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Edward Devlin / NASDAQ-NYSE-AMEX Model
     
Portfolio: Jim Cramer, Mad Money, CNBC sample portfolio  
Description: Follow Jim Cramer recommendations. For maximum protection and maximum upside, investors need to be in these five areas: gold, a dividend-paying stock with a high-yield, a growth stock, a speculative play and something foreign.
Objective: Growth  
Timeframe: 2015  
Risk Tolerance: High  
 
 
Asset Allocation  
Asset Class Target
Percentage
Current
Percentage
Target
Value
Current
Value
Difference Action  
Cash / CD's 5% 51% $ 5,000 $ 51,189 ($ 46,189) Decrease    
Stocks 50% 24% $ 50,000 $ 24,023 $ 25,977 Increase    
Mutual Funds 10% $ 10,000 $ 10,000 Increase    
Exchange Traded Funds (ETF) 25% 25% $ 25,000 $ 24,788 $ 212 Increase    
Bonds 10% $ 10,000 $ 10,000 Increase    
Stock Options    
Commodities    
Futures Options    
Commercial Real Estate    
Residential Real Estate    
Collectibles    
Alternatives    
                 
1. Should you increase or decrease any amounts currently invested in the different asset classes?

2. Review the GigaWealth analysis of the economies, industries, companies and technicals before deciding.

3. Think about your goals, the time you have to accomplish those goals, and your risk tolerance.

     
                 
                   
                   
Current Investments
                   
 
Cash / CD's
  
GigaModel Screening Tools   Investing in Cash and CDs     
    Cash   Current Future Original Current Change
     
$100,000.00 $51,189.00 $-48,811.00
    Sub-totals         $100,000.00 $51,189.00 $-48,811.00
    Certificate of Deposit   Current Future Original Current Change
    Sub-totals              
Totals Target allocation: 5% Current allocation: 51%     $100,000.00 $51,189.00 $-48,811.00
 
Stocks
  
GigaModel Screening Tools Stock Charts Investing in Stocks     
    Common Stock   Current Future Original Current Change
  IBM Stock  100 GigaQuote
Good
Good
$14,709.00 $18,846.00 $4,137.00
  APKT Stock  100 GigaQuote
Fair
Fair
$5,417.00 $3,207.00 $-2,210.00
  ASCMA Stock  100 GigaQuote
Good
Good
$3,897.00 $5,150.00 $1,253.00
    Sub-totals         $24,023.00 $27,203.00 $3,180.00
    Preferred Stock   Current Future Original Current Change
    Sub-totals              
Totals Target allocation: 50% Current allocation: 24%     $24,023.00 $27,203.00 $3,180.00
 
Mutual Funds
  
GigaModel Screening Tools Stock Charts Investing in Mutual Funds     
    Mutual Fund   Current Future Original Current Change
    Sub-totals              
    Index Fund   Current Future Original Current Change
    Sub-totals              
Totals Target allocation: 10% Current allocation:          
 
Exchange Traded Funds (ETF)
  
GigaModel Screening Tools Stock Charts Investing in ETFs     
    Exchange Traded Fund (ETF)   Current Future Original Current Change
  SPDR Gold Shares  100 GigaQuote
Fair
Fair
$13,793.00 $15,590.00 $1,797.00
  PowerShares DWA Dev Mkts Technical Ldrs  500 GigaQuote
Fair
Fair
$10,995.00 $8,940.00 $-2,055.00
    Sub-totals         $24,788.00 $24,530.00 $-258.00
Totals Target allocation: 25% Current allocation: 25%     $24,788.00 $24,530.00 $-258.00
 
Bonds
  
GigaModel Screening Tools   Investing in Bonds     
    Corporate Bond   Current Future Original Current Change
    Sub-totals              
    Federal Government Security   Current Future Original Current Change
    Sub-totals              
    Municipal Bond   Current Future Original Current Change
    Sub-totals              
Totals Target allocation: 10% Current allocation:          
 
Stock Options
  
GigaModel Screening Tools   Investing in Stock Options     
    Stock Option   Current Future Original Current Change
    Sub-totals              
Totals Target allocation: Current allocation:          
 
Commodities
  
GigaModel Screening Tools   Investing in Commodities     
    Commodity   Current Future Original Current Change
    Sub-totals              
Totals Target allocation: Current allocation:          
 
Futures Options
  
GigaModel Screening Tools   Investing in Futures Options     
    Futures Option   Current Future Original Current Change
    Sub-totals              
Totals Target allocation: Current allocation:          
 
Commercial Real Estate
  
GigaModel Screening Tools   Investing in Commercial Real Estate     
    Commercial Real Estate   Current Future Original Current Change
    Sub-totals              
Totals Target allocation: Current allocation:          
 
Residential Real Estate
  
GigaModel Screening Tools   Investing in Residential Real Estate     
    Residential Real Estate   Current Future Original Current Change
    Sub-totals              
Totals Target allocation: Current allocation:          
 
Collectibles
  
GigaModel Screening Tools   Investing in Collectibles     
    Collectible   Current Future Original Current Change
    Sub-totals              
Totals Target allocation: Current allocation:          
 
Alternatives
  
GigaModel Screening Tools   Investing in Alternatives     
    Alternative   Current Future Original Current Change
    Sub-totals              
Totals Target allocation: Current allocation:          
 
Grand Total           $100,000.00 $102,922.00 $2,922.00
 


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