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 on the purchase date of each month.

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Updates

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

2005 -- Jul 26 | Sep 19 | Nov 08 | Nov 25 | Dec 19

2006 -- Feb 28 | Mar 31 | Apr 28 | May 31 | Jun 30
2006 -- Jul 31 | Aug 31 | Sep 29 | Oct 31 | Nov 30 | Dec 27

2007 -- Jan 26 | Feb 27 | Mar 27 | Apr 27 | May 25 | Jun 27
2007 -- Jul 27 | Aug 27 | Sep 27 | Oct 26 | Nov 27 | Dec 27

2008 -- Jan 25 | Feb 27 | Mar 27 | Apr 25 | May 27 | Jun 27
2008 -- Jul 25 | Aug 27 | Sep 26 | Oct 27 | Nov 26 | Dec 26

2009 -- Jan 27 | Feb 27 | Mar 27 | Apr 27 | May 27 | Jun 26
2009 -- Jul 27 | Aug 27 | Sep 25 | Oct 27 | Nov 27 | Dec 15

2010 -- Jan 27 | Feb 26

Tranche 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