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Friday, 09/10/2004

DRIP Portfolio - A Weekly Progress Report
By Nich Sheldon

Below you will see each DRIP Recommendation listed by: date picked, picked price, current price, and the hypothetical gain/loss on each recommendation. Each week, I will update these numbers so we can get a clear picture of our progress (if any).

Editor's Note Just a few notes to add here.
1. Make sure you read the DOTW this week, there is a correction to the Kimco write-up from the 08/20/2004 article.

2. Consider taking profits on a portion of your JCP DRIP, It appears that JCP has hit its top at $40, and I don't like that the stock has given back ten percent in the past couple weeks.

3. Below the usual portfolio update, I have posted the hypothetical portfolio for the DRIPs that are older than a year. I have said over and over again that I hope to get ten percent a year for each DRIP that I invest in, and this will give you an idea of the performance of the DRIPs that have been recommended before September 10th, 2003.

4. I also included a list of the one-year-old or older DRIPs that include the suggested Drops from a year ago.

If any of you are confused about the new portfolios listed below feel free to email me your questions.

Remember, these are all hypothetical portfolios.

Until Next Week,
Nich Sheldon
Editor In Chief
www.dripadvisor.com
questions@DripAdvisor.com

DRIP Recommendations

	 Date	  Pick   Prices	 Gain/Loss  Percent	
Tick	Picked	  Price Sep-10th            Change
XEL	06/06/03  15.20	 17.39	   2.19	     14%
LMT	06/20/03  48.63	 54.23	   5.60	     12%
BAC**	06/27/03  39.80	 44.60	   4.80	     12%
MRK	07/11/03  61.44	 45.77	 -15.67	    -26%
JCP	08/22/03  19.88	 37.99	  18.11	     91%
HD	08/29/03  32.16	 37.54	   5.38	     17%
CEG	09/05/03  37.62	 40.26	   2.64	      7%
KO	09/12/03  43.99	 42.96	  -1.03	     -2%
XOM	09/26/03  36.78	 47.37	  10.59	     29%
PAYX	10/03/03  35.73	 31.45	  -4.28	    -12%
CAT	10/12/03  75.75	 75.10	  -0.65	     -1%
PX	10/31/03  34.79	 41.61	   6.82	     20%
ZION	11/07/03  63.12	 61.96	  -1.16	     -2%
BDK	11/14/03  45.81	 73.39	  27.58	     60%
NOC**	11/21/03  46.63	 50.22	   3.59	      8%
NKE	11/28/03  67.25	 75.65	   8.40	     12%
EL	12/05/03  40.86	 44.48	   3.62	      9%
PEP	12/19/03  47.17	 50.33	   3.16	      7%
NDSN	01/08/04  36.30	 34.94	  -1.36	     -4%
WTNY	01/16/04  41.52	 42.47	   0.95	      2%
BOL	01/30/04  53.75	 67.83	  14.08	     26%
SJM	02/06/04  46.73	 45.86	  -0.87	     -2%
DOW	02/13/04  43.29	 42.35    -0.94	     -2%
FLO	02/25/04  26.60	 25.50	  -1.10	     -4%
JP	03/05/04  54.66	 49.50	  -5.16	     -9%
FO	03/12/04  71.30	 72.99	   1.69	      2%
MAS	03/19/04  29.82	 32.87	   3.05	     10%
WMI	04/02/04  30.45	 27.75	  -2.70	     -9%
HAN	04/08/04  39.61	 35.00	  -4.61	    -12%
ITT	04/23/04  78.82	 78.75	  -0.07	      0%
FMBI	04/23/04  34.25	 35.15	   0.90	      3%
BDX	05/08/04  50.45	 50.21	  -0.24	      0%
SC	06/04/04  43.87	 44.82	   0.95	      2%
JH	06/10/04  30.78	 29.72	  -1.06	     -3%
AVB	06/18/04  55.85	 60.75	   4.90	      9%
EQT	06/29/04  51.00	 53.05	   2.05	      4%
SU	07/07/04  25.79	 28.51	   2.72	     11%
PBCT	07/16/04  30.93	 34.96	   4.03	     13%
HBAN	07/23/04  23.89	 24.59	   0.70	      3%
ASN	07/30/04  29.43	 31.64	   2.21	      8%
SRE	08/13/04  35.53	 36.44	   0.91	      3%
KIM	08/20/04  48.96	 50.48	   1.52	      3%
NSC	09/03/04  29.43	 31.64	   2.21	      8%

	
		 Average Average  Average   Percent 
		 Cost	 Price	  Change    Change

TOTALS		  42.69	 45.12	   2.43	      7%


**Pick Price Reflects 2:1 Stock Split!

-----

Suggested Drops

	 Date	  Pick   Prices	 Gain/Loss  Percent Drop	
Tick	Picked	  Price  May-14th	    Change  Date

TXU	06/13/03  21.90	 35.11	 13.21	     60%   05/14/04
UTX	07/03/03  71.44	 83.25	 11.81	     17%   05/14/04
MCD	07/18/03  21.39	 26.17	  4.78	     22%   05/14/04
INTC	07/25/03  24.91	 27.01	  2.10	      8%   05/14/04
WMT	08/01/03  55.27	 55.06   -0.21	      0%   05/14/04
RWT	08/08/03  39.80	 51.10*	 11.30	     28%   04/16/04
IBM	09/17/03  90.63	 86.41	 -4.22	     -5%   05/14/04
SCH	10/17/03  13.59	  9.69	 -3.90	    -29%   05/14/04
VZ	10/24/03  33.24	 36.36    3.12	      9%   05/14/04
LOW	12/12/03  55.05	 50.58	 -4.47	     -8%   05/14/04
TAXI	01/02/04   9.25	  7.91	 -1.34	    -14%   05/14/04
								
		 Average Average  Average   Percent 
		 Cost	 Price	  Change    Change				

TOTALS		 39.68	 42.60	  2.93	      8%	

* Price as of market close on April 16th, 2004		

-----

Portfolio of DRIPs recommended more than a year ago

	 Date	  Pick   Prices	 Gain/Loss  Percent	
Tick	Picked	  Price Sep-10th            Change
XEL	06/06/03  15.20	 17.39	   2.19	     14%
LMT	06/20/03  48.63	 54.23	   5.60	     12%
BAC**	06/27/03  39.80	 44.60	   4.80	     12%
MRK	07/11/03  61.44	 45.77	 -15.67	    -26%
JCP	08/22/03  19.88	 37.99	  18.11	     91%
HD	08/29/03  32.16	 37.54	   5.38	     17%
CEG	09/05/03  37.62	 40.26	   2.64	      7%

		 Average Average  Average   Percent 
		 Cost	 Price	  Change    Change
		 
TOTALS		  36.39	 39.68	   3.29	     18%

**Pick Price Reflects 2:1 Stock Split!

-----

Portfolio of DRIPs recommended more than a year ago,
including the suggested drops from Drips recommended more
than a year ago.

	 Date	  Pick   Prices	 Gain/Loss  Percent  Drop	
Tick	Picked	  Price Sep-10th            Change   Date
XEL	06/06/03  15.20	 17.39	   2.19	     14%
LMT	06/20/03  48.63	 54.23	   5.60	     12%
BAC**	06/27/03  39.80	 44.60	   4.80	     12%
MRK	07/11/03  61.44	 45.77	 -15.67	    -26%
JCP	08/22/03  19.88	 37.99	  18.11	     91%
HD	08/29/03  32.16	 37.54	   5.38	     17%
CEG	09/05/03  37.62	 40.26	   2.64	      7%
			 Prices		
			May-14th
TXU	06/13/03  21.90	 35.11	 13.21	     60%   05/14/04
UTX	07/03/03  71.44	 83.25	 11.81	     17%   05/14/04
MCD	07/18/03  21.39	 26.17	  4.78	     22%   05/14/04
INTC	07/25/03  24.91	 27.01	  2.10	      8%   05/14/04
WMT	08/01/03  55.27	 55.06   -0.21	      0%   05/14/04
RWT	08/08/03  39.80	 51.10*	 11.30	     28%   04/16/04

		 Average Average  Average   Percent 
		 Cost	 Price	  Change    Change
		 
TOTALS		  37.65	 42.73	  5.08	     20%



* Price as of market close on April 16th, 2004	
**Pick Price Reflects 2:1 Stock Split!


 
 

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