Scott Rothbort / Lake View Asset Management, LLC - The Bar Mitzvah Portfolio

Description:

My wife and I have been busy getting ready for our son’s Bar Mitzvah (the fourth of our five children) which will take place in June. We allow each child to buy a new computer with their monetary gifts and the rest I will invest in a portfolio of five of my favorite stocks as part of their college custody account. These five stocks are also amongst the top holdings for the client accounts at LakeView Asset Management, LLC and me personally. What follows is what I affectionately call the Bar Mitzvah Portfolio:

http://scottrothbort.blogspot.com/2007/04/bar-mitzvah-portfolio.html
SymbolStart PriceReturn Value
AAPL$109.36-6.50%
MCD$50.6385.94%
ISL$11.2555.91%
SLB$85.2929.16%
Symbols Deleted Since Tracking Began
GOOG$461.7823.26%
GS$226.18-21.46%
SHLD$176.77-79.94%
Symbols Added Since Tracking Began
POT

Average Return: 41.13%

Success Rate: 75.00%

Tracking Started: 05-15-2007

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