My Watch Lists and Portfolios

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This page was originally updated after each major change in the watch list or a portfolio. It is now updated near the end of each month.

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Updates

These were my watch list and portfolio updates, posted after the close on:

1. 2005 July 26
2. 2005 September 19
3. 2005 November 8
4. 2005 November 25
5. 2005 December 19
6. 2006 February 28
7. 2006 March 31
8. 2006 April 28
9. 2006 May 31
10. 2006 June 30
11. 2006 July 31
12. 2006 August 31
13. 2006 September 29
14. 2006 October 31
15. 2006 November 30
16. 2006 December 27
17. 2007 January 26
18. 2007 February 27
19. 2007 March 27
20. 2007 April 27
21. 2007 May 25
22. 2007 June 27
23. 2007 July 27
24. 2007 August 27
25. 2007 September 27
26. 2007 October 26
27. 2007 November 27
28. 2007 December 27
29. 2008 January 25
30. 2008 February 27
31. 2008 March 27
32. 2008 April 25
33. 2008 May 27
34. 2008 June 27
35. 2008 July 25
36. 2008 August 27
37. 2008 September 26
38. 2008 October 27

Lot size

Assuming a commission of $10, a bid-asked differential of 0.5 percent, and a maximum acceptable total cost of 1 percent, the minimum nominal tranche should be $2000.

This chart tells how many shares to buy after deciding to buy a stock. Multiply the number of shares by 10 for tranches of $20,000 to $100,000, or by 100 for tranches of $200,000 to $1,000,000.

  $2,000 TRANCHES     $5,000 TRANCHES    $10,000 TRANCHES  SHARES
    price range         price range         price range          
  ---------------------------------------------------------------
  816.50 -            ...............     ...............       2
  516.40 - 816.49     ...............     ...............       3
  338.07 - 516.39     845.16 -            ...............       5
  239.05 - 338.06     597.62 - 845.15     ...............       7
  163.30 - 239.04     408.25 - 597.61     816.50 -             10
  115.48 - 163.29     288.68 - 408.24     577.36 - 816.49      15
   81.65 - 115.47     204.13 - 288.67     408.25 - 577.35      20
   51.64 -  81.64     129.10 - 204.12     258.20 - 408.24      30
   33.81 -  51.63      84.52 - 129.09     169.04 - 258.19      50
   23.91 -  33.80      59.77 -  84.51     119.53 - 169.03      70
   16.33 -  23.90      40.83 -  59.76      81.65 - 119.52     100
   11.55 -  16.32      28.87 -  40.82      57.74 -  81.64     150
    8.17 -  11.54      20.42 -  28.86      40.83 -  57.73     200
    5.17 -   8.16      12.91 -  20.41      25.82 -  40.82     300
         -   5.16       8.46 -  12.90      16.91 -  25.81     500
  ...............       5.98 -   8.45      11.96 -  16.90     700
  ...............            -   5.97       8.17 -  11.95    1000
  ...............     ...............       5.78 -   8.16    1500
  ...............     ...............            -   5.77    2000

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Leonard Azar, 309 Oxford Street, Brookings, OR 97415 -- (541) 469-2429 -- e-mail