Fantasy Portfolio – May 8

I captured gains this week in NAT as it was up over 20% from where I bought it. CAT has already shown me huge gains, and I have already taken a chunk of change out of that position. It is still up over 50%! My gold stock, AEM is up over 10% from my second position, so I’m going to be taking gains in that too.

Dow Jones at Year Start- $9,034.69
Dow Jones at End of Week – $8,574.65
Dow Jones Point Gain – (-$460.04)
Dow Jones Percent Gain – (-5.09%)

Portfolio at Year Start – $104,435.54
Portfolio at Week End – $111,365.99
Portfolio Total Gain – +$6,930.45
Portfolio Percent Gain – +6.64%

Symbol – Shares – Last Price – Purchase Price

MCD —– 50 —– $54.92—– $54.47
KO ——- 100 —— $42.92—– $40.96
BP ——– 155 —— $48.34 —– $39.99
PFE —– 275 ——- $14.40—– $14.26
KMP —- 100 —— $47.66 —– $46.92
MO —— 525 —— $17.10—– $15.75
T ——– 300 —— $25.25 —— $25.82
NAT —- 150—— $36.95 —— $29.16
CAT —- 100 ——- $39.64 —– $26.36
AEM — 200 ——- $49.76 —— $45.53
PEP —- 200 ——–$49.75 —— $49.45

Transactions for the Week

Sell 150 shares of NAT at $36.50

Dividends Paid

$44 from 275 shares of PFE at $0.16 per share

Related posts:

1. Fantasy Portfolio – June 5
2. Fantasy Portfolio – May 1
3. Fantasy Portfolio – April 10
4. Fantasy Portfolio – April 3
5. Fantasy Portfolio – March 27