2002 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  

2002

Week Ending

Stock Portfolio

Opened Week

Closed Week

Weekly % Change

YTD % Change

Weekly % ROI

YTD % ROI

Annualized % ROI

7-5-02

EXC

52.30

51.44

-1.64%

*

*

*

*

 

ETR

42.44

41.98

-1.08%

*

*

*

*

*

HAL

15.94

14.50

-9.03%

*

*

*

*

*

BAC

70.36

70.82

+0.65%

*

*

*

*

*

CI

97.42

97.63

+0.22%

*

*

*

*

Totals

*

 

*

-2.18%

+6.00%

-4.36%

+11.99%

+23.10%

                 

6-28-02

EXC

53.30

52.30

-1.88%

*

*

*

*

 

LEH

59.27

62.52

+5.48%

*

*

*

*

*

ETR

43.50

42.44

-2.44%

*

*

*

*

*

HAL

16.25

15.94

-1.91%

*

*

*

*

*

JPM

32.99

33.92

+2.82%

*

*

*

*

Totals

*

 

*

+0.42%

+8.36%

+0.83%

+16.72%

+33.43%

                 

6-21-02

S

55.90

53.75

-3.85%

*

*

*

*

 

MO

55.14

52.65

-4.52%

*

*

*

*

*

EXC

52.70

53.30

+1.14%

*

*

*

*

*

LEH

59.84

59.27

-0.95%

*

*

*

*

*

ETR

41.60

43.50

+4.57%

*

*

*

*

Totals

*

 

*

-0.72%

+7.91%

-1.44%

+15.82%

+32.90%

                 

6-14-02

S

57.50

55.90

-2.78%

*

*

*

*

 

MO

55.93

55.14

-1.41%

*

*

*

*

*

EXC

51.85

52.70

+1.64%

*

*

*

*

*

LEH

60.17

59.84

-0.55%

*

*

*

*

*

ETR

42.34

41.60

-1.75%

*

*

*

*

Totals

*

 

*

-0.97%

+8.69%

-1.94%

+17.39%

+37.67%

                 

6-7-02

S

59.05

57.50

-2.62%

*

*

*

*

 

MO

57.25

55.93

-2.31%

*

*

*

*

*

EXC

53.49

51.85

-3.07%

*

*

*

*

*

GM

62.15

59.45

-4.34%

*

*

*

*

*

LEH

61.00

60.17

-1.36%

*

*

*

*

Totals

*

 

*

-2.74%

+9.76%

-5.48%

+19.52%

+44.12%

                 

5-31-02

S

57.45

59.05

+2.79%

*

*

*

*

 

MO

55.11

57.25

+3.88%

*

*

*

*

*

EXC

54.60

53.49

-2.03%

*

*

*

*

*

GM

64.99

62.15

-4.37%

*

*

*

*

*

BNI

28.02

28.30

+1.00%

*

*

*

*

Totals

*

 

*

+0.25%

+12.85%

+0.51%

+25.70%

+60.75%

                 

5-24-02

S

56.46

57.45

+1.75%

*

*

*

*

 

MO

54.44

55.11

+1.23%

*

*

*

*

*

EXC

51.99

54.60

+5.02%

*

*

*

*

*

AEP

42.95

44.88

+4.49%

*

*

*

*

*

ETR

44.36

46.07

+3.85%

*

*

*

*

Totals

*

 

*

+3.27%

+12.57%

+6.54%

+25.13%

+62.23%

                 

5-17-02

S

51.81

56.46

+8.98%

*

*

*

*

 

MO

54.90

54.44

-0.84%

*

*

*

*

*

LEH

62.55

66.23

+5.88%

*

*

*

*

*

EXC

55.96

51.99

-7.09%

*

*

*

*

*

BNI

27.99

28.84

+3.04%

*

*

*

*

Totals

*

 

*

+1.99%

+9.00%

+3.99%

+18.00%

+46.80%

                 

5-10-02

S

51.95

51.81

-0.27%

*

*

*

*

 

MO

55.68

54.90

-1.40%

*

*

*

*

*

AES

8.24

7.30

-11.41%

*

*

*

*

*

LEH

61.37

62.55

+1.92%

*

*

*

*

*

EXC

54.98

55.96

+1.78%

*

*

*

*

Totals

*

 

*

-1.87%

+6.87%

-3.75%

+13.74%

+37.61%

                 

5-3-02

S

53.35

51.95

-2.62%

*

*

*

*

 

MO

54.84

55.68

+1.53%

*

*

*

*

*

AES

7.72

8.24

+6.74%

*

*

*

*

*

LEH

58.95

61.37

+4.11%

*

*

*

*

*

EP

39.77

36.59

-8.00%

*

*

*

*

Totals

*

 

*

+0.35%

+8.91%

+0.70%

+17.83%

+51.50%

                 

4-26-02

EXC

53.45

54.38

+1.74%

*

*

*

*

 

S

54.60

53.35

-2.29%

*

*

*

*

*

WMB

23.35

20.00

-14.35%

*

*

*

*

*

TYC

29.89

26.69

-10.71%

*

*

*

*

*

MO

53.94

54.84

+1.67%

*

*

*

*

Totals

*

 

*

-4.79%

+8.53%

-9.57%

+17.06%

+52.20%

                 

4-19-02

EXC

52.15

53.45

+2.49%

*

*

*

*

 

S

53.84

54.60

+1.41%

*

*

*

*

*

WMB

21.05

23.35

+10.93%

*

*

*

*

*

TYC

30.60

29.89

-2.32%

*

*

*

*

*

EP

42.16

44.43

+5.38%

*

*

*

*

Totals

*

 

*

+3.58%

+13.99%

+7.16%

+27.98%

+90.93%

                 

4-12-02

EXC

51.74

52.15

+0.79%

*

*

*

*

 

S

50.00

53.84

+7.68%

*

*

*

*

*

LEH

62.96

62.31

-1.03%

*

*

*

*

*

WMB

22.38

21.05

-5.94%

*

*

*

*

*

EK

31.15

33.51

+7.58%

*

*

*

*

Totals

*

 

*

+1.81%

+10.05%

+3.63%

+20.10%

+69.68%

                 

4-5-02

EXC

52.97

51.74

-2.32%

*

*

*

*

 

S

51.27

50.00

-2.48%

*

*

*

*

*

LEH

64.64

62.96

-2.60%

*

*

*

*

*

WMB

23.56

22.38

-5.01%

*

*

*

*

*

ETR

43.41

43.66

+0.58%

*

*

*

*

Totals

*

 

*

-2.37%

+8.09%

-4.73%

+16.18%

+60.09%

                 

3-28-02

EXC

53.20

52.97

-0.43%

*

*

*

*

 

S

51.02

51.27

+0.49%

*

*

*

*

*

LEH

63.99

64.64

+1.02%

*

*

*

*

*

WMB

23.45

23.56

+0.47%

*

*

*

*

*

HAL

15.70

17.07

+8.73%

*

*

*

*

Totals

*

 

*

+2.05%

+10.71%

+4.11%

+21.42%

+85.67%

                 

3-22-02

EXC

52.42

53.20

+1.49%

*

*

*

*

 

S

52.29

51.02

-2.43%

*

*

*

*

*

LEH

65.08

63.99

-1.67%

*

*

*

*

*

WMB

22.41

23.45

+4.64%

*

*

*

*

*

ETR

41.93

42.89

+2.29%

*

*

*

*

Totals

*

 

*

+0.86%

+8.48%

+1.73%

+16.96%

+73.50%

                 

3-15-02

EXC

52.00

52.42

+0.81%

*

*

*

*

 

S

52.40

52.29

-0.21%

*

*

*

*

*

BAC

67.83

69.18

+1.99%

*

*

*

*

*

LEH

64.50

65.08

+0.90%

*

*

*

*

*

WMB

22.83

22.41

-1.84%

*

*

*

*

Totals

*

 

*

+0.33%

+7.55%

+0.66%

+15.10%

+71.40%

                 

3-8-02

EXC

50.52

52.00

+2.93%

*

*

*

*

 

S

52.99

52.40

-1.11%

*

*

*

*

*

BAC

64.80

67.83

+4.68%

*

*

*

*

*

LEH

57.22

64.50

+12.72%

*

*

*

*

*

ETR

41.50

43.22

+4.14%

*

*

*

*

Totals

*

 

*

+4.67%

+7.20%

+9.34%

+14.40%

+74.87%

                 

3-1-02

EXC

49.45

50.52

+2.16%

*

*

*

*

 

S

53.25

52.99

-0.49%

*

*

*

*

*

BAC

61.32

64.80

+5.68%

*

*

*

*

*

EP

38.59

40.20

+4.17%

*

*

*

*

*

AEP

41.94

44.12

+5.20%

*

*

*

*

Totals

*

 

*

+3.34%

+2.41%

+6.69%

+4.83%

+27.90%

                 

2-22-02

EXC

50.30

49.45

-1.69%

*

*

*

*

 

S

53.14

53.25

+0.21%

*

*

*

*

*

EK

29.59

30.36

+2.60%

*

*

*

*

*

BAC

60.80

61.32

+0.86%

*

*

*

*

*

BNI

27.45

27.55

+0.36%

*

*

*

*

Totals

*

 

*

+0.47%

-0.90%

+0.94%

-1.80%

-11.70%

                 

2-15-02

EXC

50.61

50.30

-0.61%

*

*

*

*

 

S

52.11

53.14

+1.98%

*

*

*

*

*

EK

27.45

29.59

+7.80%

*

*

*

*

*

LEH

61.48

58.03

-5.61%

*

*

*

*

*

HAL

13.95

16.27

+16.63%

*

*

*

*

Totals

*

 

*

+4.04%

-1.36%

+8.07%

-2.72%

-20.22%

                 

2-8-02

EXC

50.13

50.61

+0.96%

*

*

*

*

 

BAC

61.36

60.60

-1.24%

*

*

*

*

*

S

52.40

52.11

-0.55%

*

*

*

*

*

EK

28.25

27.45

-2.83%

*

*

*

*

*

LEH

63.90

61.48

-3.79%

*

*

*

*

Totals

*

 

*

-1.49%

-5.19

-2.98%

-10.38%

-89.92%

                 

2-1-02

EXC

46.89

50.13

+6.91%

*

*

*

*

 

AES

15.37

13.30

-13.47%

*

*

*

*

*

WMB

24.77

19.00

-23.29%

*

*

*

*

*

BAC

63.35

61.36

-3.14%

*

*

*

*

*

ETR

40.45

41.26

+2.00%

*

*

*

*

Totals

*

 

*

-6.20%

-3.75

-12.40%

-7.51%

-78.06%

                 

1-25-02

EXC

46.81

46.89

+0.17%

*

*

*

*

 

AES

15.50

15.37

-0.84%

*

*

*

*

*

DAL

29.97

32.00

+6.77%

*

*

*

*

*

BNI

26.93

28.30

+5.09%

*

*

*

*

*

LEH

64.09

64.10

+0.02%

*

*

*

*

Totals

*

 

*

+2.24%

+2.61

+4.48%

+5.21%

+67.78%

                 

1-18-02

EXC

47.26

46.81

-0.95%

*

*

*

*

 

WMB

25.50

24.32

-4.63%

*

*

*

*

*

AES

16.43

15.50

-5.66%

*

*

*

*

*

DAL

29.91

29.97

+0.20%

*

*

*

*

*

BNI

27.39

26.93

-1.68%

*

*

*

*

Totals

*

 

*

-2.54%

+0.36

-5.09%

+0.71%

+12.38%

                 

1-11-02

EXC

47.89

47.26

-1.32%

*

*

*

*

 

WMB

24.92

25.50

+2.33%

*

*

*

*

*

AES

17.45

16.43

-5.85%

*

*

*

*

*

S

49.65

51.35

+3.42%

*

*

*

*

*

ETR

39.31

41.00

+4.30%

*

*

*

*

Totals

*

 

*

+0.58%

+2.98%

+1.16%

+5.95%

+154.79%

                 

1-4-02

EXC

47.88

47.89

+0.02%

*

*

*

*

 

WMB

25.52

24.92

-2.35%

*

*

*

*

*

AES

16.35

17.45

+6.73%

*

*

*

*

*

S

47.64

49.65

+4.22%

*

*

*

*

*

LEH

66.80

69.01

+3.31%

*

*

*

*

Totals

*

 

*

+2.39%

+2.39%

+4.77%

+4.77%

+248.04%

return to current archives

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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