Dollar Wise Decisions

Monday, October 16, 2006

DWDI vs SPDR - Mon, Oct 16, 2006

Major Markets; DWDI, LISA, SPDRs & Diamonds
Day Ending Scores

Market

% Change

Value

Dow

+0.17%

11,980.92

S&P 500

+0.25%

1,369.05

NASDAQ

+0.28%

2,363.84

DWDI

+0.12%

1,041.35

LISA

+0.12%

1,031.35

SPY

+0.15%

1,040.85

DIA

+0.11%

1,023.67


Personal Portfolio+0.97
DWD Warm & Fuzzy Index+0.35
DWD Ambitious Index+0.72
Skip's List-0.16

Daily recap for the 10 Stocks that make up the
Dollar Wise Decisions Index DWDI

Stock

% Change

Value
Anheuser-Busch

1.21

103.05
Biomet

-0.59

103.75
Fastenal

0.23

112.11
Home Depot

-1.49

101.09
Johnson&Johnson

0.54

101.52
Medtronic

0.02

104.36
Microsoft

0.28

106.71
Wal-Mart

-0.29

100.06
Washington Post

0.83

106.72
Wrigley

0.37

101.98

Daily recap for the 10 Stocks that make up
The LISA Portfolio

Stock

% Change

Value
3M

0.46

103.67
Coca-Cola

0.52

100.59
Daimler-Chrysler AG

0.02

102.06
Home Depot

-1.49

101.09
Humana

1.10

98.55
Johnson & Johnson

0.54

101.52
Lowe's Companies

0.61

109.92
Target

-0.72

108.06
Toyota Motor ADR

-0.15

108.43
Worthington Industries

0.40

97.47

Even though not tracked on these updates, small cap stocks continue to rule.
Whenever I update the market changes from MorningStar I get to see the overall market changes for Small, Mid and Large Cap stocks in Value, Core and Growth Catagories. Today, even though the large cap stocks went up 0.1% to 0.3% the small caps went up 0.6% to 1.2%

In the previous post I mentioned five stocks I purchased which deviated from the stocks I normally hold to help better diversify my portfolio and maybe provide some higher overall returns. I think I'm going to create an index for those companies based on their 9/22/06 closing prices and equally distributed meaning $200 per stock for a total of $1000 just to track how those five stocks do relative to the other indicies I'm already tracking.

I'm not quite sure what to call the portfolio of five stocks, might take the first letter from each stock symbol - The AEFKY Index ....we'll see :)

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