Friday, July 15, 2005

 

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.



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