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:
*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 |
$8,405 |
1.18% | |
COP |
147.47944 |
$55.94 |
$8,250 |
$58.21 |
$8,884 |
3.49% | |
FNM |
142.24138 |
$58.00 |
$8,250 |
$58.05 |
$8,385 |
1.58% | |
NCC |
244.15507 |
$33.79 |
$8,250 |
$34.14 |
$8,480 |
1.73% | |
F |
798.64472 |
$10.33 |
$8,250 |
$10.21 |
$$8,322 |
2.06% | |
CB |
96.38977 |
$85.59 |
$8,250 |
$84.70 |
$8,285 |
1.48% | |
XL |
110.45655 |
$74.69 |
$8,250 |
$72.56 |
$7,841 |
-2.16% | |
PD |
91.80948 |
$89.86 |
$8,250 |
$91.42 |
$8,962 |
6.78% | |
MBI |
146.92787 |
$56.15 |
$8,250 |
$58.40 |
$9,218 |
7.43% | |
CMI |
115.46537 |
$71.45 |
$8,250 |
$72.30 |
$8,662 |
3.76% | |
LPX |
345.04391 |
$23.91 |
$8,250 |
$24.71 |
$8,602 |
.89% | |
CTB |
430.35994 |
$19.17 |
$8,250 |
$18.50 |
$8,134 |
2.16% | |
1000 |
$1.00 |
$1,000 |
$1,000 |
| |||
Portfolio Totals |
$100,000 |
$103,184 |
1.22% | ||||
S&P 500 Index Performance |
1.46% | ||||||
# posted by JLP @ 2:24 PM 
