THE 2006 CD BUSTER
CD Buster is a stock
simulation portfolio
created
by
Pearson Capital, Inc.
for informational/educational purposes only.
| Stock Name |
Symbol |
Yield |
Shares |
Price/Share |
$ Invested |
Current Value |
YTD/Total-$ |
| Coventry Health |
CVH |
n/a |
44 |
$56.96 |
$2,506.24 |
$50.05 |
$2,202.20 |
| D.H.Horton |
DHI |
1.0% |
70 |
$35.73 |
$2,501.10 |
$26.49 |
$1,854.30 |
| Dow Jones Select |
DVY |
3.2% |
41 |
$61.26 |
$2,511.66 |
$70.73 |
$2,899.93 |
| EAFE Index |
EFA |
1.8% |
42 |
$59.43 |
$2,496.06 |
$73.22 |
$3,075.24 |
| j2 Global* |
JCOM*(split) |
n/a |
120*(2:1) |
$21.37 |
$2,564.40 |
$27.25 |
$3,270.00 |
| Lowe's |
LOW* (split) |
0.3% |
76*
(2:1) |
$33.33 |
$2,533.08 |
$31.15 |
$2,367.40 |
| Nicholas Finc |
NICK |
0.6% |
239 |
$10.51 |
$2,511.89 |
$11.80 |
$2,820.20 |
| United Health |
UNH |
n/a |
40 |
$62.14 |
$2,485.60 |
$53.73 |
$2,149.20 |
| Vineyard National |
VNBC |
1.0% |
81 |
$30.84 |
$2,498.04 |
$23.02 |
$1,864.62 |
| Washington Mutual |
WM |
4.5% |
55 |
$43.50 |
$2,392.50 |
$45.49 |
$2,501.95 |
| Total: |
- |
AVG 1.8% |
- |
- |
$25,000.57 |
-- |
$25,005.04 |
2006 Results;
Even (+ $4.47 difference) + $450.01/1.8% earned dividends = Profit of $25,455.05/1.8%
Last Updated: on 12/31/06
A $25,000 CD returning 5% annually
would have a year-end value of:$26,250
The same $25,000.57 invested in our CD Buster December, 30 2005 would have
a value of
$25,005.04 (even) on December 31, 2006
Gain of $4.47 + $450.01(1.8% earned dividends)
= $25,455.05/1.8%
1.8 % Earned dividends are included
fees are not included
The 2006 CD Buster portfolio was created from
our “top ten” list of growth, growth & income stocks, and ETF's published in our January 2006 Investment Letter..
The start up prices were taken from the market's closing price on December 30, 2005.
This portfolio demonstrates how selected stocks could outperform the regular bank CD yielding 5% annually.
This example does not include
trading fees and
management fees.
Current performance does not indicate or guarantee future performance.
All client portfolios are customized differently to meet their individual objectives and goals.
There are no guarantees as to the profit of each - some may lose money.
Confirm all data with your broker or financial advisor before trading.
Pearson Capital's Terms & Conditions
DISCLAIMER:
Pearson Capital, Inc. makes no guarantee as to the accuracy or completeness of this data.
Information is provided for informational purposes only, and Pearson Capital, Inc. shall not be liable
for any errors or omissions, or for any actions taken in reliance thereon.
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