Mad Money Machine

ps06

NEW! Get Ready to get SmackedDown!

Join the 2007 MadMoneyMachine.com Portfolio Smackdown at

http://vse.marketwatch.com/Game/StartViewGame.aspx?id=MadMoneyMachine.com

You will get a pretend $100,000 to invest in 2007 and see if you can beat the Indexfolioâ„¢ 100

The 2006 Portfolio Smackdown!

We have a winner: The MONEY MACHINE beats the MAD MONEY!

Yearly return for 2006:

ETF Portfolio	20.6%
Portfolio of Select Jim Cramer Featured Stocks	-0.2% Lost money!
IFA Index Portfolio 100 (net of IFA and DFA fees) as of 29 December 2006	22.51% GREAT YEAR!!!!

Get more details about the IFA Index Portfolio 100 at Index Funds Advisors (ifa.com).

The Cramer portfolio reached a high of $116,753.79 on 10 May.

I’ll update this chart every once in a while. I just started keeping track of portfolio values in late March, but went back to get some at the end of January and February also.

SUMMARY VIEW
MONEY MACHINE: 2006 Portfolio of Exchange Traded Funds (ETFs)
Name	Ticker	% Gain	Total_Value
VG Total Market	VTI	13.7%	$ 22,714.02
VG Mid-Cap	VO	12.4%	$ 11,257.65
VG Small-Cap	VB	14.4%	$ 11,440.80
PowerShares Micro-Cap	PZI	17.9%	$ 11,787.60
VG REIT	VNQ	29.3%	$ 12,936.00
VG Materials	VAW	17.6%	$ 11,775.17
VG European	VGK	29.6%	$ 12,950.40
VG Pacific	VPL	9.2%	$ 10,901.08
VG Emerging Market	VWO	27.1%	$ 12,691.96
Cash			$ 2,229.21
		20.6%	$ 120,611.89
MAD MONEY: 2006 Portfolio of Select Jim Cramer Featured Stocks
Name	Ticker	% Gain	Total_Value
Sears Holdings Corporation	SHLD	9.2%	$ 10,747.52
Halliburton Company	HAL	-10.6%	$ 8,383.50
ALTRIA GROUP	MO	2.7%	$ 11,156.60
Open		0.0%	$ –
Genzyme Corporation	GENZ	3.6%	$ 10,222.28
Johnson & Johnson	JNJ	1.1%	$ 10,827.28
The Boeing Company	BA	7.0%	$ 10,571.96
Google Inc.	GOOG	-5.5%	$ 8,749.12
J.C. Penney Company, Inc.	JCP	21.3%	$ 10,056.80
TALISMAN ENERGY INC	TLM	-3.6%	$ 9,633.33
Cash			$ 9,992.82
		-0.2%	$ 99,805.21
DETAILED VIEW
Indexes
Name	Ticker	_Price_Paid_		Shrs	Buy_Price	LatestPrice	%Gain	Total_Value	Buy Date
DIAMONDS TRUST SER 1	DIA	$ 106.95		1	$ 106.95	$ 124.41	17.5%	$ 125.70	12/30/2005
S&P DEP RECEIPTS	SPY	$ 124.51		1	$ 124.51	$ 141.62	14.6%	$ 142.69	12/30/2005
Nasdaq-100 Trust, Series I – Nasdaq-100 Shares	QQQQ	$ 40.41		1	$ 40.41	$ 43.16	6.9%	$ 43.21	12/30/2005
Alpha Hedged Strategies	ALPHX	$ 12.13		1	$ 12.13	$ 13.24	9.2%	$ 13.24	12/30/2005
ETF Portfolio
Name	Ticker	_Price_Paid_	Fee	Shrs	Buy_Price	LatestPrice	%Gain	Total_Value	Buy Date	Cat
VG Total Market	VTI	$ 19,979.46	$8	162	$ 123.33	$ 140.21	13.7%	$ 22,714.02	12/30/2005	LC
VG Mid-Cap	VO	$ 10,014.55	$8	155	$ 64.61	$ 72.63	12.4%	$ 11,257.65	12/30/2005	MC
VG Small-Cap	VB	$ 10,004.40	$8	168	$ 59.55	$ 68.10	14.4%	$ 11,440.80	12/30/2005	SC
PowerShares Micro-Cap	PZI	$ 9,999.00	$8	660	$ 15.15	$ 17.86	17.9%	$ 11,787.60	12/30/2005	mC
VG REIT	VNQ	$ 10,006.08	$8	168	$ 59.56	$ 77.00	29.3%	$ 12,936.00	12/30/2005	REIT
VG Materials	VAW	$ 10,009.98	$8	167	$ 59.94	$ 70.51	17.6%	$ 11,775.17	12/30/2005	Mat
VG European	VGK	$ 9,994.00	$8	190	$ 52.60	$ 68.16	29.6%	$ 12,950.40	12/30/2005	EURO
VG Pacific	VPL	$ 9,985.96	$8	164	$ 60.89	$ 66.47	9.2%	$ 10,901.08	12/30/2005	PAC
VG Emerging Market	VWO	$ 9,984.32	$8	164	$ 60.88	$ 77.39	27.1%	$ 12,691.96	12/30/2005	EM
Cash		$ 2,229.21						$ 2,229.21
TOTAL		$ 102,206.96	$72				20.6%	$ 120,611.89
2006 Portfolio of Select Jim Cramer Featured Stocks
Name	Ticker	Price_Paid	Fee	Shrs	Buy_Price	LatestPrice	% Gain	Total_Value	Buy Date	Cat
Sears Holdings Corporation	SHLD	$ 9,844.48	$8	64	$ 153.82	$ 167.93	9.2%	$ 10,747.52	5/31/2006	1
Halliburton Company	HAL	$ 9,373.05	$8	270	$ 34.72	$ 31.05	-10.6%	$ 8,383.50	3/22/2006	2
ALTRIA GROUP	MO	$ 10,858.90	$8	130	$ 83.53	$ 85.82	2.7%	$ 11,156.60	11/28/2006	3
Open										4
Genzyme Corporation	GENZ	$ 9,865.38	$8	166	$ 59.43	$ 61.58	3.6%	$ 10,222.28	5/31/2006	5
Johnson & Johnson	JNJ	$ 10,712.48	$8	164	$ 65.32	$ 66.02	1.1%	$ 10,827.28	11/27/2006	6
The Boeing Company	BA	$ 9,882.95	$8	119	$ 83.05	$ 88.84	7.0%	$ 10,571.96	5/31/2006	7
Google Inc.	GOOG	$ 9,255.09	$8	19	$ 487.11	$ 460.48	-5.5%	$ 8,749.12	12/6/2006	8
J.C. Penney Company, Inc.	JCP	$ 8,290.10	$8	130	$ 63.77	$ 77.36	21.3%	$ 10,056.80	8/2/2006	9
TALISMAN ENERGY INC	TLM	$ 9,994.32	$8	567	$ 17.63	$ 16.99	-3.6%	$ 9,633.33	12/30/2005	10
Cash		$ 9,992.82					0.0%	$ 9,992.82
TOTAL		$ 98,069.57	$536				-0.2%	$ 99,805.21
PREVIOUS HOLDINGS
Votorantim Celulose e Papel S.A (ADR)	VCP		$16		$ 12.29	$ 19.61			12/30/2005	1
Southern Copper Corporation	PCU		$16		$ 81.81	$ 53.89			3/6/2006	1
UnitedHealth Group Inc.	UNH		$16		$ 43.62	$ 53.73			5/23/2006	1
ENGlobal Corporation	ENG		$16		$ 8.40	$ 6.43			12/30/2005	2
Nabors Industries Ltd.	NBR		$16		$ 39.39	$ 29.78			1/12/2006	2
National-Oilwell Varco Inc.	NOV		$16		$ 64.03	$ 61.18			2/23/2006	2
ALTRIA GROUP	MO		$16		$ 74.72	$ 85.82			12/30/2005	3
GENERAL MOTORS	GM		$16		$ 26.50	$ 30.72			5/12/2006	3
Bancolombia S.A. (ADR)	CIB		$16		$ 28.83	$ 31.13			12/30/2005	4
optionsXpress Holdings, Inc.	OXPS		$16		$ 31.11	$ 22.69			3/3/2006	4
Citigroup Inc.	C		$16		$ 49.40	$ 55.70			5/31/2006	4
Bank of America Corporation	BAC		$16		$ 53.51	$ 53.39			12/1/2006	4
Cynosure	CYNO		$16		$ 20.86	$ 15.83			12/30/2005	5
Palomar Medical Technologies, Inc.	PMTI		$16		$ 39.08	$ 50.67			1/6/2006	5
Crocs, Inc.	CROX		$16		$ 29.21	$ 43.20			2/16/2006	5
CRYSTALLEX INTL CORP	KRY		$16		$ 5.50	$ 3.62			4/6/2006	5
Sara Lee Corp.	SLE		$16		$ 18.90	$ 17.03			12/30/2005	6
Chico’s FAS, Inc.	CHS		$16		$ 30.13	$ 20.69			5/9/2006	6
PepsiCo, Inc.	PEP		$16		$ 62.48	$ 62.55			5/9/2006	6
Cummins Inc.	CMI		$16		$ 89.73	$ 118.18			12/30/2005	7
Paccar	PCAR		$16		$ 68.86	$ 64.90			2/9/2006	7
Foster Wheeler Ltd.	FWLT		$16		$ 48.91	$ 55.14			5/9/2006	7
Seagate Technology	STX		$16		$ 19.99	$ 26.50			12/30/2005	8
iRobot Corporation	IRBT		$16		$ 28.42	$ 18.06			3/3/2006	8
Motorola, Inc.	MOT		$16		$ 22.25	$ 20.56			3/29/2006	8
Ciena Corporation	CIEN		$16		$ 30.87	$ 27.71			4/19/2006	8
Nokia Corporation (ADR)	NOK		$16		$ 21.42	$ 20.32			5/31/2006	8
GameStop Corp.	GME		$16		$ 31.82	$ 55.11			12/30/2005	9
Citi Trends, Inc.	CTRN		$16		$ 42.51	$ 39.64			1/12/2006	9
Action_Shares_Ticker_Price	Sell Date	Bought	Sold	RealizedGain	% Gain			Categories		Cat
Sold 479 CYNO @ 18.00	1/10/2006	$ 9,992.00	$ 8,622.00	$ (1,370.00)	-13.7%			Company you know		1
Sold 1190 ENG @ 11.13	1/12/2006	$ 9,996.00	$ 13,244.70	$ 3,248.70	32.5%			Oil		2
Sold 314 GME @ 39.98	1/12/2006	$ 9,991.00	$ 12,239.72	$ 2,248.72	22.5%			Brand name blue chip		3
Sold 111 CMI @ 100.09	2/9/2006	$ 9,960.00	$ 11,109.99	$ 1,149.99	11.5%			Financial		4
Sold 221 PMTI @ 32.92	2/16/2006	$ 8,636.68	$ 7,275.32	$ (1,361.36)	-15.8%			Speculative		5
Sold 336 NBR @ 34.335	2/23/2006	$ 13,235.04	$ 11,536.56	$ (1,698.48)	-12.8%			Secular “softgoods”		6
Sold 814 VCP @ 15.21	3/3/2006	$ 10,004.06	$ 12,380.94	$ 2,376.88	23.8%			Cyclical		7
Sold 347 CIB @ 34.59	3/3/2006	$ 10,004.01	$ 12,002.73	$ 1,998.72	20.0%			Tech		8
Sold 500 STX @ 27.86	3/3/2006	$ 9,995.00	$ 13,930.00	$ 3,935.00	39.4%			Retailer		9
Sold 250 CROX @ 21.48	3/22/2006	$ 7,302.50	$ 5,370.00	$ (1,932.50)	-26.5%			Non-tech “Hope”		10
Sold 180 NOV @ 59.03	3/22/2006	$ 11,525.40	$ 10,625.40	$ (900.00)	-7.8%
Sold 450 IRBT @ 26.69	3/22/2006	$ 12,789.00	$ 12,010.50	$ (778.50)	-6.1%
Sold 422 MOT @ 22.55	4/19/2006	$ 9,389.50	$ 9,516.10	$ 126.60	1.3%
Sold 529 SLE @ $18.20	5/9/2006	$ 9,998.10	$ 9,627.80	$ (370.30)	-3.7%
Sold 161 PCAR @ $78.74	5/9/2006	$ 11,086.46	$ 12,677.14	$ 1,590.68	14.3%
Sold 134 MO @ $71.65	5/12/2006	$ 10,012.48	$ 9,601.10	$ (411.38)	-4.1%
Sold 156 PCU @ 93.79	5/17/2006	$ 12,762.36	$ 14,631.24	$ 1,868.88	14.6%
Sold 277 UNH @ 42.01	5/24/2006	$ 12,082.74	$ 11,636.77	$ (445.97)	-3.7%
Sold 2159 CIEND @ 3.98	5/31/2006	$ 9,521.19	$ 8,592.82	$ (928.37)	-9.8%
Sold 228 FWLT @ 43.49	5/31/2006	$ 11,151.48	$ 9,915.72	$ (1,235.76)	-11.1%
Sold 410 OXPS @ 28.46	5/31/2006	$ 12,755.10	$ 11,668.60	$ (1,086.50)	-8.5%
Sold 1796 KRY @ 4.20	5/31/2006	$ 9,883.41	$ 7,543.20	$ (2,340.21)	-23.7%
Sold 288 CTRN @ 27.84	8/1/2006	$ 12,242.88	$ 8,017.92	$ (4,224.96)	-34.5%
Sold 400 CHS @ 21.37	8/2/2006	$ 12,052.00	$ 8,548.00	$ (3,504.00)	-29.1%
Sold 420 GM @ 30.70	10/9/2006	$ 11,130.00	$ 12,894.00	$ 1,764.00	15.8%
Sold 133 PEP @ 62.23	10/13/2006	$ 8,309.84	$ 8,276.59	$ (33.25)	-0.4%
Sold 200 C @ 49.20	12/1/2006	$ 9,880.00	$ 9,840.00	$ (40.00)	-0.4%
Sold 461 NOK @ 20.36	12/5/2006	$ 9,876.62	$ 9,385.96	$ (490.66)	-5.0%
Sold 185 BAC @ 52.68	12/7/2006	$ 9,899.35	$ 9,745.80	$ (153.55)	-1.6%
					16% extra tax
		Net Realized Short-term capital gain		$ (2,997.58)	$ (479.61)	Net gain	0.3%	$ 100,284.82
					20% extra tax
		Net Realized Short-term capital gain		$ (2,997.58)	$ (599.52)	Net gain	0.4%	$ 100,404.72
Cramer Speculative Index
Name	Ticker	_Price_Paid_	Fee	Shrs	Buy Price	LatestPrice	% Gain	Total_Value	Buy Date
Rentech, Inc.	RTK	$ 10,000.00	$8	2,096.44	$ 4.77	$ 3.77	-21.0%	$ 7,903.56	6/8/2006
CRYSTALLEX INTL CORP	KRY	$ 10,000.00	$8	2,557.54	$ 3.91	$ 3.62	-7.4%	$ 9,258.31	6/8/2006
IVANHOE ENERGY INC	IVAN	$ 10,000.00	$8	3,831.42	$ 2.61	$ 1.35	-48.3%	$ 5,172.41	6/8/2006
Transmeridian Exploration Incorporated	TMY	$ 10,000.00	$8	1,834.86	$ 5.45	$ 3.45	-36.7%	$ 6,330.28	6/8/2006
NORTHGATE MINERALS CORP	NXG	$ 10,000.00	$8	2,976.19	$ 3.36	$ 3.48	3.6%	$ 10,357.14	6/8/2006
Lundin Mining Corporation	LMC	$ 9,999.99	$8	417.54	$ 23.95	$ 36.94	54.2%	$ 15,424.05	6/8/2006
JDS UNIPHASE CORP	JDSU	$ 10,000.00	$8	454.55	$ 22.00	$ 16.66	-24.3%	$ 7,572.73	6/8/2006
Conexant Systems, Inc.	CNXT	$ 10,000.00	$8	3,921.57	$ 2.55	$ 2.04	-20.0%	$ 8,000.00	6/8/2006
Finisar Corporation	FNSR	$ 10,000.00	$8	2,976.19	$ 3.36	$ 3.23	-3.9%	$ 9,613.10	6/8/2006
Ciena Corporation	CIEN	$ 10,000.00	$8	323.94	$ 30.87	$ 27.71	-10.2%	$ 8,976.35	6/8/2006
Cash		$ 0.01						$ 0.01
		$ 100,000.00	$80				-11.5%	$ 88,527.95
Cramer Luxury Index:	129
Name	Ticker	_Price_Paid_	Fee	Shrs	Buy Price	LatestPrice	% Gain	Total_Value	Buy Date
Coach, Inc.	COH	$ 8,000.00	$8	290.28	$ 27.56	$ 42.96	55.9%	$ 12,470.25	7/27/2006
Polo Ralph Lauren Corporation	RL	$ 8,000.00	$8	143.47	$ 55.76	$ 77.66	39.3%	$ 11,142.04	7/27/2006
Tiffany & Co.	TIF	$ 8,000.00	$8	257.57	$ 31.06	$ 39.24	26.3%	$ 10,106.89	7/27/2006
Four Seasons Hotel Inc.	FS	$ 8,000.00	$8	152.03	$ 52.62	$ 81.99	55.8%	$ 12,465.22	7/27/2006
Orient-Express Hotels Ltd.	OEH	$ 8,000.00	$8	226.95	$ 35.25	$ 47.32	34.2%	$ 10,739.29	7/27/2006
Harman International Industries Inc./DE/	HAR	$ 8,000.00	$8	102.56	$ 78.00	$ 99.91	28.1%	$ 10,247.18	7/27/2006
Nordstrom, Inc.	JWN	$ 8,000.00	$8	242.13	$ 33.04	$ 49.34	49.3%	$ 11,946.73	7/27/2006
Diageo plc (ADR)	DEO	$ 8,000.00	$8	115.11	$ 69.50	$ 79.31	14.1%	$ 9,129.21	7/27/2006
Toll Brothers, Inc.	TOL	$ 8,000.00	$8	325.47	$ 24.58	$ 32.23	31.1%	$ 10,489.83	7/27/2006
Wynn Resorts, Limited	WYNN	$ 8,000.00	$8	127.00	$ 62.99	$ 93.85	49.0%	$ 11,919.35	7/27/2006
Movado Group, Inc.	MOV	$ 8,000.00	$8	354.45	$ 22.57	$ 29.00	28.5%	$ 10,279.13	7/27/2006
Ruth’s Chris Steak House, Inc.	RUTH	$ 8,000.00	$8	443.70	$ 18.03	$ 18.28	1.4%	$ 8,110.93	7/27/2006
Cash		$ –						$ –
		$ 96,000.00	$96				34.3%	$ 128,950.05
ETF vs Individual Stock
ML PHARMA HOLDR12/40	PPH	$ 100,000.00	$8	1,333.33	$ 75.00	$ 76.95	2.6%	$ 102,600.00	8/1/2006
Pfizer Inc.	PFE	$ 100,000.00	$8	3,847.63	$ 25.99	$ 25.90	-0.3%	$ 99,653.71	8/1/2006

The two Detailed tables compare the performance of a portfolio of broad-based Exchange Traded Funds (ETFs) vs. a selection of ten of Jim
Cramer’s recent favorite stocks, one in each of ten discretionary
portfolio sectors. Each portfolio started with a pretend $100,000 on
December 30th 2005. The percent gain of each portfolio is shown, along
with a net gain for the 2006 Portfolio of Select Jim Cramer Favorite
Stocks showing the net after-extra-tax gain that has to be paid because
of short-term capital gains.

The ETF Portfolio is using the buy and hold strategy on a broad basket of equities.

For
the 2006 Portfolio of Select Jim Cramer Favorite Stocks we are choosing
stocks in ten categories based upon Jim’s suggestions. Here’s a link to Jim’s 10 Rules for Building a Portfolio. (middle of article) Another summary of that show.

Jim
is always saying that “Bulls make money, bears make money, and hogs get
slaughtered” so when we have a large gain in a stock, we tend to take
it off the table in hopes of swapping into something else that is
poised for large gains.

I gotta say, hey, the ETF Portfolio performed fantastically in the 1st quarter: up a whopping 9.6% to
$109,584.39. The Cramer portfolio struggled (victim of the Cramer
Crackle a few times) and only gained 5.6% to $105,591.98. It will do
better this next quarter, won’t it?

Second quarter update: ETF Portfolio is up 6.6% and the Cramer Portfolio is up 3.9%. Let’s hope
for an even better 2nd half of 2006.

On Wednesday, 5 July, Jim said to not to buy or to take profits in the stocks in the Speculative
Index, below. I keep it here just for reference. On 5 July it had a net
loss of 1.7%.

Here is a breakdown of what the columns mean:

Paid is the total amount of that stock we purchased.

Fee represents a typical on-line brokerage commission. Your cost may vary, typically
between $4 per trade to $20 per trade, but you may be able to find
someone even cheaper.

Shrs is the number of
pretend shares of that stock purchased. Note that we’re not buying in
round lots of 100 shares, which may affect the prices we are able to
get for the more thinly traded issues.

Buy Price is the present price we paid to purchase the stock.

LatestPrice is the last price at which the stock traded. Typically the previous day’s closing price.

% Gain shows how much of a gain (or loss) we have in the stock.

Total is the market value of the shares in that stock owned at the last trading price.

Buy Date shows the date at which the shares were added to the portfolio.

Cat is the category to which the stock belongs. LC: Large Cap, MC: Mid-Cap,
SC: Small-Cap, mC: micro-Cap, REIT: Real Estate Investment Trust, Mat:
Materials, EURO: European index, PAC: Asia/Pacific index, EM: Emerging
Market index

16% extra tax represents the typical difference between the 15% long-term capital gains rate and an
estimated 31% short-term capital gains rate (this would vary depending
upon your particular tax bracket).

Caveat: I am not a tax advisor or account or lawyer or financial planner or even a
professional spreadsheet operator. There are probably lots of mistakes
here! If you find some, I’d love to hear from you so I can fix them.
This page is just for fun and hopefully some education. As I’ve heard
somewhere before, “My job is not just to entertain you, but to educate
you. So call me at…”

To view the Backtested Portfolio of Cramer’s picks vs. the Backtested ETF portfolio, click here.