Investing For Growth

What You'll Find Here | The IFG Approach Explained | The Historic IFG
The Daily IFG Report (FOOL GLOBAL WIRE) by Robert Sheard (MF DowMan) LEXINGTON, Ky. (Apr. 4): Today is the last day the IFG model portfolio will be holding most of these stocks (since the market's closed tomorrow). With tomorrow's Value Line update comes a new list of stocks for the next 13 weeks. This weekend (with the U.S. Postal Service's help), I'll post the new list of stocks and the adjustments that will be made in the model portfolio. Let me say a word or two about how this process works. If you've read the primer, you know the process I use to pick the new list of stocks. And from the looks of last week's list, all but three of the current holdings will be replaced. In the model portfolio, I simply "sell" those old holdings no longer on the list and total up all the proceeds. Then I "buy" the replacement stocks in equal dollar amounts using all the cash on hand. When I make the transition, I use Friday's closing price as the basis for the sales and purchases and account for commissions at $20 per OTC stock and $24 for listed stocks. (It makes more sense to keep the commissions the same price, but since I began with the 1980 model on that schedule, I've simply kept it the same. Who knows? A $4 difference at these levels is insignificant anyway so perhaps someday I'll make them all $20, but for now I'll keep the same parameters I began with.) News on the IFG (Relative Strength) variation. Thanks to Robert Carr, who had old IBDs on hand going back to the beginning of the year, I was able to extend my data back to the first Friday of the year (following the same method I use for the original IFG model). I posted the model portfolio in the folder today based on that data and will continue the portfolio on that basis, updating it quarterly at the same time I update the original model. I'm also testing a version which would update the list monthly to see what effect that rotation would have, so look for that data in the IFG folder in the next several days. For the year (since February 5), the model is up 13.42% versus the S&P 500's gain of 6.34%. Enjoy the long weekend. See you on Monday.	The Current IFG Stocks Tellabs <% if gsSubBrand = "aolsnapshot" then Response.Write("(NASDAQ:TLAB)") else Response.Write("(NASDAQ:TLAB)") end if %> Green Tree Financial <% if gsSubBrand = "aolsnapshot" then Response.Write("(NYSE:GNT)") else Response.Write("(NYSE:GNT)") end if %> United Healthcare <% if gsSubBrand = "aolsnapshot" then Response.Write("(NYSE:UNH)") else Response.Write("(NYSE:UNH)") end if %> Oracle <% if gsSubBrand = "aolsnapshot" then Response.Write("(NASDAQ:ORCL)") else Response.Write("(NASDAQ:ORCL)") end if %> Checkpoint Systems <% if gsSubBrand = "aolsnapshot" then Response.Write("(NYSE:CKP)") else Response.Write("(NYSE:CKP)") end if %> Dionex <% if gsSubBrand = "aolsnapshot" then Response.Write("(NASDAQ:DNEX)") else Response.Write("(NASDAQ:DNEX)") end if %> Medtronic <% if gsSubBrand = "aolsnapshot" then Response.Write("(NYSE:MDT)") else Response.Write("(NYSE:MDT)") end if %> Stryker <% if gsSubBrand = "aolsnapshot" then Response.Write("(NASDAQ:STRY)") else Response.Write("(NASDAQ:STRY)") end if %> Bio-Rad Labs (ASE:BIO/A) Computer Associates <% if gsSubBrand = "aolsnapshot" then Response.Write("(NYSE:CA)") else Response.Write("(NYSE:CA)") end if %>
Today's IFG Numbers INVESTING FOR GROWTH (4/4/96) Day Week Quarter Year History IFG 0.28% 1.29% 1.29% 0.76% 3999.24% DJIA -0.12% 1.71% 1.71% 11.06% 585.64% S&P 500 0.00% 1.60% 1.60% 6.48% 515.72% NASDAQ 0.21% 1.53% 1.53% 6.28% 655.45% Rec'd # Security In At Now Change 10/10/94 9586 Micron Tech 16.63 31.00 86.47% 1/5/96 3387 Sterling Soft 52.75 74.75 41.71% 4/8/95 3794 Intel 43.56 59.25 36.01% 1/5/96 3183 Comp Assoc 56.13 72.00 28.29% 4/8/95 5828 ADC Telecom 28.38 35.75 25.99% 1/5/96 4168 Oracle 42.88 45.50 6.12% 1/5/96 2627 Comp Sci 68.00 70.88 4.23% 7/8/95 3866 Tellabs 48.00 49.00 2.08% 1/5/96 4229 Adobe Sys 42.25 32.50 -23.08% 7/8/95 3776 Applied Mat 49.13 35.38 -27.99% Rec'd # Security Cost Value Change 10/10/94 9586 Micron Tech $159,367.25 $297,166.00 $137,798.75 1/5/96 3387 Sterling Soft $178,664.25 $253,178.25 $74,514.00 4/8/95 3794 Intel $165,276.13 $224,794.50 $59,518.38 1/5/96 3183 Comp Assoc $178,645.88 $229,176.00 $50,530.13 4/8/95 5828 ADC Telecom $165,369.50 $208,351.00 $42,981.50 1/5/96 4168 Oracle $178,703.00 $189,644.00 $10,941.00 1/5/96 2627 Comp Sci $178,636.00 $186,188.63 $7,552.63 7/8/95 3866 Tellabs $185,568.00 $189,434.00 $3,866.00 1/5/96 4229 Adobe Sys $178,675.25 $137,442.50 $(41,232.75) 7/8/95 3776 Applied Mat $185,496.00 $133,576.00 $(51,920.00) CASH $670.31 TOTAL $2,049,621.19 Transmitted: 4/4/96
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