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 |
12/31/04 |
| Doral Financial |
DRL |
1.4% |
79 |
$31.51 |
$2,489.29 |
$49.21 |
| H&Q Life Sciences |
HQL |
8.6% |
159 |
$15.84 |
$2,518.56 |
$15.89 |
| MBNA Corporation |
KRB |
1.1% |
101 |
$24.62 |
$2,486.62 |
$28.22 |
| Lincare Holdings |
LNCR |
n/a% |
80 |
$30.31 |
$2,424.80 |
$42.65 |
| Logitech Intl |
LOGI |
n/a% |
58 |
$42.95 |
$2,491.10 |
$60.72 |
| Nicholas Financial |
NICK |
1.2% |
299 |
$8.23 |
$2,460.77 |
$14.32 |
| Possis Medical |
POSS |
n/a% |
132 |
$19.09 |
$2,519.88 |
$13.48 |
| Teva Pharmaceutical* |
TEVA |
0.6% |
86 |
$28.935* |
$2,488.41 |
$29.86 |
| W Holdings Company |
WHI |
1.2% |
135 |
$18.77 |
$2,533.95 |
$22.94 |
| Washington Mutual |
WM |
2.8% |
64 |
$39.61 |
$2,535.04 |
$42.33 |
| Total: |
- |
AVG 1.8% |
- |
- |
$24,948.42 |
$30,633.10 |
(Year-To-Date Results; Last Updated: 04:20 PM on 12/31/04
( * TEVA - Adjusted for 2-1 split - 06/30/04)
A $25,000 CD returning 1.5% annually
would have a year-end value of:$25,375
The same $25,000 ($24,948.42) invested in our CD Buster in January 2004 would have
(Friday - December 31, 2004)
a value of
$30,633.10
(Gain: + $5,684.68 = + 22.79%)
Earned dividends and fees are not included
The 2004 CD Buster portfolio was created from
our “top ten” list of growth, growth & income stocks, and our January Investment Letter..
The start up prices were taken from the market's closing price on January 2, 2004.
This portfolio demonstrates how selected stocks could outperform the regular bank CD yielding 1.5% annually.
This example does not 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.
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