WORST FIFTEEN YEARS SINCE 1901 BY POINTS DJIA Points % Year Close Change Change BEST FIFTEEN YEARS SINCE 1901 BY % DJIA Points % Year Close Change Change WORST FIFTEEN YEARS SINCE 1901 B
Trang 1WORST FIFTEEN YEARS SINCE 1901 BY POINTS
DJIA Points % Year Close Change Change
BEST FIFTEEN YEARS SINCE 1901 BY %
DJIA Points % Year Close Change Change
WORST FIFTEEN YEARS SINCE 1901 BY %
DJIA Points % Year Close Change Change
BEST TEN YEARS SINCE 1971 BY POINTS
NASDAQ Points % Year Close Change Change
WORST TEN YEARS SINCE 1971 BY POINTS
NASDAQ Points % Year Close Change Change
BEST TEN YEARS SINCE 1971 BY %
NASDAQ Points % Year Close Change Change
WORST TEN YEARS SINCE 1971 BY %
NASDAQ Points % Year Close Change Change
DOW SINCE 1901 BY POINTS AND PERCENT
BEST FIFTEEN YEARS SINCE 1901 BY POINTS
DJIA Points % Year Close Change Change
NASDAQ SINCE 1971 BY POINTS AND PERCENT
Based on NASDAQ composite, prior to February 5, 1971, based on National Quotation Bureau indices
Trang 2STRATEGY
PLANNING
SECTION
CONTENTS
162 Portfolio At Start Of 2005
164 Additional Purchases
167 Short-Term Transactions
173 Long-Term Transactions
177 Interest/Dividends Received During 2005/Brokerage Account Data 2005
178 Portfolio At End Of 2005
180 Weekly Portfolio Price Record 2005 (First Half)
182 Weekly Portfolio Price Record 2005 (Second Half)
184 Weekly Indicator Data 2005
186 Monthly Indicator Data 2005
187 If You Don’t Profit From Your Investment Mistakes
Someone Else Will/Performance Record Of Recommendations
188 IRA: Most Awesome Investment Incentive Ever Devised
189 Top One Hundred-Forty Exchange Traded Funds
190 G.M Loeb’s “Battle Plan” For Investment Survival
191 G.M Loeb’s Investment Survival Checklist
192 Important Contacts
Trang 3PORTFOLIO AT START OF 2005
TOTAL COST DATE
ACQUIRED
NO OF
PAPER PROFITS
PAPER LOSSES
Trang 4TOTAL COST DATE
ACQUIRED
NO OF
PAPER PROFITS
PAPER LOSSES
PORTFOLIO AT START OF 2005
Trang 5ADDITIONAL PURCHASES
TOTAL COST DATE
ACQUIRED
NO OF
REASON FOR PURCHASE PRIME OBJECTIVE, ETC.
Trang 6ADDITIONAL PURCHASES
TOTAL COST DATE
ACQUIRED
NO OF
REASON FOR PURCHASE PRIME OBJECTIVE, ETC.
Trang 7ADDITIONAL PURCHASES
TOTAL COST DATE
ACQUIRED
NO OF
REASON FOR PURCHASE PRIME OBJECTIVE, ETC.
Trang 8SHORT–TERM TRANSACTIONS
SALE PRICE
Pages 167–176 can accompany next year’s income tax return (Schedule D) last minute pressures
Trang 9SHORT–TERM TRANSACTIONS (continued)
SALE PRICE
Trang 10SHORT–TERM TRANSACTIONS (continued)
SALE PRICE
Trang 11SHORT–TERM TRANSACTIONS (continued)
SALE PRICE
Trang 12SHORT–TERM TRANSACTIONS (continued)
SALE PRICE
Trang 13SHORT–TERM TRANSACTIONS (continued)
SALE PRICE
Trang 14LONG–TERM TRANSACTIONS
SALE PRICE
Pages 167–176 can accompany next Enter transactions as completed to avoid last minute pressures
Trang 15LONG–TERM TRANSACTIONS (continued)
SALE PRICE
Trang 16LONG–TERM TRANSACTIONS (continued)
SALE PRICE
Trang 17LONG–TERM TRANSACTIONS (continued)
SALE PRICE
Trang 18JAN
FEB
MAR
APR
MAY
JUN
JUL
AUG
SEP
OCT
NOV
DEC
MARGIN INTEREST
TRANSFER TAXES
CAPITAL ADDED
CAPITAL WITHDRAWN
INTEREST/DIVIDENDS RECEIVED DURING 2005
FIRST QUARTER
SECOND QUARTER
THIRD QUARTER
FOURTH QUARTER
BROKERAGE ACCOUNT DATA 2005
Trang 19PORTFOLIO AT END OF 2005
TOTAL COST DATE
ACQUIRED
NO OF
PAPER PROFITS
PAPER LOSSES
Trang 20PORTFOLIO AT END OF 2005
TOTAL COST DATE
ACQUIRED
NO OF
PAPER PROFITS
PAPER LOSSES