To compare the current portfolio with holdings from January 2001, click here — to compare with December 2001, click here.

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Since the beginning of 2002, the following adjustments were made to the Portfolio:

January 9 —
Additions: Merck (4%), Royal Dutch (3%), Cadbury Schweppes added (2%), Paychex (1.5%) AOL (1%)
Changes in weighting: GDT (+1%), Schering (-2%), Costco (-1.5%), Wrigley (-1.5%), American Express (-1%), Disney (-1%), Lilly (-1%), US Bancorp (-1%), Berkshire (-.5%), Cisco (-.5%), Coca-Cola (-.5%), EMC (-.5%), Freddie Mac (-.5%), Intel (-.5%), SYMC (-.5%)

February 19 —
AutoNation added (3% position); Royal Dutch removed; Symbol Technologies increased (1.5% from 1%); Disney reduced (2% from 2.5%)

March 1 —
Elan added (1% position); AOL increased (2% from 1%); Berkshire Hathaway reduced (3.5% from 4.5%); Belo reduced (2.5% from 3.5%)

March 2 —
PepsiAmericas added (1% position); Coca-Cola reduced (4% from 5%)

April 5 —
Bristol-Myers Squibb added (3% position); Auto Nation reduced (2% from 3%); Lilly reduced (2% from 4%)

April 8 —
Journal Register added (1.5% position); Gillette reduced (3% from 4%); American Express reduced (2% from 3%); Reader's Digest reduced (2.5% from 3%); EMC reduced (2% from 2.5%); Microsoft increased (3% from 2.5%); Washington Mutual increased (3% from 2%)

April 22 —
Adelphia Communications and Interep added (.5% position each); Wells Fargo reduced (1% from 2%)

April 25 —
Sinclair Broadcasting Group added (1% position); Wells Fargo removed

May 1 —
Schering Plough increased (3.5% from 3%); AOL Time Warner increased (2.5% from 2%); Media General reduced (2% from 2.5%); Reader's Digest reduced (2% from 2.5%)

May 3 —
EMC increased (2.5% from 2%); Wrigley reduced (2% from 2.5%)

May 5 —
Cablevision added (.5% position); Freddie Mac reduced (1.5% from 2%)

May 22 —
Liberty Media added (1% position); Costco reduced (3% from 3.5%); Amazon reduced (.5% from 1%)

June 18 —
Bristol-Myers increased (4.5% from 3%); Paychex removed

June 23 —
Abbott Laboratories added (2% position); Johnson & Johnson reduced (2% from 2.5%); Cadbury Schweppes reduced (1.5% from 2%); Adelphia and Amazon removed

June 26 —
Tyco International added (1.5% position); McDonald's reduced (2.5% from 4%)

June 28 —
Rainbow Media Group added (1.0% position); AOL increased (3% from 2.5%); Cablevision increased (1% from .5%); Cadbury Schweppes removed; Belo reduced (2.0% from 2.5%)

July 7 —
Home Depot added (2.0% position); Cisco Systems reduced (2.5% from 3.0%); Cablevision removed; Elan reduced (.5% from 1.0%)

July 8 —
Increase Merck by 1% (to 5%) at 45 or less; if limit price reached, reduce Applied Materials to offset purchase

July 12 —
Bristol-Myers Squibb increased (5% from 4.5%); Intel increased (3.0% from 2.5%); Home Depot increased (2.5% from 2.0%); AutoNation increased (2.5% from 2.0%); Cisco Systems reduced (2.0% from 2.5%); EMC reduced (2.0% from 2.5%); Washington Mutual reduced (2.5 from 3.0%); Juniper Networks reduced (.5% from 1.0%)

August 6 —
Rainbow Media Group removed; AOL Time Warner increased (4% from 3%)

August 25 —
Washington Mutual removed; BJ's Wholesale added (1.5%); Wal-Mart added (1%)

September 9 —
PepsiAmericas, Symantec and Elan removed; Bristol-Myers Squibb reduced (4% from 5%); General Electric (2%) and Tootsie Roll (1.5%) added

September 18 —
McDonald's increased (3.5% from 2.5%); Schering Plough reduced (2.5% from 3.5%)

September 22 —
Cisco increased (3% from 2%); EMC increased (2.5% from 2%); Abbott Laboratories reduced (1% from 2%); Sysco Foods reduced (2% from 2.5%)

September 25 —
EDS added (1%); Home Depot increased (3% from 2.5%); Automatic Data Processing removed

September 29 —
Pepsico added (2%); Sun Microsystems added (1%); Belo removed; Coca-Cola reduced (3% from 4%)

October 23 —
Coca-Cola increased (4% from 3%); Gillette increased (3.5% from 3%); Merck reduced (4% from 5%); Schering Plough reduced (2% from 2.5%)

November 22 —
Coca-Cola increased (5% from 4%); Home Depot increased (4% from 3%); Eli Lilly removed

December 17 —
Reader's Digest increased (3% from 2%); McGraw-Hill added (2%); Sara Lee removed; EMC reduced (2% from 2.5%)

In 2001, the following adjustments were made to the Portfolio:

January 3 — Media General added (5% position); American Express removed

January 8 — Eli Lilly added (5% position); Merck removed

January 9 — Disney added (5% position); Wrigley reduced (5% from 10%)

March 23 — Cisco added (2.5% position); Applied Materials reduced (2.5% from 5%)

April 4 — EMC added (2.5% position); Dell reduced (2.5% from 5%); Coca-Cola increased (7.5% from 5%); Gillette reduced (7.5% from 10%)

April 6 — American Express added (2.5% position); Freddie Mac reduced (2.5% from 5%)

May 29 — Coca-Cola increased (10% from 7.5% position); Disney reduced (2.5% from 5%)

June 19 — Coca-Cola increased (12.5% from 10% position); Campbell added (2.5%); Home Depot removed

June 27 — Microsoft reduced (2.5% from 5% position); Symbol Technologies added (2.5%)

July 17 — Johnson & Johnson reduced (2.5% from 5% position); Guidant added (2.5%); McDonald's reduced (7.5% from 10% position); Reader's Digest added (2.5%)

July 23 — Coca-Cola reduced (10% from 12.5% position); US Bancorp added (2.5%); Media General reduced (2.5% from 5%); Belo added (2.5%)

August 23 — Amazon.com added (1%); Reader's Digest increased (3% from 2.5%); Dell increased (3% from 2.5%); Cisco Systems increased (3% from 2.5%); EMC increased (3% from 2.5%); Coca-Cola reduced (8% from 10% position); Gillette reduced (7% from 7.5% position); McDonald's reduced (7% from 7.5% position)

September 8 — Washington Mutual added (2%); Juniper Networks added (1%); American Express increased (3% from 2.5%); Berkshire Hathaway reduced (8.5% from 10%); Intel reduced (3% from 5%)

September 16 — Because of the expected volatility this week, recommendations are being made at specific prices: Disney increased (3.5% from 2.5% at 20 or below); Northrop Grumman added (2% at 85 or below); Southwest Airlines added (1% at 12 or below); Gillette reduced from 7% to offset these purchases

September 18 — American Express increased (4% from 3% at 28 or below); America Online added (1% at 27 or below); Coca-Cola reduced from 8% to offset these purchases

September 23 — given the ongoing volatility, recommendations are being made at specific prices: add Automatic Data Processing (ADP) with 1.5% position at 42 or less; add State Street (STT) with a 1.5% position at 38 or less; add America Online (symbol: AOL) with 1% position at 27 or less; increase Dell Computer (DELL) by 1% at 15 or less; increase Belo (BLC) by 1% at 15 or less — reduce BRK (up to 1.5%), SBL (up to 1.5%), LLY (up to 1%), G (up to 1%) and KO (up to 1%) to offset purchases

September 26 — add Automatic Data Processing (ADP), State Street (STT) and Symantec (SYMC), each with a 1.5% position (replacing the previous limit orders of September 23); reduce Berkshire Hathaway, Coca-Cola and Symbol Technologies weightings; add Interpublic Group (IPG) with a 1.5% position at 18.50 or less; reduce Gillette to offset

October 1 — Southwest Airlines removed; Belo increased (replacing the previous limit order of September 23)

October 9 — U.S. Bancorp increased (3.5% from 2.5%); Berkshire Hathaway reduced

October 15 — Sara Lee added (2.5% weighting) and Sysco Foods added (2.5%); Berkshire Hathaway reduced (5% from 6%), McDonald's reduced (4% from 7%) and Gillette reduced (4% from 5%)

October 21 — Wells Fargo added (2% weighting); Wrigley reduced (4% from 5%) and Guidant reduced (1.5% from 2.5%)

October 31 — The outstanding limit orders for AOL (Sept 16), Belo (Sept 23) and Interpublic Group (Sept 26) are no longer in effect.

Disclaimer: The portfolio above reflects the investment approach of WealthEffect.com and is not intended as specific investment advice.