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Stock Picks Bob's Advice
Thursday, 7 June 2007
"Trading Portfolio Update" June 7, 2007

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.

With the market selling off the last few days, I thought this was as good a time as any to update my current Trading Portfolio for all of you.  I know I have had some questions/comments about whether any of my stocks had hit sale points yet.  If the selling continues, I am sure that several will be sold.  But I shall wait until stock price targets are hit before selling anything.

I am still at my maximum of 20 positions in my portfolio.  As many of you realize, I have very strictly defined sale points.  I sell all of my shares if a stock hits an 8% decline after a first purchase, hits break-even if the shares have hit an appreciation target of 30% and then declined, and otherwise sell all of my shares if the stock should drop to 1/2 of its highest appreciation target.  That is if I have sold portions of a holding three times, at 30, 60, and 90% appreciation levels, then I would unload all of the shares if the stock should decline to a 45% (1/2 of my 90% appreciation target) on the downside.

On the upside, I am still planning on selling 1/7th of my holding at appreciation targets as follows: 30, 60, 90, and 120% appreciation, then 180, 240, 300, 360 and 450% appreciation targets, then 540, 630, 720 and 810% appreciation levels, etc.

In addition, my portfolio is designed to respond to internal signals.  That is, if under my maximum of 20 positions, I am 'entitled' to add a new position if one of my existing holdings hits a sale at a gain.  However, I sit on my hands on sales on declines which I call "bad news" unless I am at my minimum equity exposure level which is 1/2 of 1/2 of the maximum, or in this case, at 5 positions.

These are my current holdings listed as name, symbol, number of shares, date of purchase, price of purchase, latest price (6/7/07), and percentage gain (loss).

Baldor Electric (BEZ), 140 shares, 5/22/07, $47.19, $45.25, (4.11)%

Bolt Technology (BTJ), 150 shares, 1/12/07, $17.44, $41.40, 137.43%

Cerner Corp (CERN), 120 shares, 2/2/07, $49.76, $55.21, 10.95%

Coach (COH), 61 shares, 2/25/03, $8.33, $47.86, 474.46%

Covance (CVD), 119 shares, 4/9/07, $62.61, $65.38, 4.42%

Gildan Activewear (GIL), 210 shares, 5/21/07, $36.13, $34.44, (4.68)%

Hologic (HOLX), 120 shares, 1/31/07, $55.58, $54.36, (2.20)%

Harris (HRS), 120 shares, 1/31/07, $50.05, $50.79, 1.48%

Kyphon (KYPH), 125 shares, 5/20/05, $29.21, $46.40, 58.82%

Mesa Labs (MLAB), 210 shares, 5/23/07, $24.05, $23.68, (1.55)%

Morningstar (MORN), 140 shares, 11/22/05, $32.57, $47.00, 44.28%

Precision Castparts (PCP), 86 shares, 10/24/06, $69.05, $115.78, 67.67%

Quality Systems (QSII), 88 shares, 7/28/03, $7.75, $41.00, 429.11%

ResMed (RMD), 150 shares, 2/4/05, $29.87, $43.80, 46.64%

Satyam Computer (SAY), 210 shares, 4/20/07, $25.55, $24.59, (3.77)%

Starbucks (SBUX), 50 shares, 1/24/03, $11.40, $27.44, 140.60%

Universal Electronics (UEIC), 155 shares, 2/23/07, $25.24, $31.89, 26.34%

Meridian Bioscience (VIVO), 270 shares, 4/21/05, $7.42, $21.54, 190.34%

Ventana Medical Systems (VMSI), 162 shares, 4/16/04, $23.47, $50.75, 116.23%

Wolverine World Wide (WWW), 200 shares, 4/19/06, $23.55, $27.43, 16.50%

As of 6/7/07, the account had total holdings of $118,210.31, and $66,205.55 of margin balance giving the total account value of $52,004.76.

The account has an unrealized gain of $30,067.81, and realized total gains of $12,309.61 in 2007, from a net short-term gain of $3,062.06, and a net long-term gain of $9,247.55.  The account as of 6/7/07 had a margin equity percentage of 45.01%.

Please let me know if you have any comments or questions about this. If you like, leave your comments on the blog or email me at bobsadviceforstocks@lycos.com.  I have been fortunate to do well in the market the past few years.  I shall be sticking to my disciplined approach through this correction and any ensuing bull market as well.

Bob


Posted by bobsadviceforstocks at 11:27 PM CDT | Post Comment | Permalink
Updated: Thursday, 7 June 2007 11:33 PM CDT

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