[quote=skeedaddy]I know it'll piss some off but here are my final numbers for 2005:

up 23.8%

Top holdings:

Apple
Texas Inst.
Humana
Corning
XTO Energy

Worst holdings:

Qualcom
GE
Nordic American Tankers
Ebay
Starbucks

Have a happy and safe New Year to all!
SKEE
[/quote]

Me, too. Jackson National VA. Up almost 24%, net of all fees.

50% in Value Line Target 25 and 50% in JNL 5 UIT strategies.

[quote=skeedaddy]I know it'll piss some off but here are my final numbers for 2005:

up 23.8%

Top holdings:

Apple
Texas Inst.
Humana
Corning
XTO Energy

Worst holdings:

Qualcom
GE
Nordic American Tankers
Ebay
Starbucks

Have a happy and safe New Year to all!
SKEE
[/quote]

NAT has clobbered me.  Normally I'd take the loss, but by this point I'm hanging on to see if we get a bounce now that tax loss selling is hopefully over.

Fortunately I have other holdings which have held up a little better.  ;-)

[quote=Dirk Diggler]

Me, too. Jackson National VA. Up almost 24%, net

of all fees.

50% in Value Line Target 25 and 50% in JNL 5 UIT

strategies.

[/quote]



Dirk, I looked at the Value Line Target 25 and its 65% in oils. I kept my

participation to about 30%.

It did well, how did you decide on that portfolio over others? And will you

keep it into 2006? And what is in the JNL 5 UIT?

[quote=skeedaddy] [quote=Dirk Diggler]

Me, too. Jackson National VA. Up almost 24%, net
of all fees.

50% in Value Line Target 25 and 50% in JNL 5 UIT
strategies.

[/quote]

Dirk, I looked at the Value Line Target 25 and its 65% in oils. I kept my
participation to about 30%.
It did well, how did you decide on that portfolio over others? And will you
keep it into 2006? And what is in the JNL 5 UIT?
[/quote]

The JNL 5 is a blend of 5 strategies, 20% in each. It was up about 9% in 2005. The VL 25 was up 37%. Both are net of fees. Unfortunately, my most aggressive combo was 60% in VL and 40% in JNL 5. Most folks were 50/50 and some of the more conservative clients were 100% JNL 5.

Why do I decide to use these over others? Mostly because I'm the most familiar with these two and because they've worked better than anything else I've ever done.

I'm aware of the allocation in the new strategy, but that's the strategy. Don't use a strategy if you don't have the discipline to stick to it.