Pupule portfolio

A few more additions to the faux portfolio.

AAPL | in at 180.05 (6 shares) | 10% of position | 1/4/08
AAPL | in at 177.64 (11 shares) | 20% of position | 1/7/08

AAPL | in at 171.25 (18 shares) | 30% of position | 1/8/08
AAPL | in at 179.40 (22 shares) | 40% of position | 1/9/08

AMZN | in at 84.26 (12 shares) | 10% of position | 1/11/08

AMZN | in at 81.08 (25 shares) | 20% of position | 1/11/08
AMZN | in at 82.87 (36 shares) | 30% of position | 1/14/08
AMZN | in at 79.76 (50 shares) | 40% of position | 1/18/08

BIDU | in at 361.00 (3 shares) | 10% of position | 1/4/08
BIDU | in at 344.31 (6 shares) | 20% of position | 1/7/08

BIDU | in at 345.21 (9 shares) | 30% of position | 1/8/08

BIDU | in at 344.10 (12 shares) | 40% of position | 1/9/08

CEO | in 167.22 (60 shares) | 100% of position | 12/24/07



CHL | in at 84.65 (12 shares) | 10% of position | 1/2/08

CHL | in at 85.44 (23 shares) | 20% of position | 1/3/08
CHL | in at 83.88 (36 shares) | 30% of position | 1/4/08

CHL | in at 85.22 (47 shares) | 40% of position | 1/7/08



CMG | in at 127.01 (8 shares) | 10% of position | 1/4/08

CMG | in at 123.98 (16 shares) | 20% of position | 1/7/08
CMG | in at 117.87 (25 shares) | 30% of position | 1/8/08

CMG | in at 118.58 (34 shares) | 40% of position | 1/9/08



EBAY | in at 32.49 (30 shares) | 10% of position | 1/2/08

EBAY | in at 32.84 (61 shares) | 20% of position | 1/3/08
EBAY | in at 31.30 (96 shares) | 30% of position | 1/4/08

EBAY | in at 30.44 (131 shares) 40% of position | 1/7/08



FLS | in at 90.50 (11 shares) | 10% of position | 1/7/08

FLS | in at 90.45 (22 shares) | 20% of position | 1/8/08

FLS | in at 90.38 (33 shares) | 30% of position | 1/9/08
FLS | in at 90.65 (44 shares) | 40% of position | 1/11/08

FMCN | in at 55.71 (18 shares) | 10% of position | 1/4/08

FMCN | in at 56.14 (36 shares) | 20% of position | 1/7/08

FMCN | in at 56.20 (54 shares) | 30% of position | 1/8/08

FMCN | in at 56.13 (71 shares) | 40% of position | 1/9/08


FSLR | in at 221.00 (5 shares) | 10% of position | 1/11/08

FSLR | in at 175.88 (11 shares) | 20% of position | 1/18/08

FWLT | in at 149.94 (7 shares) | 10% of position | 1/7/08

FWLT | in at 143.49 (14 shares) | 20% of position | 1/8/08
FWLT | in at 142.90 (21 shares) | 30% of position | 1/9/08
FWLT | in at 141.58 (28 shares) 40% of position | 1/11/08

GOOG | in at 657.00 (2 shares) | 10% of position | 1/4/08

GOOG | in at 649.25 (3 shares) | 20% of position | 1/7/08

GOOG | in at 631.68 (5 shares) | 30% of position | 1/8/08

GOOG | in at 653.20 (6 shares) | 40% of position | 1/9/08



GS | in 214.32 (47 shares) | 100% of position | 12/24/07

ISRG | in at 305.00 (3 shares) | 10% of position | 1/4/08
ISRG | in at 299.98 (7 shares) | 20% of position | 1/7/08
ISRG | in at 271.73 (11 shares) | 30% of position | 1/8/08
ISRG | out at 263.64 (21 shares) | net -467.45 (-7.8%)



LFC | in 80.70 (124 shares) | 100% of position | 12/24/07



LULU | in at 40.54 (25 shares) | 10% of position | 1/4/08

LULU | in at 38.45 (52 shares) | 20% of position | 1/7/08

LULU | in at 36.93 (81 shares) | 30% of position | 1/8/08
LULU | in at 34.00 (108 shares) | 40% of position | 1/9/08



MCD | in at 57.93 (17 shares) | 10% of position | 1/3/08
MCD | in at 57.05 (35 shares) | 20% of position | 1/4/08

MCD | in at 58.03 (52 shares) | 30% of position | 1/7/08

MCD | in at 57.08 (70 shares) | 40% of position | 1/8/08

MSFT | in at 34.38 (29 shares) | 10% of position | 1/4/08
MSFT | in at 34.61 (58 shares) | 20% of position | 1/7/08

MSFT | in at 33.45 (90 shares) | 30% of position | 1/8/08

MSFT | in at 34.44 (116 shares) | 40% of position | 1/9/08

NKE | in at 62.71 (16 shares) | 10% of position | 1/3/08

NKE | in at 61.74 (32 shares) | 20% of position | 1/4/08

NKE | in at 62.11 (48 shares) | 30% of position | 1/7/08

NKE | in at 61.83 (65 shares) | 40% of position | 1/8/08



NTDOY.PK | in at 67.00 (15 shares) | 10% of position | 1/8/08

NTDOY.PK | in at 68.44 (29 shares) | 20% of position | 1/9/08
NTDOY.PK | in at 69.29 (43 shares) | 30% of position | 1/10/08
NTDOY.PK | in at 68.75 (58 shares) | 40% of position | 1/11/08

POT | in at 122.78 (8 shares) | 10% of position | 1/18/08

PTR | in 181.72 (55 shares) | 100% of position | 12/24/07



RIMM | in at 103.35 (10 shares) | 10% of position | 1/4/08

RIMM | in at 99.83 (20 shares) | 20% of position | 1/7/08
RIMM | in at 96.44 (31 shares) | 30% of position | 1/8/08

RIMM | in at 98.55 (41 shares) | 40% of position | 1/9/08

STP | in at 66.81 (15 shares) | 10% of position | 1/11/08
STP | in at 70.22 (28 shares) | 20% of position | 1/14/08

STP | in at 56.96 (53 shares) | 30% of position | 1/18/08



VMW | in at 83.95 (12 shares) | 10% of position | 1/3/08

VMW | in at 80.49 (25 shares) | 20% of position | 1/4/08

VMW | in at 72.99 (41 shares) | 30% of position | 1/7/08

VMW | in at 74.50 (53 shares) | 40% of position | 1/8/08

The portfolio was up 1.3% today, but overall down 9.5% so far. Ouch.

Pupule portfolio

More additions to the faux portfolio.

AAPL | in at 180.05 (6 shares) | 10% of position | 1/4/08
AAPL | in at 177.64 (11 shares) | 20% of position | 1/7/08

AAPL | in at 171.25 (18 shares) | 30% of position | 1/8/08
AAPL | in at 179.40 (22 shares) | 40% of position | 1/9/08

AMZN | in at 84.26 (12 shares) | 10% of position | 1/11/08

AMZN | in at 81.08 (25 shares) | 20% of position | 1/11/08

BIDU | in at 361.00 (3 shares) | 10% of position | 1/4/08
BIDU | in at 344.31 (6 shares) | 20% of position | 1/7/08

BIDU | in at 345.21 (9 shares) | 30% of position | 1/8/08

BIDU | in at 344.10 (12 shares) | 40% of position | 1/9/08

CEO | in 167.22 (60 shares) | 100% of position | 12/24/07



CHL | in at 84.65 (12 shares) | 10% of position | 1/2/08

CHL | in at 85.44 (23 shares) | 20% of position | 1/3/08
CHL | in at 83.88 (36 shares) | 30% of position | 1/4/08

CHL | in at 85.22 (47 shares) | 40% of position | 1/7/08



CMG | in at 127.01 (8 shares) | 10% of position | 1/4/08

CMG | in at 123.98 (16 shares) | 20% of position | 1/7/08
CMG | in at 117.87 (25 shares) | 30% of position | 1/8/08

CMG | in at 118.58 (34 shares) | 40% of position | 1/9/08



EBAY | in at 32.49 (30 shares) | 10% of position | 1/2/08

EBAY | in at 32.84 (61 shares) | 20% of position | 1/3/08
EBAY | in at 31.30 (96 shares) | 30% of position | 1/4/08

EBAY | in at 30.44 (131 shares) 40% of position | 1/7/08



FLS | in at 90.50 (11 shares) | 10% of position | 1/7/08

FLS | in at 90.45 (22 shares) | 20% of position | 1/8/08

FLS | in at 90.38 (33 shares) | 30% of position | 1/9/08
FLS | in at 90.65 (44 shares) | 40% of position | 1/11/08

FMCN | in at 55.71 (18 shares) | 10% of position | 1/4/08

FMCN | in at 56.14 (36 shares) | 20% of position | 1/7/08

FMCN | in at 56.20 (54 shares) | 30% of position | 1/8/08

FMCN | in at 56.13 (71 shares) | 40% of position | 1/9/08


FSLR | in at 221.00 (5 shares) | 10% of position | 1/11/08

FWLT | in at 149.94 (7 shares) | 10% of position | 1/7/08

FWLT | in at 143.49 (14 shares) | 20% of position | 1/8/08
FWLT | in at 142.90 (21 shares) | 30% of position | 1/9/08
FWLT | in at 141.58 (28 shares) 40% of position | 1/11/08

GOOG | in at 657.00 (2 shares) | 10% of position | 1/4/08

GOOG | in at 649.25 (3 shares) | 20% of position | 1/7/08

GOOG | in at 631.68 (5 shares) | 30% of position | 1/8/08

GOOG | in at 653.20 (6 shares) | 40% of position | 1/9/08



GS | in 214.32 (47 shares) | 100% of position | 12/24/07

ISRG | in at 305.00 (3 shares) | 10% of position | 1/4/08
ISRG | in at 299.98 (7 shares) | 20% of position | 1/7/08
ISRG | in at 271.73 (11 shares) | 30% of position | 1/8/08
ISRG | out at 263.64 (21 shares) | net -467.45 (-7.8%)



LFC | in 80.70 (124 shares) | 100% of position | 12/24/07



LULU | in at 40.54 (25 shares) | 10% of position | 1/4/08

LULU | in at 38.45 (52 shares) | 20% of position | 1/7/08

LULU | in at 36.93 (81 shares) | 30% of position | 1/8/08
LULU | in at 34.00 (108 shares) | 40% of position | 1/9/08



MCD | in at 57.93 (17 shares) | 10% of position | 1/3/08
MCD | in at 57.05 (35 shares) | 20% of position | 1/4/08

MCD | in at 58.03 (52 shares) | 30% of position | 1/7/08

MCD | in at 57.08 (70 shares) | 40% of position | 1/8/08

MSFT | in at 34.38 (29 shares) | 10% of position | 1/4/08
MSFT | in at 34.61 (58 shares) | 20% of position | 1/7/08

MSFT | in at 33.45 (90 shares) | 30% of position | 1/8/08

MSFT | in at 34.44 (116 shares) | 40% of position | 1/9/08

NKE | in at 62.71 (16 shares) | 10% of position | 1/3/08

NKE | in at 61.74 (32 shares) | 20% of position | 1/4/08

NKE | in at 62.11 (48 shares) | 30% of position | 1/7/08

NKE | in at 61.83 (65 shares) | 40% of position | 1/8/08



NTDOY.PK | in at 67.00 (15 shares) | 10% of position | 1/8/08

NTDOY.PK | in at 68.44 (29 shares) | 20% of position | 1/9/08
NTDOY.PK | in at 69.29 (43 shares) | 30% of position | 1/10/08
NTDOY.PK | in at 68.75 (58 shares) | 40% of position | 1/11/08



PTR | in 181.72 (55 shares) | 100% of position | 12/24/07



RIMM | in at 103.35 (10 shares) | 10% of position | 1/4/08

RIMM | in at 99.83 (20 shares) | 20% of position | 1/7/08
RIMM | in at 96.44 (31 shares) | 30% of position | 1/8/08

RIMM | in at 98.55 (41 shares) | 40% of position | 1/9/08

STP | in at 66.81 (15 shares) | 10% of position | 1/11/08



VMW | in at 83.95 (12 shares) | 10% of position | 1/3/08

VMW | in at 80.49 (25 shares) | 20% of position | 1/4/08

VMW | in at 72.99 (41 shares) | 30% of position | 1/7/08

VMW | in at 74.50 (53 shares) | 40% of position | 1/8/08

Pupule portfolio

Is this commercial real estate issue a real problem or is CNBC just looking for more crap to scare the market with? I don't trust media in general, and for good reason. It's always about filling space in the headlines, filling a certain unwritten "quota" of bad news, day in and day out.

Screw the media. I want real answers, not stupidass gibberish about supposed commercial real estate issues. And if that's a problem, what in the hell does it have to do with Apple's bottom line?

Same deal with this problem with the Iranians and our Navy. Media jumps all over it like it's the catalyst for WWIII, but leave it to Ben Stein to set it straight: It was a few idiots on a speedboat trying to stir up crap. Ignoring them was the best response. Stein is right. That's no reason to get involved in yet another war. You wouldn't waste time with the schizophrenic fool sitting on a curb. Why waste time with a few in a speedboat? The media thinks that it has a responsibility to blow everything up to epic proportions. Bastards.

Anyway, this may have been the bulk of the bottom — today's early dip, that is. If not, so be it. Here's what I've added to the faux Pupule portfolio.

AAPL | in at 180.05 (6 shares) | 10% of position | 1/4/08
AAPL | in at 177.64 (11 shares) | 20% of position | 1/7/08
AAPL | in at 171.25 (18 shares) | 30% of position | 1/8/08
AAPL | in at 179.40 (22 shares) | 40% of position | 1/9/08

BIDU | in at 361.00 (3 shares) | 10% of position | 1/4/08
BIDU | in at 344.31 (6 shares) | 20% of position | 1/7/08
BIDU | in at 345.21 (9 shares) | 30% of position | 1/8/08
BIDU | in at 344.10 (12 shares) | 40% of position | 1/9/08

CEO | in 167.22 (60 shares) | 100% of position | 12/24/07



CHL | in at 84.65 (12 shares) | 10% of position | 1/2/08
CHL | in at 85.44 (23 shares) | 20% of position | 1/3/08

CHL | in at 83.88 (36 shares) | 30% of position | 1/4/08
CHL | in at 85.22 (47 shares) | 40% of position | 1/7/08



CMG | in at 127.01 (8 shares) | 10% of position | 1/4/08
CMG | in at 123.98 (16 shares) | 20% of position | 1/7/08
CMG | in at 117.87 (25 shares) | 30% of position | 1/8/08
CMG | in at 118.58 (34 shares) | 40% of position | 1/9/08

EBAY | in at 32.49 (30 shares) | 10% of position | 1/2/08

EBAY | in at 32.84 (61 shares) | 20% of position | 1/3/08

EBAY | in at 31.30 (96 shares) | 30% of position | 1/4/08
EBAY | in at 30.44 (131 shares) 40% of position | 1/7/08

FLS | in at 90.50 (11 shares) | 10% of position | 1/7/08
FLS | in at 90.45 (22 shares) | 20% of position | 1/8/08
FLS | in at 90.38 (33 shares) | 30% of position | 1/9/08

FMCN | in at 55.71 (18 shares) | 10% of position | 1/4/08
FMCN | in at 56.14 (36 shares) | 20% of position | 1/7/08
FMCN | in at 56.20 (54 shares) | 30% of position | 1/8/08
FMCN | in at 56.13 (71 shares) | 40% of position | 1/9/08

FWLT | in at 149.94 (7 shares) | 10% of position | 1/7/08
FWLT | in at 143.49 (14 shares) | 20% of position | 1/8/08
FWLT | in at 142.90 (21 shares) | 30% of position | 1/9/08

GOOG | in at 657.00 (2 shares) | 10% of position | 1/4/08
GOOG | in at 649.25 (3 shares) | 20% of position | 1/7/08
GOOG | in at 631.68 (5 shares) | 30% of position | 1/8/08
GOOG | in at 653.20 (6 shares) | 40% of position | 1/9/08

GS | in 214.32 (47 shares) | 100% of position | 12/24/07

ISRG | in at 305.00 (3 shares) | 10% of position | 1/4/08
ISRG | in at 299.98 (7 shares) | 20% of position | 1/7/08
ISRG | in at 271.73 (11 shares) | 30% of position | 1/8/08
ISRG | out at 263.64 (21 shares) | net -467.45 (-7.8%)

LFC | in 80.70 (124 shares) | 100% of position | 12/24/07



LULU | in at 40.54 (25 shares) | 10% of position | 1/4/08
LULU | in at 38.45 (52 shares) | 20% of position | 1/7/08
LULU | in at 36.93 (81 shares) | 30% of position | 1/8/08


LULU | in at 34.00 (108 shares) | 40% of position | 1/9/08

MCD | in at 57.93 (17 shares) | 10% of position | 1/3/08

MCD | in at 57.05 (35 shares) | 20% of position | 1/4/08
MCD | in at 58.03 (52 shares) | 30% of position | 1/7/08
MCD | in at 57.08 (70 shares) | 40% of position | 1/8/08



MSFT | in at 34.38 (29 shares) | 10% of position | 1/4/08
MSFT | in at 34.61 (58 shares) | 20% of position | 1/7/08
MSFT | in at 33.45 (90 shares) | 30% of position | 1/8/08


MSFT | in at 34.44 (116 shares) | 40% of position | 1/9/08

NKE | in at 62.71 (16 shares) | 10% of position | 1/3/08

NKE | in at 61.74 (32 shares) | 20% of position | 1/4/08
NKE | in at 62.11 (48 shares) | 30% of position | 1/7/08
NKE | in at 61.83 (65 shares) | 40% of position | 1/8/08

NTDOY.PK | in at 67.00 (15 shares) | 10% of position | 1/8/08
NTDOY.PK | in at 68.44 (29 shares) | 20% of position | 1/9/08

PTR | in 181.72 (55 shares) | 100% of position | 12/24/07



RIMM | in at 103.35 (10 shares) | 10% of position | 1/4/08
RIMM | in at 99.83 (20 shares) | 20% of position | 1/7/08
RIMM | in at 96.44 (31 shares) | 30% of position | 1/8/08
RIMM | in at 98.55 (41 shares) | 40% of position | 1/9/08

VMW | in at 83.95 (12 shares) | 10% of position | 1/3/08
VMW | in at 80.49 (25 shares) | 20% of position | 1/4/08
VMW | in at 72.99 (41 shares) | 30% of position | 1/7/08
VMW | in at 74.50 (53 shares) | 40% of position | 1/8/08

Pupule portfolio

The market is beyond ridiculous now. Bear market? Or just a sharp correction? Whatever the case, here are more additions to the faux portfolio.

AAPL | in at 180.05 (6 shares) | 10% of position | 1/4/08

AAPL | in at 177.64 (11 shares) | 20% of position | 1/7/08

AAPL | in at 171.25 (18 shares) | 30% of position | 1/8/08

BIDU | in at 361.00 (3 shares) | 10% of position | 1/4/08
BIDU | in at 344.31 (6 shares) | 20% of position | 1/7/08

BIDU | in at 345.21 (9 shares) | 30% of position | 1/8/08

CEO | in 167.22 (60 shares) | 100% of position | 12/24/07



CHL | in at 84.65 (12 shares) | 10% of position | 1/2/08
CHL | in at 85.44 (23 shares) | 20% of position | 1/3/08

CHL | in at 83.88 (36 shares) | 30% of position | 1/4/08
CHL | in at 85.22 (47 shares) | 40% of position | 1/7/08



CMG | in at 127.01 (8 shares) | 10% of position | 1/4/08
CMG | in at 123.98 (16 shares) | 20% of position | 1/7/08

CMG | in at 117.87 (25 shares) | 30% of position | 1/8/08

EBAY | in at 32.49 (30 shares) | 10% of position | 1/2/08

EBAY | in at 32.84 (61 shares) | 20% of position | 1/3/08

EBAY | in at 31.30 (96 shares) | 30% of position | 1/4/08
EBAY | in at 30.44 (131 shares) 40% of position | 1/7/08

FLS | in at 90.50 (11 shares) | 10% of position | 1/7/08

FLS | in at 90.45 (22 shares) | 20% of position | 1/8/08

FMCN | in at 55.71 (18 shares) | 10% of position | 1/4/08
FMCN | in at 56.14 (36 shares) | 20% of position | 1/7/08

FMCN | in at 56.20 (54 shares) | 30% of position | 1/8/08

FWLT | in at 149.94 (7 shares) | 10% of position | 1/7/08

FWLT | in at 143.49 (14 shares) | 20% of position | 1/8/08





GOOG | in at 657.00 (2 shares) | 10% of position | 1/4/08
GOOG | in at 649.25 (3 shares) | 20% of position | 1/7/08

GOOG | in at 631.68 (5 shares) | 30% of position | 1/8/08

GS | in 214.32 (47 shares) | 100% of position | 12/24/07

ISRG | in at 305.00 (3 shares) | 10% of position | 1/4/08
ISRG | in at 299.98 (7 shares) | 20% of position | 1/7/08

ISRG | in at 271.73 (11 shares) | 30% of position | 1/8/08

LFC | in 80.70 (124 shares) | 100% of position | 12/24/07



LULU | in at 40.54 (25 shares) | 10% of position | 1/4/08
LULU | in at 38.45 (52 shares) | 20% of position | 1/7/08

LULU | in at 36.93 (81 shares) | 30% of position | 1/8/08



MCD | in at 57.93 (17 shares) | 10% of position | 1/3/08

MCD | in at 57.05 (35 shares) | 20% of position | 1/4/08
MCD | in at 58.03 (52 shares) | 30% of position | 1/7/08

MCD | in at 57.08 (70 shares) | 40% of position | 1/8/08



MSFT | in at 34.38 (29 shares) | 10% of position | 1/4/08
MSFT | in at 34.61 (58 shares) | 20% of position | 1/7/08

MSFT | in at 33.45 (90 shares) | 30% of position | 1/8/08



NKE | in at 62.71 (16 shares) | 10% of position | 1/3/08

NKE | in at 61.74 (32 shares) | 20% of position | 1/4/08
NKE | in at 62.11 (48 shares) | 30% of position | 1/7/08

NKE | in at 61.83 (65 shares) | 40% of position | 1/8/08

NTDOY.PK | in at 67.00 (15 shares) | 10% of position | 1/8/08

PTR | in 181.72 (55 shares) | 100% of position | 12/24/07



RIMM | in at 103.35 (10 shares) | 10% of position | 1/4/08
RIMM | in at 99.83 (20 shares) | 20% of position | 1/7/08

RIMM | in at 96.44 (31 shares) | 30% of position | 1/8/08

VMW | in at 83.95 (12 shares) | 10% of position | 1/3/08
VMW | in at 80.49 (25 shares) | 20% of position | 1/4/08
VMW | in at 72.99 (41 shares) | 30% of position | 1/7/08

VMW | in at 74.50 (53 shares) | 40% of position | 1/8/08

Pupule portfolio

Twenty of my Top 25 stocks are now trading below their 50-day simple moving averages. That's a whopping percentage, especially compared to two weeks ago, when only eight were below the 50-day SMA. 

More additions to the faux portfolio.

AAPL | in at 180.05 (6 shares) | 10% of position | 1/4/08
AAPL | in at 177.64 (11 shares) | 20% of position | 1/7/08

BIDU | in at 361.00 (3 shares) | 10% of position | 1/4/08
BIDU | in at 344.31 (6 shares) | 20% of position | 1/7/08

CEO | in 167.22 (60 shares) | 100% of position | 12/24/07



CHL | in at 84.65 (12 shares) | 10% of position | 1/2/08
CHL | in at 85.44 (23 shares) | 20% of position | 1/3/08

CHL | in at 83.88 (36 shares) | 30% of position | 1/4/08
CHL | in at 85.22 (47 shares) | 40% of position | 1/7/08



CMG | in at 127.01 (8 shares) | 10% of position | 1/4/08
CMG | in at 123.98 (16 shares) | 20% of position | 1/7/08

EBAY | in at 32.49 (30 shares) | 10% of position | 1/2/08

EBAY | in at 32.84 (61 shares) | 20% of position | 1/3/08

EBAY | in at 31.30 (96 shares) | 30% of position | 1/4/08
EBAY | in at 30.44 (131 shares) 40% of position | 1/7/08

FLS | in at 90.50 (11 shares) | 10% of position | 1/7/08

FMCN | in at 55.71 (18 shares) | 10% of position | 1/4/08
FMCN | in at 56.14 (36 shares) | 20% of position | 1/7/08

FWLT | in at 149.94 (7 shares) | 10% of position | 1/7/08



GOOG | in at 657.00 (2 shares) | 10% of position | 1/4/08
GOOG | in at 649.25 (3 shares) | 20% of position | 1/7/08



GS | in 214.32 (47 shares) | 100% of position | 12/24/07

ISRG | in at 305.00 (3 shares) | 10% of position | 1/4/08
ISRG | in at 299.98 (7 shares) | 20% of position | 1/7/08



LFC | in 80.70 (124 shares) | 100% of position | 12/24/07



LULU | in at 40.54 (25 shares) | 10% of position | 1/4/08
LULU | in at 38.45 (52 shares) | 20% of position | 1/7/08



MCD | in at 57.93 (17 shares) | 10% of position | 1/3/08

MCD | in at 57.05 (35 shares) | 20% of position | 1/4/08
MCD | in at 58.03 (52 shares) | 30% of position | 1/7.08



MSFT | in at 34.38 (29 shares) | 10% of position | 1/4/08
MSFT | in at 34.61 (58 shares) | 20% of position | 1/7/08



NKE | in at 62.71 (16 shares) | 10% of position | 1/3/08

NKE | in at 61.74 (32 shares) | 20% of position | 1/4/08
NKE | in at 62.11 (48 shares) | 30% of position | 1/7/08

PTR | in 181.72 (55 shares) | 100% of position | 12/24/07



RIMM | in at 103.35 (10 shares) | 10% of position | 1/4/08
RIMM | in at 99.83 (20 shares) | 20% of position | 1/7/08

VMW | in at 83.95 (12 shares) | 10% of position | 1/3/08
VMW | in at 80.49 (25 shares) | 20% of position | 1/4/08
VMW | in at 72.99 (41 shares) | 30% of position | 1/7/08

Pupule portfolio

Friday, Jan. 4 additions to the faux portfolio
AAPL | in at 180.05 (6 shares) | 10% of position | 1/4/08
GOOG | in at 657.00 (2 shares) | 10% of position | 1/4/08
RIMM | in at 103.35 (10 shares) | 10% of position | 1/4/08
ISRG | in at 305.00 (3 shares) | 10% of position | 1/4/08
CHL | in at 83.88 (36 shares) | 30% of position | 1/4/08
MCD | in at 57.05 (35 shares) | 20% of position | 1/4/08
CMG | in at 127.01 (8 shares) | 10% of position | 1/4/08
BIDU | in at 361.00 (3 shares) | 10% of position | 1/4/08
FMCN | in at 55.71 (18 shares) | 10% of position | 1/4/08
NKE | in at 61.74 (32 shares) | 20% of position | 1/4/08
VMW | in at 80.49 (25 shares) | 20% of position | 1/4/08
LULU | in at 40.54 (25 shares) | 10% of position | 1/4/08
MSFT | in at 34.38 (29 shares) | 10% of position | 1/4/08
EBAY | in at 31.30 (96 shares) | 30% of position | 1/4/08

Pupule portfolio

The faux portfolio moves on. Began inching into MCD, VMW, NKE today. Each with a 10% position (pyramiding). Added more CHL and EBAY (each 20% of position).

Weighted scale of $10,000 per stock
PTR • in $181.72 (55 shares) • 100% of position • 12/24/07
GS • in $214.32 (47 shares) • 100% of position • 12/24/07
CEO • in $167.22 (60 shares) • 100% of position • 12/24/07
LFC • in $80.70 (124 shares) • 100% of position • 12/24/07

CHL • in at $84.65 (12 shares) • 10% of position • 1/2/08
CHL • in at 85.44 (23 shares) • 20% of position • 1/3/08

EBAY • in at $32.49 (30 shares) • 10% of position • 1/2/08
EBAY • in at 32.84 (61 shares) • 20% of position • 1/3/08

MCD • in at 57.93 (17 shares) • 10% of position • 1/3/08
NKE • in at 62.71 (16 shares) • 10% of position • 1/3/08
VMW • in at 83.95 (12 shares) • 10% of position • 1/3/08

I should have remembered to pyramid into PTR, GS, CEO and LFC as they've all declined since Dec. 24. Great stocks cheap. Three important words.

Pupule portfolio

I admit, though the Pupule portfolio is purely for paper trading, study and entertainment, I was rash to jump into four stocks without pyramiding in as I'd written before.

Here's what I did last week when those four stocks gave us some interesting entry points.

Weighted scale of $10,000 per stock
PTR • in $181.72 (55 shares) • 12/24/07
GS • in $214.32 (47 shares) • 12/24/07
CEO • in $167.22 (60 shares) • 12/24/07
LFC • in $80.70 (124 shares) • 12/24/07

Today, three of the four are down from these listed entry points (down a combined 3.4%), but long term, I would be satisfied. Today also provided two great entry points for China Mobile (trading below 50-day SMA) and eBay (trading below 50-, 100- and 200-day SMA), the latter of which is certainly for a near-term trade only. (eBay has too many security and credibility issues regarding ripoff sellers for me to consider it long term.)

CHL • in at $84.65 (12 shares) • 1/2/08
EBAY • in at $32.49 (30 shares) • 1/2/08

These buy points in GS and EBAY represent the first step in pyramiding, a 10% piece of the eventual position for each. Tomorrow, possibly, the next step of 20%.

Pupule Portfolio

With all the market's fluctuations and my little lists of A+ and Top 25 stocks, I'm creating a running faux portfolio for display purposes only. Based on strong fundamentals, accelerating earnings and healthy entry points (referred by simple moving averages), the Pupule Portfolio opens with four Top 25 stocks that traded below 50-day simple moving averages at Monday's close. I'll use weighted scales for each stock ($10,000 each).

PTR • in $181.72 (55.0297 shares) • 12/24/07
GS • in $214.32 (46.6592 shares) • 12/24/07
CEO • in $167.22 (59.8014 shares) • 12/24/07
LFC • in $80.70 (123.9157 shares) • 12/24/07