I wanted to do a year-end market wrap-up for the mechanical investing strategy, but I just won’t have the time this year. I’ll do a quick wrap-up as of today and call it the end of the year summary. Not my best year; after all those gyrations I only beat the market by a wee bit. There’s always next year. 🙂
- Last 4 weeks: +4.9%
- Last 3 months: +0.8%
- Year to date: +1.0% (Dow is +0.9% ytd from 10,783.75 to 10,883.27)
- Last 12 months:+1.0%
Holding for another month:
| Ticker | Bought | Now | Months | Return | |
|---|---|---|---|---|---|
| CLF | $81.4799 | $91.63 | 2 | +12.5% | Cleveland-Cliffs, Inc. |
| CRDN | $46.15 | $46.35 | 1 | +0.4% | Ceradyne, Inc. |
| FHN | $38.75 | $39.90 | 2 | +3.0% | First Horizon National Corp |
| RT | $19.89 | $24.31 | 5 | +22.2% | Ryerson Tull Inc. |
| SNDK | $58.98 | $64.43 | 2 | +9.2% | Sandisk Corp, maker of flash memory for cameras and iPods. Wild swings, whee. |
| WM | $38.54 | $44.66 | 3 | +15.9% | Washington Mutual |
Selling these:
| Ticker | Bought | Sold | Months | Return | |
|---|---|---|---|---|---|
| BVF | $23.10 | $23.781 | 1 | +2.9% | Biovail Corp. |
| FTO | $32.79 | $37.91 | 4 | +15.6% | Frontier Corporation. |
| HCC | $30.03 | $30.00 | 2 | -0.0% | HCC Insurance Holdings, Inc. |
| HOC | $61.11 | $58.3501 | 1 | -4.5% | Holly Corp wasn’t so jolly. |
| PBR | $63.19 | $69.16 | 2 | +9.4% | Petrolio Brasileiro |
| PSS | $22.49 | $25.35 | 1 | +12.7% | Payless Shoesource, Inc. |
New stocks for this month:
| Ticker | Bought | Sold | Months | Return | |
|---|---|---|---|---|---|
| CAL | $0.00 | $N/A | 0 | N/A% | Continental Airlines |
| DBRN | $0.00 | $N/A | 0 | N/A% | Dress Barn Inc. |
| GT | $0.00 | $N/A | 0 | N/A% | Goodyear Tire & Rubber Co. |
| IM | $0.00 | $N/A | 0 | N/A% | Ingram Micro Inc. |
| LMS | $0.00 | $N/A | 0 | N/A% | Lamson & Sessions Co. |
| UNTD | $0.00 | $N/A | 0 | N/A% | United Online Inc. |
Current Option Holdings:
| Ticker | Bought | Sold | Months | Return | |
|---|---|---|---|---|---|
| .CHKDG | $3.50 | $1.85 | 2 | -47.1% | CHK Apr 2006 35.00 Call, will sell 1st week of February 2006. |
| .MDREI | $3.50 | $2.65 | 1 | -24.3% | MDR May 2006 45.00 Call, will sell 1st week of March 2006. |
Options Sold:
| .SWNCQ | $3.85 | $1.65 | 3 | -57.1% | This was SWNCQ but it split. Was SWN Mar 2006 85.00 Call, now SWN Mar 2006 42.50 Call. |
|---|
The next trade will be January 30th.
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