Current Stock Holdings

Individual stock investments form ~10% of my total assets. The primary objective of my individual stock investments is not to loose money. A secondary objective is to enable obtaining financial knowledge while playing with real money. I have been picking my own stocks with part of my assets for almost 12 years now with very limited success. My first 10 years of stock investments resulted in a break-even status on money invested – nothing to be proud of, I know. However, the last 2 years has been profitable with ~8% profit reported and a reasonable amount of paper profits being held (see table below).

Here is the list of our current holdings:


















































StockPurchase PriceDate% InvestedYieldCurrent PriceReturn
MO46.541/4/200510469.649.55
KFT21.111/4/20053.53.132.6354.3
PCL35.55/12/200594.242.219.2
PFE25.152/6/20068.54.824(3)
IBN27.575/18/2006101.154460
TSM8.717/27/20067.53.610.2718
PTR1069/12/200692.914032
HTE23.4611/2/20068.5162821
CNE13.9511/2/200681614.52.5
AAV11.2211/2/200651512.17.9
GOOG4413/14/20077.5None52118
STP36.733/14/20076None42.516
CEE51.56/28/20077.53.5545
Cash--7.5---




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