Novice Investing - Stock Portfolio

Date: Tuesday 16th 2010f March 2010 07:08:33 AM

Last Modified On 11/23/09 08:19

Sample Portfolio

Novice Investing Staff

This section is meant to help beginners to be aware of types of stocks that we include in our portfolio. The specific stocks mentioned is not in any way a buy/sell recommendation for readers. As always, doing your own due diligence is a must.

Criteria

This portfolio will contain stocks that match the following criteria.

Quarterly Current ratio that is greater than one and is stable or rising.
Fair value (selling price) of the stock is when it is yielding 3% above current free risk interest rate (10 yr bond)
50% potential stock price appreciation from our buying point.

Please bear in mind that these criteria are for general guidelines only. In some cases, we will be willing to buy stocks that do not exactly fit into the criteria. However, do not worry, we will let you know when that happens! We will start with $10,000 and intend to purchase 5 stocks in our portfolio at $2,000 each.

Case Study

Krispy Kreme Doughnuts Inc. (KKD)

Krispy Kreme Sugary Earning (last updated 06/18/2008)

Sour News from Krispy Kreme (last updated 09/13/2007)

Krispy Kreme Sweetening (last updated 06/13/2007)

Dreary Doughnut Hole (last updated 04/18/2006)

Krispy Kreme Still Sour? (last updated 02/13/2006)

Not-So Krispy Kreme (last updated 01/16/2005)

Krispy Kreme Doughnuts (last updated 11/30/2004)

Holdings

Past holding can be seen on trade history

Magna International Inc. (MGA)

Magna Bid Opel Goodbye (last updated 11/23/2009)

Magna Mild Earning (last updated 08/08/2009)

Magna Bid For Opel (last updated 05/31/2009)

Magnificent Trouble at Magna (last updated 07/17/2008)

Magna Shares Is Not Magnificent (last updated 05/10/2008)

Magnificent Quarter at Magna (last updated 11/07/2007)

Should Magna Buy Chrysler? (last updated 04/01/2007)

Magna Makes My Day (last updated 05/02/2006)

Magna Falls, So What? (last updated 01/16/2006)

Magna Disappoints? Think Not (last updated 11/14/2005)

Ford Has Spoken (last updated 10/04/2005)

Delphi Dana Magna (last updated 09/21/2005)

Magnifying Magna (last updated 08/16/2005)

Buying Magna (last updated 04/15/2005)

Monetizing Magna (last updated 04/15/2005)

Lexmark International Inc. (LXK)

Running Out of Ink at Lexmark (last updated 06/12/2009)

Bleeding Ink at Lexmark (last updated 07/09/2007)

Can Lexmark Print Money ? (last updated 07/03/2007)

A Refill for Lexmark (last updated 06/26/2007)

Bebe Stores Inc. (BEBE)

Bebe Stores Are Not Selling (last updated 01/10/2008)

Bebe Stores is a Baby (last updated 12/28/2007)

King Pharmaceuticals Inc. (KG)

King Timely Acquisition (last updated 08/22/2008)

King Medical Checkup (last updated 05/17/2008)

King Flexes Its Muscle (last updated 01/09/2008)

Examining Your King (last updated 10/29/2007)

King of the Hill (last updated 08/23/2005)

OmniVision Technology Inc. (OVTI)

Latest Vision From OmniVision (last updated 05/28/2008)

Clear Vision With OmniVision (last updated 03/02/2008)

Future Vision for OmniVision (last updated 02/19/2008)

Visioning a Sell at OmniVision (last updated 09/25/2007)

Buying OmniVision (last updated 12/29/2006)

Blurry Vision at OmniVision (last updated 12/01/2006)

Visioning Deja Vu at OmniVision (last updated 09/01/2006)

Past holding can be seen on trade history

Sample Portfolio Holding

Holdings	Date Purchased	# of shares	Purchase price	Current Price (updated biweekly)	Total Value	Total gain/loss	% gain/loss
MGA	4/15/2005	31	$62.60	$49.54	$1535.74	($ 464.3)	-23.2%
LXK	07/09/2007	45	$44.00	$25.28	$ 1137.60	($ 862.4)	-43.1%
BEBE	12/28/2007	154	$12.90	$5.66	$871.64	($ 1128)	-56.4%
KG	01/08/2008	165	$12.08	$11.80	$1,947.00	($ 53)	-2.6%
OVTI	02/19/2008	161	$12.40	$12.66	$2038.26	$ 38.26	+1.91%
Cash					$1,549.50	$ -
Dividend Payment (Click for dividend history)					$ 392.72
TOTAL PORTFOLIO ( trade history)					$9,472	($527)	-5.27%
S&P 500 return since inception (1100)					1091.38	(8.62)	-0.8%

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