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Portfolio

The document details a portfolio from 2007 with a starting size of $250,000 and a year-to-date performance of 3.54%, resulting in a gain of $8,847.88. It lists specific trades, including purchase dates, prices, and gains or losses for various stocks. The average portfolio gain is reported at 8.69%.

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shanmugam
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11 views

Portfolio

The document details a portfolio from 2007 with a starting size of $250,000 and a year-to-date performance of 3.54%, resulting in a gain of $8,847.88. It lists specific trades, including purchase dates, prices, and gains or losses for various stocks. The average portfolio gain is reported at 8.69%.

Uploaded by

shanmugam
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLS, PDF, TXT or read online on Scribd
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MSW Portfolio - 2007

All Rights Reserved: www.chrisperruna.com


Copyright 2006-2007: Chris Perruna
Starting Portfolio Size: $250,000 Positions: $ 79,464.29 % of Cash Used: 31.8% Portfolio Performance YTD: 3.54%
% of Portfolio at Risk: 2.5% Portfolio Performance YTD: $ 8,847.88
XYZ Positions closed out are shaded Last Updated: 4/7/2025

Date Purchase Portfolio # of Stop Target Current Current Share Total


Trade Symbol Risk % Total Risk Stop Loss Position Size 1-R (risk) Risk ratio Date Sold
Bought Price Size Shares Loss Price Price Gain/Loss Price Gain/Loss
1 XYZ 1/10/2007 $ 108.25 $250,000.00 1.0% $ 2,500.00 8.0% $ 31,250.00 289 $ 8.66 $ 99.59 $ 140.00 3.7 $ 127.00 17.32% $ 5,412.82
2 ABC 1/17/2007 $ 23.35 $250,000.00 0.5% $ 1,250.00 10.0% $ 12,500.00 535 $ 2.34 $ 21.02 $ 30.00 2.8 $ 23.04 -1.33% $ (165.95)
3 XYZA 1/23/2007 $ 56.73 $250,000.00 1.0% $ 2,500.00 7.0% $ 35,714.29 630 $ 3.97 $ 52.76 $ 70.00 3.3 $ 62.45 10.08% $ 3,601.02
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8.69% average portfolio gain

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