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| frusnak |
Posted: Sat Dec 17, 2005 10:52 am Post subject: A portfolio built by Cramer...12/16/05 |
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 CFO

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This is a continuing series of weekly reports on the performance of a portfolio assembled with recommendations taken from Jim Cramer's "Mad Money" tv show. It was assembled with ten stocks...ATVI CKFR CNXT CY DESC ESLR HAIN ING IRBT NTMD...all are bought in 1000 share lots. Depending on each case as a general rule...stocks that lose 10% value will be sold, 15% gain will be sold.
This week...12/16/05.........................last week 12/9/05
ALJ....$19.97....-2.5%.......................$20.48 new stock
CCK..$19.71..+10.1%......................$20.19...+12.8%
CKFR.$47.41..+14.4%......................$47.90...+15.6%
CY.....$14.66..+16.1%......................$14.51...+14.9%
FORM.$25.75...-1.7%........................$27.32...+4.3%
HAIN..$21.03...+2.3%.......................$21.68...+5.5%
ING....$34.74..+10.1%......................$33.94...+7.6%
MCHX.$25.28..+9.6%........................$24.73...+7.2%
Total percentage..+7.6%................................+8.4%
MGPI@$12.71 will be included in next weeks report
Sold DESC@$7.68..-13.6% loss. |
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| gogeta9118 |
Posted: Sat Dec 17, 2005 11:49 am Post subject: |
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 Investing Sr. Associate

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almost all pluses!?
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| frusnak |
Posted: Sat Dec 17, 2005 12:02 pm Post subject: |
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 CFO

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| gogeta9118 wrote: | almost all pluses!?
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If you check back in my previous posts , I have sold some losers but yes these have been pretty good picks. I try to go through his recomendations and pick what I believe are sound stocks. Over all the average for all his recomendations is not that great but it is in the plus side. |
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| rodder4hire |
Posted: Sun Dec 18, 2005 5:13 am Post subject: |
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Investing Manager

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| I bought TEX and RY off his recommendations - I should stick with my own picks.... |
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| frusnak |
Posted: Sun Dec 18, 2005 6:20 am Post subject: |
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 CFO

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| rodder4hire wrote: | | I bought TEX and RY off his recommendations - I should stick with my own picks.... |
Always do your homework because he doe not always do his 
Last edited by frusnak on Sun Jan 01, 2006 2:53 am; edited 1 time in total |
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| Im Not Warren Buffett |
Posted: Sun Dec 18, 2005 5:32 pm Post subject: |
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 CFO

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Frusnak,
Instead of doing 1000 share lots, shouldn't you do it so you weight an equal part of your portfolio to each? Using that method, price has a large influence on return %, because so much of your portfolio would be in more expensive stocks. By equally allocating everything, it would balance out the inequalities caused by share price and give a more accurate picture of the overall portfolio return.
I don't know if I'm being clear, do you get what I'm trying to convey? |
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| frusnak |
Posted: Mon Dec 19, 2005 2:47 am Post subject: |
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 CFO

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Do you mean take the whole pie and slice it up equally?  |
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| Im Not Warren Buffett |
Posted: Mon Dec 19, 2005 2:47 pm Post subject: |
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 CFO

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| Yes, like you have 10 stocks so each gets 10% of your portfolio, if you had 5 each would be 20%... not like you imply above, with says you would have 1000 shares of everything, so you might have $10,000 in something but $50,000 in another. |
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