{"id":115,"date":"2006-08-05T23:04:20","date_gmt":"2006-08-06T06:04:20","guid":{"rendered":"https:\/\/stockherd.com\/moosepond\/?p=115"},"modified":"2006-08-05T23:04:20","modified_gmt":"2006-08-06T06:04:20","slug":"report-for-july-2006","status":"publish","type":"post","link":"https:\/\/stockherd.com\/moosepond\/2006\/08\/05\/report-for-july-2006\/","title":{"rendered":"Report for July 2006"},"content":{"rendered":"<p>In July, the Moose Pond Investors portfolio declined 0.13% while the S&amp;P 500 increased 0.52%.  Year to date, the portfolio declined 0.12% while the S&amp;P increased 2.28%.  The unit value of a share was $13.12 on July 31.  <\/p>\n<p>The biggest gainers in July were Pfizer (PFE) +10.8%, Stryker Corp. (SYK) +8.1%, and Brown &amp; Co. (BRO) +7.4%.  The biggest losers were Capital One Financial (COF) -9.5%, Maxim Integrated products (MXIM) -8.5%, and Factset Research (FDS) -7.2%.<\/p>\n<p>The portfolio remains diversified with 25 holdings.  The following chart from Morningstar compares the sector diversification of the portfolio with the S&amp;P 500.&nbsp; In adding to the portfolio, we should probably avoid further overweighting of the services sector.&nbsp; <\/p>\n<div align=\"center\"><img decoding=\"async\" src=\"https:\/\/stockherd.com\/moosepond\/files\/img\/sectors2_06-0731.png\" \/> <\/div>\n<p>\n<img decoding=\"async\" src=\"https:\/\/stockherd.com\/moosepond\/files\/img\/style_06-0731.png\" style=\"margin: 5px 5px 5px 10px; float: right;\" \/>As the chart on the rights shows, the portfolio consists of large cap (57%), medium cap (38%), and&nbsp; small cap (65%) stocks.&nbsp; We should focus on finding more medium and small cap stocks. <\/p>\n<p>Looking at style, the portfolio consist of value (18%), blend (35%), and growth (48%).&nbsp; This mix is probably OK but growth stocks have taking quite a drubbing over the past 12 months.&nbsp; (For a comparison of growth and value stock returns by year see the <a href=\"https:\/\/stockherd.com\/moosepond\/files\/img\/callan_05-1231.pdf\">Callan Periodic Table<\/a>.)<\/p>\n","protected":false},"excerpt":{"rendered":"<p>In July, the Moose Pond Investors portfolio declined 0.13% while the S&amp;P 500 increased 0.52%. Year to date, the portfolio declined 0.12% while the S&amp;P increased 2.28%. The unit value of a share was $13.12 on July 31. The biggest gainers in July were Pfizer (PFE) +10.8%, Stryker Corp. (SYK) +8.1%, and Brown &amp; Co. [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_jetpack_memberships_contains_paid_content":false,"_links_to":"","_links_to_target":""},"categories":[3],"tags":[],"jetpack_sharing_enabled":true,"jetpack_featured_media_url":"","_links":{"self":[{"href":"https:\/\/stockherd.com\/moosepond\/wp-json\/wp\/v2\/posts\/115"}],"collection":[{"href":"https:\/\/stockherd.com\/moosepond\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/stockherd.com\/moosepond\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/stockherd.com\/moosepond\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/stockherd.com\/moosepond\/wp-json\/wp\/v2\/comments?post=115"}],"version-history":[{"count":0,"href":"https:\/\/stockherd.com\/moosepond\/wp-json\/wp\/v2\/posts\/115\/revisions"}],"wp:attachment":[{"href":"https:\/\/stockherd.com\/moosepond\/wp-json\/wp\/v2\/media?parent=115"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/stockherd.com\/moosepond\/wp-json\/wp\/v2\/categories?post=115"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/stockherd.com\/moosepond\/wp-json\/wp\/v2\/tags?post=115"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}