Smith Affiliated Capital Corp.

data from 30/09/2017

Capitalization

$ 88.130 M 4.24 %

Average holding period

12 ans

Performance

$ 643.669 M 298.09 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Smith Affiliated Capital Corp.

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2017/09/30 CENTRAL FD CDA LTD 65.75% 57.943 M $ 4573224 2011/03/31 1.559 M $ 2.76 %
2017/09/30 PHYS SPROTT PHYSICAL GOLD TRUST 3.94% 3.473 M $ 332705 2016/03/31 110.146 K $ 3.06 %
2017/09/30 ENTERPRISE PRODU 5.250 8/16 2.19% 1.927 M $ 1910000 2017/09/30 0.000 $ 0.00 %
2017/09/30 EMP ENTERGY MISSISSIPPI, INC. 1.57% 1.384 M $ 55500 2016/09/30 24.857 K $ 2.76 %
2017/09/30 U.S. BANCORP 5.300 2/02 1.52% 1.335 M $ 1225000 2017/03/31 24.500 K $ 1.88 %
2017/09/30 PSA-PG PUBLIC STORAGE 1.31% 1.156 M $ 45800 2017/09/30 0.000 $ 0.00 %
2017/09/30 TRANSCANADA TRUS 5.300 3/15 1.23% 1.088 M $ 1063000 2017/03/31 -9.880 K $ -0.97 %
2017/09/30 NATIONAL RURAL U 5.250 4/20/46 1.17% 1.028 M $ 965000 2016/06/30 16.300 K $ 1.90 %
2017/09/30 DOMINION RESOURC 5.750 10/01 1.08% 954.720 K $ 884000 2016/09/30 8.840 K $ 0.93 %
2017/09/30 PRUDENTIAL FINAN 5.200 3/15/44 1.03% 903.661 K $ 850000 2017/03/31 0.000 $ 0.00 %
2017/09/30 SCE TRUST VI 0.96% 842.616 K $ 33200 2017/09/30 0.000 $ 0.00 %
2017/09/30 NORTHERN TRUST C 4.600 4/01 0.87% 768.750 K $ 750000 2017/03/31 7.500 K $ 0.99 %
2017/09/30 SOUTHERN COMPANY 0.81% 715.440 K $ 27100 2016/03/31 -30.336 K $ -3.51 %
2017/09/30 JPMORGAN CHASE & 5.150 5/01/23 0.77% 674.375 K $ 650000 2016/06/30 4.000 K $ 0.97 %
2017/09/30 THE CHARLES SCHW 4.625 12/29 0.70% 615.000 K $ 600000 2017/03/31 0.000 $ 0.00 %
2017/09/30 JPMORGAN CHASE & 7.900 4/29/49 0.64% 566.500 K $ 550000 2016/03/31 -6.500 K $ -0.96 %
2017/09/30 BNSF FUNDING TRU 6.613 12/15 0.64% 565.718 K $ 493000 2016/03/31 0.000 $ 0.00 %
2017/09/30 AMERICAN EXPRESS 5.200 5/29/49 0.64% 564.438 K $ 550000 2016/03/31 -5.500 K $ -0.97 %
2017/09/30 THE ALLSTATE COR 5.750 8/15 0.62% 548.750 K $ 500000 2017/03/31 0.000 $ 0.00 %
2017/09/30 DOMINION ENERGY INC 0.60% 531.274 K $ 20600 2016/09/30 11.221 K $ 2.46 %
2017/09/30 SCE TRUST V 0.60% 530.100 K $ 19000 2016/03/31 -22.300 K $ -3.46 %
2017/09/30 STATE STREET COR 5.250 12/29/49 0.60% 526.250 K $ 500000 2016/03/31 -5.000 K $ -0.95 %
2017/09/30 BANK OF NEW YORK 4.950 12/29/49 0.59% 519.065 K $ 500000 2016/03/31 0.000 $ 0.00 %
2017/09/30 WELLS FARGO & CO 7.980 3/29/49 0.58% 512.050 K $ 490000 2016/03/31 4.900 K $ 0.96 %
2017/09/30 THE CHUBB CORPOR 3.554 4/15/37 0.56% 492.278 K $ 495000 2017/03/31 1.070 K $ 0.20 %
2017/09/30 BANK OF NEW YORK 4.625 3/20 0.46% 408.080 K $ 400000 2017/09/30 0.000 $ 0.00 %
2017/09/30 INGLEWOOD CALIF 5.000 5/01/21 0.32% 280.855 K $ 250000 2017/03/31 0.000 $ 0.00 %
2017/09/30 SOUTHERN COMPANY 0.29% 255.100 K $ 10000 2017/09/30 0.000 $ 0.00 %
2017/09/30 GE GENERAL ELECTRIC CO 0.25% 223.544 K $ 9245 2010/06/30 -16.285 K $ -6.52 %
2017/09/30 FNV FRANCO NEVADA CORP 0.25% 223.530 K $ 2885 2015/09/30 15.348 K $ 7.37 %
2017/09/30 PNC FINANCIAL SE 5.000 11/01 0.24% 209.500 K $ 200000 2017/03/31 4.000 K $ 1.94 %
2017/09/30 AMERICAN EXPRESS 4.900 9/15 0.23% 203.750 K $ 200000 2017/03/31 0.000 $ 0.00 %
2017/09/30 AEP AMERICAN ELEC PWR INC 0.22% 189.648 K $ 2700 2011/06/30 2.078 K $ 1.11 %
2017/09/30 V VISA INC 0.21% 189.432 K $ 1800 2013/06/30 20.627 K $ 12.22 %
2017/09/30 TXN TEXAS INSTRS INC 0.20% 173.722 K $ 1938 2011/06/30 24.631 K $ 16.52 %
2017/09/30 RGLD ROYAL GOLD INC 0.20% 172.080 K $ 2000 2015/09/30 15.740 K $ 10.07 %
2017/09/30 IWB ISHARES TR RUSSELL 1000 0.18% 159.183 K $ 1138 2010/06/30 47.109 K $ 3.41 %
2017/09/30 AET AETNA INC NEW 0.18% 156.784 K $ 986 2011/06/30 7.079 K $ 4.73 %
2017/09/30 PPG PPG INDS INC 0.18% 156.470 K $ 1440 2011/06/30 -1.871 K $ -1.18 %
2017/09/30 BMY BRISTOL MYERS SQUIBB CO 0.17% 147.176 K $ 2309 2011/06/30 18.518 K $ 14.39 %
2017/09/30 NEM NEWMONT MINING CORP 0.16% 142.538 K $ 3800 2015/09/30 19.455 K $ 15.81 %
2017/09/30 REM ISHARES TR 0.16% 142.019 K $ 3032 2016/12/31 1.394 K $ 0.99 %
2017/09/30 IEI ISHARES BC 3-7 TREASURY BOND 0.16% 139.421 K $ 1125 2011/06/30 -67.000 $ -0.05 %
2017/09/30 KO COCA COLA CO 0.15% 136.065 K $ 3023 2011/06/30 483.000 $ 0.36 %
2017/09/30 AMGN AMGEN INC 0.15% 131.447 K $ 705 2013/06/30 10.025 K $ 8.26 %
2017/09/30 COP CONOCOPHILLIPS 0.15% 130.130 K $ 2600 2015/12/31 15.833 K $ 13.85 %
2017/09/30 RANDGOLD RES LTD 0.15% 127.935 K $ 1310 2015/09/30 12.052 K $ 10.40 %
2017/09/30 KHC KRAFT HEINZ CO /THE 0.14% 124.080 K $ 1600 2015/12/31 -12.944 K $ -9.45 %
2017/09/30 NLY ANNALY CAP MGMT INC 0.14% 121.900 K $ 10000 2016/03/31 1.399 K $ 1.16 %
2017/09/30 LUV SOUTHWEST AIRLS CO 0.13% 115.263 K $ 2059 2011/06/30 -12.683 K $ -9.91 %
2017/09/30 MCEWEN MINING 0.12% 105.243 K $ 53971 2012/03/31 -35.340 K $ -25.86 %
2017/09/30 BA BOEING CO 0.12% 101.684 K $ 400 2013/06/30 22.584 K $ 28.55 %
2017/09/30 WGL HLDGS INC 0.11% 96.156 K $ 1142 2011/06/30 879.000 $ 0.92 %
2017/09/30 BP BP PLC 0.11% 96.075 K $ 2500 2016/09/30 9.450 K $ 10.91 %
2017/09/30 ROK ROCKWELL AUTOMATION INC 0.11% 94.808 K $ 532 2011/06/30 8.645 K $ 10.03 %
2017/09/30 PG PROCTER & GAMBLE CO 0.10% 90.980 K $ 1000 2011/06/30 3.829 K $ 4.39 %
2017/09/30 PEP PEPSICO INC 0.10% 89.144 K $ 800 2016/06/30 -3.247 K $ -3.52 %
2017/09/30 GILD GILEAD SCIENCES INC 0.10% 88.717 K $ 1095 2015/03/31 9.215 K $ 14.47 %
2017/09/30 LOW LOWES COS INC 0.10% 87.934 K $ 1100 2016/06/30 2.650 K $ 3.11 %
2017/09/30 FCX FREEPORT-MCMORAN, INC. 0.10% 84.240 K $ 6000 2015/12/31 12.179 K $ 16.90 %
2017/09/30 MO ALTRIA GROUP INC 0.09% 82.446 K $ 1300 2016/06/30 -14.364 K $ -14.84 %
2017/09/30 DAL DELTA AIR LINES INC DEL 0.09% 81.974 K $ 1700 2013/06/30 -9.384 K $ -10.27 %
2017/09/30 CL COLGATE PALMOLIVE CO 0.09% 80.135 K $ 1100 2013/06/30 -1.408 K $ -1.73 %
2017/09/30 UNITED TECHNOLOGIES CORP 0.09% 79.863 K $ 688 2011/06/30 -4.148 K $ -4.94 %
2017/09/30 DEO DIAGEO P L C 0.09% 79.278 K $ 600 2013/06/30 7.379 K $ 10.26 %
2017/09/30 CLX CLOROX CO DEL 0.09% 79.146 K $ 600 2011/06/30 -798.000 $ -1.00 %
2017/09/30 TJX TJX COS INC NEW 0.08% 73.730 K $ 1000 2016/06/30 1.559 K $ 2.16 %
2017/09/30 KMB KIMBERLY CLARK CORP 0.08% 73.432 K $ 624 2011/06/30 -7.132 K $ -8.85 %
2017/09/30 DUK DUKE ENERGY CORP NEW 0.08% 73.010 K $ 870 2012/09/30 287.000 $ 0.39 %
2017/09/30 OASIS PETE INC NEW 0.08% 72.960 K $ 8000 2015/12/31 8.559 K $ 13.29 %
2017/09/30 AEM AGNICO EAGLE MINES LTD 0.08% 69.714 K $ 1542 2015/09/30 138.000 $ 0.20 %
2017/09/30 MMM 3M CO 0.08% 68.218 K $ 325 2013/03/31 464.000 $ 0.69 %
2017/09/30 SNY SANOFI 0.07% 62.238 K $ 1250 2015/09/30 2.350 K $ 3.92 %
2017/09/30 EFX EQUIFAX INC 0.07% 61.533 K $ 450 2016/09/30 -14.143 K $ -22.87 %
2017/09/30 CINF CINCINNATI FINL CORP 0.07% 61.256 K $ 800 2016/09/30 3.295 K $ 5.69 %
2017/09/30 APD AIR PRODS & CHEMS INC 0.07% 60.488 K $ 400 2013/06/30 3.263 K $ 5.70 %
2017/09/30 SILVER WHEATON CORP 0.06% 53.996 K $ 2591 2015/09/30 0.000 $ 0.00 %
2017/09/30 HON HONEYWELL INTL INC 0.06% 53.861 K $ 380 2011/06/30 3.172 K $ 6.26 %
2017/09/30 DTE DTE ENERGY CO 0.06% 53.680 K $ 500 2011/06/30 787.000 $ 1.49 %
2017/09/30 AXP AMERICAN EXPRESS CO 0.06% 52.015 K $ 575 2013/06/30 3.576 K $ 7.38 %
2017/09/30 GLD SPDR GOLD TRUST 0.06% 51.307 K $ 422 2010/06/30 6.486 K $ 3.02 %
2017/09/30 WPM WHEATON PRECIOUS METALS CORP 0.06% 49.462 K $ 2591 2017/06/30 -2.072 K $ -4.02 %
2017/09/30 TMO THERMO FISHER SCIENTIFIC INC 0.05% 47.300 K $ 250 2013/06/30 3.682 K $ 8.44 %
2017/09/30 CARLYLE GROUP L P 0.05% 47.200 K $ 2000 2015/12/31 7.700 K $ 19.49 %
2017/09/30 UAL UNITED CONTINENTAL HLDGS 0.05% 45.660 K $ 750 2013/06/30 -10.777 K $ -19.10 %
2017/09/30 IBM INTERNATIONAL BUSINESS MACHS 0.05% 43.524 K $ 300 2011/06/30 -2.620 K $ -5.68 %
2017/09/30 WM WASTE MGMT INC DEL 0.05% 43.049 K $ 550 2013/06/30 2.706 K $ 6.71 %
2017/09/30 COL ROCKWELL COLLINS INC 0.05% 41.827 K $ 320 2011/06/30 8.201 K $ 24.39 %
2017/09/30 NI NISOURCE INC 0.05% 40.944 K $ 1600 2014/03/31 368.000 $ 0.91 %
2017/09/30 JNJ JOHNSON & JOHNSON 0.04% 39.003 K $ 300 2017/03/31 -684.000 $ -1.72 %
2017/09/30 GOOGL ALPHABET INC CLASS A 0.04% 38.949 K $ 40 2016/03/31 1.768 K $ 4.75 %
2017/09/30 CMCSA COMCAST CORP NEW 0.04% 38.480 K $ 1000 2016/03/31 -440.000 $ -1.13 %
2017/09/30 GOOG GOOGLE INC CL C 0.04% 38.364 K $ 40 2013/03/31 2.016 K $ 5.55 %
2017/09/30 MPLX MPLX LP 0.04% 38.161 K $ 1090 2016/09/30 1.754 K $ 4.82 %
2017/09/30 MSFT MICROSOFT CORP 0.04% 37.245 K $ 500 2013/03/31 2.779 K $ 8.07 %
2017/09/30 PFE PFIZER INC 0.04% 35.700 K $ 1000 2013/03/31 2.108 K $ 6.28 %
2017/09/30 EMR EMERSON ELEC CO 0.04% 34.562 K $ 550 2017/03/31 1.771 K $ 5.40 %
2017/09/30 ECL ECOLAB INC 0.04% 32.153 K $ 250 2013/06/30 -1.034 K $ -3.12 %
2017/09/30 JBLU JETBLUE AIRWAYS CORP 0.04% 31.501 K $ 1700 2011/06/30 -7.309 K $ -18.83 %
2017/09/30 BIIB BIOGEN INC 0.04% 31.312 K $ 100 2015/03/31 4.175 K $ 15.39 %