Dollar Wise Decisions

Thursday, October 26, 2006

Thur 10/26/06 Updates - WARM Breaks 10% Mark!

I started to comment on this yesterday but blogger locked up and I lost that part of my post. I was doing a little analysis on the stark difference between the Warm & Fuzzy Index (WARM) and the Ambitious Index. Just take a look below - WARM is up over 10% since inception while Ambitious is up a scant 0.368%. Recall the simple stock screenings I did for each portfolio. For Warm & Fuzzy, I simply looked for 5 star stocks, below average risk and a wide moat. For Ambitious, I simply ommited the below average risk component and even that only resulted in a basket of stocks with average risk levels.
That was the difference in the screens which searched out the different stocks. When further analyzing them yesterday, I was able to confirm that the Warm stocks were much more Large Cap biased and found an average market cap of 48.3 billion dollars while the ambitious index had an average cap of only 9.0 billion dollars per company.


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

Market

% Change

Value

Dow

+0.24%

12,163.66

S&P 500

+0.50%

1,389.08

NASDAQ

+0.96%

2,379.10

...
DWD Indexes..
DWDI

+0.66

1,076.82

LISA

+0.76

1,060.78

Warm & Fuzzy

+0.75

1,103.76

Ambitious

+0.27

1,003.68

AEFKY

-0.12

1,036.28

.. .
Benchmark Indicies..
Diamonds DIA

+0.03%

1,037.86

Spiders SPY

+0.31%

1,055.60




Personal Portfolio+0.06
Skip's List+0.78


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

Stock

% Change

Value
Anheuser-Busch

0.75

102.27
Biomet

1.90

112.97
Fastenal

0.38

110.53
Home Depot

2.13

103.95
Johnson&Johnson

-0.01

107.60
Medtronic

-0.47

104.63
Microsoft

1.77

106.34
Wal-Mart

0.54

107.16
Washington Post

0.54

104.51
Wrigley

-0.49

116.86


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

Stock

% Change

Value
3M

-0.28

108.45
Coca-Cola

-0.11

107.16
Daimler-Chrysler AG

0.91

110.25
Home Depot

2.13

103.95
Humana

0.80

97.83
Johnson & Johnson

-0.01

107.60
Lowe's Companies

2.13

108.15
Target

2.07

108.10
Toyota Motor ADR

0.66

112.16
Worthington Industries

-0.84

97.14

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