Galt Stock Research What is Holding You Down?

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Model Portfolio
  Buy, Sell, Hold

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Own 10 stocks for Long-Term Gains,

Sell covered calls for Income

Portfolio performance:  Starting with $100,000

Trade Details

Past Results Home Page

Rules:
Each position is approx. 1/10 of open portfolio cost basis & cash when bought
Commissions are not included.
Covered Call income is reflected on stock if called away or sold.
Numbered stocks (#1,#2, etc) are still held in our portfolio.  They will be identified when sold.

As of December 31, 2009

Stock Shares Purch Cost Market  Value  Incm  Gain/Loss
 UPL 200 51.00 10200.00 49.86 9972.00 742.00 514.00
 #1 1300 7.50 9750.00 5.82 7566.00 2210.00 26.00
 STP 700 14.80 10360.00 16.35 11445.00  sold 1085.00
 #2 400 26.00 10400.00 25.88 10352.00 760.00 712.00
 #3 200 43.50 8700.00 37.61 7522.00 400.00 778.00
 BHI 200 42.75 8550.00 40.48 8096.00 490.00 36.00
 #4 300 28.59 8577.00 27.25 8175.00 270.00 132.00
 GME 400 25.36 10144.00 21.94 8776.00 440.00 928.00
 ATI 300 35.25 10575.00 44.77 13431.00 750.00 675.00
 #5 300 32.66 9798.00 34.53 10359.00 300.00 861.00
 #6 600 17.38 10428.00 16.63 9978.00 660.00 210.00
 Total Cash: 10985.00
 Income: 7022.00
 Securities: 91296.00
 Portfolio Value: 102281.00
 Total Gain/Loss 2281.00
 Since Oct. 7, 2009 2281.00

We offer a managed investment partnership that follows the Buy, Sell, Hold Service recommendations and discipline at no cost to you.  We only make money if we make you money!  Read More or contact john@galtstock.com for information.


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