MAS
2400 views
Rate Now: 1 2 3 4

average rating: 0.00 / 0 ratings
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
  • $62.87
  • +0.11%
  • $62.94

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.
  • $204.19
  • -0.12%
  • $205.50

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
  • $13.86
  • +2.06%
  • $13.79

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: No Rating What is this?

  • +
  • KR
    Kroger Co
  • $23.04
  • -0.13%
  • $22.99

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
  • $11.81
  • -2.24%
  • $12.03

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
  • $24.86
  • +5.12%
  • $23.82

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
  • $55.77
  • +1.40%
  • $54.99

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
  • $59.04
  • +1.79%
  • $58.02

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?

previous next
 

Start Price

Return Value

Start Date

PG 62.88 -0.02% Aug 6th
AAPL 131.8499 +54.87% Aug 6th
KR 25.83 -10.80% Aug 6th
AUY 10.65 +30.14% Aug 6th
LABL 37.15 -68.21% Aug 6th
CHK 35.17 -29.31% Aug 6th
CAT 78.96 -25.23% Aug 6th
HD 36.19 -23.05% Aug 6th
FTI 88.22 -36.78% Aug 6th
XOM 82.08 -6.83% Aug 6th
GS 179.68 -5.99% Aug 6th
GSF 66.60 ------ Aug 6th
GE 38.06 -57.49% Aug 6th
NOV 109.79 -59.12% Aug 6th
USB 29.26 -19.45% Aug 6th
BA 104.24 -49.22% Aug 6th
OII 60.83 -8.38% Aug 6th
LMC 12.33 ------ Aug 6th
COP 77.59 -31.82% Aug 6th
FCX 86.14 +1.37% Aug 6th
HAL 34.27 -11.85% Aug 6th
SHLD 131.58 -44.93% Aug 6th
MS 60.62 -48.17% Aug 6th

Average return:

-21.44%

Success rate:

14.29%

Tracking Started: 04-04-2007

Comments not available

ADD YOUR COMMENTS:

Black Friday Short-Squeeze Oppor...

By Jonas Elmerraji Posted on Nov. 25, 2009 With Thanksgiving fast approaching, retailers have one thing on their collective minds: Black Friday. After all, the day, whi...

11.25.09 | 13:33 PM
Dividend Stocks for the Week

By Jonas Elmerraji Posted on Nov. 24, 2009 Don’t dismiss dividends right now. While stocks may have made significant strides in the rally that’s taken hold of the m...

11.24.09 | 11:36 AM
This Week's 'Barron's' Roundup

By Roberto Pedone Posted on Nov. 24, 2009 10 Terrific Dividend Stocks: This Barron’s article highlights 10 high-quality dividend-paying stocks for investors who’re ...

11.24.09 | 08:05 AM
Rocket Stocks for the Week

By Jonas Elmerraji Posted on Nov. 23, 2009 As well as broad-based indexes have performed in the last few months, Stockpickr's weekly Rocket Stocks list has managed to d...

11.23.09 | 10:34 AM
more articles
General market Technical Analysi...
11.14.07 | 22:55 PM From author ZA
The YouTube Exchange
07.22.09 | 17:45 PM From author Rawbrrt
huge rally in the making?
11.23.09 | 08:09 AM From author tradintrash
new margin requirements for leve...
11.25.09 | 21:01 PM From author graspthemarket
more forums
today 's lists
Biggest % Losers

Here is the stock list of some of the largest % losers from Nov. 25, 2009. more

Analyst Downgrades

Analyst Downgrades or Estimate Reductions for Nov. 25, 2009. Read more here. more

Dogs of the Dow

Here are the 10 stocks in the Dow Jones Industrial Average stocks with the highest yields as of the market close on June 2, 2009. more