIBMINTCMSFT

TheStreet.com Rating: B What is this?

  • +
  • AAPL
    Apple Inc
  • $96.87
  • +5.88%
  • $97.27

Bought 50,000 shares in late 2003, at $10, antipating sustained success for the I-Pod.

People owning AAPL also tend to own: AMDCSCODELLGOOGIBMINTCMSFT

TheStreet.com Rating: B+ What is this?

  • +
  • CHL
    China Mobile Limi
  • $39.13
  • -8.23%
  • $40.81

Bought 33,000 shares at $12 in Oct 2002, anticipating massive growth in cellular use in mainland China.

People owning CHL also tend to own: CAJNCTYSINAAMXATBCECCU

TheStreet.com Rating: No Rating What is this?

  • +
  • YHOO
    Yahoo Inc
  • $12.39
  • +2.65%
  • $12.35

Bought 60,000 shares at $5 in Sept 2001, a few days after 9/11. Seemed undervalued.

People owning YHOO also tend to own: CBSDISGOOGNWSTWXVIAAAPL

TheStreet.com Rating: C What is this?

  • +
  • X
    United States Ste
  • $35.97
  • -15.06%
  • $39.79

Bought 30,000 shares at $10 in March 2003, anticipating strong steel market.

People owning X also tend to own: ATINUEOSRSLENRYLADP

TheStreet.com Rating: B What is this?

  • +
  • XOM
    Exxon Mobil Cp
  • $64.57
  • -9.69%
  • $68.74

Bought 10,000 shares at $32 in July 2002, on the assumption that increasing consumption of oil in BRIC countries would raise oil prices and profits.

People owning XOM also tend to own: AAAIGIBMINTCJNJJPMKO

TheStreet.com Rating: B What is this?

  • +
  • UTX
    United Tech
  • $48.60
  • -4.61%
  • $49.83

Bought 10,000 shares at $30 in March 2003.

People owning UTX also tend to own: BACCCATCCJCOPCVXDE

TheStreet.com Rating: B What is this?

  • +
  • TM
    Toyota Mtr Cp Ads
  • $67.95
  • -5.59%
  • $69.72

Bought 5,000 shares at $60 in Nov 2003, on the assumption that Toyota would continue to increase market share without lowering margins.

People owning TM also tend to own: AXAFDXNOKNUERTPSLBCBA

TheStreet.com Rating: B- What is this?

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