May 3 2009

Fantasy Portfolio – May 1


The markets saw a pretty good up week again. Since the second week of March, the Dow Jones is up over 20%. It’s difficult to add to my positions in such a crazy rally, but I’ll take the gains just the same.

The GDP was still lower than -6%, and doesn’t appear to have an upturn any time soon. Once we start seeing an upturn in the GDP, it will be a good signal to get into the stocks that thrive on that part of the industry cycle.

Not much else to say this week. I’ve been really sick, so I haven’t been able to monitor a whole lot.

Dow Jones at Year Start- $9,034.69
Dow Jones at End of Week – $8,212.41
Dow Jones Point Gain – (-$822.28)
Dow Jones Percent Gain – (-9.10%)

Portfolio at Year Start – $104,435.54
Portfolio at Week End – $107,852.89
Portfolio Total Gain – +$3,417.35
Portfolio Percent Gain – +3.27%

Symbol – Shares – Last Price – Purchase Price

MCD —– 50 —– $52.40—– $54.47
KO ——- 100 —— $42.47—– $40.96
BP ——– 155 —— $43.87 —– $39.99
PFE —– 275 ——- $13.58—– $14.26
KMP —- 100 —— $47.54 —– $46.92
MO —— 525 —— $16.37—– $15.75
T ——– 300 —— $26.01 —— $25.82
NAT —- 300 —— $34.15 —— $29.16
CAT —- 100 ——- $37.26 —– $26.36
AEM — 200 ——- $44.38 —— $45.53
PEP —- 200 ——–$49.79 —— $49.45

Transactions for the Week

None

Dividends Paid

$105 from 100 shares of KMP at $1.05 per share

Related posts:

  1. Fantasy Portfolio – May 29
  2. Fantasy Portfolio – May 8
  3. Fantasy Portfolio – April 10
  4. Fantasy Portfolio – April 3
  5. Fantasy Portfolio – March 20

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