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Sunday, 28 January 2007
Trading Portfolio Update

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.

Today seemed like a good day to catch up with some 'housekeeping' around here!  One thing I haven't done for a few months is to review my holdings in an entry.  I have been writing over on MSN in the Jubak's Refugees area occasionally.  I discussed my strategy and have started reporting on my progress, or lack thereof, on a regular basis.  This is what I wrote this evening:

"Hello Jubak Refugees,

Another 3 months have passed since I updated my trading portfolio with all of you. I continue to use my same strategy and continue to write at Stock Picks Bob's Advice.

This analysis is as of the close of trading January 26, 2007.

I am currently at 12 positions. My maximum is 25 and my minimum is 6.

The account net worth stands at $39,618.32. I am currently at 53.59% margin equity, with a margin debit of $34,299.28. The market value of securities being held stands at $73,917.60.

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

Bolt Technology (BTJ) (300 shares, 1/12/07, $20.42, $17.44, 17.11%)

Coach (COH) (71 shares, 2/25/03, $43.84, $8.33, 426.21%)

Cytyc (CYTC) (225 shares, 1/29/04, $28.14, $14.86, 89.42%)

Kyphon (KYPH) (150 shares, 5/20/05, $44.36, $29.21, 51.84%)

Morningstar (MORN) (167 shares, 11/22/05, $46.02, $32.57, 41.28%)

Precision Castparts (PCP) (120 shares, 10/24/06, $85.97, $69.05, 24.50%)

Quality Systems (QSII) (88 shares, 7/28/03, $41.87, $7.75, 440.34%)

ResMed (RMD) (150 shares, 2/4/05, $51.73, $29.87, 73.19%)

Starbucks (SBUX) (50 shares, 1/24/03, $33.88, $11.40, 197.07%)

Meridian Bioscience (VIVO) (210 shares, 4/21/05, $29.45, $11.13, 164.64%)

Ventana Medical Systems (VMSI) (188 shares, 4/16/04, $41.07, $23.47, 74.99%)

Wolverine World Wide (WWW) (240 shares, 4/19/06, $27.70, $23.55, 17.64%)

Since my last post on October 8, 2006, the following trades have occurred: I sold 17 shares of Coach (COH) at $38.73 on 10/24/06 and bought 120 shares of Precision Castparts (PCP) at $68.96 on 10/24/06. I withdrew $11,000 out of my margin balance to pay for a roof on 11/10/06. On 1/12/07, my Coach (COH) stock hit another targeted sale point and I sold 14 shares at $45.82. I then bought 300 shares of Bolt Technology (BTJ) at $17.40. I am now depositing $300/month into the account and writing checks for $575 for a car payment.

I finished up 2006 with net realized gains of $5,460.82. I had a net short-term loss of $(5,237.30) and net long-term gains of $10,698.12.

As of 1/26/07, I have $513.87 of net realized gains consisting entirely of long-term gains in 2007. I have paid $202.69 in interest in 2007 as well.

Also, as of 1/26/07, the account has a net unrealized gain of $28,511.49.

I hope this is all helpful as I have been posting this progress report here actually for a couple of years now! If you are interested, I post regularly on my blog, Stock Picks Bob's Advice at

Thanks again!

Wishing all of you well.

Bob"

I hope that this update is helpful for all of you readers here as well!  I have been far more disciplined the last few years and actually have slowed down my trading as I concentrate on only trading when I have the indicator from my own portfolio to do so!  

If you have any comments or questions, please feel free to leave them on the blog or email me at bobsadviceforstocks@lycos.com.  I also have a podcast website which you might wish to visit.  

Have a great week trading!

Bob


Posted by bobsadviceforstocks at 7:51 PM CST | Post Comment | Permalink

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