SMUroach Portfolio 1
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Created by SMUroach
DESCRIPTION:

Date updated:10-25-2007

Just graduated college and got some money to invest!
Please rate my portfolio on how I look- I enjoy it
Portfolio is looking great- PMD was sold off at its highest point- after a 15% increase, CYTR is playing with free money, and UA was bought AFTER a 6% drop that is unfortunately reflected in this portfolio....Overall not a bad job by me so far... BAC was a bummer on earnings though

Portfolio is doing rather well- here is % of portfolio of each stock (recently added UA- I added it AFTER a 6% which is refelected in this portfolio....I bought it after an analyst downgraded it, which I disagree with)

BAC= 12%
PFE= 12%
AAPL= 23%
UA= 23% (recently added)
ADRE= 18%
USB = 12%
FVD= 0% recently dropped
CYTR= 3% took profits that is worth more than stake right now
PMD= 0% dropped and profits taken before it went down

symbol name last price % change open
  • +
  • BAC
    Bk Of America Cp
  • $16.10
  • -1.17%
  • $16.21

Bought for me during College. But I love this stock and I'm going to keep it. I hope the financials have been hit as hard as they are going to be during subprime. Great Yield! Love the yield, and hopefully the deposit banks won't get hit any harder

People owning BAC also tend to own: AAADPAVPBRK-BBUDCSCOCX

TheStreet.com Rating: C- What is this?

  • +
  • PFE
    Pfizer Inc
  • $18.31
  • -1.19%
  • $18.61

Another one bought for me during college. Hasn't performed at all but it still has a nice dividend. This stock has been chronically beaten down so no reason to sell now. I will keep for the long run, shouldn't go down any more.

People owning PFE also tend to own: AAALLAPCBUDCOPCVXDOW

TheStreet.com Rating: B What is this?

  • +
  • AAPL
    Apple Inc.
  • $204.44
  • -0.70%
  • $205.21

Funny Story, I was on vacation 5 years ago and my cousin had an ipod and it was the first one I had seen (freshmen year in college). I said everyone is going to want one and actually told my parents to buy apple stock.... They laughed at me..... Shoulda listened.... Regardless, lots of growth still in sight for this stock, overseas market....I think iPhones will get more popular as the next generations come out. I thought it was wierd people stood in line and didnt want to be a part of that. The new computers they just came out with are really cool. The hard drive is in the screen!

People owning AAPL also tend to own: AMDCSCODELLGOOGIBMINTCMSFT

TheStreet.com Rating: B+ What is this?

  • +
  • ADRE
    Powershares Excha
  • $44.55
  • 0.00%
  • $N/A

ETF for emerging markets. I figure its too hard to find a good company in the emerging markets (too many variables I don't understand) so just went with buying an ETF

People owning ADRE also tend to own: DDMFXIILFOBCHXQLDVGKAAPL

TheStreet.com Rating: No Rating What is this?

  • +
  • USB
    Us Bancorp
  • $23.73
  • +0.76%
  • $23.49

Love the fact Buffet bought this. Great yield, pretty much same reason I still have BAC. Worst is hopefully behind us and I am banking on Buffet spotted a bottom

People owning USB also tend to own: ACEBACCCBCOPCVXDIS

TheStreet.com Rating: C What is this?

  • +
  • FVD
    First Trust Value
  • $13.18
  • +0.23%
  • $13.16

ETF for High Value Divident Yield. More than 6%. Good solid companies, keeping this for long term

People owning FVD also tend to own: BGTBMTCXEDMFERCEVJFCM

TheStreet.com Rating: No Rating What is this?

  • +
  • CYTR
    Cytrx Corporation
  • $1.08
  • -4.42%
  • $1.12

Speculative Stock, doing research on developing Lou Gherigs(sp?) cure. If it ever happens, but just speculating Very small portion of my portfolio. at about 3% right now, and I have taken profits from this months ago that are more than my stake right now

People owning CYTR also tend to own: GNBTPLCACELAINVAMSWAEWZENCY

TheStreet.com Rating: D What is this?

  • +
  • PMD
    Psychemedics Corp
  • $6.13
  • 0.00%
  • $N/A

Interesting stock, so I got my job last semester and I got drug tested (Hair Tested!) by a very well reputaly Fortune 50 Company for a financial analyst posiition. I figure this might be a growing trend. They also have a 3% yield which I believe is great considering the small niche they are in! Actually got out of this stock at the perfect time.... Made about 15 percent and dumped it and it has gone down about20 percent since. Pretty lucky but still want to track this stock because it still intrigues me.

People owning PMD also tend to own: AITCDICIRGPXGSIGJRNKSWS

TheStreet.com Rating: C- What is this?

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Start Price

Return Value

Start Date

BAC 51.83 -68.94% Aug 24th
PFE 24.62 -25.63% Aug 24th
AAPL 131.07 +55.98% Aug 24th
ADRE 44.15 +0.91% Aug 24th
USB 32.81 -27.67% Aug 24th
FVD 16.57 -20.46% Aug 24th
CYTR 3.62 -70.17% Aug 24th
PMD 17.99 -65.93% Aug 24th
PEP 71.25 -12.28% Sep 25th
UA 64.05 -57.58% Sep 26th

Average return:

-29.18%

Success rate:

20%

Tracking Started: 08-24-2007

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