- Jan 23, 2002
- 2,206
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2006 was a VERY good year for both US and foreign stocks. What will 2007 bring? Any opinions and predictions welcomed.
Azurik's Portfolio (60% US/40% Foreign)
Whacky Buys: Very unorthodox of me to buy OTC's, but I bought 10k worth of BDYT @ $2.12 on 1/11. It's $2.23 right now. Sold at $2.51 as of 8/31. Last year's whacky buy was FRPT @ $6.25. Sold at $21.50.
Current Whacky Buy: I believe that E*Trades (ETFC) bad news is over exagerrated. I bought $20,000 worth of shares yesterday @ $3.75 and another $5,000 worth of shares @ $4.10 today.
January 2007 YTD:
DJIA = 12653 / 1.5 %
Nasdaq = 2475 / 2.5 %
S&P 500 = 1448 / 2.1 %
Russell 2000 = 809 / 2.8 %
Azurik's Retirement = 2.5%
Azurik's Non-Retirement = 5.19%
February 2007 YTD:
DJIA = 12647 / (-2.8%)
Nasdaq = 2515 / (-2.0%)
S&P 500 = 1451 / (-2.2%)
Russell 2000 = 827 / (-1.6%)
Azurik's Retirement = (-0.4%)
Azurik's Non-Retirement = 5.66%
March 2007 YTD:
DJIA = 12354 / (-0.9%)
Nasdaq = 2422 / 0.3%
S&P 500 = 1421 / 0.2%
Russell 2000 = 801 1.7%
Azurik's Retirement = 3.1%
Azurik's Non-Retirement = 17.92%
April 2007 YTD:
DJIA =
Nasdaq =
S&P 500 =
Azurik's Retirement = 9.5%
Azurik's Non-Retirement = 19.5%
May 2007 YTD:
DJIA = 13,557 / 8.8%
Nasdaq = 2,558 / 5.9%
S&P 500 = 1,523 / 7.4%
Azurik's Retirement = 11%
Azurik's Non-Retirement = 19.9%
June 2007 YTD:
DJIA = 13,409 / 8.5%
Nasdaq = 2,603 / 5.8%
S&P 500 = 1,593 / 7.5%
Azurik's Retirement = 10.5%
Azurik's Non-Retirement = 19.7%
July 2007 YTD:
DJIA = 13,182 / 5.8%
Nasdaq = 2,511 / 4.0%
S&P 500 = 1,433 / 1.0%
Azurik's Retirement = 9.4%
Azurik's Non-Retirement = 23.2%
August 2007 YTD:
DJIA =
Nasdaq =
S&P 500 =
Azurik's Retirement = 8.5%
Azurik's Non-Retirement = 19.4%
September 2007 YTD:
DJIA = 13,896 / 11.5%
Nasdaq = 2,702 / 11.8%
S&P 500 = 1527 / 7.6%
Azurik's Retirement = 13.9%
Azurik's Non-Retirement = 21.2%
October 2007 YTD:
DJIA = 13,595 / 9.1%
Nasdaq = 2,810 / 16.4%
S&P 500 = 1,510 / 6.4%
Azurik's Retirement = 13.7%
Azurik's Non-Retirement = 21.3%
November 2007 YTD:
DJIA = 13,372 / 7.4%
Nasdaq = 2,661 / 10.3%
S&P 500 = 1,481 / 4.5%
Azurik's Retirement = 13.0%
Azurik's Non-Retirement = 29.8%
December 2007 YTD:
DJIA = 13,365 / 6.4%
Nasdaq = 2,674 / 9.8%
S&P 500 = 1,478 / 3.5%
Azurik's Retirement = 10.7%
Azurik's Non-Retirement = 23.1%
AZURIK'S DECEMBER REVIEW:
It was another year of gains for the stock market. The Nasdaq outperformed the S&P 500 by a wide margin while the Dow Jones sat in the middle of the two in terms of gains.
The stock market ended the last quarter of the year down, without much change from November through December. The credit crisis sell-off happened a couple times, but the markets rallied back to a decent level on all occasions.
2008 will be a focal point on whether or not the US economy is heading into a mild recession.
Azurik's Portfolio (60% US/40% Foreign)
Whacky Buys: Very unorthodox of me to buy OTC's, but I bought 10k worth of BDYT @ $2.12 on 1/11. It's $2.23 right now. Sold at $2.51 as of 8/31. Last year's whacky buy was FRPT @ $6.25. Sold at $21.50.
Current Whacky Buy: I believe that E*Trades (ETFC) bad news is over exagerrated. I bought $20,000 worth of shares yesterday @ $3.75 and another $5,000 worth of shares @ $4.10 today.
January 2007 YTD:
DJIA = 12653 / 1.5 %
Nasdaq = 2475 / 2.5 %
S&P 500 = 1448 / 2.1 %
Russell 2000 = 809 / 2.8 %
Azurik's Retirement = 2.5%
Azurik's Non-Retirement = 5.19%
February 2007 YTD:
DJIA = 12647 / (-2.8%)
Nasdaq = 2515 / (-2.0%)
S&P 500 = 1451 / (-2.2%)
Russell 2000 = 827 / (-1.6%)
Azurik's Retirement = (-0.4%)
Azurik's Non-Retirement = 5.66%
March 2007 YTD:
DJIA = 12354 / (-0.9%)
Nasdaq = 2422 / 0.3%
S&P 500 = 1421 / 0.2%
Russell 2000 = 801 1.7%
Azurik's Retirement = 3.1%
Azurik's Non-Retirement = 17.92%
April 2007 YTD:
DJIA =
Nasdaq =
S&P 500 =
Azurik's Retirement = 9.5%
Azurik's Non-Retirement = 19.5%
May 2007 YTD:
DJIA = 13,557 / 8.8%
Nasdaq = 2,558 / 5.9%
S&P 500 = 1,523 / 7.4%
Azurik's Retirement = 11%
Azurik's Non-Retirement = 19.9%
June 2007 YTD:
DJIA = 13,409 / 8.5%
Nasdaq = 2,603 / 5.8%
S&P 500 = 1,593 / 7.5%
Azurik's Retirement = 10.5%
Azurik's Non-Retirement = 19.7%
July 2007 YTD:
DJIA = 13,182 / 5.8%
Nasdaq = 2,511 / 4.0%
S&P 500 = 1,433 / 1.0%
Azurik's Retirement = 9.4%
Azurik's Non-Retirement = 23.2%
August 2007 YTD:
DJIA =
Nasdaq =
S&P 500 =
Azurik's Retirement = 8.5%
Azurik's Non-Retirement = 19.4%
September 2007 YTD:
DJIA = 13,896 / 11.5%
Nasdaq = 2,702 / 11.8%
S&P 500 = 1527 / 7.6%
Azurik's Retirement = 13.9%
Azurik's Non-Retirement = 21.2%
October 2007 YTD:
DJIA = 13,595 / 9.1%
Nasdaq = 2,810 / 16.4%
S&P 500 = 1,510 / 6.4%
Azurik's Retirement = 13.7%
Azurik's Non-Retirement = 21.3%
November 2007 YTD:
DJIA = 13,372 / 7.4%
Nasdaq = 2,661 / 10.3%
S&P 500 = 1,481 / 4.5%
Azurik's Retirement = 13.0%
Azurik's Non-Retirement = 29.8%
December 2007 YTD:
DJIA = 13,365 / 6.4%
Nasdaq = 2,674 / 9.8%
S&P 500 = 1,478 / 3.5%
Azurik's Retirement = 10.7%
Azurik's Non-Retirement = 23.1%
AZURIK'S DECEMBER REVIEW:
It was another year of gains for the stock market. The Nasdaq outperformed the S&P 500 by a wide margin while the Dow Jones sat in the middle of the two in terms of gains.
The stock market ended the last quarter of the year down, without much change from November through December. The credit crisis sell-off happened a couple times, but the markets rallied back to a decent level on all occasions.
2008 will be a focal point on whether or not the US economy is heading into a mild recession.