Monday, August 08, 2005
Week of August 1st Performance
The Prudent Portfolio took it on the chin this week, down 2.04%, but is still up 5.05% since inception, while the S&P 500 Index was down .63% this week (up 2.36% since portfolio inception). Of the twelve stocks in the portfolio, only three had positive gains this week. This week's best performer was Chevron, up 4.02%. Cooper Tire was the biggest loser for the week, down 13.02% most likely due to the fact that they posted a loss due to a strike. Here's a look at what the portfolio looks like as of Friday, August 5:
*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 |
$60.34 |
$8,842 |
4.02% | |
COP |
147.47944 |
$55.94 |
$8,250 |
$63.75 |
$9,402 |
1.85% | |
FNM |
142.24138 |
$58.00 |
$8,250 |
$54.96 |
$7,818 |
-1.61% | |
NCC |
244.15507 |
$33.79 |
$8,250 |
$36.27 |
$8,856 |
-1.73% | |
F |
798.64472 |
$10.33 |
$8,250 |
$10.36 |
$8,274 |
-3.54% | |
CB |
96.38977 |
$85.59 |
$8,250 |
$87.54 |
$8,438 |
-1.44% | |
XL |
110.45655 |
$74.69 |
$8,250 |
$69.34 |
$7,655 |
-3.51% | |
PD |
91.80948 |
$89.86 |
$8,250 |
$109.61 |
$10,063 |
2.97% | |
MBI |
146.92787 |
$56.15 |
$8,250 |
$57.62 |
$8,466 |
-5.14% | |
CMI |
115.46537 |
$71.45 |
$8,250 |
$84.21 |
$9,723 |
-1.44% | |
LPX |
345.04391 |
$23.91 |
$8,250 |
$26.03 |
$8,981 |
-2.95% | |
CTB |
430.35994 |
$19.17 |
$8,250 |
$17.50 |
$7,531 |
-13.02% | |
1000 |
$1.00 |
$1,000 |
$1,000 |
| |||
Portfolio Totals |
$100,000 |
$105,049 |
-2.04% | ||||
S&P 500 Index Performance |
-.63% | ||||||
# posted by JLP @ 9:53 AM 
