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HotBox Portfolio | For Aggressive Investors SAMPLE NEWSLETTER
Positions updated as of Tuesday April 17, 2007
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Symb
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Purchase Date
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Type
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Cost/ Share
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Current Price
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Gain/ Share
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Qty
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Initial Value
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Market Value
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Total $ Gain
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Total % Gain
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AFSI
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03/27/2007
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Long
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$10.95
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$12.15
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$1.20
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940
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$10,293.00
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$11,421.00
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$1,128.00
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10.96%
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ARMHY
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03/27/2007
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Long
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$7.71
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$7.92
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$0.21
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1,336
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$10,300.56
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$10,581.12
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$280.56
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2.72%
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BRCD
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03/27/2007
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Long
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$10.21
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$10.23
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$0.02
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1,008
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$10,291.68
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$10,311.84
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$20.16
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0.20%
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DRAX
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03/27/2007
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Long
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$6.30
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$6.54
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$0.24
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1,635
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$10,300.50
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$10,692.90
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$392.40
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3.81%
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DYN
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03/27/2007
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Long
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$9.61
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$10.02
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$0.41
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1,070
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$10,282.70
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$10,721.40
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$438.70
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4.26%
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EDGW
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03/27/2007
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Long
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$8.48
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$9.36
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$0.88
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1,214
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$10,294.72
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$11,363.04
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$1,068.32
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10.37%
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NGA
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03/27/2007
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Long
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$3.51
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$4.23
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$0.72
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2,934
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$10,298.34
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$12,410.81
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$2,112.48
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20.51%
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STTS
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03/27/2007
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Long
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$12.01
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$12.21
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$0.20
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858
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$10,304.58
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$10,476.18
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$171.60
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1.66%
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SWHC
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03/27/2007
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Long
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$13.20
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$14.39
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$1.19
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780
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$10,296.00
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$11,224.20
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$928.20
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9.01%
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ZONS
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03/27/2007
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Long
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$10.19
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$10.39
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$0.20
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1,010
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$10,291.19
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$10,493.90
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$202.71
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1.97%
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CASH
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$825.02
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$825.02
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Total Current Investment
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102,953.27
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109,696.39
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$6,743.13
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6.55%
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| *For illustrative purposes only |
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Notes:
- This portfolio is for aggressive investors. It holds small cap stocks. It is recommended for investor to use 10% Trailing Stops for each purchased stock to protect funds from losses.
- We set an initial investment value of $100,000. This allows us to calculate the percentage gain or loss for the portfolio. We divided the initial investment equally to purchase the 10 stocks to our portfolio.
- The Current Prices are updated after market hours. eStockBox.com is not responsible for correctness of date provided by the third party.
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HotBox Portfolio 2007
Cumulative Monthly Performance
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Portfolio Monthly Statement - 2007
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Month
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Investment Begin of Month
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Investment End of Month
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Monthly $ Gain / (Loss)
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Monthly % Gain / (Loss)
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Cumulative % Gain / (Loss)
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January
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$100,000.00
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$101,890.10
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$1,890.10
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1.89 %
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1.89 %
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February
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$101,890.10
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$105,121.21
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$3,231.11
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3.17 %
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5.12 %
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March
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$105,121.21
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$103,131.98
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($1,989.23)
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(1.89 %)
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3.31 %
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April
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May
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Total Cumulative Gain/(Loss) in 2007
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$3,131.98
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3.13 %
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The Total YTD $ Gain / (Loss) and Cumulative % Gain/ (Loss) are from $100,000.00 initial investment started 1/1/2007.
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Sold in April
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Symbol
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Purchase Date
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Purchase Price
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Date Sold
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Price Sold
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Gain/ (Loss)
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UCTT
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03/02/07
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$15.57
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04/10/07
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$17.89
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7.38 %
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After end of the month, the sold equities will be moved to the Archive.
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Portfolio Summary
Our portfolio continues to perform well despite the profit taking ruled the market today.
On 04/18/07 we plan to make the following changes in our portfolio:
Sell
- NGA North American Galvanizing and Coating, Inc. With more than 20% gain, we take a profit. Keep a trailing stop gain from $4.02 and higher.
Buy
- AFSI AmTrust Financial Services, Inc. Property and casualty insurance. It has excellent earning forecast and with the price of $12.15 it is considered to be undervalued.
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