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:
*Rounded to nearest penny.
| Company | Symbol | Shares | Price Per Share* | Amount Invested | Current Price Per Share | Current Value | Week's % Chg. |
CVX |
146.53641 |
$56.30 |
$8,250 |
$56.69 |
$8,304 |
-1.20% | |
COP |
147.47944 |
$55.94 |
$8,250 |
$58.21 |
$8,735 |
-1.48% | |
FNM |
142.24138 |
$58.00 |
$8,250 |
$58.05 |
$8,506 |
1.41% | |
NCC |
244.15507 |
$33.79 |
$8,250 |
$34.14 |
$8,960 |
5.67% | |
F |
798.64472 |
$10.33 |
$8,250 |
$10.21 |
$$8,785 |
5.57% | |
CB |
96.38977 |
$85.59 |
$8,250 |
$84.70 |
$8,383 |
1.19% | |
XL |
110.45655 |
$74.69 |
$8,250 |
$72.56 |
$7,925 |
1.07% | |
PD |
91.80948 |
$89.86 |
$8,250 |
$91.42 |
$9,074 |
1.24% | |
MBI |
146.92787 |
$56.15 |
$8,250 |
$58.40 |
$9,139 |
-.86% | |
CMI |
115.46537 |
$71.45 |
$8,250 |
$72.30 |
$9,035 |
4.31% | |
LPX |
345.04391 |
$23.91 |
$8,250 |
$24.71 |
$8,436 |
-1.93% | |
CTB |
430.35994 |
$19.17 |
$8,250 |
$18.50 |
$8,323 |
2.33% | |
1000 |
$1.00 |
$1,000 |
$1,000 |
| |||
Portfolio Totals |
$100,000 |
$104,624 |
1.40% | ||||
S&P 500 Index Performance |
1.33% | ||||||
# posted by JLP @ 2:02 PM 
