Purpose
The purpose of this blog is to keep a record and buy and sell notes of my stock portfolio. With big surge in investing and personal finance blogs I was inspired to start my own to track my stock portfolio.
Objective
The objective of my stock portfolio is to outperform the market by buying stocks using technical and fundamental data with growth and value stradegies.
Rebalance
I run a stock screen weekly to find any new potential stocks and sell stocks that no longer fit the criteria in my stadegies. This is not a day trading portfolio although I do buy and sell stocks often. The number of stocks I will buy and sell may vary from month to month.
NOTE: This portfolio is not a recommendation. If you follow these stocks and invest your own money, you accept responsibility for any losses that might occur.
Since this is the first post, this is a midweek intraday update.
|
Company |
Symbol |
# of Shares |
Current Price Per Share |
Current Value |
Gain/Loss |
|
Cheasapeake Energy Corp. |
CHK |
16.09352 |
27.65 |
448.20 |
+22.86 |
|
Kendle International Inc. |
KNDL |
17.67452 |
22.20 |
392.37 |
+20.73 |
|
Photronics Inc. |
PLAB |
7.96810 |
20.94 |
166.85 |
-1.75 |
|
Technical Olympics USA |
TOA |
12.42510 |
28.82 |
358.09 |
+0.82 |
| USA
Truck Inc |
USAK |
14.34476 |
24.55 |
352.16 |
-0.85 |
|
Ventiv Health Corp. |
VTIV |
15.30992 |
23.02 |
352.43 |
-0.78 |
| CMS
Energy Corp. |
CMS |
13.10044 |
16.01 |
209.74 |
-0.12 |
| D &
K Healthcare Res Inc. |
DKHR |
14.63761 |
14.78 |
216.34 |
+2.14 |
|
Frontier Oil Corp. |
FTO |
7.18475 |
31.50 |
226.32 |
+6.87 |
|
Hi-Tech Pharmacal |
HITK |
7.80617 |
26.96 |
210.38 |
-0.67 |
|
Intrawest Corp. |
IDR |
8.48193 |
26.04 |
220.87 |
+3.83 |
|
Telesystem Intl. Wireless |
TIWI |
13.30380 |
16.21 |
215.65 |
+1.83 |
|
KOS Pharmaceuticals Inc. |
KOSP |
2.93909 |
69.78 |
205.09 |
-3.20 |
|
Meridian Bioscience Inc. |
VIVO |
8.53178 |
25.20 |
215.00 |
+1.54 |
|
TOTAL |
- |
- |
- |
3789.49 |
- |
Inception Date: April 19, 2005
**Gain Since Inception 7.61%