Current Portfolio Results
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. |
Click here for complete portfolio
results for 2002, 2001, 2000, 1999,
1998, 1997
Result for week
Thru July 5, 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% |
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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