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Stock Picks Bob's Advice
Sunday, 7 October 2007
"Trading Portfolio Update" October 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 advisers prior to making any investment decisions based on information on this website.

I have been trying to accomplish several things simultaneously on this blog.  First of all, this blog is about investing strategy--what to buy, when to buy, when to sell, and how much to buy and sell.  At the same time, as part of my effort of learning the best way to do all of this, and as part of my own attempt at transparency, I have been sharing with you all of my transactions and holdings in my own trading account.  For the last several months this information has been available on my Covestor Page, where Covestor tracks my trades and performance relative to the S&P and other investors.  I would encourage you to visit and consider signing up on Covestor, a free service.  If you need an "invitation" to join, email me at bobsadviceforstocks@lycos.com, as I have '5' invitations currently waiting to be given out.  As of today, I am the #2 most followed investor on Covestor.  If you choose to register and follow my trades, I shall continue to rank highly on this website.  

Another development this year has been my participation on the SocialPicks website. I would encourage you to visit my SocialPicks page where that website has been evaluating my stock picks without my input and determining how they have turned out, my % accuracy, performance, and the quality of my evaluations.  You can check my 'ranking'.  As of today, I am ranked #77 in the "top overall experts".  More interesting, I am ranked as the #1 "top writer" on the SocialPicks website. I am glad that they appreciate my content :). 

That's enough 'tooting my own horn' for today!  What I want to accomplish this morning before heading out with my inlaws for brunch is to review my current trading portfolio.  My last review of my 'trading portfolio' was on August 19, 2007.  Since then there have been a lot of changes. 

Instead of reviewing every trade (which is all present on the blog if you wish to reconstruct), let's get straight to my portfolio.   Like the prior evaluation, these holdings are listed in alphabetical order followed by--symbol, number of shares, date of purchase, price of purchase, latest price (10/5/07), and percentage unrealized gain (or unrealized loss).

Apogee (APOG), 280 shares, 10/1/07, $27.57, $28.40, 3.01%

Immucor (BLUD), 154 shares, 10/4/07, $38.02, $38.80, 2.05%

Cerner (CERN), 120 shares, 2/2/07, $49.76, $61.41, 23.41%

Copart (CPRT), 210 shares,  9/27/07, $33.78, $36.01, 6.77%

Covance (CVD), 119 shares,  4/9/07, $62.61, $78.68, 25.66%

Harris (HRS), 120 shares, 1/31/07, $50.05, $61.01, 21.90%

IHS (IHS), 140 shares, 10/1/07, $58.53, $60.22, 2.89%

Kinetic Concepts (KCI), 140 shares, 7/13/07, $56.31, $61.35, 8.94%

Morningstar (MORN), 120 shares, 11/22/05, $32.57, $68.95, 111.69%

Precision Castparts (PCP), 64 shares, 10/24/06, $69.05, $148.79, 115.48%

ResMed (RMD), 150 shares, 2/4/05, $29.87, $41.15, 37.77%

Universal Electronics (UEIC), 155 shares, 2/23/07, $25.24, $33.34, 32.09%

Meridian Bioscience (VIVO), 199 shares, 4/21/05, $7.42, $31.79, 328.49%

VCA Antech (WOOF), 210 shares, 7/27/07, $41.04, $42.38, 3.27%

Wolverine World Wide (WWW), 200 shares, 4/19/06, $23.55, $28.65, 21.68%

Currently I am at 15 positions with 20 being my maximum.  My equity value is $112,656.27, with $(48,312.85) in margin, giving my account net value at $64,343.42, up from $57,829.22 on 8/19/07. My margin equity percentage has dipped to 57.11% from 60.58% last evaluation.

As of 10/7/07, I had $24,967.96 in unrealized gains in the account.  Since the first of the year I have taken a net of $(43.07) in short-term gains and a net of $30,228.29 in long-term gains, for a net total realized gain this year of $30,185.22.  I also have received total income of $362.50 and paid a total of $(3,797.99) in margin interrest paid.

This has been a very good year for me, at least stock-wise.  I hope that you all are doing well also!  Please let me know if you have any further questions or comments by leaving them on the blog or emailing me at bobsadviceforstocks@lycos.com.

Regards.

Bob  

 


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