The Moose Pond Investors portfolio increased in value 1.5% for the third quarter of 2005. In comparison, the S&P 500 increased 3.2% and the Russell 3000 Index increased 4%. Overall, the portfolio has a quality rating of 72 (out of 100) and a projected average return of 15.4%. the quality rating is excellent. The PAR is is very good too but could be raised a little. The percent changes this quarter for our five best and worst stocks are listed below.
The Russell 3000 Index is a total market index representing approximately 98% of the U.S. equity market. The S&P 500 Index is a large cap index that includes 500 companies reflecting 80% of the same market.
Q3 Portfolio Winners
Amgen (AMGN) +31.8%
Chevron (CVX) +15.8%
Maxim Integrated Products (MXIM) +11.6%
Lowe’s Companies (LOW) +10.7%
Cardinal Health (CAH) +10.3%
Q3 Portfolio Losers
Investors Financial Services Corp. (IFIN) -13.0%
Patterson Dental (PDCO) -11.2%
Fifth Third Bancorp (FITB) -10.0%
Pfizer (PFE) -9.5%
Wal-mart Stores (WMT) -7.8%