September 2010 Portfolio Review
September 2010 Portfolio Review
This month my portfolio went up by 14.4%.
| ………………………2010………………………………… | ||||||||
| Monthly Return History | May | Jun | Jul | Aug | Sept | Since May 27 | ||
| Total Return | -0.58 | -6.83 | 10.84 | -10.14 | 14.4 | 5.44 | ||
| S&P 500 TR | -1.23 | -5.23 | 7.01 | -4.51 | 8.92 | 4.17 | ||
| Morningstar Small Value | -1.45 | -8.07 | 7.52 | -7.06 | 10.53 | 0.67 | ||
Portfolio Stats
| My Portfolio | Relative to S&P 500 | |
| Price/Forward Earnings | 8.62 | 0.67 |
| Price/Book Ratio | 0.95 | 0.52 |
| Return on Assets (ROA) | 12.59% | 1.58 |
| Return on Equity (ROE) | 20.86% | 1.03 |
| Projected EPS Growth – 5 yr % | 11.80% | 1.21 |
| Yield % | 1.68% | 0.78 |
| Average Market Cap | 298 Mil | 0.01 |
My Holdings
| % of Assets | Holding Name | Industry | Market Value | Sept Total Return |
| 18.83% | VSE Corporation | Technical Services | $1,267.20 | 25.61% |
| 17.88% | International Shipholding | Water Transport | $1,203.50 | 20.02% |
| 16.85% | Excel Maritime Carriers | Water Transport | $1,134.02 | 11.95% |
| 16.80% | Alpha Pro Tech Ltd. | Medical Appliances | $1,130.50 | 4.58% |
| 15.71% | Ampco-Pittsburgh Corp. | Diversified Machinery | $1,057.34 | 15.55% |
| 13.94% | Noble Corporation | Oil & Gas Drilling | $938.56 | 8.58% |
Advertisement
Categories: Portfolio
great information
i find it realy useful
good site for information
Love the site. Cant wait to track it, want to see it in real action