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Date this Page Was Last Updated: 08/27/08 Your Personal Portfolio is a personalized stock and mutual fund newsletter primarily designed for the long term investor The S&P 500 after rebounding from its lows has drifted lower and is now down 12% for 2008. The market continued its drop until it tested support at the 1200 level. It rebounded sharply upward, however to sustain the current rally it needed to move strongly through resistance at the 1275 level which it did briefly but now has fallen below that level. There continues to be credit issues for the banking industry and investment companies which has negatively impacted the global economy. Furthermore, commodities continue to rise though last week there was again a significant pull back for all commodities including oil. Inflation remains a concern because the price of commodities remains high. For the week, the S&P 500 finished at 1271, and the yield of the 10-year U.S. Treasury dropped to 3.78%.
As of 27 August 2008 PIRRSPICKS stocks Up .8% S&P 500 down 12% 2007 results: PIRRSPICKS stocks up 4.5%, S&P 500 up 3.5% 2006 results: PIRRSPICKS stocks Up 9.9% S&P 500 up 13.3% 2005 results: PIRRSPICKS stocks Up 7.1% S&P 500 up 3% 2004 Results: PIRRSPICKS Stocks up 17.2% (the S&P500 was up 9%). PIRRSNL Select funds down 13.1%. Select Funds up 7.7% in 2007 (US Stock funds up 6.6%) Select Funds up 14.9% in 2006(US Stock funds up 13%). Select Funds up 7.9% in 2005 (US Stock funds up 7.3%). Select Funds up 11.7% in 2004 (US Stock funds up 11%).
Our MissionTo provide effective but low cost investment advice to the small, long term investor. To increase our subscriber's wealth while limiting their risk.
About the Personal Investors Research and Reporting Service News Letter (PIRRSNL)In business since 1993, the PIRRSNL has guided subscribers/investors to gains that have consistently beat the market averages. PIRRSNL produces Your Personal Portfolio a newsletter that is specifically tailored to each subscriber's stock and/or fund holdings. Stock recommendations are based on analysis of a company's past earnings history, current earnings growth prospects and long term growth prospects. While dividends do not have to paid it is an important factor when considering a stock. If a dividend is paid there should be a history of dividend growth. Closely related to strong earnings and dividend growth is the relationship between earnings growth and Price to Earnings (PE) ratios. A wide variety of sources (e.g. Value Line, Standard & Poors, internet investment research sources (such as AOL's Personal Finance section and Yahoo's Finance section) are used to obtain data on stocks. PIRRSNL's fund analysis primarily considers how a fund performs versus the other funds in its Group/Category (i.e. Growth, Aggressive Growth, Growth & Income, Income, Balanced, etc.). Recommended funds are selected because they have performed as well as or better than the average fund in their Group/Category. PIRRSNL uses Morningstar and internet investment research sources to develop its fund data base.
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Houlgate Portfolio Performance as of 25 July 2008 |
