Mom
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average rating: 4.00 / 11 ratings
Created by James Altucher
DESCRIPTION:

Date updated:03-20-2007

Partially my mom's portfolio

Stock, start price, end price, dividend, return

JPC 12.60 13.87 8% 18%

HPF 22.56 24.74 7.5 18.5%

PSW 21.10 22.20 7% 12%

FVD 14.39 16.75 3% 20%

ERC 16.42 17.12 7.6% 10.5

muni

Bmt 10.76 9.84 3.7% -4.2

Cxe 6.70 6.65 5.4 4.9

Dmf 9.13 9.53 5.2 9.3

PMM 7.25 7.93 5.1 14.9

MNP 14.17 13.94 4.3% 2.8

MPT 13.55 13.32

EVJ 15 15.03 4.5% 4.6

MYJ 14.88 15.25 4.6% 7.1

Global


SGL 11.41 12.45 7.6 15.5

BGT 17.93 18.56 8.1 12

FCM 17.52 18.22 8.1 13.2

JRO 12.98 14.01 9 16.6

FUND 10.37 10.73 5 9

RVT 20.73 22.42 8.2 == 16.3

TICC 15.42 17 8 == 19%

TRU 7.17 6.4 11% 0

symbol name last price % change open
  • +
  • JPC
    Nuveen Mlt Str I&
  • $6.85
  • +0.88%
  • $6.69

No Analysis added

People owning JPC also tend to own: BGTBMTCXEDMFERCEVJFCM

TheStreet.com Rating: No Rating What is this?

  • +
  • HPF
    John Hancock Pfd
  • $15.50
  • +1.64%
  • $15.05

No Analysis added

People owning HPF also tend to own: BGTBMTCXEDMFERCEVJFCM

TheStreet.com Rating: No Rating What is this?

  • +
  • PSW
    Blackrock Preferr
  • $8.19
  • -0.22%
  • $8.09

No Analysis added

People owning PSW also tend to own: BGTBMTCXEDMFERCEVJFCM

TheStreet.com Rating: No Rating What is this?

  • +
  • FVD
    First Trust Value
  • $12.77
  • 0.00%
  • $12.75

No Analysis added

People owning FVD also tend to own: BGTBMTCXEDMFERCEVJFCM

TheStreet.com Rating: No Rating What is this?

  • +
  • ERC
    Evergreen Multi-s
  • $13.98
  • 0.00%
  • $N/A

No Analysis added

People owning ERC also tend to own: BGTBMTCXEDMFEVJFCMFUND

TheStreet.com Rating: No Rating What is this?

  • +
  • BMT
    Blackrock Ins Tr
  • $10.45
  • +0.29%
  • $10.42

No Analysis added

People owning BMT also tend to own: BGTCXEDMFERCEVJFCMFUND

TheStreet.com Rating: No Rating What is this?

  • +
  • CXE
    Mfs Hi In Mu Tr
  • $4.68
  • +1.08%
  • $4.59

No Analysis added

People owning CXE also tend to own: BGTBMTDMFERCEVJFCMFUND

TheStreet.com Rating: No Rating What is this?

  • +
  • DMF
    Dreyfus Muni Inco
  • $8.42
  • 0.00%
  • $N/A

No Analysis added

People owning DMF also tend to own: BGTBMTCXEERCEVJFCMFUND

TheStreet.com Rating: No Rating What is this?

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Portfolio not tracked!

04/13/2007 14:25 PM CDT Asked by Arthur E. Dunbar
TRU, an oil and gas field trust, has declined in price as the price of oil increased over the last few months. The dividend is under 6%. Why? Each reporting period the volume coming out of TRU's estabished fields is declining. Further, 2006's income was approximately $26 million. The Trust requires liquidation if annual income is less than $25 million. With reducing income the liquidation price is an unknown risk to this security.

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