Friday, January 4, 2013

Portfolio Snapshot #2

The market has done very well after fiscal cliff worries were allayed for the new year. DDD has led the increases while BRKS and AWP have recently paid dividends totaling 1.52 and .71. These have been automatically reinvested.

AWP: -3.87 overall after commission, improvement from -6.90 2012 YTD.

BRKS: +10.47 overall after commission, improvement from -3.68 YTD.

DDD: +27.54 overall, BuyandHold purchase, up from +9.57 YTD.

FB: -4.33 overall after commission, almost unchanged since YTD of -3.46.

NCT: +8.70, up since YTD of +5.03.

NYCB: -6.43, up from -11.01 YTD.

SCCO: Virtually unchanged.

SDT: Virtually unchanged.

I initiated a small WIN position but sold back at the same price using BaH. Instead I purchased $55 worth of ORI, which has a net gain of $3.

Portfolio gain (not including BaH $15 monthly fees and including Sharebuilder purchase commissions): $38.40

Percentage gain since July 2012: 4.4%