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Enter ticker(s) QQQ: 73.62 -0.88%   SPY: 165.93 -0.74%
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caponsacchi


Portfolio List (5):
Charlotte's portfolio



  Performance       Ideas       Community  
 
Today:
Week:
1-month:
All-time:
0.0%
+0.5%
+8.5%
+23.2%
vs S&P 500:
vs S&P 500:
vs S&P 500:
vs S&P 500:
+0.7%
+0.6%
+2.3%
-12.0%
     
Similar Portfolios also own:
SCHF, SCHE, SCHC, SCHO, SCHH, EEM, SCHZ, SCHW
 

     
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 Ticker Last Trade Today's Change Volume  % of
Daily
Mkt Cap  Div Yield  % off
52wk lw
% from
52wk hg
Gain View as: Alerts Comments
 AAPL $441.35 +1.69 +0.4% 15,814,402 87% $413.3B 2.8% 15% -37% -17.9% new: After 700, 500 looked good. Guessed wrong.
edited 02/10/13
 ALE $49.49 -1.20 -2.4% 124,890 75% $2.0B 3.7% 31% -5% +25.3% new: growing utility, big on wind power
added 11/08/11
 AMRI $10.97 +0.06 +0.6% 467,093 86% $342.7M - 388% -12% +22.0% new: biotech mover
added 04/15/13
 BRK.B $111.85 -0.85 -0.8% 5,845,708 156% $264.9B - 43% -1% +40.2% new: Forgot to list.
added 04/09/12
 CELG $123.44 -0.06 -0.1% 4,199,827 126% $51.6B - 111% -6% +1.5% new: most potent biotech
added 05/03/13
 EXH $29.32 -0.21 -0.7% 505,255 75% $1.9B - 177% -2% +21.6% new: oil on steroids
added 04/15/13
 SCHA $44.44 -0.75 -1.7% 316,785 169% $ 1.6% 36% -2% +33.3% new: U.S. small cap
added 02/08/11
 SCHB $40.09 -0.39 -1.0% 549,710 135% $ 1.8% 32% -1% +36.4% new: Schwab no trans, lo expense
edited 10/18/11
 SCHG $39.44 -0.43 -1.1% 114,651 123% $ 1.2% 29% -1% +27.9% new: a bargain from Schwab
added 11/08/11
 SCHM $32.97 -0.55 -1.6% 200,708 149% $ 1.4% 37% -2% +47.2% new: Best ETF among Chuck's freebies.
edited 02/06/12
 SCHP $56.73 -0.53 -0.9% 116,993 195% $ 1.5% 0% -4% +10.8% new: US TIPS
added 02/08/11
 SCHR $53.86 -0.24 -0.4% 49,264 127% $ 0.9% 0% -1% -0.8% new: stablizer
added 05/06/13
 SCHV $37.52 -0.26 -0.7% 142,553 139% $ 2.4% 32% -1% +24.5% new: Up and free
added 05/16/11
 SCHX $39.49 -0.39 -1.0% 406,581 131% $ 1.9% 31% -1% +24.3% new: Up and free
added 05/16/11
 TMO $86.28 -1.07 -1.2% 2,421,921 80% $31.3B 0.7% 79% -2% +5.0% new: A rated
added 05/03/13
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Latest Portfolio Notes & Links
 
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App Smart: Phone Timer Apps Help You Stay on Schedule
AAPL  GOOG  
Linked by NYTimes ( track newsfeed | ignore newsfeed ) - 42 minutes ago from (www.nytimes.com)
Apps for Apple and Android phones act as countdown timers; many can keep track of multiple events at one time.<img width='1'  more ...
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Will Sony PS4 and Xbox One Wreck Apple TV Prospects in Media Convergence?
SNE  AAPL  MSFT  
Linked by 24/7 Wall St. ( track newsfeed | ignore newsfeed ) - May 22, 04:43PM from (247wallst.com)
This week has brought much in the news of video games and the convergence of media. Apple Inc. (NASDAQ: AAPL) shareholders  more ...
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Apple Tops New WisdomTree Dividend ETF
KO  INTC  PEP  PG  WMT  AAPL  MO  MSFT  
Linked by Benzinga.com ( track newsfeed | ignore newsfeed ) - May 22, 02:08PM from (www.benzinga.com)
Apple's (NASDAQ: AAPL) new status as a dividend stock is, no pun intended, bearing fruit. At least at the new ETF level.
 more ...

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Don’t Follow Me, I’m Lost: Stock Buybacks
XOM  MRK  AAPL  HD  BRK.B  DTV  
Linked by YCHARTS ( track newsfeed | ignore newsfeed ) - May 22, 01:57PM from (ycharts.com)
In any market environment, it helps to know who is doing the buying. That is particularly true of a bull market we’re experiencing  more ...
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Pearson's Penguin Settles States' E-Book Antitrust Claims
AAPL  AMZN  
Linked by Bloomberg ( track newsfeed | ignore newsfeed ) - May 22, 01:12PM from (www.bloomberg.com)
Pearson Plc’s (PSON) Penguin unit said it reached a $75 million settlement of antitrust claims by 33 states and consumers over electronic-book pricing.
 more ...

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Apple: Morgan Stanley Sees Upside in June Q iPhone Sell-Through
AAPL  
Linked by BARRONS.com: Tech Trader Daily ( track newsfeed | ignore newsfeed ) - May 22, 12:33PM from (blogs.barrons.com)
Morgan Stanley’s Katy Huberty today offers up the first installment of what she calls the firm’s “AlphaWise smartphone  more ...
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Here Are 14 Yearbook Photos of Business Big Shots
JPM  XOM  BAC  AAPL  MSFT  GS  AMZN  GOOG  
Linked by Benzinga.com ( track newsfeed | ignore newsfeed ) - May 22, 12:19PM from (www.benzinga.com)
When we think of the business titans of our age, we often associate their likeness with private jets, cash flows in the millions,  more ...
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Hidden in Plain Sight, Tiny Mall Kiosks Make a Surprisingly Big Impact
JWN  AAPL  BBY  
Linked by NYTimes ( track newsfeed | ignore newsfeed ) - May 22, 11:30AM from (www.nytimes.com)
A lot has changed since the 4-foot-by-8-foot carts with wagon wheels debuted 40 years ago, most notably, they contribute  more ...
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Look Towards Small-Caps For Big Dividends
ALE  PG  CVX  RVT  WETF  LXK  HDV  DES  DLS  IWM  DGS  
Linked by Investopedia Stock Analysis ( track newsfeed | ignore newsfeed ) - May 22, 11:00AM from (www.investopedia.com)
Small-caps can be a fruitful place to gain high yields.  more ...
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European Union Leaders Meet on Tax Avoidance
AAPL  SBUX  GOOG  
Linked by NYTimes ( track newsfeed | ignore newsfeed ) - May 22, 10:26AM from (www.nytimes.com)
The forum was to focus on entities based in Europe, but it comes after the United States Senate found that Apple had reduced  more ...
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EU Tackles Tax Evasion as Luxembourg Resists Speedy Pact
AAPL  GOOG  
Linked by Bloomberg ( track newsfeed | ignore newsfeed ) - May 22, 09:10AM from (www.bloomberg.com)
EU leaders vowed to investigate “aggressive” tax planning as Luxembourg continued to object to speedy action on an updated information-sharing accord.
 more ...

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Bits Blog: Lessons for Silicon Valley on Capitol Hill
AAPL  MSFT  FB  
Linked by NYTimes ( track newsfeed | ignore newsfeed ) - May 22, 08:45AM from (bits.blogs.nytimes.com)
As the rest of the technology industry spends million lobbying lawmakers in Washington, Apple, which on Tuesday came in for  more ...
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In the Wake of Apple's Testimony, EU Officials want to talk about Loopholes
AAPL  SBUX  AMZN  GOOG  
Linked by Benzinga.com ( track newsfeed | ignore newsfeed ) - May 22, 08:33AM from (www.benzinga.com)
It appears that the issue of multinational corporate taxation isn’t going to die. In fact, the fire has been fueled and  more ...
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The Mystery Irish Loophole that Landed Apple in Hot Water
AAPL  
Linked by Benzinga.com ( track newsfeed | ignore newsfeed ) - May 22, 08:30AM from (www.benzinga.com)
Apple (NASDAQ: AAPL) found itself in unfamiliar territory on Tuesday.  more ...
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Forget Acquisitions, Yahoo! Should Start Paying a Dividend
AAPL  MSFT  CSCO  GOOG  LNKD  FB  
Linked by The Dividend Daily ( track newsfeed | ignore newsfeed ) - May 22, 08:02AM from (www.dividend.com)
After a speculation filled weekend, Yahoo! formally announced on Monday that it is acquiring popular blogging website Tumblr  more ...
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Top Ten U.S. Wireless Trends in 2013 for Investors to Bank On
S  AAPL  VZ  T  QCOM  SBAC  CCI  AMT  BRCM  UBS  TMUS  
Linked by 24/7 Wall St. ( track newsfeed | ignore newsfeed ) - May 22, 07:55AM from (247wallst.com)
The intense battle for the wireless customer and the consumer dollar heated up in the first quarter of 2013. Surprisingly,  more ...
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Apple Got No Sweetheart Accord on Corporate Tax Bill, Irish Say
AAPL  
Linked by Bloomberg ( track newsfeed | ignore newsfeed ) - May 22, 07:54AM from (www.bloomberg.com)
Ireland provides no special tax concessions for Apple Inc. (AAPL) or other U.S. companies operating in the country, the nation’s  more ...
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Boeing, Google Among Top Hedge Fund Holdings
AIG  BA  AAPL  GOOG  NWSA  
Linked by 24/7 Wall St. ( track newsfeed | ignore newsfeed ) - May 22, 07:30AM from (247wallst.com)
A look at which stocks the top 50 hedge funds own, without any need for comment (via Factset): The 50 largest hedge funds  more ...
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States Sending the Most Goods to China
ADM  BA  HPQ  K  AAPL  
Linked by 24/7 Wall St. ( track newsfeed | ignore newsfeed ) - May 22, 06:55AM from (247wallst.com)
Over the past decade, U.S. exports to China have grown at an annual rate of nearly 17% each year. In 2012 alone, the 50 states  more ...
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Media Digest: Reuters, WSJ, NYT, FT, Bloomberg
JPM  F  S  MRK  SNE  AAPL  MSFT  VOD  GS  DIS  JCP  CLWR  
Linked by 24/7 Wall St. ( track newsfeed | ignore newsfeed ) - May 22, 06:52AM from (247wallst.com)
Sony Corp. (NYSE: SNE) cuts forecasts for game console margins for the next several years. (MarketWatch) Sony also cuts targets  more ...
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