160 WORST FIFTEEN YEARS SINCE 1901 BY POINTS DJIA Points % Year Close Change Change 2002 8341.63 –1679.87 – 16.8 2001 10021.50 – 765.35 – 7.1 2000 10786.85 – 710.27 – 6.2 1974 616.24 – 234.62 – 27.6 1966 785.69 – 183.57 – 18.9 1977 831.17 – 173.48 – 17.3 1973 850.86 – 169.16 – 16.6 1969 800.36 – 143.39 – 15.2 1990 2633.66 – 119.54 – 4.3 1981 875.00 – 88.99 – 9.2 1931 77.90 – 86.68 – 52.7 1930 164.58 – 83.90 – 33.8 1962 652.10 – 79.04 – 10.8 1957 435.69 – 63.78 – 12.8 1960 615.89 – 63.47 – 9.3 BEST FIFTEEN YEARS SINCE 1901 BY % DJIA Points % Year Close Change Change 1915 99.15 44.57 81.7 1933 99.90 39.97 66.7 1928 300.00 97.60 48.2 1908 63.11 20.07 46.6 1954 404.39 123.49 44.0 1904 50.99 15.01 41.7 1935 144.13 40.09 38.5 1975 852.41 236.17 38.3 1905 70.47 19.48 38.2 1958 583.65 147.96 34.0 1995 5117.12 1282.68 33.5 1919 107.23 25.03 30.5 1925 156.66 36.15 30.0 1927 202.40 45.20 28.8 1938 154.76 33.91 28.1 WORST FIFTEEN YEARS SINCE 1901 BY % DJIA Points % Year Close Change Change 1931 77.90 – 86.68 – 52.7 1907 43.04 – 26.08 – 37.7 1930 164.58 – 83.90 – 33.8 1920 71.95 – 35.28 – 32.9 1937 120.85 – 59.05 – 32.8 1974 616.24 – 234.62 – 27.6 1903 35.98 – 11.12 – 23.6 1932 59.93 – 17.97 – 23.1 1917 74.38 – 20.62 – 21.7 1966 785.69 – 183.57 – 18.9 1910 59.60 – 12.96 – 17.9 1977 831.17 – 173.48 – 17.3 1929 248.48 – 51.52 – 17.2 2002 8341.63 –1679.87 – 16.8 1973 850.86 – 169.16 – 16.6 BEST TEN YEARS SINCE 1971 BY POINTS NASDAQ Points % Year Close Change Change 1999 4069.31 1876.62 85.6 2003 2003.37 667.86 50.0 1998 2192.69 622.34 39.6 1995 1052.13 300.17 39.9 1997 1570.35 279.32 21.6 1996 1291.03 238.90 22.7 1991 586.34 212.50 56.8 1993 776.80 99.85 14.7 1992 676.95 90.61 15.5 1985 324.93 77.58 31.4 WORST TEN YEARS SINCE 1971 BY POINTS NASDAQ Points % Year Close Change Change 2000 2470.52 –1598.79 – 39.3 2002 1335.51 – 614.89 – 31.5 2001 1950.40 – 520.12 – 21.1 1990 373.84 – 80.98 – 17.8 1973 92.19 – 41.54 – 31.1 1974 59.82 – 32.37 – 35.1 1984 247.35 – 31.25 – 11.2 1994 751.96 – 24.84 – 3.2 1987 330.47 – 18.86 – 5.4 1981 195.84 – 6.50 – 3.2 BEST TEN YEARS SINCE 1971 BY % NASDAQ Points % Year Close Change Change 1999 4069.31 1876.62 85.6 1991 586.34 212.50 56.8 2003 2003.37 667.86 50.0 1995 1052.13 300.17 39.9 1998 2192.69 622.34 39.6 1980 202.34 51.20 33.9 1985 324.93 77.58 31.4 1975 77.62 17.80 29.8 1979 151.14 33.16 28.1 1971 114.12 24.51 27.4 WORST TEN YEARS SINCE 1971 BY % NASDAQ Points % Year Close Change Change 2000 2470.52 –1598.79 – 39.3 1974 59.82 – 32.37 – 35.1 2002 1335.51 – 614.89 – 31.5 1973 92.19 – 41.54 – 31.1 2001 1950.40 – 520.12 – 21.1 1990 373.84 – 80.98 – 17.8 1984 247.35 – 31.25 – 11.2 1987 330.47 – 18.86 – 5.4 1981 195.84 – 6.50 – 3.2 1994 751.96 – 24.84 – 3.2 BEST & WORST DOW AND NASDAQ YEARS DOW SINCE 1901 BY POINTS AND PERCENT BEST FIFTEEN YEARS SINCE 1901 BY POINTS DJIA Points % Year Close Change Change 1999 11497.12 2315.69 25.2 2003 10453.92 2112.29 25.3 1997 7908.25 1459.98 22.6 1996 6448.27 1331.15 26.0 1995 5117.12 1282.68 33.5 1998 9181.43 1273.18 16.1 1989 2753.20 584.63 27.0 1991 3168.83 535.17 20.3 1993 3754.09 452.98 13.7 1986 1895.95 349.28 22.6 1985 1546.67 335.10 27.7 1975 852.41 236.17 38.3 1988 2168.57 229.74 11.8 1983 1258.64 212.10 20.3 1982 1046.54 171.54 19.6 NASDAQ SINCE 1971 BY POINTS AND PERCENT Based on NASDAQ composite, prior to February 5, 1971, based on National Quotation Bureau indices 2005 STA pgs120-160 8/25/04 2:48 PM Page 160 161 STRATEGY PLANNING & RECORD SECTION CONTENTS 162 Portfolio At Start Of 2005 164 Additional Purchases 167 Short-Term Transactions 173 Long-Term Transactions 177 Interest/Dividends Received During 2005/Brokerage Account Data 2005 178 Portfolio At End Of 2005 180 Weekly Portfolio Price Record 2005 (First Half) 182 Weekly Portfolio Price Record 2005 (Second Half) 184 Weekly Indicator Data 2005 186 Monthly Indicator Data 2005 187 If You Don’t Profit From Your Investment Mistakes Someone Else Will/Performance Record Of Recommendations 188 IRA: Most Awesome Investment Incentive Ever Devised 189 Top One Hundred-Forty Exchange Traded Funds 190 G.M. Loeb’s “Battle Plan” For Investment Survival 191 G.M. Loeb’s Investment Survival Checklist 192 Important Contacts 2005 STA pgs 161-192 8/25/04 2:50 PM Page 161 162 PORTFOLIO AT START OF 2005 TOTAL COST DATE ACQUIRED NO. OF SHARES PRICE SECURITY PAPER PROFITS PAPER LOSSES 2005 STA pgs 161-192 8/25/04 2:50 PM Page 162 163 TOTAL COST DATE ACQUIRED NO. OF SHARES PRICE SECURITY PAPE R PROFITS PAPE R LOSSES PORTFOLIO AT START OF 2005 2005 STA pgs 161-192 8/25/04 2:50 PM Page 163 164 ADDITIONAL PURCHASES TOTAL COST DATE ACQUIRED NO. OF SHARES PRICE SECURITY REASON FOR PURCHASE PRIME OBJECTIVE, ETC. 2005 STA pgs 161-192 8/25/04 2:50 PM Page 164 165 ADDITIONAL PURCHASES TOTAL COST DATE ACQUIRED NO. OF SHARES PRICE SECURITY REASON FOR PURCHASE PRIME OBJECTIVE, ETC. 2005 STA pgs 161-192 8/25/04 2:50 PM Page 165 166 ADDITIONAL PURCHASES TOTAL COST DATE ACQUIRED NO. OF SHARES PRICE SECURITY REASON FOR PURCHASE PRIME OBJECTIVE, ETC. 2005 STA pgs 161-192 8/25/04 2:50 PM Page 166 167 SHORT–TERM TRANSACTIONS NO. OF SHARES DATE SOLD SALE PRICE COST TOTALS : Carry over to next page LOSS GAIN DATE ACQUIRED SECURITY Pages 167–176 can accompany next year’s income tax return (Schedule D). Enter transactions as completed to avoid last minute pressures. 2005 STA pgs 161-192 8/25/04 2:50 PM Page 167 168 SHORT–TERM TRANSACTIONS (continued) NO. OF SHARES DATE SOLD SALE PRICE COST TOTALS : Carry over to next page LOSS GAIN DATE ACQUIRED SECURITY 2005 STA pgs 161-192 8/25/04 2:50 PM Page 168 169 SHORT–TERM TRANSACTIONS (continued) NO. OF SHARES DATE SOLD SALE PRICE COST TOTALS : Carry over to next page LOSS GAIN DATE ACQUIRED SECURITY 2005 STA pgs 161-192 8/25/04 2:50 PM Page 169 [...]... INTEREST/DIVIDENDS RECEIVED DURING 2005 SHARES FIRST QUARTER STOCK / BOND $ SECOND QUARTER $ THIRD QUARTER $ FOURTH QUARTER $ BROKERAGE ACCOUNT DATA 2005 MARGIN INTEREST TRANSFER TAXES CAPITAL ADDED CAPITAL WITHDRAWN JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC 177 PORTFOLIO AT END OF 2005 DATE ACQUIRED 178 NO OF SHARES SECURITY PRICE TOTAL COST PAPER PROFITS PAPER LOSSES PORTFOLIO AT END OF 2005 DATE ACQUIRED... END OF 2005 DATE ACQUIRED 178 NO OF SHARES SECURITY PRICE TOTAL COST PAPER PROFITS PAPER LOSSES PORTFOLIO AT END OF 2005 DATE ACQUIRED NO OF SHARES SECURITY PRICE TOTAL COST PAPER PROFITS PAPER LOSSES 1 79 . Change 199 9 40 69. 31 1876.62 85.6 2003 2003.37 667.86 50.0 199 8 2 192 . 69 622.34 39. 6 199 5 1052.13 300.17 39. 9 199 7 1570.35 2 79. 32 21.6 199 6 1 291 .03 238 .90 22.7 199 1 586.34 212.50 56.8 199 3 776.80 99 .85. Change 199 9 11 497 .12 2315. 69 25.2 2003 10453 .92 2112. 29 25.3 199 7 790 8.25 14 59. 98 22.6 199 6 6448.27 1331.15 26.0 199 5 5117.12 1282.68 33.5 199 8 91 81.43 1273.18 16.1 198 9 2753.20 584.63 27.0 199 1 3168.83. – 18 .9 197 7 831.17 – 173.48 – 17.3 197 3 850.86 – 1 69. 16 – 16.6 196 9 800.36 – 143. 39 – 15.2 199 0 2633.66 – 1 19. 54 – 4.3 198 1 875.00 – 88 .99 – 9. 2 193 1 77 .90 – 86.68 – 52.7 193 0 164.58 – 83 .90 –