1997 Recommended 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

 

1997

Week Of

Stock Portfolio

Open

Close

Weekly % Change

YTD % Change

Weekly % ROI

YTD % ROI

Annullized % ROI

12/29/97

DAL

27.975

29.750

6.34%

a a a a
a

GM

59.300

60.750

2.45%

a a a a
a

F

31.200

32.200

3.21%

a a a a
a

BS

8.300

8.688

4.67%

a a a a
a

AA

34.250

35.188

2.74%

a a a a

Totals

a a a

3.88%

35.61%

7.76%

71.23%

84.18%

12/22/97

DAL

29.200

27.975

-4.20%

a a a a
a

GM

58.600

59.300

1.19%

a a a a
a

F

30.600

31.200

1.96%

a a a a
a

BS

7.800

8.300

6.41%

a a a a
a

CI

52.800

55.467

5.05%

a a a a

Totals

a a a

2.08%

30.55%

4.17%

61.09%

73.88%

12/15/97

DAL

29.250

29.200

-0.17%

a a a a
a

GM

62.500

58.600

-6.24%

a a a a
a

F

31.267

30.600

-2.13%

a a a a
a

BS

8.100

7.800

-3.70%

a a a a
a

AA

33.900

34.900

2.95%

a a a a

Totals

a a a

-1.86%

27.88%

-3.72%

55.76%

69.04%

12/8/97

DAL

29.475

29.250

-0.76%

a a a a
a

GM

63.300

62.500

-1.26%

a a a a
a

F

30.800

31.267

1.52%

a a a a
a

ETR

26.300

27.500

4.56%

a a a a
a

BS

9.400

8.100

-13.83%

a a a a

Totals

a a a

-1.96%

30.30%

-3.91%

60.61%

76.87%

12/1/97

DAL

27.875

29.475

5.74%

a a a a
a

GM

60.900

63.300

3.94%

a a a a
a

F

28.667

30.800

7.44%

a a a a
a

ETR

26.000

26.300

1.15%

a a a a
a

AA

33.650

34.900

3.71%

a a a a

Totals

a a a

4.40%

32.90%

8.80%

65.81%

85.55%

11/24/97

DAL

27.525

27.875

1.27%

a a a a
a

GM

62.100

60.900

-1.93%

a a a a
a

F

28.600

28.667

0.23%

a a a a
a

FLR

35.600

36.000

1.12%

a a a a
a

ETR

25.400

26.000

2.36%

a a a a

Totals

a a a

0.61%

27.30%

1.22%

54.61%

72.81%

11/17/97

DAL

25.675

27.525

7.21%

a a a a
a

GM

61.300

62.100

1.31%

a a a a
a

F

28.933

28.600

-1.15%

a a a a
a

FLR

35.300

35.600

0.85%

a a a a
a

CI

53.500

56.167

4.99%

a a a a

Totals

a a a

2.64%

26.53%

5.28%

53.06%

72.61%

11/10/97

DAL

26.175

25.675

-1.91%

a a a a
a

GM

64.800

61.300

-5.40%

a a a a
a

F

30.533

28.933

-5.24%

a a a a
a

ETR

23.400

24.100

2.99%

a a a a
a

FLR

35.000

35.300

0.86%

a a a a

Totals

a a a

-1.74%

23.28%

-3.48%

46.55%

65.43%

11/3/97

DAL

25.200

26.175

3.87%

a a a a
a

GM

64.200

64.800

0.93%

a a a a
a

F

29.133

30.533

4.81%

a a a a
a

ETR

24.400

23.400

-4.10%

a a a a
a

S

41.300

46.300

12.11%

a a a a

Totals

a a a

3.52%

25.46%

7.05%

50.92%

73.55%

10/27/97

DAL

26.525

25.200

-5.00%

a a a a
a

GM

68.100

64.200

-5.73%

a a a a
a

UCM

24.700

28.000

13.36%

a a a a
a

F

30.933

29.133

-5.82%

a a a a
a

ETR

25.600

24.400

-4.69%

a a a a

Totals

a a a

-1.57%

21.19%

-3.15%

42.38%

62.97%

10/20/97

DAL

25.700

26.525

3.21%

a a a a
a

GM

69.500

68.100

-2.01%

a a a a
a

UCM

24.900

24.700

-0.80%

a a a a
a

F

31.600

30.933

-2.11%

a a a a
a

ETR

25.600

25.600

0.00%

a a a a

Totals

a a a

-0.34%

23.13%

-0.69%

46.26%

70.75%

10/13/97

DAL

25.425

25.700

1.08%

a a a a
a

GM

70.000

69.500

-0.71%

a a a a
a

UCM

24.600

24.900

1.22%

a a a a
a

F

32.867

31.600

-3.85%

a a a a
a

ETR

25.100

25.600

1.99%

a a a a

Totals

a a a

-0.06%

23.55%

-0.11%

47.11%

74.23%

10/6/97

DAL

23.650

25.425

7.51%

a a a a
a

GM

67.900

70.000

3.09%

a a a a
a

UCM

23.600

24.600

4.24%

a a a a
a

F

30.933

32.867

6.25%

a a a a
a

ETR

25.900

25.100

-3.09%

a a a a

Totals

a a a

3.60%

23.62%

7.20%

47.24%

76.77%

9/29/97

DAL

24.525

23.650

-3.57%

a a a a
a

GM

66.000

67.900

2.88%

a a a a
a

UCM

23.400

23.600

0.85%

a a a a
a

F

29.267

30.933

5.69%

a a a a
 

ETR

26.100

25.900

-0.77%

a a a a

Totals

a a a

1.02%

19.33%

2.04%

38.65%

64.84%

9/22/97

DAL

26.775

24.525

-8.40%

a a a a
a

GM

69.600

66.000

-5.17%

a a a a
a

UCM

24.600

23.400

-4.88%

a a a a
a

F

30.200

29.267

-3.09%

a a a a
a

ETR

25.500

26.100

2.35%

a a a a

Totals

a a a

-3.84%

18.12%

-7.68%

36.25%

62.83%

9/15/97

DAL

24.950

26.775

7.31%

a a a a
a

GM

66.500

69.600

4.66%

a a a a
a

UCM

24.800

24.600

-0.81%

a a a a
a

F

29.533

30.200

2.26%

a a a a
a

ETR

25.100

25.500

1.59%

a a a a

Totals

a a a

3.00%

22.84%

6.01%

45.68%

81.90%

9/8/97

DAL

23.600

24.950

5.72%

a a a a
a

GM

66.000

66.500

0.76%

a a a a
a

UCM

23.900

24.800

3.77%

a a a a
a

F

29.933

29.533

-1.34%

a a a a
a

ETR

25.300

25.100

-0.79%

a a a a

Totals

a a a

1.62%

19.25%

3.25%

38.51%

71.52%

9/1/97

DAL

21.625

23.600

9.13%

a a a a
a

GM

62.800

66.000

5.10%

a a a a
a

UCM

23.600

23.900

1.27%

a a a a
a

F

28.667

29.933

4.42%

a a a a
a

ETR

24.800

25.300

2.02%

a a a a

Totals

a a a

4.39%

17.35%

8.77%

34.70%

66.83%

8/25/97

DAL

22.325

21.625

-3.14%

a a a a
a

GM

64.900

62.800

-3.24%

a a a a
a

UCM

24.100

23.600

-2.07%

a a a a
a

F

28.667

28.667

0.00%

a a a a
a

ETR

24.700

24.800

0.40%

a a a a

Totals

a a a

-1.61%

12.42%

-3.22%

24.84%

49.67%

8/18/97

DAL

21.775

22.325

2.53%

a a a a
a

GM

59.800

64.900

8.53%

a a a a
a

UCM

22.100

24.100

9.05%

a a a a
a

F

26.600

28.667

7.77%

a a a a
a

ETR

24.700

24.700

0.00%

a a a a

Totals

a a a

5.57%

14.26%

11.15%

28.51%

59.31%

8/11/97

DAL

21.950

21.775

-0.80%

a a a a
a

GM

62.800

59.800

-4.78%

a a a a
a

UCM

22.800

22.100

-3.07%

a a a a
a

F

27.333

26.600

-2.68%

a a a a
a

ETR

25.900

24.700

-4.63%

a a a a

Totals

a a a

-3.19%

8.22%

-6.38%

16.45%

35.63%

8/4/97

DAL

22.150

21.950

-0.90%

a a a a
a

GM

64.500

62.800

-2.64%

a a a a
a

UCM

22.800

22.800

0.00%

a a a a
a

F

27.067

27.333

0.98%

a a a a
a

ETR

26.500

25.900

-2.26%

a a a a

Totals

a a a

-0.96%

11.79%

-1.93%

23.58%

53.32%

7/28/97

DAL

21.975

22.150

0.80%

a a a a
a

GM

56.900

64.500

13.36%

a a a a
a

UCM

21.400

22.800

6.54%

a a a a
a

F

27.067

27.067

0.00%

a a a a
a

ETR

26.400

26.500

0.38%

a a a a

Totals

a a a

4.21%

12.88%

8.43%

25.76%

60.88%

7/21/97

DAL

21.700

21.975

1.27%

a a a a
a

GM

55.000

56.900

3.45%

a a a a
a

UCM

21.500

21.400

-0.47%

a a a a
a

F

26.667

27.067

1.50%

a a a a
a

ETR

27.300

26.400

-3.30%

a a a a

Totals

a a a

0.49%

8.31%

0.98%

16.63%

41.17%

7/14/97

DAL

20.875

21.700

3.95%

a a a a
a

GM

55.000

55.000

0.00%

a a a a
a

UCM

22.400

21.500

-4.02%

a a a a
a

F

26.933

26.667

-0.99%

a a a a
a

ETR

27.600

27.300

-1.09%

a a a a

Totals

a a a

-0.43%

7.78%

-0.86%

15.57%

40.47%

7/7/97

DAL

21.825

20.875

-4.35%

a a a a
a

GM

57.000

55.000

-3.51%

a a a a
a

UCM

22.600

22.400

-0.88%

a a a a
a

F

26.667

26.933

1.00%

a a a a
a

MOB

71.500

72.300

1.12%

a a a a

Totals

a a a

-1.33%

8.25%

-2.65%

16.49%

45.14%

6/30/97

DAL

21.350

21.825

2.22%

a a a a
a

GM

55.900

57.000

1.97%

a a a a
a

UCM

22.100

22.600

2.26%

a a a a
a

F

26.000

26.667

2.57%

a a a a
a

ETR

27.000

27.900

3.33%

a a a a

Totals

a a a

2.47%

9.70%

4.94%

19.40%

56.05%

6/23/97

DAL

22.075

21.350

-3.28%

a a a a
a

GM

55.600

55.900

0.54%

a a a a
a

UCM

22.500

22.100

-1.78%

a a a a
a

F

25.867

26.000

0.51%

a a a a
a

ETR

27.300

27.000

-1.10%

a a a a

Totals

a a a

-1.02%

7.06%

-2.04%

14.11%

43.17%

6/16/97

DAL

22.375

22.075

-1.34%

a a a a
a

GM

57.300

55.600

-2.97%

a a a a
a

UCM

22.500

22.500

0.00%

a a a a
a

F

25.600

25.867

1.04%

a a a a
a

ETR

26.800

27.300

1.87%

a a a a

Totals

a a a

-0.28%

8.16%

-0.56%

16.32%

53.05%

6/9/97

DAL

23.500

22.375

-4.79%

a a a a
a

GM

56.600

57.300

1.24%

a a a a
a

UCM

21.600

22.500

4.17%

a a a a
a

F

25.333

25.600

1.05%

a a a a
a

ETR

27.000

26.800

-0.74%

a a a a

Totals

a a a

0.19%

8.46%

0.37%

16.93%

58.69%

6/2/97

DAL

23.450

23.500

0.21%

a a a a
a

GM

57.400

56.600

-1.39%

a a a a
a

UCM

22.800

21.600

-5.26%

a a a a
a

F

25.000

25.333

1.33%

a a a a
a

ETR

26.400

27.000

2.27%

a a a a

Totals

a a a

-0.57%

8.26%

-1.14%

16.53%

61.39%

5/26/97

DAL

23.850

23.450

-1.68%

a a a a
a

GM

57.500

57.400

-0.17%

a a a a
a

UCM

22.600

22.800

0.88%

a a a a
a

F

24.993

25.000

0.03%

a a a a
a

ETR

25.400

26.400

3.94%

a a a a

Totals

a a a

0.60%

8.88%

1.20%

17.76%

71.05%

5/19/97

DAL

23.250

23.850

2.58%

a a a a
a

GM

56.300

57.500

2.13%

a a a a
a

UCM

21.900

22.600

3.20%

a a a a
a

F

24.400

24.993

2.43%

a a a a
a

ETR

26.300

25.400

-3.42%

a a a a

Totals

a a a

1.38%

8.23%

2.77%

16.47%

71.35%

5/12/97

DAL

23.650

23.250

-1.69%

a a a a
a

GM

57.900

56.300

-2.76%

a a a a
a

UCM

23.100

21.900

-5.19%

a a a a
a

F

24.400

24.400

0.00%

a a a a
a

ETR

25.300

26.300

3.95%

a a a a

Totals

a a a

-1.14%

6.76%

-2.28%

13.51%

63.87%

5/5/97

DAL

23.875

23.650

-0.94%

a a a a
a

GM

57.000

57.900

1.58%

a a a a
a

UCM

23.100

23.100

0.00%

a a a a
a

F

23.200

24.400

5.17%

a a a a
a ETR 23.800 25.300

6.30%

a a a a

Totals

a a a

2.42%

7.99%

4.84%

15.97%

83.06%

4/28/97

DAL

22.475

23.875

6.23%

a a a a
a

GM

54.900

57.000

3.83%

a a a a
a

UCM

20.100

23.100

14.93%

a a a a
a

F

22.867

23.200

1.46%

a a a a
a

ETR

23.100

23.800

3.03%

a a a a

Totals

a a a

5.89%

5.43%

11.79%

10.86%

62.77%

4/21/97

DAL

23.600

22.475

-4.77%

a a a a
a

GM

56.300

54.900

-2.49%

a a a a
a

UCM

19.400

20.100

3.61%

a a a a
a

F

22.867

22.867

0.00%

a a a a
a

ETR

23.400

23.100

-1.28%

a a a a

Totals

a a a

-0.99%

-0.44%

-1.97%

-0.87%

-5.66%

4/14/97

DAL

21.725

23.600

8.63%

a a a a
a

GM

53.000

56.300

6.23%

a a a a
a

UCM

19.100

19.400

1.57%

a a a a
a

F

21.533

22.867

6.20%

a a a a
a

ETR

22.800

23.400

2.63%

a a a a

Totals

a a a

5.05%

0.56%

10.10%

1.11%

8.26%

4/7/97

DAL

22.400

21.725

-3.01%

a a a a
a

GM

54.000

53.000

-1.85%

a a a a
a

UCM

19.000

19.100

0.53%

a a a a
a

F

20.533

21.533

4.87%

a a a a
a

ETR

23.800

22.800

-4.20%

a a a a

Totals

a a a

-0.73%

-4.28%

-1.47%

-8.56%

-74.17%

3/31/97

DAL

21.275

22.400

5.29%

a a a a
a

GM

56.300

54.000

-4.09%

a a a a
a

UCM

19.900

19.000

-4.52%

a a a a
a

F

20.600

20.533

-0.33%

a a a a
a

ETR

24.300

23.800

-2.06%

a a a a

Totals

a a a

-1.14%

-3.57%

-2.28%

-7.14%

-74.28%

3/24/97

DAL

20.900

21.275

1.79%

a a a a
a

GM

57.000

56.300

-1.23%

a a a a
a

UCM

20.800

19.900

-4.33%

a a a a
a

F

21.200

20.600

-2.83%

a a a a
a

T

23.000

23.533

2.32%

a a a a

Totals

a a a

-0.85%

-2.46%

-1.71%

-4.92%

-63.93%

3/17/97

DAL

21.475

20.900

-2.68%

a a a a
a

GM

58.000

57.000

-1.72%

a a a a
a

UCM

21.400

20.800

-2.80%

a a a a
a

F

21.400

21.200

-0.93%

a a a a
a

T

23.733

23.000

-3.09%

a a a a

Totals

a a a

-2.25%

-1.62%

-4.49%

-3.24%

-56.08%

3/10/97

DAL

21.025

21.475

2.14%

a a a a
a

GM

56.600

58.000

2.47%

a a a a
a

UCM

22.400

21.400

-4.46%

a a a a
a

F

21.533

21.400

-0.62%

a a a a
a

DOW

82.900

83.300

0.48%

a a a a

Totals

a a a

0.00%

0.64%

0.01%

1.28%

33.40%

3/3/97

DAL

20.125

21.025

4.47%

a a a a
a

GM

57.900

56.600

-2.25%

a a a a
a

UCM

22.300

22.400

0.45%

a a a a
a

F

21.933

21.533

-1.82%

a a a a
a

DOW

81.000

82.900

2.35%

a a a a

Totals

a a a

0.64%

0.64%

1.28%

1.28%

66.50%

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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 responsable for any errors or omissions contained herein.
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