Nordgren Hi Fibre Portfolio Debuts
Disclaimer: This portfolio was created by an imaginary investor with imaginary money and imaginary brains; real investors should not attempt to emulate this portfolio with real money at home.
Based on Neil's breakdown of last Q numbers, ANCR, BXH, CPCI, EMLX, & INPH Fibre Channel attributable total revenues approximated $12.13M. Of that, ANCR had 28%, BXH 7.4%, CPCI 17.8%, EMLX 40.8%, and INPH about 6%. The portfolio allocation approximates those percentages in the number of shares bought for each issue at the closing price on 10/31/97. The allocation is as follows:
ANCR: 1100 shares @ 6.00=$6600.00 (28% of portfolio)
BXH: 120 @ 14.125=$1695.00 (7%)
CPCI: 330 @ 12.875=$4248.75 (18%)
EMLX: 550 @ 17.375=$9556.25 (41%)
INPH: 200 @ 7.375=$1475.00 (6%)
2300 shares @ 10.25 = $23,575.00 NAV 10/31
The two-week (too weak?) results are in:
ANCR: 6.3125 $6943.75 (+0.3125 +5.2%) +$343.75
BXH: 14.125 $1695.00 (Unch)
CPCI: 12.25 $4042.50 (-0.625 -4.9%) -$206.25
EMLX: 15.00 $8250.00 (-2.375 -13.7%) -$1306.25
INPH: 6.8125 $1362.50 (-0.5625 -7.6%) -$112.50
Net Gain/Loss = -$1281.25 or -.56/share (-5.4%)
2300 shares @ 9.69 = $22,2293.75 NAV 11/14
Allocations at 11/14 valuations:
ANCR: 31.1% (+3.1 percentage point change)
BXH: 7.6% (+0.6)
CPCI: 18.1% (+0.1)
EMLX: 37% (-4.0)
INPH: 6.1% (+0.1)
The Nordgren Hi Fibre Portfolio Report will appear weekly on Saturday. Those who may want to track it daily can recreate it for their own ritual bedevilment. Suggestions and comments are welcome. Thanks to Neil S. for supplying the numbers I was too lazy to forage for myself, and thanks to trendmaster for planting the seed of my public destruction and humiliation.<g>
Neil, still looking forward to the Nordgren Fibre Channel Emerging Growth Index.
Pleasant weekend, Niners at home. Isn't anybody going to Comdex? You would think that there would be at least one Fibre Channel "Player" in Vegas online.<g>
G'nite now
Douglas |
