Items Tagged With BPT

My Top Ten Holdings for End of June
Written By: David Neubert
2007-07-03 11:44:05

This is the ongoing list of my top holdings.

David Neubert at Home Office

For the first list by ticker see my May List.

Top Ten Listed/Tradeable Holdings as of June month end (prices as of July 3, 2007):

Ishares Inflation Protected Treasuries ETF (TIP - $98.51)
Chevron Corp (CVX - $86.44)
Berkshire Hathaway (BRK/A - $110,000)
Conoco Philips (COP - $80.45)
B P Prudhoe Bay Oil RoyaltyTrust (BPT - $74.09)
Pfizer Inc (PFE - $25.82)
Usiminas S.A. Brazil ADR (USNZY - $58.75)
Amgen Inc (AMGN - $58.75)
Anglo America PLC UK ADR (AAUK - $55.13)
Vanguard Pacific ETF (VPL - $71.86)

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Neubert Top 15 Positions for February Month End 2008
Written By: David Neubert
2008-02-29 08:05:30

Photo:Buttersweet, Creative Commons, Flickr
Top Fifteen Listed/Tradeable Holdings as of February 2008 month end. Prices as of February 29, 2008.

I've done a lot of trading this November. I haven't been disclosing all of my trades but hopefully some of the changes in my top holdings will give you an idea.

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Neubert Top 15 Positions for March Month End 2008
Written By: David Neubert
2008-04-06 18:34:06
This month's top 15 is full of financials and oil. I like to bottom fish, and this month it finally worked. My exposure to big bad oil is starting worry my wallet and my heart.

1. Lehman Brothers (LEH - $44.05): Now that more than three years have passed since I left Lehman Brothers I feel it is appropriate to disclose my position in the investment bank. I have to admit that this has not been a great quarter to own any investment bank, but I have a lot of confidence in Lehman management and think that they understand the risks inherent in liquidity that funding an investment bank requires. In other words, they are no Bear Stearns.

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Neubert Top Fifteen Positions for End of September 2007
Written By: David Neubert
2007-09-30 21:49:42
Top 15

Photo:actualmatthew, Creative Commons, Flickr
This is the ongoing list of my top holdings. Due to popular demand, the list has been expanded.

Top Fifteen Listed/Tradable Holdings as of June month end (prices as of August 6, 2007):

1. Ishares Inflation Protected Treasuries ETF (TIP - $102.03)
2. Chevron Corp (CVX - $93.58)
3. Berkshire Hathaway (BRK/A - $118,510)
4. Conoco Philips (COP - $87.77)
5. B P Prudhoe Bay Oil RoyaltyTrust (BPT - $75.11)
6. Usiminas S.A. Brazil ADR (USNZY - $70.70)
7. Citigroup (C- $46.67)
8. Freeport Mcmoran Copper & Gold (FCX - $104.89)
9. Vanguard Pacific ETF (VPL - $72.84)
10. 3M (MMM - $87.18)
11. Anglo America PLC UK ADR (AAUKD - $33,45)
12. Chubb Corp (CB - $53.64) - new addition.
13. Bank Of America (BAC - $50.27)
14. General Electric (GE - $41.40)
15. Pfizer Inc (PFE - $23.82)

Off the top ten list since end of July:

Intel (INTC - $24.04) (part of options cocktail mention and part outright position) sold unhedged position

Amgen Inc (AMGN - $56.57) - sold 1/4 of position.

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Neubert Top Ten Positions for End of July 2007
Written By: David Neubert
2007-08-06 11:11:05
This is the ongoing list of my top holdings.

See May 2007 List.
See June 2007 List.

Top Ten Listed/Tradable Holdings as of June month end (prices as of August 6, 2007):

1. Ishares Inflation Protected Treasuries ETF (TIP - $100.051)
2. Chevron Corp (CVX - $79.64)
3. Berkshire Hathaway (BRK/A - $111,000)
4. Conoco Philips (COP - $76.55)
5. B P Prudhoe Bay Oil RoyaltyTrust (BPT - $65.89)
6. Citigroup (C- $45.85) - new addition to top 10 list
7. Usiminas S.A. Brazil ADR (USNZY - $59.75)
8. Vanguard Pacific ETF (VPL - $68.86)
9. Amgen Inc (AMGN - $51.45)
10. 3M (MMM - $87.18) - new this month

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11. Intel (INTC - $24.04) (part of options cocktail mention and part outright position)
12. Bank Of America (BAC - $47.20)

Off the list since July:
Anglo America PLC UK ADR (AAUK - $27.23) - relative performance
Pfizer Inc (PFE - $23.82) - relative performance

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