Archive for the ‘Portfolio Update’ Category

He’s Back….

Tuesday, May 20th, 2008

Went on a trip last Wednesday morning to Dayton, Ohio for the annual amateur radio “Hamvention”. Didn’t look at the market the whole time so was pleasantly surprised to find out that my portfolio did just fine without me, thank you very much. It was up about 2-3% in those three trading days. I guess I should leave more often. <g>

Stocks in my portfolio as of tonight

Friday, May 9th, 2008

AGQNF, ATGFF, ABX, CCJ, CDE, CLLZF, ERF, FCX, EWA, EWZ, EWC, EWS, EWY, EWT, KALU, MOO, KOL, NFEI, NEM, NBDFF, PAL, BQI, OPCDF, PEYUF, PCL, PCH, DBA, RYN, SDA, SA, SLW, PCU, JSC, TGB, TCK, AUY, YPF, MT

Cash about 33% of portfolio

Five letter symbols are US OTC symbols for stocks traded on Canadian exchanges and not on US exchanges.

Good day today

Thursday, May 8th, 2008

Up about 1.5% and a new high in portfolio total value. KALU however didn’t work out so well – at least not yet anyway.

Gold, silver, copper, palladium, coal mining stocks particularly strong.

Portfolio Update

Thursday, May 8th, 2008

Current cash position is about 22%

YTD return (annualized IRR in Quicken) 39%

12 month return (annualized IRR in Quicken) 23%