MAS
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Created by schnico
DESCRIPTION:

Date updated:09-01-2007

This is a merger of 2 portfolios, mine and my wife's (got married 11 months ago). My portfolio (A) has higher growth names, with a concentration on growth in earnings. There's a big focus on oil / oil services, Rest Of World, and Apple. I use an online discount broker.

Portfolio B (my wife's) is a mostly large cap, good yield portfolio, fairly well diversified but with a large position in PG. She has a high commission broker. Have some issues re taxes and commissions- so they are not merging very quickly. Over time I am moving long-term "core positions" to Portfolio B and doing most shorter-term investing / trading in Portfolio A. And clearing out less than favorite names out of B.

symbol name last price % change open
  • +
  • PG
    Procter Gamble
  • $61.04
  • +0.94%
  • $60.17

19.2% of the portfolio - Portfolio B Up 320% in 12 years, not including an excellent always-increasing dividend. Planning to hold long-term.

People owning PG also tend to own: CLCTDENNFFEXJBSSJRCCMEEMSFT

TheStreet.com Rating: B+ What is this?

  • +
  • AAPL
    Apple Inc.
  • $194.34
  • +0.16%
  • $193.00

16.0% of portfolio - Portfolio A Greatest brand in the U.S. right now. Great growth prospects for at least the next couple years still.

People owning AAPL also tend to own: AMDCSCODELLGOOGIBMINTCMSFT

TheStreet.com Rating: B+ What is this?

  • +
  • AUY
    Yamana Gold Inc
  • $12.05
  • +2.38%
  • $11.78

5.3% of portfolio - Portfolio A Yamana will be a winner beacuse they have great growth, low costs. If the price of gold goes up, that's just a plus. Since the stock price has been hammered down because of the proposed Meridian takeover, it should go up either way - if the deal goes through, it meets AUY's long-term needs. if it doesn't go through, stockholders likely will stop penalizing the stock for trying to make the deal.

People owning AUY also tend to own: BDYIMAXAIRNEFIIFXIHLKGC

TheStreet.com Rating: C What is this?

  • +
  • KR
    Kroger Co
  • $23.27
  • -0.21%
  • $23.28

4.8% of portfolio - Portfolio B A nice winner over the last year or so.

People owning KR also tend to own: ADMAVPBF-BBTICLCVSDEO

TheStreet.com Rating: B What is this?

  • +
  • LABL
    Multi-color Corpo
  • $12.35
  • -0.96%
  • $12.31

3.3% of portfolio - Portfolios B Great small-cap in a low-profile industry, great management, up around 1300% since 1/1/2000. Long-term holding (since 2001), may add more around $34-36.

People owning LABL also tend to own: ACASALDBBNKBPLCWLZDBVFCCY

TheStreet.com Rating: C What is this?

  • +
  • CHK
    Chesapeake Energy
  • $24.22
  • -2.42%
  • $24.42

3.2% of portfolio - Portfolios A & B Recently added core position in Portfolio B, plus have even more in Portfolio A, additionally have Jan. 2008 & Jan. 2009 calls. Super long-term growth propsects, as they turn their land grab of the last several years into huge production gains in the foreseeable future.

People owning CHK also tend to own: ACIAINVANRAPCBBDBTUCMCSK

TheStreet.com Rating: C What is this?

  • +
  • FTI
    Fmc Technologies
  • $56.63
  • +0.73%
  • $55.42

2.5% of portfolio - Portfolio A Position still on the increase. Great long term growth coming in subsea area of oil services. I like CAM too, but believe FTI is a better acquisition target.

People owning FTI also tend to own: AAPLALJLINEABXAEMAGUAU

TheStreet.com Rating: B- What is this?

  • +
  • CAT
    Caterpillar Inc
  • $57.60
  • -0.67%
  • $57.38

2.9% of portfolio - Portfolios A & B Well positioned for years of global growth. Core position in Portfolio B.

People owning CAT also tend to own: AAALLAPCBABACCCBH

TheStreet.com Rating: C+ What is this?

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Start Price

Return Value

Start Date

PG 62.88 -2.93% Aug 6th
AAPL 131.8499 +47.39% Aug 6th
KR 25.83 -9.91% Aug 6th
AUY 10.65 +13.15% Aug 6th
LABL 37.15 -66.76% Aug 6th
CHK 35.17 -31.13% Aug 6th
CAT 78.96 -27.05% Aug 6th
HD 36.19 -27.94% Aug 6th
FTI 88.22 -35.81% Aug 6th
XOM 82.08 -11.57% Aug 6th
GS 179.68 -4.40% Aug 6th
GSF 66.60 ------ Aug 6th
GE 38.06 -59.72% Aug 6th
NOV 109.79 -60.21% Aug 6th
USB 29.26 -18.90% Aug 6th
BA 104.24 -52.34% Aug 6th
OII 60.83 -9.12% Aug 6th
LMC 12.33 ------ Aug 6th
COP 77.59 -32.84% Aug 6th
FCX 86.14 -7.64% Aug 6th
HAL 34.27 -9.45% Aug 6th
SHLD 131.58 -48.59% Aug 6th
MS 60.62 -46.22% Aug 6th

Average return:

-23.90%

Success rate:

9.52%

Tracking Started: 04-04-2007

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