{"id":7,"date":"2004-09-06T23:32:01","date_gmt":"2004-09-07T06:32:01","guid":{"rendered":"https:\/\/stockherd.com\/moosepond\/?p=7"},"modified":"2004-09-06T23:32:01","modified_gmt":"2004-09-07T06:32:01","slug":"report-for-august-2004","status":"publish","type":"post","link":"https:\/\/stockherd.com\/moosepond\/2004\/09\/06\/report-for-august-2004\/","title":{"rendered":"Report for August 2004"},"content":{"rendered":"
\nUnit Value is $11.846
\nInternal Rate of Return (IRR):
\n 2.33%<\/a> year-to-date and 6.09%<\/a> since Oct 2000
\nSummary Report<\/a> | 
\nPERT<\/a>  | 
\nTrend Report<\/a>  | 
\nOffense Report<\/a>  | 
\nDefense Report<\/a>\n<\/div>\n

The portfolio has the following weighted averages: total return of 20.7%, projected average return (PAR) of 15.8%, upside \/ downside ratio of 4.5 to 1 and a relative value of 93.2. These are all good averages. The portfolio is almost fully invested in stocks with only 5% cash. <\/p>\n

This month we purchased initial positions in Amgen<\/a> and Bed, Bath and Beyond<\/a>. We also purchased additional shares in UTStarcom<\/a> and Commerce Bank Corp<\/a>. <\/p>\n

All of the club’s transactions have been loaded into NAIC’s Portfolio Record Keeper (v.5). The program calculates internal rates of return accurately and also generates a number of useful reports. See the Appraisal Report<\/a> and the Performance Report<\/a> for this month.<\/p>\n","protected":false},"excerpt":{"rendered":"

Unit Value is $11.846 Internal Rate of Return (IRR): 2.33% year-to-date and 6.09% since Oct 2000 Summary Report |  PERT  |  Trend Report  |  Offense Report  |  Defense Report The portfolio has the following weighted averages: total return of 20.7%, projected average return (PAR) of 15.8%, upside \/ downside ratio of 4.5 to 1 and a […]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","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\/7"}],"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=7"}],"version-history":[{"count":0,"href":"https:\/\/stockherd.com\/moosepond\/wp-json\/wp\/v2\/posts\/7\/revisions"}],"wp:attachment":[{"href":"https:\/\/stockherd.com\/moosepond\/wp-json\/wp\/v2\/media?parent=7"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/stockherd.com\/moosepond\/wp-json\/wp\/v2\/categories?post=7"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/stockherd.com\/moosepond\/wp-json\/wp\/v2\/tags?post=7"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}