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:
*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 |
$58.01 |
$8,501 |
.38% | |
COP |
147.47944 |
$55.94 |
$8,250 |
$62.59 |
$9,231 |
2.19% | |
FNM |
142.24138 |
$58.00 |
$8,250 |
$55.86 |
$7,946 |
-4.35% | |
NCC |
244.15507 |
$33.79 |
$8,250 |
$36.91 |
$9,012 |
-.65% | |
F |
798.64472 |
$10.33 |
$8,250 |
$10.74 |
$8,577 |
.19% | |
CB |
96.38977 |
$85.59 |
$8,250 |
$88.82 |
$8,561 |
2.10% | |
XL |
110.45655 |
$74.69 |
$8,250 |
$71.82 |
$7,933 |
-.31% | |
PD |
91.80948 |
$89.86 |
$8,250 |
$106.45 |
$9,773 |
-2.16% | |
MBI |
146.92787 |
$56.15 |
$8,250 |
$60.74 |
$8,924 |
-.56% | |
CMI |
115.46537 |
$71.45 |
$8,250 |
$85.44 |
$9,865 |
-.78% | |
LPX |
345.04391 |
$23.91 |
$8,250 |
$26.82 |
$9,254 |
6.26% | |
CTB |
430.35994 |
$19.17 |
$8,250 |
$20.12 |
$8,659 |
4.68% | |
1000 |
$1.00 |
$1,000 |
$1,000 |
| |||
Portfolio Totals |
$100,000 |
$107,236 |
.53% | ||||
S&P 500 Index Performance |
.04% |