Wealthbuilder Systematic Investment Schedule

(For Educational Purposes Only)

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Please note: buy signals and sell signals are executed upon as taught in course material

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VALUE INVESTING PORTFOLIO
2 1/2 years Example Of Value Strategy In Action.
Result: Simple Average Annual Return Of 99%
 

Date
Stock
Buy
$
Sell
$
Actual
Gain (Loss) %
Business
Days Held

05-11-05
BBBY
37.40
     
06-02-05
GM
29.90
     
06-28-05
CRDN
22.29
     
06-28-05
DISH
30.54
     
08-05-05
GM
 
35.00
17%
16
08-05-05
BBBY
 
43.70
16%
21
08-15-05
VIAB
35.64
     

08-16-05

VIAB
 
34.70
(3%)
2
08-29-05
ET
15.90
     
09-14-05
ET
 
16.60
4%
12
09-19-05
DISH
 
29.58
(3%)
21
09-29-05
LU
3.20
     
09-30-05
CRDN
 
37.00
66%
25
10-05-05
LU
 
3.30
3%
5
11-01-05 STX 14.90      
11-22-05 ROIAK 10.82      
11-28-05 STX   17.78 19% 19
12-06-05 ROIAK   10.74 (.7%) 9
12-13-05 PFE 21.90      
12-27-05 PFE   23.53 7.4% 10
01-06-06 SPF 38.60      
01-12-06 SPF   41.77   8.2% 5
02-16-06 EBAY 41.10      
02-24-06 EBAY   40.98 (.03%) 7
03-15-06 JDSU 4.03                             
04-07-06 JDSU   3.98 (1.25%) 18
04-18-06 YHOO 31.08      
05-10-06 YHOO   32.06 3.16% 17
06-15-06 TSS 18.50      
07-05-06 TSS   19.45 5.13% 14
07-25-06 CELL 12.50      
08-09-06 CELL   15.16 21.28% 13
08-15-06 AVT 17.61      
08-23-06 AVT   19.21 9% 7
08-29-06 EBAY 27.14      
09-06-06 EBAY   28.10 3.2% 6
09-11-06 YRCW 38.10      
09-15-06 YRCW   39.29 2.8% 5
09-25-06 ORCL 17.48      
10-17-06 ORCL   18.80 7.4% 17
10-25-06 AVT 22.40      
11-16-06 AVT   25.70 14.3% 17
12-14-06 EBAY 32.60      
12-18-06 EBAY   32.50 (.3%) 4
01-09-07 QQQQ 44.10      
01-17-07 QQQQ   44.90 1.78% 7
01-23-07 AUY 12.40      
02-27-07 AUY   14.86 19.83% 25
03-21-07 STZ 19.58      
04-05-07 STZ   22.48 14.81% 32
05-14-07 AMD 14.90      
05-25-07 AMD   15.10 1.34% 9
05-31-07 VECO 17.70      
07-03-07 VECO   20.50 15.82% 24
07-18-07 SBUX 26.50      
07-26-07 SBUX   27.30 3% 7
08-16-07 BOOM 41.68      
08-28-07 BOOM   42.33 1.55% 9
08-30-07 AUY 10.70      
09-24-07 AUY   12.25 18% 17
10-05-07 KSS 60.20      
10-11-07 KSS   61.43 2% 5
10-22-07 YHOO 29.50      
10-26-07 YHOO   33.50 13.55% 4
12-07-07 NDAQ 45.80      
12-07-07 NDAQ   45.80 1.7% 3
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           

 


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