Dollar Wise Decisions

Monday, December 11, 2006

Mon 12/11/2006 Updates

Nuveen Investments (JNC) is another security I added to my SoGo Portfolio last week in an effort to bolster my percentage of financial holdings. There's a lot I like about the company - Below Average Risk and a Wide Economic moat to begin with and even though M* only gives it 3 stars, what's more important to me is the fact that since November of 2003 the fair value of this company has been raised 10 times. If we were to draw a trend line through a graph of JNCs price since 2003 we'd see that it pretty well corresponds to the fair value extimates of M*.

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

% Change

Value

Dow

+0.17%

12,328.48

S&P 500

+0.23%

1,413.04

NASDAQ

+0.23%

2,442.86

...
DWD Indexes..
DWDI

+0.50

1,076.76

LISA

+0.08

1,066.22

Warm & Fuzzy

+0.15

1,108.07

Ambitious

+0.15

1,066.61

SoGo 7 Index

-0.50

1,154.49

.. .
Benchmark Indicies..
Diamonds DIA

+0.28%

1,054.19

Spiders SPY

+0.19%

1,078.80


Personal Portfolio - Taxable-0.24
Personal Portfolio - Retirement-3.32
Skip's List0.49

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

% Change

Value
Anheuser-Busch

1.07

102.46
Biomet

4.11

128.92
Fastenal

-1.23

92.80
Home Depot

-0.03

107.87
Johnson&Johnson

-0.38

102.72
Medtronic

0.92

115.71
Microsoft

0.48

110.80
Wal-Mart

-0.76

95.26
Washington Post

-0.26

103.20
Wrigley

-0.06

117.01

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

% Change

Value
3M

0.37

107.91
Coca-Cola

-0.20

110.95
Daimler-Chrysler AG

1.80

119.60
Home Depot

-0.03

107.87
Humana

-1.91

84.63
Johnson & Johnson

-0.38

102.72
Lowe's Companies

0.29

109.07
Target

0.36

106.40
Toyota Motor ADR

0.56

114.64
Worthington Industries

-0.75

102.42

The Seven Stocks in the SoGo 7 Index

Company

% Change

Value

Alleghany Corp (Y)

0.15

125.18
eBay (EBAY)

1.51

128.93
EMC (EMC)

1.26

114.64
Expiditors Intl (EXPD)

1.01

109.38
Fastenal (FAST)

-0.79

98.35
Kinght Trans (KNX)

0.61

110.59
Western Union (WU)

0.18

129.97

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