Portfolio Performance

1
Portfolio Performance

• April 8 April 14

2
Portfolio Overview

• Cash 43,498.19
• Portfolio is currently worth 322,524.10
• Weekly Gain/Loss () -8,598.07
• Weekly Gain/Loss () -2.6
• SP500 Weekly Gain/Loss () -3.2
• Return for the academic year (9/30 Present)
• BCIC -6.3
• SP 500 -13.0
• We have 36 positions
• 10 of 36 were up on the week

3
Current Holdings

• Basic Materials (4) - DO, UPL, XOM, XTO
• Conglomerates (1) - GE
• Consumer Goods (4) - FMX, HOG, STZ, IGT
• Financial (7) - BAC, EQY, GS, HGT, IBKR, JPM, WB
• Healthcare (2) - GILD, WYE
• Industrial (3) - HW, KBH, USG
• Services (6) - BBBY, CAKE, GME, IHP, KMX, RGS
• Technology (9) - AAPL, ADP, AMT, CHL, DLB, MSFT,
  NTAP, VRSN, WAT

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Best Worst Performers

• Best Performing
• DO 6.4
• FMX 6.4
• UPL 5.5

• Worst Performing
• KBH -16.5
• GE -14.8
• HOG -10.1

5
Performance vs. Benchmark
6
Recent Trades