Buy And Hold account:

Name Sym Shares Value
Amazon.com AMZN 23.495 $766.41
Carnival Cruise Lines CCL 15.727 $752.85
Citigroup C 5.082 $235.04
Coca-Cola Company KO 17.378 $742.56
eBay EBAY 7.965 $253.21
General Electric GE 6.892 $246.04
Merck MRK 8.590 $286.91
SBC Communications SBC 20.460 $482.04
Target TGT 3.749 $175.90
Verizon VZ 6.932 $243.45
US Real Estate Index IYR 4.294 $502.96
S&P Smallcap 600/BARRA Growth Index IJT 2.345 $232.01
Vanguard Total Stock Market-Vipers VTI 2.139 $237.94
Buy And Hold account Total $5,157.33

Buy And Hold Roth IRA account:

Name Sym Shares Value
IShares DJ Select Dividend Index DVY 8.209 $483.35
IShares MSCI Emerging Markets Index EEM 2.389 $468.84
US Real Estate Index IYR 8.896 $1,041.99
US Energy Sector Index IYE 6.455 $451.79
Pengrowth Energy Trust A PGH 12.216 $246.76
Primewest Energy PWI 10.361 $241.41
Buy And Hold Roth IRA account Total $2,934.14

Posted by Rob in Portfolio on April 28th, 2005 |