2003 and 2004 Stocks.
These stocks have continued to be good performers and were carried over to this portfolio from the prior 2003 and 2004 Portfolios. We start a new Portfolio every year to allow subscribers an opportunity to observe a portfolio being built and maintained. My portfolio will invest in areas that have tended to outperform during an initial bear market recovery. The following criteria are used to select stocks: positive money flow, an improving sector, and cyclical timing for an economic recovery
| Symbol |
Shares
Owned |
Purchase
Price |
*Market
Price |
Change |
Total
Invested |
Current
Value |
$ Gain
/ Loss |
% Gain
/ Loss |
| (Sold) |
100 |
25.95 |
** 62.69 |
+36.74 |
2,595.00 |
6,269.00 |
+3,674.00 |
+141.58% |
| (Sold) |
100 |
11.14 |
** 35.33 |
+24.19 |
1,114.00 |
3,533.00 |
+2,419.00 |
+217.15% |
| (Sold) |
100 |
8.40 |
** 18.22 |
+9.82 |
840.00 |
1,822.00 |
+982.00 |
+116.90% |
| (Sold) |
100 |
7.90 |
** 18.22 |
+10.32 |
790.00 |
1,822.00 |
+1,032.00 |
+130.63% |
| (Sold) |
100 |
31.77 |
** 88.15 |
+56.38 |
3,177.00 |
8,815.00 |
+5,638.00 |
+177.46% |
| (Sold) |
100 |
1.96 |
** 9.19 |
+7.23 |
196.00 |
919.00 |
+723.00 |
+368.88% |
| (Sold) |
100 |
1.85 |
** 9.19 |
+7.34 |
185.00 |
919.00 |
+734.00 |
+396.76% |
| (Sold) |
100 |
23.60 |
** 38.01 |
+14.41 |
2,360.00 |
3,801.00 |
+1,441.00 |
+61.06% |
| Totals |
|
|
|
|
$11,257.00 |
$27,900.00 |
$16,643.00 |
147.85% |
| Cash Balance |
|
|
|
|
|
$66,566.90 |
|
|
Stock quote data from
*Delayed 20 minutes.
**Price at time of sale
| Pro Picks Comments January 5, 2007: |
 |
I sold Pioneer Natural Resources (PXD) and took a healthy profit. This now closes the 2004 portfolio.
Kenneth Coleman
