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Strategies & Market Trends : Graham and Doddsville -- Value Investing In The New Era

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To: porcupine --''''> who wrote (67)3/14/1998 3:40:00 AM
From: Berney   of 1722
 
Berney's Model Portfolio -- A Performance Update

Well, the Model Portfolio will be celebrating its four month birthday
next week. Since I'll be out of town on its birthday, I decided, to
go ahead and post its current performance results. It is soundly
stomping the S&P 500 Index, as follows:

11/21/97 CHG FR
DESCRIPTION SYMBOL PRICE 03/13/98 BEGIN

BUY & HOLD:

INTEL INTC 80.25 76.63 -4.52%
CONTINENTAL HOMES CON 32.56 49.69 52.59%
BEAR STEARNS BSC 41.75 50.13 20.06%
BOWNE BNE 37.63 41.19 9.47%
JEFFERIES GROUP (split) JEF 36.50 51.00 39.73%
KAYDON KDN 33.94 37.69 11.05%
ROBBINS & MYERS RBN 39.50 38.00 -3.80%
DELL COMPUTER (split) DELL 41.69 63.19 51.58%
RAYMOND JAMES FIN'L RJF 35.44 40.31 13.75%
ROSS STORES ROST 41.38 41.25 -0.30%

498.82 603.25 20.94%

DIVIDEND YIELD 11-15:

DU PONT DD 62.44 62.81 0.60%
UNION CARBIDE UK 44.81 46.63 4.04%
GOODYEAR TIRE GT 61.19 68.94 12.67%
SEARS, ROEBUCK S 47.38 56.38 19.00%
MERCK MRK 94.56 128.25 35.62%

310.38 363.00 16.96%

TOTAL MODEL PORTFOLIO 809.19 966.25 19.61%

S&P 500 iNDEX 963.08 1,068.58 10.95%


SO FAR, SO GOOD!

Berney
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