Financial Machine. Portfolio - Stockpickr! Your Source for Stock Ideas

Financial Machine.

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Created by mike123arm

DESCRIPTION:

Date updated:03-22-2008

My Trading/Investment strategy is overly aggressive. I spend a lot of time researching, on tv and internet, love to see charts, and am very goal oriented. I bravely pull the trigger. I lose sleep over some of the risk I take, but I shall continue with my ways.

September and October 2007 were fantastic months where my overweight Tech Options earned me a ridiculous amount of money, so much in fact that I met my investing goals for the next 7 years.

At times I take too much risk in my investments, but since I use 35% of my job earnings for my investment base I don't think it's too out of line. (20% goes into my 401k, and 15% goes into my company ESPP).

Historic performance was:
2004 = 26.6%
2005 = 4.4%
2006 = 29.0%
2007 = 151.6%
2008 = -21.84% (was down 21.23% on Feb. 1)

In summary 2007 was a great year. 2008 started as horribly as 2007 ended. I am basically starting in a -20% hole for the year, so it looks like 2008 could bring a huge capital loss carryforward, but I think I can earn 20% for the remaining 8 months of the year.

1. The combined base stocks I hold in DHR and ESL will not be sold.
2. My ESL stake will probably grow in excess of 200 sh. annually for next 10-12 years, when I retire.
3. My investment goals are 10-15% return.
4. In 2007 I reduced debt by taking stock gains and payed off a second mortgage that was at 8.75% and also purchased a motorhome.
5. I am currently sitting with 25% in cash. I will reduce this position as value opportunies arise.

V
Visa Inc.
$79.67
+0.10%
$79.00

Like many other investors I watched MA climb in value. Sadly I ownded it a few times in the 50's and sold in the 60's. I started a large position and will most likely add more in the upcoming weks especially on signs of weakness. (8% of my portfolio)

People owning V also tend to own: AIV ALX BGP EMC GGWPQ.PK GLRE TGT

TheStreet.com Rating: C- What is this?

ESL
Esterline Tech Cp
$42.62
-0.72%
$42.50

Esterline. I work there. I take full advantage of a company *ESPP* and buy the maximum amount allowed at a 15% discount. ESL passed $1B in sales. This is a $55-$60 stock with additional upside as aerospace remains strong. On 5/10/04 it was $22.94 On 1/09/08 it is $47.00 On 2/22 it dipped to $45 so I added some speculative shares to my protfolio (25% of my portfolio)

People owning ESL also tend to own: DD DHR NLY POT V WWE AGU

TheStreet.com Rating: B- What is this?

DHR
Danaher Cp
$71.96
+0.62%
$71.00

Nice conglomerate. Well diversified company. This is one of the few that was bought to HOLD. My DHR stock grew 21% in 2007. On 5/10/04 it was $44.48 On 1/01/08 it was $87.74 Now it retreated some to $76 (21% of my portfolio)

People owning DHR also tend to own: AIG AXP AXS BBBY BRK-A BRK-B BRO

TheStreet.com Rating: B What is this?

WWE
World Wrestling E
$14.53
+0.14%
$14.47

Lets go Wrastlin' A nice dividend play and it is growing in leaps and bounds in South America. This is a new position that I bought to hold. (5.0% of my portfolio)

People owning WWE also tend to own: DD DHR ESL NLY POT V AAPL

TheStreet.com Rating: B What is this?

NLY
Annaly Capital Ma
$17.06
-0.87%
$17.18

A financial company that I think should avoid the issues that Bears and Stearns did not. (4.5% of my portfoilio)

People owning NLY also tend to own: ABT AMX AUY BAP BRK.B BVF DD

TheStreet.com Rating: B+ What is this?

DD
Du Pont E I De Ne
$33.38
0.00%
$33.05

Dupont. This is one of my two agriculture plays, the other is Potash. As long as government mandates their crackpipe-smoking love affair for ethanol, the cost of grains will remain high. (3.5% of my portfolio)

People owning DD also tend to own: ABT AMX AUY BAP BRK.B BVF FCX

TheStreet.com Rating: C+ What is this?

POT
Potash Cp Saskatc
$96.25
+0.63%
$94.44

Fertilizer to grow crops will be high demand since the farmers need to get every dollar out of the soil they have. (3.7% of my portfolio)

People owning POT also tend to own: ABK BBD CFC DE FCX FRE FWLT

TheStreet.com Rating: B- What is this?

05/19/2007 00:26 AM CDT Asked by EnoOnmai
This is actually a very nice portfolio. Simple and elegent, not fussy at all.

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