Sunday, October 02, 2005

Portfolio Return for Q3 and Year to Date

I just finished calculating my portfolio return for the third quarter and year to date. I had a darn good third quarter. My success was mostly due to being overweight in energy related stocks and taking losses in some "dogs" and making it back in energy or option trading.

Return in Q3 (Including Dividends & Commission Costs) = 12.3%
Return YTD (Including Dividends & Commission Costs) = 6.00%

Top Ten Holdings for Personal Account
1. Tyco International (TYC)
2. Chesapeake Energy (CHK)
3. The Nasdaq Company (NDAQ)
4. Lennar Corporation (LEN)
5. Altria Group Inc. (MO)
6. Citigroup (C)
7. Tesoro Petroleum (TSO)
8. Cerner Corp (CERN)
9. Coca Cola (KO)
10. Motorola (MOT)

Other contributors include Halliburton (HAL), Qualcom (QCOM), and America Movil ADR (AMX).

Closed Positions in Q3: Meridian Resource (TMR) & Cabela's (CAB) for a loss


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