CD Buster 2003 - Year End Results +56.7%
CD Buster is a stock simulation portfolio
created by
Pearson Capital, Inc.
for informational/educational purposes only.
YEAR END RESULTS THE 2003 CD BUSTER - BEST STOCKS
| Gross Value: |
Results before fees/yields |
$39,698.47 |
| Expenses: |
Stock purchases of $15.00 each |
$120.00 (payable to TD Waterhouse) |
| |
Management fee of 1% |
$396.98 |
| Yields: |
Dividends added in: |
$1,529.30 |
| |
CD Buster start up: |
$24,996.72 |
| |
End results are: |
$39,181.49 |
| |
Year end profit of: |
+ $14,184.77 / Year end results are +56.7% |
| Stock |
Symbol |
Yield |
Shares |
Price/Sh. |
Total Inv. |
Current/Price |
Current/Value |
+ Div. |
Gross/Value |
|
|
|
|
|
|
|
|
|
|
| Adv Fin |
AFBC*** |
2.1% |
226.5 |
$13.80 |
$3,125.70 |
$18.23 |
$4,129.10 |
$86.07 |
$4,215.17 |
| Doral Finc |
DRL**** |
1.6% |
159 |
$19.67 |
$3,127.53 |
$32.28 |
$5,132.52 |
$77.08 |
$5,209.60 |
| EFC Banc |
EFC |
2.3% |
171 |
$18.25 |
$3,120.75 |
$23.90 |
$4,086.90 |
$102.60 |
$4,189.50 |
| FBR Asset |
FBR* |
5.8% |
339 |
$9.29 |
$3,149.31 |
$23.08 |
$7,824.12 |
$446.80 |
$8,270.92 |
| FFLC B |
FFLC** |
1.7% |
159 |
$19.71 |
$3,133.89 |
$28.75 |
$4,571.25 |
$77.43 |
$4,648.68 |
| Altria Gr |
MO |
5.1% |
84 |
$36.99 |
$3,107.16 |
$54.42 |
$4,571.28 |
$225.96 |
$4,797.24 |
| Thornburg |
TMA |
8.7% |
156 |
$20.03 |
$3,124.68 |
$27.20 |
$4,243.20 |
$365.04 |
$4,608.24 |
| Wash Mut |
WM |
4.1% |
90 |
$34.53 |
$3,107.70 |
$40.12 |
$3,610.80 |
$148.32 |
$3,759.12 |
|
|
|
|
|
|
|
|
|
|
|
|
| Average Portfolio Yield |
|
3.9% |
|
Total: |
$24,996.72 |
|
+38,169.17 |
+1,529.30 |
$39,698.47 |
SPLITS:
(* Formerly FB - merged to FBR)
(** Adjusted for 3-2 split - 02/28/03)
(*** Adjusted for 3-2 split - 12/01/03)
(**** Adjusted for 3-2 split - 12/12/03)
A $25,000 CD returning 2.5% annually
would have a year-end value of: $25,625
The same $25,000 invested in our CD Buster in January and February 2003 would have a today
(Closing Day - Wednesday, December 31, 2003) value of
$39,181.49 (+$14,184.77 = +56.7%)
Earned dividends and fees are included
The CD Buster portfolio was created from the selection of stocks published in the January and February 2003 Pearson Investment Letter. The additional issues were selected from our “top ten” list of growth and income stocks.
The start up prices were taken from our Investment Letter at the time they were recommended.
This portfolio demonstrates how selected stocks could outperform the regular bank CD yielding 2.5% annually.
This example does include trading fees and management fees
as well as dividends earned. 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.
Confirm all data with your broker or financial advisor before trading.
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