Dollar Wise Decisions

Tuesday, December 12, 2006

Tue 12/12/2006 Updates

One thing to note about the DWDI is that it contains no financial services securitues while the S&P contains over 20% in that sector.

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

% Change

Value

Dow

-0.10%

12,315.58

S&P 500

-0.10%

1,411.56

NASDAQ

+0.46%

2,431.60

...
DWD Indexes..
DWDI

+0.25

1,079.45

LISA

-0.42

1,061.64

Warm & Fuzzy

+0.13

1,109.37

Ambitious

-0.71

1,058.97

SoGo 7 Index

-0.78

1,145.46

.. .
Benchmark Indicies..
Diamonds DIA

-0.12%

1,052.90

Spiders SPY

-0.08%

1,077.96


Personal Portfolio - Taxable-0.02
Personal Portfolio - Retirement-0.51
Skip's List0.10

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

% Change

Value
Anheuser-Busch

0.39

102.86
Biomet

0.70

129.82
Fastenal

0.11

92.91
Home Depot

-0.23

107.62
Johnson&Johnson

-0.18

102.53
Medtronic

0.45

116.22
Microsoft

-0.37

110.39
Wal-Mart

-0.76

94.53
Washington Post

1.54

104.79
Wrigley

0.65

117.77

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

% Change

Value
3M

0.20

108.13
Coca-Cola

0.18

111.16
Daimler-Chrysler AG

0.02

119.62
Home Depot

-0.23

107.62
Humana

-0.46

84.72
Johnson & Johnson

0.11

102.53
Lowe's Companies

-0.87

108.12
Target

-1.06

105.27
Toyota Motor ADR

0.77

115.51
Worthington Industries

-3.39

98.95

The Seven Stocks in the SoGo 7 Index

Company

% Change

Value

Alleghany Corp (Y)

0.13

131.36
eBay (EBAY)

-0.38

121.76
EMC (EMC)

-1.44

116.34
Expiditors Intl (EXPD)

-1.25

98.47
Fastenal (FAST)

0.11

92.47
Kinght Trans (KNX)

-1.51

106.78
Western Union (WU)

-1.15

134.29

posted by Scott at 10:20 PM | 0 comments

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

posted by Scott at 5:36 PM | 0 comments

Sunday, December 10, 2006

Fri 12/08/06 Updates

Big drop in the Personal Retirement funds but that was due to a nice big chunk of change handed out via yearly capital gains. ...insert big smile here ....
Good time to bump up contributions with the new lower price on retirement funds.

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

Market

% Change

Value

Dow

+0.24%

12,307.49

S&P 500

+0.18%

1,409.84

NASDAQ

+0.40%

2,437.36

...
DWD Indexes..
DWDI

+0.55

1,071.64

LISA

+0.11

1,053.09

Warm & Fuzzy

+0.25

1,106.63

Ambitious

0.03

1,065.16

SoGo 7 Index

+0.59

1,160.39

.. .
Benchmark Indicies..
Diamonds DIA

+0.20%

1,051.28

Spiders SPY

+0.18%

1,075.68




Personal Portfolio - Taxable+0.17
Personal Portfolio - Retirement-2.47
Skip's List0.06


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

% Change

Value
Anheuser-Busch

-0.48

101.38
Biomet

3.02

123.83
Fastenal

0.48

93.96
Home Depot

-0.33

107.90
Johnson&Johnson

-0.17

103.11
Medtronic

-0.19

114.66
Microsoft

1.19

110.28
Wal-Mart

-0.04

95.98
Washington Post

0.76

103.47
Wrigley

0.10

117.08


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

Stock

% Change

Value
3M

-1.26

107.52
Coca-Cola

0.39

111.18
Daimler-Chrysler AG

-0.14

117.48
Home Depot

-0.33

107.90
Humana

1.71

86.28
Johnson & Johnson

-0.17

103.11
Lowe's Companies

-0.19

108.75
Target

0.10

106.02
Toyota Motor ADR

0.28

114.00
Worthington Industries

0.21

103.19


The Seven Stocks in the SoGo 7 Index

Company

% Change

Value

Alleghany Corp (Y)

0.77

131.51
eBay (EBAY)

1.47

121.69
EMC (EMC)

-0.23

117.68
Expiditors Intl (EXPD)

-0.95

101.18
Fastenal (FAST)

0.48

93.86
Kinght Trans (KNX)

0.00

108.89
Western Union (WU)

-0.25

137.46

posted by Scott at 8:47 PM | 0 comments

Thursday, December 07, 2006

Thur 12/07/06 Updates

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

% Change

Value

Dow

-0.25

12,278.41

S&P 500

-0.40

1,407.29

NASDAQ

-0.74

2,427.69

...
DWD Indexes..
DWDI

-0.48

1,065.89

LISA

-0.38

1,065.18

Warm & Fuzzy

-0.43

1,103.95

Ambitious

-0.06

1,064.87

SoGo 7 Index

+0.59

1,158.07

.. .
Benchmark Indicies..
Diamonds DIA

-0.32

1,049.23

Spiders SPY

-0.44

1,073.71


Personal Portfolio - Taxable-0.23
Personal Portfolio - Retirement+0.18
Skip's List-0.04

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

% Change

Value
Anheuser-Busch

-0.33

101.87
Biomet

-0.15

120.20
Fastenal

-0.22

93.51
Home Depot

-2.48

108.26
Johnson&Johnson

0.05

103.28
Medtronic

-0.09

114.87
Microsoft

-0.48

108.21
Wal-Mart

-0.37

96.02
Washington Post

0.39

102.69
Wrigley

-1.02

116.97

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

% Change

Value
3M

-0.30

108.89
Coca-Cola

0.70

110.75
Daimler-Chrysler AG

0.43

117.64
Home Depot

-2.48

108.26
Humana

-0.23

84.83
Johnson & Johnson

0.05

103.28
Lowe's Companies

-2.43

108.96
Target

-0.10

105.91
Toyota Motor ADR

0.29

113.68
Worthington Industries

0.27

102.97

The Seven Stocks in the SoGo 7 Index

Company

% Change

Value

Alleghany Corp (Y)

-1.16

130.51
eBay (EBAY)

-2.67

119.92
EMC (EMC)

-1.49

117.95
Expiditors Intl (EXPD)

-0.81

102.15
Fastenal (FAST)

-0.22

93.41
Kinght Trans (KNX)

0.84

108.89
Western Union (WU)

1.96

137.81

posted by Scott at 9:58 PM | 0 comments