roger burgess Portfolio 1
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Created by roger burgess
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Date updated:09-14-2008

Personal retiremant Portfolio #1

symbol name last price % change open
  • +
  • ANZBY.PK
    Australia And New
  • $20.41
  • +1.04%
  • $20.10

International banking - solid performance - dividends steady & increasing over time

People owning ANZBY.PK also tend to own: ACRNXAFLJNJMUHLXUNHWFCWLP

TheStreet.com Rating: No Rating What is this?

  • +
  • BAC
    Bk Of America Cp
  • $15.05
  • -0.53%
  • $14.94

Domestic banking - performance - dividends steady & increasing over time - growth

People owning BAC also tend to own: AAPLGOOGINTCMSFTRACKCFCASH

TheStreet.com Rating: C- What is this?

  • +
  • BCS-PD
    Barclays Bank Plc
  • $23.52
  • +1.16%
  • $22.65

Interenational financial preferred stock - dividends - income over time (8.125%)

People owning BCS-PD also tend to own: ANZBY.PKBACBRK-BCAGCATCVXDD

TheStreet.com Rating: No Rating What is this?

  • +
  • BRK-B
    Berkshire Hath Hl
  • $3425.00
  • +0.88%
  • $3380.00

Diversification - solid performance over time- growth

People owning BRK-B also tend to own: AEGAZINGINTCOPA.VORCLSDA

TheStreet.com Rating: No Rating What is this?

  • +
  • CAG
    Conagra Food Inc
  • $21.40
  • +0.52%
  • $21.17

consumer goods - food - profitable over time - dividends steady & increasing

People owning CAG also tend to own: AMDBMYFMSJCOMMROUNHABN

TheStreet.com Rating: B What is this?

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

solid domestic and international manufacturing - performance over time - profitability - dividends steady & increasing over time

People owning CAT also tend to own: AAALLAPCBABACCCBH

TheStreet.com Rating: C+ What is this?

  • +
  • CVX
    Chevron Corp
  • $77.53
  • +0.38%
  • $76.57

energy - good performance over time - profitability - financial strength - dividends steady & increasing over time

People owning CVX also tend to own: ADMAIZALLCBCNICOPCSC

TheStreet.com Rating: B What is this?

  • +
  • DD
    Du Pont E I De Ne
  • $33.38
  • 0.00%
  • $33.05

Basic materials - chemicals - good performance over time - profitability - dividends

People owning DD also tend to own: ABTAMXAUYBAPBRK.BBVFFCX

TheStreet.com Rating: C+ What is this?

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Start Price

Return Value

Start Date

ANZBY.PK 13.52 +50.96% Sep 14th
BAC 33.74 -55.39% Sep 14th
BCS-PD 20.90 +12.54% Sep 14th
BRK-B 3980.00 -13.94% Sep 14th
CAG 20.04 +6.79% Sep 14th
CAT 65.46 -12.01% Sep 14th
CVX 84.24 -7.97% Sep 14th
DD 46.39 -28.04% Sep 14th
DOW 36.25 -31.59% Sep 14th
ERF 37.62 -39.66% Sep 14th
FWF 21.88 -1.19% Sep 14th
GAR 25.98 -0.19% Sep 14th
GE 26.75 -42.69% Sep 14th
GOOG 437.66 +25.92% Sep 14th
KMP 55.25 -0.33% Sep 14th
KO 54.50 -0.02% Sep 14th
MSFT 27.62 +3.26% Sep 14th
OKS 57.66 -0.92% Sep 14th
OXM 24.90 -12.57% Sep 14th
PCAR 43.03 -10.11% Sep 14th
PTR 112.56 +13.50% Sep 14th
SXL 46.21 +25.95% Sep 14th
T 31.54 -17.79% Sep 14th
TNH 122.43 -16.93% Sep 14th
VOLVY.PK 9.97 -1.60% Sep 14th

Average return:

-6.16%

Success rate:

28%

Tracking Started: 09-14-2008

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