ETF Shark Alerts With James Rev Shark DePorre

Your Recent Quotes

ETF Shark Alerts portfolio is a model portfolio of stocks chosen by the author in accordance with his stated investment strategy. Your actual results may differ from results reported for the model portfolio for many reasons, including, without limitation: (i) performance results for the model portfolio do not account for the impact, if any, of certain market factors, such as lack of liquidity, that may affect your results; (ii) the price of ETFs chosen for the model portfolio may change in a short period of time, and although the "purchase" or "sale" of an ETF in the model portfolio will not be effected in the model portfolio until confirmation that the email alert has been sent to all subscribers, delivery delays and other factors may cause the price you obtain to differ substantially from the price at the time the alert was sent; and (iii) the prices of ETFs in the model portfolio at the point in time you begin subscribing to ETF Shark Alerts may be higher than such prices at the time such ETFs were chosen for inclusion in the model portfolio. Past results are not necessarily indicative of future performance.



ETF Shark Alerts - Open Positions
Print This Page
View Closed Positions | View Trades
Company Name* Current Quote Initial Purchase Date** Type of Allocation # Shares Cost Basis per Share Current Value $ Gain/Loss % Gain/Loss
Cash $148,471.33
*Click company name for extended quote.
**Refers to the earliest trade date if stock contains more than one open position.
ETF Shark Alerts - Performance
 
Original Cost $150,000.00 Performance results listed here reflect values of stocks as of the close of the most recently completed trading day, and take into account dividends paid, interest earned in the cash in the model portfolio (using the average money market rate compounded daily), and a model commission rate of $8.00 per trade. Results are updated overnight (other than interest earned, which is updated monthly) and posted prior to the market open the following business day. The YTD Return figures reflect changes since the first trading day of the current year. The Total Average Return figures reflect changes since the model portfolio's inception 3/15/2007.
Current Value $148,471.33
Total Average Return -1.02%
2009 YTD Return -7.6%
S&P 500 Index
  Portfolio Inception Open Level Current Level % Gain/Loss Since Portfolio Inception 2009 YTD Return
S&P 500 3/15/07 1386.95 1095.63 -21% 20.37%