Merkel Broad Market
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average rating: 3.85 / 21 ratings
Created by David Merkel
DESCRIPTION:

Date updated:09-28-2009

My broad market portfolio

more commentary on this and my eight rules of portfolio management over at my blog:

http://alephblog.com

symbol name last price % change open
  • +
  • NE
    Noble Corp (new)
  • $43.28
  • +1.15%
  • $42.60

No Analysis added

People owning NE also tend to own: ADMAIZALLCBCNICOPCSC

TheStreet.com Rating: B What is this?

  • +
  • IBA
    Industrios Bachoc
  • $20.15
  • +1.00%
  • $19.86

Largest chicken and egg producer in Mexico. Looks cheap, and it feeds a growing middle class

People owning IBA also tend to own: ADMAIZALLCBCNICOPCSC

TheStreet.com Rating: C- What is this?

  • +
  • COP
    Conocophillips
  • $52.83
  • +1.17%
  • $52.30

cheap energy co

People owning COP also tend to own: ADMAIZALLCBCNICSCCVX

TheStreet.com Rating: C- What is this?

  • +
  • SBS
    Companhia Sanea A
  • $39.82
  • -0.10%
  • $39.52

Third largest water utility in the world; still cheap after the recent run-up, in my opinion

People owning SBS also tend to own: ADMAIZALLCBCNICOPCSC

TheStreet.com Rating: C+ What is this?

  • +
  • CVX
    Chevron Corp
  • $77.94
  • +0.67%
  • $77.30

Out of favor gas producer

People owning CVX also tend to own: AAALLAPCBUDCOPDOWGSK

TheStreet.com Rating: B What is this?

  • +
  • DIIB.PK
    Dorel Inds Cl B
  • $31.55
  • 0.00%
  • $N/A

No Analysis added

People owning DIIB.PK also tend to own: ADMAIZALLCBCNICOPCSC

TheStreet.com Rating: No Rating What is this?

  • +
  • MGA
    Magna Intl Cl A
  • $50.63
  • +1.85%
  • $49.89

No Analysis added

People owning MGA also tend to own: ADMAIZALLCBCNICOPCSC

TheStreet.com Rating: D+ What is this?

  • +
  • ORCL
    Oracle Corporatio
  • $22.34
  • +1.36%
  • $22.08

No Analysis added

People owning ORCL also tend to own: AAPLAMDCSCODELLGOOGIBMINTC

TheStreet.com Rating: B+ What is this?

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Start Price

Return Value

Start Date
ALL 60.25 -52.02% Oct 22nd
IBA 28.91 -30.30% Apr 5th
COP 67.72 -21.99% Apr 5th
SBS 34.82 +14.36% Apr 5th
MGA 76.54 -33.85% Apr 5th
VLO 66.30 -74.27% Apr 5th
NTE 13.00 -57.69% Apr 5th
DIIB.PK 33.55 -5.96% Apr 5th
NE 86.30 -49.85% Apr 2nd
SAFT 35.59 -1.15% Jul 31st
AIZ 54.71 -43.06% Apr 2nd
PRE 69.11 +12.41% Oct 22nd
SCVL 14.60 +5.00% Oct 23rd
RGA 50.22 -5.00% Apr 2nd
ESV 51.73 -11.19% Jan 30th
PEP 56.76 +9.13% Oct 22nd
GPC 35.32 +3.74% Oct 22nd
LNT 30.30 -8.88% Oct 22nd
CVX 67.24 +15.91% Apr 2nd
ORCL 18.07 +23.63% Apr 2nd
ADM 28.35 +14.67% Apr 2nd
NWLI 128.66 +33.68% May 15th
CNI 38.24 +42.08% May 15th
CB 48.82 +3.69% Sep 28th
CSC 50.79 +6.24% Sep 28th
D 34.19 +6.05% Sep 28th
NOC 51.00 +8.37% Sep 28th
NPK 83.71 +7.63% Sep 28th
SCG 35.17 -1.91% Sep 28th
SWY 19.49 +19.04% Sep 28th
TOT 58.63 +7.11% Sep 28th

Average return:

 +9.42%

Success rate:

 54.84%

Deleted Stocks:
DOW 44.01 -0.52% Apr 5th
SLE 16.96 -6.31% Apr 5th
FDP 19.6899 -0.46% Apr 5th
BCS 57.901 -14.34% Apr 5th
JOE 53.83 -13.21% Apr 5th
DTE 48.28 -1.55% Apr 5th
XEC 37.42 -50.88% Apr 5th
JNY 32.17 -55.21% Apr 5th
SPW 69.98 +29.81% Apr 5th
YRCW 40.41 -90.23% Apr 5th
CX 33.03 -76.08% Apr 5th
SPP 16.60 +13.92% Apr 5th
LYO 31.37 ------ Apr 5th
HP 30.83 +121.67% Apr 5th
SAB 33.2199 -0.06% Apr 5th
PORK 21.32 ------ Apr 5th
LR 40.00 ------ Apr 5th
DFR 15.04 -94.81% Apr 5th
PTEN 22.87 +7.21% Apr 5th
GPI 42.33 -55.63% Apr 16th
APC 44.10 +31.16% Apr 5th
DIIB 0.00 ------ Apr 5th
LAD 27.55 -32.92% Apr 5th
RBSPF.PK 39.20 -81.89% Apr 5th
TNP 53.66 -73.74% Apr 5th
JSC 53.1999 -42.26% Jun 8th
KOMG 31.91 ------ Apr 5th
VSH 14.91 -47.48% Apr 5th
BRNC 16.79 -6.61% Apr 5th
SFD 31.57 -47.10% May 7th
ABFS 39.10 -20.41% Jul 6th
DB 146.02 -21.18% Jul 6th
MYL 18.17 -19.26% Jul 6th
GMK 14.04 -89.53% Jul 6th
AHL 26.75 +4.00% Jul 31st
LNC 65.76 -60.42% Jul 31st
JOF 10.0599 +2.09% Aug 29th
NAHC 9.835 ------ Aug 29th
FSR 13.41 +3.28% Sep 29th
CHIC 13.91 ------ Oct 23rd
RWT 27.38 +31.74% Oct 23rd
GEHL 19.93 ------ Oct 23rd
LFRGY.PK 39.50 +4.18% Oct 23rd
HIG 79.23 -81.38% Jan 24th
HMC 29.30 +4.61% Jan 24th
RBS 7.65 -7.45% Jan 24th
ADS 42.48 +19.35% Jan 30th
AVT 33.85 -46.82% Jan 30th
UAM 9.62 +6.03% Apr 16th
OMX 19.12 -71.39% Apr 16th
IRF 20.80 -12.40% Apr 16th
MET 58.37 -25.05% Jun 20th
KPPC 6.96 -64.66% Jul 15th
CRH 24.04 -9.57% Oct 22nd
DVN 101.81 -56.10% Aug 26th
RGA.A 0.00 ------ Sep 30th
NUE 37.09 +26.31% Oct 22nd
EWZ 37.70 +73.24% Apr 2nd
MOS 43.93 +12.02% Apr 2nd
GD 42.19 +49.30% Apr 2nd

Tracking Started: 04-05-2007

07/02/2007 15:56 PM CDT Asked by David Merkel
please note that the average return is mis-stated because of a 200% stock dividend on RBSPF... really brings down the returns

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