Kerm's Portfolio Summary January 23, 1999 ( Year to Date ) ( This Past Week )
Portfolio Invested Weight Value Gain/Loss Gain/Loss Gain/Loss Gain/Loss
Level I $103,030.00 64.80% $ 97,127.50 - 5,902.50 - 5.7% - 5,847.50 - 5.7%
Level II $ 33,596.00 21.13% $ 34,845.00 + 1,249.00 + 3.7% - 45.00 - 0.1%
Level III $ 22,382.00 14.08% $ 22,189.00 - 193.00 - 0.9% - 64.00 - 0.3%
YTD Total $159,008.00 100.00% $154,161.50 - 4,846.50 - 3.0% - 5,956.50 - 3.7%
Week Ending January 23, 1999 ( Year to Date ) ( This Past Week )
TSE O&G Indexes Jan 01,98 Current Gain/Loss Gain/Loss Gain/Loss Gain/Loss
TSE O&G Composite $ 4,643.19 $ 4,540.55 -102.64 - 2.2% - 293.99 - 6.1%
Integrated Oils $ 7,065.82 $ 7,010.91 - 54.91 - 0.8% - 394.83 - 5.3%
O&G Producers $ 4,073.79 $ 3,956.94 -116.85 - 2.9% - 282.35 - 6.7%
O&G Services $ 1,373.77 $ 1,340.19 - 33.58 - 2.4% - 50.49 - 3.6%
*Comparison Data Between Portfolios And Index
O&G Producers $ 4,073.79 $ 3,956.94 -116.85 - 2.9% - 282.35 - 6.7%
YTD Total $159,008.00 100.00% $154,161.50 - 4,846.50 - 3.0% - 5,956.50 - 3.7%
*Kerm's total portfolio holdings consist of 40 companies. Of this total, 38 are oil
& gas producers, 1 integrated oil and 1 oil and gas service company.
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