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Saturday, 1 July 2006
An Update on my Trading Portfolio!

Hello Friends! Thanks so much for stopping by and visiting my blog, Stock Picks Bob's Advice. As always, please remember that I am an amateur investor, so please remember to consult with your professional investment advisors prior to making any investment decisions based on information on this website.

A few moments ago I updated my portfolio on Jubak's Refugee Site on MSN where I am a member. After going through all of this work, I thought I would share with you readers my updated information on my portfolio. You can see that the size of my portfolio has been shrinking, both with sales of stocks and reduced # of positions as well as incurred losses. Overall, the portfolio is doing just fine thank you and I shall be sticking with my strategy which it may well be time to discuss on another entry.

Here is my post:
Hello Refugees! Another month has passed and I wanted to update my trading portfolio for those who may be interested. I have been using my trading strategy to cut losses at 8% and am sitting on my hands, as I like to say, until I get a buying signal, which for me is a partial sale at a gain on my remaining stocks.

This analysis is as of the close of trading June 30, 2006.

I am now down to 14 positions (from 18 a month ago) as the market corrected and I continued to unload positions. My maximum remains 25 positions, and I shall start replacing sales at 6 positions, my minimum # of positions planned.

The account net worth is $57,085.26. I now am up to a 72.71% equity position. The market value of my securities stands at $78,508.64. My margin debit balance is now down to $21,423.38.

Current positions (# shares, date of purchase, closing stock price, cost basis, % gain (loss))

Barnes (B) (360 shares, 2/16/06, $19.95, $19.58, 1.91%)

Coach (COH) (102 shares, 2/25/03, $29.90, $8.33, 258.89%)

Cytyc (CYTC) (225 Shares, 1/29/04, $25.36, $14.86, 70.71%)

Genesco (GCO) (200 shares, 5/26/05, $33.87, $34.40, (1.54)%)

Healthways (HWAY) (107 shares, 6/18/04, $52.64, $23.53, 123.75%)

Kyphon (KYPH) (150 shares, 5/20/05, $38.36, $29.21, 31.30%)

Morningstar (MORN) (167 shares, 11/22/05, $41.48, $32.57, 27.34%)

Quality Systems (QSII) (88 shares, 7/28/03, $36.82, $7.75, 375.17%)

ResMed (RMD) (150 shares, 2/4/05, $46.95, $29.87, 57.19%)

Starbucks (SBUX) (50 shares, 1/24/03, $37.76, $11.40, 231.09%)

Meridian Bioscience (VIVO) (210 shares, 4/21/05, $24.95, $11.13, 124.20%)

Toro (TTC) (120 shares, 5/25/06, $46.70, $48.36, (3.43)%)

Ventana Medical Systems (VMSI) (188 shares, 4/16/04, $47.18, $23.47, 101.02%)

Wolverine World Wide (WWW) (240 shares, 4/19/06, $23.33, $23.55, (.92)%)

History since last post: On 6/5/06 I paid out $575 for a car payment (I am buying my car out of this portfolio), on 6/7/06 I sold my 400 shares of Packeteer at $10.86, I sold my 187 shares of Jos a Bank (JOSB) at $27.00 on 6/8/06, on 6/12/06 I received 180 shares of Barnes Group (B) as part of a 2:1 stock split, on 6/15/06 I made a payment of $2445 out of the account for a misc. expense, and on 6/15/06 I received $200 (my monthly deposit), and paid $324.94 in margin on 6/20/06, on 6/21/06 I sold my 142 shares of Helix Energy Solutions (HELX) at $29.844, paid out a check of $255 on 6/21/06 for some blog work, and sold my 320 shares of SRA Intl (SRX) on 6/28/06 at $27.2605.

As of the close of trading on 6/30/06, the account has had $241.50 of taxable income and $2,269.79 of margin expenses in 2006. The total net short-term loss totalled $(1,643.69) and the total realized net long-term gain was $8,945.43, for a total realized gain of $7,301.74.

As of the close of trading on 6/30/06, the account had an unrealized gain totalling $24,113.52.

I hope this continued reporting is helpful. If you are interested in my stock picking strategy, you are more than welcome to visit my blog at http://bobsadviceforstocks.tripod.com/bobsadviceforstocks/ or listen to my podcast at http://bobsadviceforstocks.podomatic.com.

I am an amateur investor, so please take that into consideration before making any investment decisions based on my writing or podcast.

Please let me know if these updates are helpful.

Bob
I should note that on the original first post I left out my Toro stock accidentally and have corrected that problem on this post!

Regards. If you have any comments or questions, please feel free to leave them on the blog or email me at bobsadviceforstocks@lycos.com.

Bob


Posted by bobsadviceforstocks at 9:28 PM CDT | Post Comment | Permalink

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