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.



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