2001 Portfolio Detail

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Please note:  These archive results may not be those achieved by Barron Report or it's viewers.  Their sole purpose is to illustrate what each  portfolio did during it's weekly period.  Return on investment (ROI) assumes use of a 50% margin account. Contact your broker for information on their margin account policies and procedures.  Results do not reflect commission, margin interest or exchange fee expenses.

 

Buy

  Sell  

2001

Week Of

Stock Portfolio

Opened Week

Closed Week

Weekly % Change

YTD % Change

Weekly % ROI

YTD % ROI

Annualized % ROI

12-24-01

EXC

46.30

47.88

+3.41%

*

*

*

*

including

WMB

23.69

25.52

+7.72%

*

*

*

*

12-31-01*

AES

14.25

16.35

+14.78%

*

*

*

*

*

HAL

13.00

13.10

+0.77%

*

*

*

*

*

S

47.51

47.64

+0.27%

*

*

*

*

Totals

*

 

*

+5.38%

+11.46%

+10.77%

+22.93%

+22.93%

                 

12-17-01

EXC

46.03

46.30

+0.59%

*

*

*

*

 

WMB

24.31

23.69

-2.55%

*

*

*

*

*

AES

14.55

14.25

-2.06%

*

*

*

*

*

HAL

12.99

13.00

+0.08%

*

*

*

*

*

LEH

64.26

65.00

+1.15%

*

*

*

*

Totals

*

 

*

-0.56%

+5.77%

-1.12%

+11.54%

+11.76%

                 

12-10-01

EXC

45.40

46.03

+1.39%

*

*

*

*

 

WMB

27.80

24.31

-12.55%

*

*

*

*

*

S

45.58

46.19

+1.34%

*

*

*

*

*

AES

16.50

14.55

-11.82%

*

*

*

*

*

HAL

12.00

12.99

+8.25%

*

*

*

*

Totals

*

 

*

-2.68%

+6.36%

-5.36%

+12.73%

+13.24%

                 

12-3-01

EXC

44.61

45.40

+1.77%

*

*

*

*

 

WMB

26.72

27.80

+4.04%

*

*

*

*

*

S

45.51

45.58

+0.15%

*

*

*

*

*

ETR

36.90

38.70

+4.88%

*

*

*

*

*

AES

16.52

16.50

-0.12%

*

*

*

*

Totals

*

 

*

+2.14%

+9.29%

+4.29%

+18.58%

+19.72%

                 

11-26-01

EXC

43.26

44.61

+3.12%

*

*

*

*

 

USB

18.60

18.98

+2.04%

*

*

*

*

*

WMB

28.25

26.72

-5.42%

*

*

*

*

*

S

45.12

45.51

+0.86%

*

*

*

*

*

ETR

36.95

36.90

-0.14%

*

*

*

*

Totals

*

 

*

+0.10%

+7.00%

+0.19%

+14.00%

+15.16%

                 

11-19-01

AES

16.95

17.44

+2.89%

*

*

*

*

 

EXC

42.85

43.26

+0.96%

*

*

*

*

*

USB

18.38

18.60

+1.20%

*

*

*

*

*

WMB

28.55

28.25

-1.05%

*

*

*

*

*

S

44.58

45.12

+1.21%

*

*

*

*

Totals

*

 

*

+1.04%

+6.90%

+2.08%

+13.79%

+15.26%

                 

11-12-01

AES

13.87

16.95

+22.21%

*

*

*

*

 

EXC

43.75

42.85

-2.06%

*

*

*

*

*

ENE

8.63

9.00

+4.29%

*

*

*

*

*

BA

33.24

34.99

+5.26%

*

*

*

*

*

CI

81.06

85.85

+5.91%

*

*

*

*

Totals

*

 

*

+7.12%

+5.79%

+14.24%

+11.59%

+13.10%

                 

11-5-01

S

42.41

43.18

+1.82%

*

*

*

*

 

AES

13.54

13.87

+2.44%

*

*

*

*

*

EXC

41.36

43.75

+5.78%

*

*

*

*

*

ENE

11.30

8.63

-23.63%

*

*

*

*

*

EK

24.65

26.15

+6.09%

*

*

*

*

Totals

*

 

*

-1.50%

-1.24%

-3.00%

-2.48%

-2.86%

                 

10-29-01

S

39.32

42.41

+7.86%

*

*

*

*

 

AES

14.64

13.54

-7.51%

*

*

*

*

*

EXC

41.05

41.36

+0.76%

*

*

*

*

*

ENE

15.40

11.30

-26.62%

*

*

*

*

*

EK

31.05

24.65

-20.61%

*

*

*

*

Totals

*

 

*

-9.23%

+0.27%

-18.45%

+0.53%

+0.63%

                 

10-22-01

S

38.42

39.32

+2.34%

*

*

*

*

 

UIS

9.07

9.20

+1.43%

*

*

*

*

*

AES

14.32

14.64

+2.23%

*

*

*

*

*

EXC

43.83

41.05

-6.34%

*

*

*

*

*

BA

33.45

37.68

+12.65%

*

*

*

*

Totals

*

 

*

+2.46%

+10.46%

+4.93%

+20.92%

+25.30%

                 

10-15-01

S

39.43

38.42

-2.56%

*

*

*

*

 

UIS

9.35

9.07

-2.99%

*

*

*

*

*

AES

15.03

14.32

-4.72%

*

*

*

*

*

EXC

44.95

43.83

-2.49%

*

*

*

*

*

USB

16.81

17.26

+2.68%

*

*

*

*

Totals

*

 

*

-2.02%

+7.80%

-4.049%

+15.61%

+19.32%

                 

10-8-01

S

39.14

39.43

+0.74%

*

*

*

*

 

UIS

8.97

9.35

+4.24%

*

*

*

*

*

AES

13.63

15.03

+10.27%

*

*

*

*

*

EXC

45.60

44.95

-1.43%

*

*

*

*

*

USB

18.44

16.81

-8.84%

*

*

*

*

Totals

*

 

*

+1.00%

+10.03%

+1.99%

+20.05%

+25.43%

                 

10-1-01

S

34.64

39.14

-+12.99%

*

*

*

*

 

UIS

8.66

8.97

+3.58%

*

*

*

*

*

BA

33.50

36.26

+8.24%

*

*

*

*

*

AES

12.82

13.63

+6.32%

*

*

*

*

*

EXC

44.60

45.60

+2.24%

*

*

*

*

Totals

*

 

*

+6.67%

+8.94%

+13.35%

+17.88%

+23.24%

                 

9-24-01*

S

31.05

34.64

-+11.56%

*

*

*

*

 

F

15.34

17.35

+13.50%

*

*

*

*

*

UIS

8.20

8.66

+5.61%

*

*

*

*

*

BA

30.10

33.50

+11.30%

*

*

*

*

*

EK

31.17

32.53

+4.36%

*

*

*

*

Totals

*

 

*

+9.19%

+2.12%

+18.37%

+4.25%

+5.66%

                 

9-17-01*

S

38.78

31.05

-19.93%

*

*

*

*

 

F

19.40

15.34

-20.93%

*

*

*

*

*

LEH

62.05

47.50

-23.45%

*

*

*

*

*

UIS

10.60

8.20

-22.64%

*

*

*

*

*

BA

43.46

30.10

-30.74%

*

*

*

*

Totals

*

 

*

-23.54%

-6.47%

-47.08%

-12.94%

-17.70%

                 

9-10-01*

BNI

27.10

26.94

-0.59%

*

*

*

*

 

S

38.72

38.78

+0.15%

*

*

*

*

*

F

18.76

19.40

+3.41%

*

*

*

*

*

LEH

60.79

62.05

+2.07%

*

*

*

*

*

UIS

10.73

10.60

-1.21%

*

*

*

*

Totals

*

 

*

+0.77%

+22.32%

+1.53%

+44.65%

+62.75%

                 

9-4-01*

BNI

27.11

27.10

-0.04%

*

*

*

*

 

S

42.75

38.72

-9.43%

*

*

*

*

*

F

19.87

18.76

-5.59%

*

*

*

*

*

LEH

65.65

60.79

-7.40%

*

*

*

*

*

EXC

54.60

55.17

+1.40%

*

*

*

*

Totals

*

 

*

-4.28%

+21.39%

-8.56%

+42.79%

+61.80%

                 

8-27-01*

BNI

26.91

27.11

+0.74%

*

*

*

*

 

S

44.80

42.75

-4.58%

*

*

*

*

*

F

20.39

19.87

-2.55%

*

*

*

*

*

LEH

68.35

65.65

-3.95%

*

*

*

*

*

EXC

55.82

54.60

-2.19%

*

*

*

*

Totals

*

 

*

-2.50%

+26.82%

-5.01%

+53.65%

+79.70%

                 

8-20-01*

BNI

27.00

26.91

-0.33%

*

*

*

*

 

S

45.00

44.80

-0.44%

*

*

*

*

*

EK

44.37

46.78

+5.43%

*

*

*

*

*

F

21.70

20.39

-6.04%

*

*

*

*

*

LEH

64.00

68.35

+6.80%

*

*

*

*

Totals

*

 

*

+1.08%

+30.08%

+2.17%

+60.16%

+92.01%

                 

8-13-01*

BNI

26.63

27.00

+1.39%

*

*

*

*

 

S

44.74

45.00

+0.58%

*

*

*

*

*

EK

43.65

44.37

+1.65%

*

*

*

*

*

F

24.77

21.70

-12.39%

*

*

*

*

*

UIS

10.99

11.80

+7.37%

*

*

*

*

Totals

*

 

*

-0.28%

+28.69%

-0.56%

+57.37%

+90.41%

                 

8-6-01*

BNI

26.80

26.63

-0.63%

*

*

*

*

 

S

46.27

44.74

-3.31%

*

*

*

*

*

EK

43.66

43.65

-0.02%

*

*

*

*

*

F

24.95

24.77

-0.72%

*

*

*

*

*

UIS

11.31

10.99

--2.83%

*

*

*

*

Totals

*

 

*

-1.50%

+29.05%

-3.01%

+58.10%

+94.41%

                 

7-30-01*

MAY

31.82

33.24

+4.46%

*

*

*

*

 

BNI

27.24

26.80

-1.62%

*

*

*

*

*

S

45.75

46.27

+1.14%

*

*

*

*

*

EK

43.30

43.66

+0.83%

*

*

*

*

*

F

25.26

24.95

-1.23%

*

*

*

*

Totals

*

 

*

+0.72%

+31.02%

+1.44%

+62.04%

+104.06%

                 

7-23-01*

MAY

32.70

31.82

-2.69%

*

*

*

*

 

ROK

15.96

16.06

+0.63%

*

*

*

*

*

UIS

12.14

11.90

-1.98%

*

*

*

*

*

ETR

37.70

37.50

-0.53%

*

*

*

*

*

BNI

30.38

27.24

-10.34%

*

*

*

*

Totals

*

 

*

-2.98%

+30.08%

-5.96%

+60.17%

+104.29%

                 

7-16-01*

S

44.48

45.93

+3.26%

*

*

*

*

 

F

25.60

25.76

+0.63%

*

*

*

*

*

EK

45.73

45.51

-0.48%

*

*

*

*

*

MAY

32.55

32.70

+0.46%

*

*

*

*

*

ROK

15.99

15.96

-0.19%

*

*

*

*

Totals

*

 

*

+0.74%

+34.08%

+1.47%

+68.17%

+122.23%

                 

7-9-01*

S

41.00

44.48

+8.49%

*

*

*

*

 

F

24.28

25.60

+5.44%

*

*

*

*

*

EK

45.07

45.73

-+1.46%

*

*

*

*

*

BNI

29.35

31.15

+6.13%

*

*

*

*

*

MAY

31.10

32.55

+4.66%

*

*

*

*

Totals

*

 

*

+5.24%

+33.10%

+10.47%

+66.21%

+122.96%

                 

7-2-01*

S

42.31

41.00

-3.10%

*

*

*

*

 

F

24.55

24.28

-1.10%

*

*

*

*

*

BDK

39.46

39.09

-0.94%

*

*

*

*

*

EK

46.68

45.07

-3.45%

*

*

*

*

*

BNI

30.30

29.35

-3.14%

*

*

*

*

Totals

*

 

*

-2.34%

+26.48%

-4.69%

+52.96%

+102.00%

                 

6-25-01*

S

41.75

42.31

+1.34%

*

*

*

*

 

DAL

43.54

44.08

+1.24%

*

*

*

*

*

F

25.19

24.55

-2.54%

*

*

*

*

*

BDK

37.05

39.46

+6.50%

*

*

*

*

*

ROK

36.31

38.12

+4.98%

*

*

*

*

Totals

*

 

*

+2.31%

+29.52%

+4.61%

+59.03%

+118.06%

                 

6-18-01*

S

38.70

41.75

+7.88%

*

*

*

*

 

UIS

12.25

13.58

+10.86%

*

*

*

*

*

DAL

42.95

43.54

+1.37%

*

*

*

*

*

F

24.09

25.19

+4.57%

*

*

*

*

*

BNI

28.35

29.23

+3.10%

*

*

*

*

Totals

*

 

*

+5.56%

+26.60%

+11.11%

+53.19%

+110.64%

                 

6-11-01*

S

40.05

38.70

-3.37%

*

*

*

*

 

UIS

12.94

12.25

-5.33%

*

*

*

*

*

DAL

44.98

42.95

-4.51%

*

*

*

*

*

F

24.00

24.09

+0.37%

*

*

*

*

*

EK

48.20

46.74

-3.03%

*

*

*

*

Totals

*

 

*

-3.17%

+19.93%

-6.35%

+39.86%

+86.37%

                 

6-04-01*

S

39.66

40.05

-+0.98%

*

*

*

*

 

UIS

12.10

12.94

+6.94%

*

*

*

*

*

DAL

46.,46

44.98

-3.19%

*

*

*

*

*

F

24.59

24.00

-2.40%

*

*

*

*

*

EK

47.98

48.20

+0.46%

*

*

*

*

Totals

*

 

*

+0.56%

+23.86%

+1.12%

+47.73%

+107.91%

                 

5-29-01*

S

39.71

39.66

-0.13%

*

*

*

*

 

UIS

12.15

12.10

-0.41%

*

*

*

*

*

DAL

47.30

46.46

-1.78%

*

*

*

*

*

F

24.74

24.59

-0.61%

*

*

*

*

*

EK

47.15

47.98

+1.76%

*

*

*

*

Totals

*

 

*

-0.23%

+23.17%

-0.46%

+46.35%

+109.55%

                 

5-21-01*

S

39.85

39.71

-0.35%

*

*

*

*

 

UIS

11.70

12.15

+3.85%

*

*

*

*

*

DAL

45.35

47.30

+4.30%

*

*

*

*

*

F

27.13

24.74

-8.81%

*

*

*

*

*

EK

48.50

47.15

-2.78%

*

*

*

*

Totals

*

 

*

-0.76%

+23.46%

-1.52%

+46.92%

+116.18%

                 

5-14-01*

S

38.00

39.85

+4.87%

*

*

*

*

 

UIS

12.13

11.70

-3.54%

*

*

*

*

*

DAL

46.27

45.35

-1.99%

*

*

*

*

*

F

27.82

27.13

-2.48%

*

*

*

*

*

BAC

53.52

57.00

+6.50%

*

*

*

*

Totals

*

 

*

+0.67%

+24.41%

+1.34%

+48.81%

+126.91%

                 

5-07-01*

S

36.48

38.00

-+4.17%

*

*

*

*

 

EK

45.78

46.99

+2.64%

*

*

*

*

*

UIS

12.26

12.13

-1.06%

*

*

*

*

*

DAL

44.96

46.27

+2.91%

*

*

*

*

*

F

29.08

27.82

-4.33%

*

*

*

*

Totals

*

 

*

+0.87%

+23.58%

+1.73%

+47.15%

+129.05%

                 

4-30-01*

S

37.60

36.48

-2.98%

*

*

*

*

 

EK

42.23

45.78

+8.41%

*

*

*

*

*

UIS

12.30

12.26

-0.33%

*

*

*

*

*

DAL

44.52

44.96

+0.99%

*

*

*

*

*

CSC

35.51

36.80

+3.66%

*

*

*

*

Totals

*

 

*

+1.95%

+22.51%

+3.90%

+45.03%

+130.08%

                 

4-23-01*

S

35.65

37.60

+5.47%

*

*

*

*

 

F

30.00

29.61

-1.30%

*

*

*

*

*

EK

43.10

42.23

-2.02%

*

*

*

*

*

UIS

11.96

12.30

+2.84%

*

*

*

*

*

BDK

40.02

40.50

+1.20%

*

*

*

*

Totals

*

 

*

+1.24%

+20.17%

+2.48%

+40.34%

+123.40%

                 

4-16-01*

GM

53.10

56.74

+6.85%

*

*

*

*

 

DAL

41.04

43.61

+6.26%

*

*

*

*

*

S

34.75

35.65

+2.59%

*

*

*

*

*

F

29.00

30.00

+3.45%

*

*

*

*

*

EK

42.45

43.10

+1.53%

*

*

*

*

Totals

*

 

*

+4.14%

+18.70%

+8.27%

+37.40%

+121.55%

                 

4-09-01*

GM

52.58

53.10

+0.99%

*

*

*

*

 

DAL

39.50

41.04

+3.90%

*

*

*

*

*

S

34.35

34.75

+1.16%

*

*

*

*

*

F

27.80

29.00

+4.32%

*

*

*

*

*

EK

39.47

42.45

+7.55%

*

*

*

*

Totals

*

 

*

+3.58%

+13.97%

+7.17%

+27.94%

+96.84%

                 

4-02-01*

GM

51.85

52.58

+1.41%

*

*

*

*

 

DAL

39.50

39.50

+0.00%

*

*

*

*

*

S

35.27

34.35

-2.61%

*

*

*

*

*

F

28.12

27.80

-1.14%

*

*

*

*

*

EK

39.89

39.47

-1.05%

*

*

*

*

Totals

*

 

*

-0.68%

+10.02%

-1.36%

+20.05%

+74.47%

                 

3-26-01*

GM

52.13

51.85

-0.54%

*

*

*

*

 

DAL

37.97

39.50

+4.03%

*

*

*

*

*

S

34.77

35.27

+1.44%

*

*

*

*

*

F

27.90

28.12

+0.79%

*

*

*

*

*

EK

40.68

39.89

-1.94%

*

*

*

*

Totals

*

 

*

+0.76%

+10.78%

+1.51%

+21.55%

+86.21%

                 

3-19-01*

GM

54.75

52.13

-4.79%

*

*

*

*

 

DAL

39.39

37.97

-3.60%

*

*

*

*

*

S

36.60

34.77

-5.00%

*

*

*

*

*

F

28.43

27.90

-1.86%

*

*

*

*

*

EK

42.16

40.68

-3.59%

*

*

*

*

Totals

*

 

*

-3.75%

+9.95%

-7.51%

+19.89%

+86.19%

                 

3-12-01*

GM

58.95

54.75

-7.12%

*

*

*

*

 

DAL

44.38

39.39

-11.24%

*

*

*

*

*

S

40.60

36.60

-9.85%

*

*

*

*

*

F

30.10

28.43

-5.55%

*

*

*

*

*

EK

44.92

42.16

-6.14%

*

*

*

*

Totals

*

 

*

-7.98%

+14.23%

-15.97%

+28.47%

+134.56%

                 

3-05-01*

GM

54.30

58.95

+8.56%

*

*

*

*

 

DAL

41.05

44.38

+8.11%

*

*

*

*

*

S

39.27

40.60

+3.39%

*

*

*

*

*

F

28.06

30.10

+7.27%

*

*

*

*

*

EK

43.98

44.92

+2.14%

*

*

*

*

Totals

*

 

*

+5.89%

+24.14%

+11.79%

+48.29%

+251.08%

                 

2-26-01*

GM

53.01

54.30

+2.43%

*

*

*

*

 

DAL

41.85

41.05

-1.91%

*

*

*

*

*

S

39.09

39.27

+0.46%

*

*

*

*

*

F

28.35

28.06

-1.02%

*

*

*

*

*

EK

44.43

43.98

-1.01%

*

*

*

*

Totals

*

 

*

-0.21%

+17.23%

-0.42%

+34.47%

+199.14%

                 

2-20-01*

GM

55.24

53.01

-4.04%

*

*

*

*

 

DAL

43.35

41.85

-3.46%

*

*

*

*

*

S

39.03

39.09

+0.15%

*

*

*

*

*

F

28.00

28.35

+1.25%

*

*

*

*

*

JPM

51.11

47.05

-7.94%

*

*

*

*

Totals

*

 

*

-2.81%

+17.48%

-5.61%

+34.96%

+227.25%

                 

2-12-01*

GM

54.450

55.240

+1.45%

*

*

*

*

 

DAL

44.840

43.350

-3.32%

*

*

*

*

*

S

37.300

39.030

+4.64%

*

*

*

*

*

F

26.920

28.000

+4.01%

*

*

*

*

*

JPM

51.950

51.110

-1.62%

*

*

*

*

Totals

*

 

*

+1.03%

+20.87%

+2.06%

+41.75%

+310.13%

                 

2-05-01*

GM

56.000

54.450

-2.77%

*

*

*

*

 

DAL

47.390

44.840

-5.38%

*

*

*

*

*

S

38.000

37.300

-1.84%

*

*

*

*

*

F

28.010

26.920

-3.89%

*

*

*

*

*

EK

42.980

44.790

+4.21%

*

*

*

*

Totals

*

 

*

-1.93%

+19.64%

-3.87%

+39.28%

+340.41%

                 

1-29-01*

GM

53.750

56.000

+4.19%

*

*

*

*

 

DAL

44.875

47.390

+5.60%

*

*

*

*

*

S

36.800

38.000

+3.26%

*

*

*

*

*

ATI

15.938

16.990

+6.60%

*

*

*

*

*

XRX

6.875

8.620

+25.38%

*

*

*

*

Totals

*

 

*

+9.01%

+22.00%

+18.01%

+44.00%

+457.57%

                 

1-22-01*

GM

55.438

53.750

-3.04%

*

*

*

*

 

DAL

45.438

44.875

-1.24%

*

*

*

*

*

F

26.313

28.000

+6.41%

*

*

*

*

*

S

33.680

36.800

+9.26%

*

*

*

*

*

ATI

14.688

15.938

+8.51%

*

*

*

*

Totals

*

 

*

+3.98%

+11.92%

+7.96%

+23.84%

+309.88%

                 

1-16-01*

GM

52.875

55.438

+4.85%

*

*

*

*

 

DAL

46.125

45.438

-1.49%

*

*

*

*

*

F

26.375

26.313

-0.24%

*

*

*

*

*

S

35.420

33.680

-4.19%

*

*

*

*

*

ATI

13.188

14.688

+11.37%

*

*

*

*

Totals

*

 

*

+1.92%

+7.63%

+3.83%

+15.27%

+264.65%

                 

1-8-01*

GM

54.000

52.875

-2.08%

*

*

*

*

 

DAL

52.750

46.125

-12.56%

*

*

*

*

*

F

26.250

26.375

+0.48%

*

*

*

*

*

S

35.740

35.420

-0.90%

*

*

*

*

*

ATI

14.438

13.188

-8.66%

*

*

*

*

Totals

*

 

*

-4.74%

+5.61%

-9.49%

+11.22%

+291.71%

                 

1-2-01*

GM

50.938

54.000

+6.01%

*

*

*

*

 

DAL

50.188

52.750

+5.10%

*

*

*

*

*

F

23.438

26.250

+12.00%

*

*

*

*

*

S

34.750

35.740

+2.85%

*

*

*

*

*

XRX

4.625

5.938

+28.39%

*

*

*

*

Totals

*

 

*

+10.87%

+10.87%

+21.74%

+21.74%

+1130.42%

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Barron Report is a publication of Barron Companies, Inc., 1009 N.Vail Cr. Sioux Falls, SD 57110.
Factual material is obtained from sources believed to be reliable, but the publisher is not responsible for any errors or omissions contained herein.

Opinions and /or suggestions are given with the understanding that viewers acting on information assume all risk.

The publisher, its affiliates, its other viewers and / or its editors may or may not have equity stakes in some of the companies featured in Barron Report.

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