Hi Preston. We had replacements for the first 8 GR/PE stocks that dropped out. Here is the details on actions #9 through #13 so you can replace them with SPDrs:
Act# Date Ticker shares Close SPY close SPY shares 9 8/31/98 BMCS 42 5/16 95 3/4 10 8/31/98 CKR 31 95 3/4 11 8/31/98 EMC 44 7/8 95 3/4 12 9/1/98 OAK 28 15/16 99 15/16 13 9/1/98 SLR 42 99 15/16 TOTAL SPY SHARES ____________
I left the number of shares blank. You can fill in your whole number amounts. For example, if we had 100 shares of BMCS, 100 shares of BMCS would sell out for $4231.25. That $4231.25 would buy 44.191 shares of S&P 500 SPDRs (SPY) etc.
Final VLPNF20 numbers - the portfolio lost 8.2% compared to the market loss of 17% over the same period. Looks like only buying stocks in bullish sectors makes a difference. Remember what a bullish sector looked like?!!!
Please put the following stocks into a DWA portfolio labeled "Value Line 1 & 2". More later.
AAPL,ABF,ABFS,ABT,AC,ACL,ADAC,ADCT,ADSK,ADV,AEG,AES,AFWY,AGE,AGN,AIG, AIR,AKLM,ALA,ALD,ALK,ALO,ALOG,AMGN,AMR,ANN,ANV,AOL,APCC,APOL,APPB,AS, ASAI,ASI,ATI,ATR,AVL,AVY,AWIN,AXP,AZA,AZO,BAC,BARZ,BBA,BBBY,BBY,BCF, BDK,BDX,BDY,BEN,BG,BGEN,BGP,BJICA,BKB,BKS,BL,BMCS,BMET,BRL,BS,BUR,CAH, CAI.B,CAKE,CASY,CATP,CBRNA,CCL,CCR,CCU,CEN,CERN,CEXP,CHB,CKR,CLCX,CLE, CLX,CMH,CNC,COA,COF,COST,CSC,CSCO,CTAS,CTL,CTX,CUBE,CVC,CWP,DAL,DELL, DG,DH,DHI,DHR,DLJ,DLTR,DME,DOL,DRI,DV,DY,EAGL,EAT,EFX,EGG,EK,EMC,EQ, ERICY,ERTS,ESI,ESL,ETH,FAST,FD,FDLNB,FDO,FEET,FHT,FISV,FITB,FMO,FMT, FMY,FNM,FNV,FORE,FRE,FRX,FTL,GART,GDT,GENZ,GER,GGG,GGUY,GLBL,GLE,GNTX, GOSHA,GPS,GPT,GRB,GTW,HAVT,HB,HBOC,HD,HDI,HDL,HELE,HET,HHS,HMA,HMSY, HNI,HON,HOV,HRC,HSB,HUF,HUM,IBI,ICN,IDXX,IFMX,IFSIA,IGT,IHS,INPR,INTU, IO,IRIC,ISN,ITA,ITW,IVX,JBHT,JCBS,JEC,JLG,JMED,JNY,KBH,KDN,KEA,KIM,KM, KR,KRB,KSS,KSU,LADF,LAF,LDRY,LEG,LEH,LI,LM,LOW,LUV,LXK,LZB,MCK,MCY, MDP,MEG.A,MENT,MIKE,MIKL,MLHR,MOG.A,MSCA,MSFT,MSX,MTW,MWHS,MXIM,MYE, MYG,MYL,NAUT,NAV,NDC,NEG,NETA,NEWP,NLCS,NMG,NOBE,NOK.A,NOVL,NRES,NT, NTRS,NU,NWS,NYT,OAK,OCR,ODP,OG,OI,OMC,OMX,OSSI,OXM,PAY,PAYX,PCTL,PDCO, PFE,PFT,PGR,PHG,PHM,PHYSA,PIR,PL,PMS,PNR,POS,PSFT,PWJ,PZZA,QHGI,QTRN, RAD,RCL,RCOT,REL,RGB,RHI,RIG,RII,RJF,RLR,ROST,RP,RPC,RYAN,RYL,SBGI, SBL,SBUX,SCHL,SCIXF,SCR.A,SDG,SDS,SDW,SFSK,SGP,SHX,SK,SKO,SKY,SLM, SLOT,SLR,SMG,SMP,SMS,SNV,SOL,SPD,SPF,SPLS,SRR,SRV,STB,STEI,STI,STK, STRL,STT,SUIT,SUNW,SVRN,SWFT,SWX,SWY,SYB,SYK,SYMC,TAN,TBL,TBP,TBY, TECD,TEX,THO,TIF,TJX,TLAB,TLC,TLD,TLXN,TOK,TOL,TOM,TR,TRK,TRN,TROW, TRV,TSAI,TSS,TTN,TWX,TXI,TYC,UDI,UFS,UHS,UIC,UIS,USF,USFC,USG,USTC, USTR,VIA,VOD,VRC,VRES,VRLN,VTSS,WAC,WAG,WBB,WERN,WFDS,WFMI,WGO,WHR, WLA,WMI,WMT,WPI,WPPGY,WPSN,WSM,XRX,ZION,ZLC,ZQK |