Hypothetical portfolio
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Created by prodifotl
DESCRIPTION:

Date updated:08-14-2007

This is how I plan on diversifying my inheritance (See "My Inherited stock holdings" portfolio). I still need a couple of speculative picks.

symbol name last price % change open
  • +
  • MO
    Altria Group Inc
  • $19.16
  • +0.47%
  • $19.08

Big tobacco = big $$$

People owning MO also tend to own: AAAAPLADBEBAMDVYGEHON

TheStreet.com Rating: C What is this?

  • +
  • COP
    Conocophillips
  • $51.84
  • -0.80%
  • $52.39

Gotta have a piece of the oil action

People owning COP also tend to own: AAALLAPCBUDCVXDOWGSK

TheStreet.com Rating: C- What is this?

  • +
  • MDT
    Medtronic Inc
  • $43.62
  • +2.18%
  • $42.53

Need to keep some of it...too much to dump for tax purposes and not a bad time to hold it for my bio-tech holding.

People owning MDT also tend to own: ADPBACBSXCCLCMCSACSCOERTS

TheStreet.com Rating: B- What is this?

  • +
  • SGP
    Sgp
  • $0.00
  • N/A
  • $N/A

Also keeping, but it's so good I'm planning to add to thisposition

People owning SGP also tend to own: AMGNAPABACCCOPCVXDOW

TheStreet.com Rating: No Rating What is this?

  • +
  • BUD
    Anh Bsch Inb Sa A
  • $53.24
  • +1.89%
  • $52.83

I'm not going to disagree with Buffet on this one. It's the right time in the business cycle for this one.

People owning BUD also tend to own: BHPETGIXBMYKOBPLVLTMIC

TheStreet.com Rating: No Rating What is this?

  • +
  • BNI
    Burlingtn N Sante
  • $98.53
  • +0.07%
  • $98.37

Transportation play

People owning BNI also tend to own: ASHBTUCELGENGHANSHTELMT

TheStreet.com Rating: B What is this?

  • +
  • FCX
    Freeport Mcmoran
  • $85.18
  • +1.51%
  • $84.21

Metals play

People owning FCX also tend to own: ACIAINVANRAPCBBDBTUCHK

TheStreet.com Rating: D What is this?

  • +
  • BAC
    Bk Of America Cp
  • $15.65
  • -1.51%
  • $15.82

Financial play...not hit hard by subprime/mortgage issues

People owning BAC also tend to own: AAADPAVPBRK-BBUDCSCOCX

TheStreet.com Rating: C- What is this?

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Start Price

Return Value

Start Date

MO 67.41 -71.58% Aug 14th
COP 79.20 -34.55% Aug 14th
MDT 52.76 -17.32% Aug 14th
SGP 28.25 ------ Aug 14th
BUD 48.46 +9.86% Aug 14th
BNI 81.84 +20.39% Aug 14th
FCX 87.80 -2.98% Aug 14th
BAC 48.50 -67.73% Aug 14th
HPQ 48.43 +1.14% Aug 14th
VOD 32.02 -25.11% Aug 14th
HON 56.49 -29.60% Aug 14th
CVS 37.93 -17.98% Aug 14th
AAPL 127.79 +53.56% Aug 14th

Average return:

-15.16%

Success rate:

33.33%

Tracking Started: 08-14-2007

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