Home The Perfect Porfolio High Risk Portfolio Research Reports Newsletter Contact Information

Carter's Quotes
Enter Symbol(s)

 
 

Home


The Perfect
Portfolio


 Research Reports 

Most Recent:

Aegon NV (AEG)
Polyone Corp (POL)
Hartmarx (HMX)
Energy East (EAS)
Carrier Access (CACS)
 

 


Stock Market Updates


Newsletter


Contact Information 


     

 

 

Wall Street Wiz Kid

   
 

   

Name (Ticker) Long or Short Buy Price Date Bought (Shorted) Target Sell Price Last Closing Price I updated
Advanced Micro Devices (AMD) L $6.53 2/15/08 $13.24 $6.38
Apple (AAPL) S ($132.00) 1/29/08 $104.89 $126.61
Ceradyne (CRDN) L $44.21 1/28/08 $64.30 $28.31
Blue Coat Systems (BCSI) L $21.45 3/14/08 $28.74 $21.45
Barrick Gold (ABX) L $48.10 2/12/08 $59.20 $53.24
Ameron (AMN) L $97.64 2/11/08 $118.90 $110.96
Multi-Fineline Electronix (MFLX) L $13.15 1/29/08 $21.68 $22.69
Iomega (IOM) L $2.81 2/8/08 $3.96 $3.26
Mosaic (MOS) L $95.23 2/8/08 $122.00 $107.23

 

Welcome to the Wall Street Wiz Kid Web Site, run by and operated by Carter Greenbaum. I am a High School Junior choosing worthwhile investments in the short and long term market. This website is divided into several parts. First, this website exhibits my "long-term" stock picks. The stocks which comprise the "Perfect Portfolio" are long term and relatively safe investments. My other portfolio deals with the short term market. Although this portfolio returns significantly more than the "Perfect Portfolio," it is significantly more risky. These investments are short term swing trades. Below are ten select stocks from the Wall Street Wiz Kid's "Perfect Portfolio" Recommendations with action dates, targets and actual pricing.

Name (Ticker) Buy Price Date Bought Target Sell Price Last Closing Price I updated
Imclone (IMCL) $35.56 7/2/2007 $49.54 $46.81
Aerocentury (ACY) $16.23 7/3/2007 $21.35 $16.10
Ultrapar Holdings (UGP) $21.97 1/3/2007 $27.00 $40.80
Acordia  (ACOR) $6.10 7/1/2007 $10.10 $20.53
Hertz Rentals (HTZ) $17.35 1/4/2007 $24.12 $23.22
Amerisafe (AMSF) $15.49 1/5/2007 $17.95 $16.75
Endurance Holdings (ENH) $35.12 1/17/2007 $39.15 $40.52
Hansen Medical (HNSN) $11.95 1/3/2007 $18.90 $36.49
Mitsubishi Financial (MTU) 12.21 1/29/2007 $15.21 $12.05

   *Watch List: This means this stock has not been bought, but a target buy price has been set   

BIG 2007 Winners:

1) Hansen Medical: Up 205.26%
2) Ultrapar Holdings (UGP) Up 85.71%
3) Hertz Rentals Up 33.83%

 

BIG 2006 Winners:
1) Yak Communications: Up 62.5%
2) Altiris:
Up 51%
3) DirecTV: Up 47%
4) Landec:
Up 44.9%
 

2006 Profit for the Perfect Portfolio is 284%

2007 YTD Profit from the Perfect Portfolio is N/A

Month-to-Date Profit for the Perfect Portfolio is N/A

Month-to-Date Profit for the High Risk Portfolio is N/A

    I also write research reports on all long term investments in the "Perfect Portfolio." For investments in the riskier and more lucrative portfolio of swing trades I only include up to a one paragraph reason for the transaction.  Both portfolios include target prices, stop orders and how long you should hold onto a security. However, I often change these prices. You can receive Stock Market Updates, which include when I buy, sell or change the target prices. I also send out a newsletter once a month on the latest market information.

Keep in mind, my investment portfolios should not be construed as investment advice. These portfolios are MOCK portfolios. This is an informational and possibly educational website, and nothing else.

Please Read the Terms of Use and Privacy Policy before exploring this site further

 

 

 

web tracker