Sunday, July 31, 2005

 

Week of July 25th Performance

The Prudent Portfolio was up .53% this week (7.24% since inception), while the S&P 500 Index was up .04% this week (3.01% since portfolio inception). The portfolio had been up much more than that earlier in the week. However, Friday's trading wiped out most of those gains. Of the twelve stocks in the portfolio, six had positive gains this week. This week's best performer was Louisiana Pacific, up 6.26%. The portfolio is still beating the index so I'm pretty pleased. Here's what the portfolio looked like as of Friday's close:

CompanySymbolSharesPrice
Per
Share*		Amount InvestedCurrent Price Per ShareCurrent ValueWeek's
%
Chg.

Chevron

CVX

146.53641

$56.30

$8,250

$58.01

$8,501

.38%

ConocoPhillips

COP

147.47944

$55.94

$8,250

$62.59

$9,231

2.19%

Fannie Mae

FNM

142.24138

$58.00

$8,250

$55.86

$7,946

-4.35%

National City Corp.

NCC

244.15507

$33.79

$8,250

$36.91

$9,012

-.65%

Ford Motor Co.

F

798.64472

$10.33

$8,250

$10.74

$8,577

.19%

Chubb

CB

96.38977

$85.59

$8,250

$88.82

$8,561

2.10%

XL Capital Ltd.

XL

110.45655

$74.69

$8,250

$71.82

$7,933

-.31%

Phelps Dodge

PD

91.80948

$89.86

$8,250

$106.45

$9,773

-2.16%

MBIA

MBI

146.92787

$56.15

$8,250

$60.74

$8,924

-.56%

Cummins

CMI

115.46537

$71.45

$8,250

$85.44

$9,865

-.78%

Louisiana Pacific

LPX

345.04391

$23.91

$8,250

$26.82

$9,254

6.26%

Cooper Tire

CTB

430.35994

$19.17

$8,250

$20.12

$8,659

4.68%

Cash Account

1000

$1.00

$1,000

$1,000

Portfolio Totals

$100,000

$107,236

.53%

S&P 500 Index Performance

.04%

*Rounded to nearest penny.

# posted by JLP @ 4:24 PM

Friday, July 22, 2005

 

Week of July 18th Performance

The Prudent Portfolio had another great week, up 1.95% this week (6.67% since inception), while the S&P 500 Index was up .47% this week (2.97% since portfolio inception). Of the twelve stocks in the portfolio, eight of them had positive gains this week. The portfolio is still beating the index so I'm pretty pleased. Here's what the portfolio looked like as of Friday's close:

CompanySymbolSharesPrice
Per
Share*		Amount InvestedCurrent Price Per ShareCurrent ValueWeek's
%
Chg.

Chevron

CVX

146.53641

$56.30

$8,250

$57.79

$8,468

1.98%

ConocoPhillips

COP

147.47944

$55.94

$8,250

$61.25

$9,033

3.20%

Fannie Mae

FNM

142.24138

$58.00

$8,250

$58.40

$8,307

-2.34%

National City Corp.

NCC

244.15507

$33.79

$8,250

$37.15

$9,070

1.23%

Ford Motor Co.

F

798.64472

$10.33

$8,250

$10.72

$8,561

-2.55%

Chubb

CB

96.38977

$85.59

$8,250

$86.99

$8,385

.02%

XL Capital Ltd.

XL

110.45655

$74.69

$8,250

$72.04

$7,957

.40%

Phelps Dodge

PD

91.80948

$89.86

$8,250

$108.80

$9,989

10.09%

MBIA

MBI

146.92787

$56.15

$8,250

$61.08

$8,974

-1.80%

Cummins

CMI

115.46537

$71.45

$8,250

$86.11

$9,943

10.04%

Louisiana Pacific

LPX

345.04391

$23.91

$8,250

$25.24

$8,709

3.23%

Cooper Tire

CTB

430.35994

$19.17

$8,250

$19.22

$8,272

-.62%

Cash Account

1000

$1.00

$1,000

$1,000

Portfolio Totals

$100,000

$106,669

1.95%

S&P 500 Index Performance

.47%

*Rounded to nearest penny.

# posted by JLP @ 4:25 PM

Thursday, July 21, 2005

 

Individual Stock Performance Since Inception

Here is the latest list of the individual performances of the stocks in the Prudent Portfolio since its June 13th, 2005 inception. Please note that these are mid-morning quotes. Prices reflect Friday, July 23rd's close.

CompanySymbolPrice
Per
Share*		Current
Price		$ Change%
Change

Phelps Dodge

PD

$89.86

$108.80

$18.94

21.08%

Cummins

CMI

$71.45

$86.11

$14.66

20.52%

National City Corp.

NC

$33.79

$37.15

$3.36

9.94%

ConocoPhillips

COP

$55.94

$61.25

$5.31

9.49%

MBIA

MBI

$56.15

$61.08

$4.93

8.78%

Louisiana Pacific

LPX

$23.91

$25.24

$1.33

5.56%

Ford

F

$10.33

$10.72

$.39

3.78%

Chevron

CVX

$56.30

$57.79

$1.49

2.65%

Chubb

CB

$85.59

$86.99

$1.40

1.64%

Fannie Mae

FNM

$58.00

$58.40

$.40

0.69%

Cooper Tire

CTB

$19.17

$19.22

$0.05

0.26%

XL Capital Ltd.

XL

$74.69

$72.04

-$2.65

-3.55%

*Rounded to nearest penny.

# posted by JLP @ 10:18 PM

Friday, July 15, 2005

 

Portfolio Performance Since Inception

CompanySymbolSharesPrice
Per
Share*		Amount InvestedCurrent Price Per ShareCurrent ValueWeek's
%
Chg.

Chevron

CVX

146.53641

$56.30

$8,250

$56.69

$8,304

-.66%

ConocoPhillips

COP

147.47944

$55.94

$8,250

$58.21

$8,735

6.10%

Fannie Mae

FNM

142.24138

$58.00

$8,250

$58.05

$8,506

3.10%

National City Corp.

NCC

244.15507

$33.79

$8,250

$34.14

$8,960

8.61%

Ford Motor Co.

F

798.64472

$10.33

$8,250

$10.21

$$8,785

6.49%

Chubb

CB

96.38977

$85.59

$8,250

$84.70

$8,383

1.61%

XL Capital Ltd.

XL

110.45655

$74.69

$8,250

$72.56

$7,925

-3.94%

Phelps Dodge

PD

91.80948

$89.86

$8,250

$91.42

$9,074

9.98%

MBIA

MBI

146.92787

$56.15

$8,250

$58.40

$9,139

10.77%

Cummins

CMI

115.46537

$71.45

$8,250

$72.30

$9,035

9.52%

Louisiana Pacific

LPX

345.04391

$23.91

$8,250

$24.71

$8,436

2.26%

Cooper Tire

CTB

430.35994

$19.17

$8,250

$18.50

$8,323

.89%

Cash Account

1000

$1.00

$1,000

$1,000

Portfolio Totals

$100,000

$104,624

4.62%

S&P 500 Index Performance

2.49%

*Rounded to nearest penny.

# posted by JLP @ 2:50 PM
 

Week of July 11th Performance

The Prudent Portfolio had another good week. The portfolio was up 1.40% this week (4.62% since inception), while the S&P 500 Index was up 1.33% this week (2.49% since portfolio inception). Of the twelve stocks in the portfolio, eight of them had positive gains this week. The portfolio is still beating the index so I'm pretty pleased. Here's what the portfolio looked like as of Friday's close:

CompanySymbolSharesPrice
Per
Share*		Amount InvestedCurrent Price Per ShareCurrent ValueWeek's
%
Chg.

Chevron

CVX

146.53641

$56.30

$8,250

$56.69

$8,304

-1.20%

ConocoPhillips

COP

147.47944

$55.94

$8,250

$58.21

$8,735

-1.48%

Fannie Mae

FNM

142.24138

$58.00

$8,250

$58.05

$8,506

1.41%

National City Corp.

NCC

244.15507

$33.79

$8,250

$34.14

$8,960

5.67%

Ford Motor Co.

F

798.64472

$10.33

$8,250

$10.21

$$8,785

5.57%

Chubb

CB

96.38977

$85.59

$8,250

$84.70

$8,383

1.19%

XL Capital Ltd.

XL

110.45655

$74.69

$8,250

$72.56

$7,925

1.07%

Phelps Dodge

PD

91.80948

$89.86

$8,250

$91.42

$9,074

1.24%

MBIA

MBI

146.92787

$56.15

$8,250

$58.40

$9,139

-.86%

Cummins

CMI

115.46537

$71.45

$8,250

$72.30

$9,035

4.31%

Louisiana Pacific

LPX

345.04391

$23.91

$8,250

$24.71

$8,436

-1.93%

Cooper Tire

CTB

430.35994

$19.17

$8,250

$18.50

$8,323

2.33%

Cash Account

1000

$1.00

$1,000

$1,000

Portfolio Totals

$100,000

$104,624

1.40%

S&P 500 Index Performance

1.33%

*Rounded to nearest penny.

# posted by JLP @ 2:02 PM

Friday, July 08, 2005

 

Week of July 4th Performance

The Prudent Portfolio had a pretty good week this week, although not as good as the S&P 500 Index had. The portfolio was up 1.22% this week (3.18% since inception), while the S&P 500 Index was up 1.46% this week (1.15% since portfolio inception). The portfolio is still beating the index so I'm pretty pleased. Here's what the portfolio looked like as of Friday's close:

CompanySymbolSharesPrice
Per
Share*		Amount InvestedCurrent Price Per ShareCurrent ValueWeek's
%
Chg.

Chevron

CVX

146.53641

$56.30

$8,250

$56.69

$8,405

1.18%

ConocoPhillips

COP

147.47944

$55.94

$8,250

$58.21

$8,884

3.49%

Fannie Mae

FNM

142.24138

$58.00

$8,250

$58.05

$8,385

1.58%

National City Corp.

NCC

244.15507

$33.79

$8,250

$34.14

$8,480

1.73%

Ford Motor Co.

F

798.64472

$10.33

$8,250

$10.21

$$8,322

2.06%

Chubb

CB

96.38977

$85.59

$8,250

$84.70

$8,285

1.48%

XL Capital Ltd.

XL

110.45655

$74.69

$8,250

$72.56

$7,841

-2.16%

Phelps Dodge

PD

91.80948

$89.86

$8,250

$91.42

$8,962

6.78%

MBIA

MBI

146.92787

$56.15

$8,250

$58.40

$9,218

7.43%

Cummins

CMI

115.46537

$71.45

$8,250

$72.30

$8,662

3.76%

Louisiana Pacific

LPX

345.04391

$23.91

$8,250

$24.71

$8,602

.89%

Cooper Tire

CTB

430.35994

$19.17

$8,250

$18.50

$8,134

2.16%

Cash Account

1000

$1.00

$1,000

$1,000

Portfolio Totals

$100,000

$103,184

1.22%

S&P 500 Index Performance

1.46%

*Rounded to nearest penny.

# posted by JLP @ 2:24 PM

Wednesday, July 06, 2005

 

Week of June 27th Performance

Sorry for the late update. I have been really busy with AllThingsFinancial. Here's how the Prudent Portfolio looked as of Friday's close:

CompanySymbolSharesPrice
Per
Share*		Amount InvestedCurrent Price Per ShareCurrent ValueWeek's
%
Chg.

Chevron

CVX

146.53641

$56.30

$8,250

$56.69

$8,348

.49%

ConocoPhillips

COP

147.47944

$55.94

$8,250

$58.21

$8,716

1.53%

Fannie Mae

FNM

142.24138

$58.00

$8,250

$58.05

$8,365

1.31%

National City Corp.

NCC

244.15507

$33.79

$8,250

$34.14

$8,423

1.05%

Ford Motor Co.

F

798.64472

$10.33

$8,250

$10.21

$$8,234

.98%

Chubb

CB

96.38977

$85.59

$8,250

$84.70

$8,236

0.87%

XL Capital Ltd.

XL

110.45655

$74.69

$8,250

$72.56

$8,219

2.55%

Phelps Dodge

PD

91.80948

$89.86

$8,250

$91.42

$8,560

1.99%

MBIA

MBI

146.92787

$56.15

$8,250

$58.40

$8,732

1.76%

Cummins

CMI

115.46537

$71.45

$8,250

$72.30

$8,632

3.40%

Louisiana Pacific

LPX

345.04391

$23.91

$8,250

$24.71

$8,440

-1.01%

Cooper Tire

CTB

430.35994

$19.17

$8,250

$18.50

$8,031

.86%

Cash Account

1000

$1.00

$1,000

$1,000

Portfolio Totals

$100,000

$101,936

1.30%

S&P 500 Index Performance

.24%

*Rounded to nearest penny.

# posted by JLP @ 7:14 AM