• INCEPTION (11/10/2003)

  • 14 YRS
  • AVG. ANNUAL RETURN

  • 6.58%
  • S&P RETURN

  • 9.13%
(SWL) Stock Watch List

SWL Growth of $10,000

SWL Model
SWL Composite
S&P 500

SWL Month By Month (As Of: 08/06/2018)


Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec SWL YTD S&P YTD
20184.72%-2.03%-0.04%1.94%1.40%1.57%1.10%0.82%----9.74% 7.79%
20172.53%0.84%-1.47%3.20%2.14%-1.63%1.93%0.17%0.83%3.67%2.36%2.02%17.74% 21.83%
2016-0.18%-0.30%6.76%-1.63%-0.82%0.04%4.38%1.47%-1.21%-2.33%-0.00%-0.73%5.20% 11.96%
2015-3.86%8.80%-1.19%1.21%-1.92%-0.34%-3.93%-4.91%-1.92%5.56%-2.22%-1.54%-6.89% 1.38%
2014-4.86%3.18%-1.03%0.20%-0.46%0.17%0.07%3.39%-2.20%0.44%2.29%-2.17%-1.29% 13.69%
20131.57%-2.01%-0.11%1.94%-0.14%-2.17%1.46%1.07%-0.18%3.13%0.79%0.17%5.53% 32.39%
20129.34%5.14%0.14%-4.14%-9.00%-2.12%0.65%8.76%1.88%-4.46%1.00%-0.26%5.51% 16.00%
2011-3.63%6.05%-0.11%8.01%-3.09%-3.74%1.79%-8.38%-13.53%17.08%-0.42%-6.19%-9.29% 2.11%
2010-2.72%2.84%4.48%-0.20%-4.88%-3.48%0.59%-3.92%6.88%6.13%7.05%0.36%12.80% 15.06%
2009-9.27%-4.74%5.30%15.15%11.48%-3.20%8.12%4.39%8.77%-1.72%4.93%1.53%45.37% 26.46%
2008-11.39%-4.90%-3.94%1.30%7.12%-10.69%-3.61%0.44%-11.72%-20.23%-12.19%-2.95%-54.42% -37.00%
20075.81%0.42%7.25%2.67%4.01%0.34%-2.25%8.46%6.53%-0.64%-3.69%8.40%43.05% 5.49%
20067.25%-2.13%-2.70%0.19%-10.33%0.78%-2.30%5.57%8.77%7.19%7.75%0.70%20.67% 15.79%
2005-25.77%-10.40%-3.58%-11.35%11.78%2.13%8.72%-4.56%-0.60%-3.39%6.26%-4.76%-34.56% 4.91%
200416.84%14.05%22.15%-13.41%-2.61%22.91%-18.42%-4.70%21.37%9.28%18.50%10.16%127.08% 10.88%
2003----------10.00%-3.50%6.16% 6.53%
Returns greater than 5%
Returns less than -5%

SWL Top 5 Holdings


Symbol Name Current Price % Fund
TPR Tapestry Inc $51.02 9.97%
URBN Urban Outfitters Inc $45.16 9.88%
HRS Harris Corp $163.79 9.60%
AAPL Apple Inc $213.42 8.76%
MSFT Microsoft Corp $108.35 8.47%
Total 46.68%

SWL Skill Metrics


Over the past years, Eugene has invested in a total of 34 stocks at one time or another and made money on 18 (52.94%) of those stocks. Careful stock selection is one of the keys to success.

All Positions
Stock Picking Skills Winning % 52.94%
Trading Skills Avg. Gain/Loss Ratio 5.37