Portfolio Performance
 Core Portfolio
2014 - 2017
2009 - 2014
 $5K Portfolio
2014 - 2017
2009 - 2014
2001 - 2005
 Short Term Play
2014 - 2016
2012 - 2013
2010
2009
2008
 Portfolio from $5k to $1mil
Our Team in 2007 SLO

$5K Portfolio Trade Records
(07/31/2001-07/31/2005)

Tick bDate Shares bPrice BuyAmount sDate sPrice Sell Amount G/L*
CCK07-31-20011500 $3.20 +$4,800.0002-08-2002 $5.30 +$7,940.51 +$3,140.51
CCK08-09-2001100 $3.68 +$377.9902-08-2002 $5.30 +$529.37 +$151.38
WDC03-19-20021400 $6.09 +$8,535.9906-04-2003 $12.49 +$17,474.19 +$8,938.20
WDC06-06-20031450 $11.93 +$17,309.4907-02-2003 $12.58 +$18,229.15 +$919.66
SWKS07-08-20032000 $8.23 +$16,470.9907-08-2003 $8.87 +$17,735.76 +$1,264.77
NOK07-21-20031350 $14.54 +$19,639.9908-19-2003 $15.75 +$21,250.51 +$1,610.52
WDC08-21-20032150 $9.77 +$21,016.4908-28-2003 $11.26 +$24,196.87 +$3,180.38
PFE08-29-2003800 $29.81 +$23,858.9909-12-2003 $31.93 +$25,532.11 +$1,673.12
UTSI09-18-2003720 $35.74 +$25,743.7911-25-2003 $37.00 +$26,627.95 +$884.16
MU11-25-20032070 $13.05 +$27,024.4912-30-2003 $13.78 +$28,522.55 +$1,498.06
DAL12-30-20032400 $11.87 +$28,498.9901-05-2004 $12.02 +$28,835.65 +$336.66
IIJIE01-05-20045500 $5.12 +$28,170.9901-06-2004 $5.11 +$28,093.98 -$77.01
DAL01-12-20042200 $12.55 +$27,602.9901-14-2004 $12.72 +$27,971.70 +$368.71
AMD01-16-20041700 $16.94 +$28,808.9911-11-2004 $17.55 +$29,826.03 +$1,017.04
LTON07-28-20041200 $10.58 +$12,706.9908-05-2004 $9.50 +$11,388.74 -$1,318.25
BRCD08-13-20042400 $4.77 +$11,458.9908-16-2004 $4.98 +$11,940.74 +$481.75
LTON08-19-20041700 $7.10 +$12,074.4908-23-2004 $7.37 +$12,517.71 +$443.22
UTSI09-19-2004940 $13.41 +$12,616.3909-27-2004 $16.20 +$15,219.33 +$2,602.94
DFIB09-27-20048000 $1.88 +$15,050.9910-01-2004 $1.94 +$15,508.67 +$457.68
CHKP10-01-2004900 $17.43 +$15,697.0910-04-2004 $18.87 +$16,971.63 +$1,274.54
ESST10-11-20042450 $6.86 +$16,817.9910-21-2004 $8.12 +$19,882.54 +$3,064.55
ONNN10-21-20046000 $3.35 +$20,110.9511-11-2004 $3.77 +$22,612.37 +$2,501.42
LEXR11-12-20044000 $7.55 +$30,210.9901-03-2005 $7.45 +$29,789.78 -$421.21
ARTX11-12-200410000 $1.77 +$17,710.9911-29-2004 $1.80 +$17,988.59 +$277.60
ATML11-12-20041400 $3.21 +$4,504.9911-26-2004 $3.67 +$5,126.89 +$621.90
IMOS11-29-20043800 $6.06 +$23,032.9812-13-2004 $6.80 +$25,828.40 +$2,795.42
SSTI12-13-20043650 $7.16 +$26,144.9907-31-2005 $4.72 +$17,228.00 -$8,916.99
IMOS01-27-20053600 $4.86 +$17,507.9902-15-2005 $5.72 +$20,580.31 +$3,072.32
AMD02-15-20051680 $18.25 +$30,669.0507-31-2005 $20.09 +$33,751.20 +$3,082.15
Total G/L +$34,925.20

Notes:

1 Initial Account balance was $5,275.00 on July 31 2001 and added $12,843.49 at the end of July 2004.
2 Total Closed Trades:29. Wins: 25; Loses:4 (+86.00% win)

* This is a real cash account and all G/L are real and all commissions are already deducted.


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