Buy And Hold account:

Name Sym Shares Value
Amazon.com AMZN 23.495 $731.40
Carnival Cruise Lines CCL 15.727 $739.17
Citigroup C 5.082 $238.96
Coca-Cola Company KO 17.378 $743.60
eBay EBAY 7.965 $248.75
General Electric GE 6.892 $250.66
General Motors GM 6.888 $182.95
Merck MRK 8.590 $287.42
SBC Communications SBC 20.460 $481.42
Verizon VZ 6.932 $241.51
US Real Estate Index IYR 4.294 $503.56
S&P Smallcap 600/BARRA Growth Index IJT 2.345 $236.82
Vanguard Total Stock Market-Vipers VTI 2.139 $240.42
Buy And Hold account Total $5,126.64

Buy And Hold Roth IRA account:

Name Sym Shares Value
IShares DJ Select Dividend Index DVY 8.209 $486.88
IShares MSCI Emerging Markets Index EEM 2.389 $477.78
US Real Estate Index IYR 8.896 $1,043.23
US Energy Sector Index IYE 6.455 $466.37
Pengrowth Energy Trust A PGH 12.216 $251.04
Primewest Energy PWI 10.361 $247.21
Buy And Hold Roth IRA account Total $2,972.51

Posted by Rob in Portfolio on April 27th, 2005 | No Comments