Rule Breaker Portfolio
Help Others Give Thanks
What can 2 million Fools accomplish?

In years past, we've offered you two Alphabets of Thanks, a Year of Thanks, and a Timeline of Thanks. If you're tired of giving thanks every year, consider helping The Motley Fool give hundreds of thousands of unsuspecting people living in poverty around the world some amazing things to be thankful for. Like life -- or a livelihood.

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By Selena Maranjian (TMF Selena)
November 22, 2000

It's the day before Thanksgiving, and you're getting leftovers from me today. For many years now at the Fool, I've been given the privilege of penning the Rule Breaker report that runs over Thanksgiving. This year, instead of musing on all that we can give thanks for, I thought I'd muse on how we can help others give thanks. More on that soon.

First, though, I'd like to point you to my previous Thanksgiving pieces (some of them old enough in Internet time to begin piquing the interest of archaeologists among us).

1996 -- A Foolish Alphabet of Thanks

1997 -- A Foolish Alphabet of Thanks 2.0

1998 -- A Year of Thanks

1999 -- A Timeline of Thanks

As you take a few minutes to ponder all that you have to be thankful for, take an additional few minutes to think of the billions of people who don't have it so good. (Yes, even though Amazon.com (Nasdaq: AMZN) is down more than 60% over the last 12 months, you're still better off than most people on Earth. Incredible, huh?)

This is the fourth year in a row that the Fool is conducting an online charity drive. We asked our community for nominations and we selected five unusual and inspiring organizations for which to raise money. In five nutshells:

America's Second Harvest feeds 26 million hungry Americans annually. It collects perishable food from hotels, restaurants, caterers, and elsewhere in many cities and rushes it to Community Kitchens, where disadvantaged people learning food service job skills stretch it to feed more mouths.

Ashoka finds practical visionaries with world-changing ideas and provides them with a living stipend (often as little as $3,000 per year) for three or four years, freeing them to work on developing their solutions. Ashoka's 1,000+ worldwide "Fellows" have, among other things, brought electricity to millions in Brazil and revolutionized India's elementary school curriculum.

Grameen Foundation USA supports programs that give loans to the poorest of the poor in America and developing countries so they can start small businesses, such as making crafts or selling food. Only a few dollars can transform lives. Repayment rates top 97%, and the money is re-lent over and over again.

Heifer Project International gives economic survival in the form of animals or plants to poor people worldwide. These gifts are then passed on to others, usually in the form of animal offspring. People in Asia might receive oxen, while American inner-city youth might be trained to raise fish to sell to restaurants.

Lifewater helps people worldwide build and maintain wells for themselves, donating materials and the volunteered time of geologists, engineers, and other professionals. More than a billion people live without proper access to a clean water supply and good sanitation.

I invite you to spend some time reading more about these Foolanthropy 2000 organizations. If you're so moved, please contribute something to them (we accept online donations via credit card and we've also got easy directions for donating by check or with stock). We know that you probably already have causes you support, but if each of the two million or so denizens of Fooldom chipped in just $5, we'd raise $10 million.

Let's see how much we can raise together for these worthy organizations. Let's see what happens when Fools join forces. Let's surprise ourselves. Here's to giving hundreds of thousands of people some unexpected blessings to be thankful for.






Rule Breaker Portfolio


11/22/00 as of ~8:30:00 PM EST

Ticker Company Price
Change
Daily Price
% Change
Price
AMGNAMGEN INC0.691.06%65.31
AMZNAMAZON.COM0.943.87%25.19
AOLAMERICA ONLINE(1.92)(4.47%)41.08
ATHMAT HOME CORP CL A(0.19)(2.56%)7.13
CRAPE CORP - CELERA GENOMICS GRP(3.38)(7.44%)42.00
EBAYEBAY INC1.314.16%32.88
HGSIHUMAN GENOME SCIENCES(1.00)(1.68%)58.50
SBUXSTARBUCKS CORP1.252.64%48.69

  Day Week Month Year
To Date
Since
8/5/1994
Annualized
Rule Breaker(1.79%)(13.47%)(21.42%)(45.57%)784.65%41.33%
S&P 500(1.85%)(3.32%)(7.49%)(10.00%)188.47%18.30%
S&P 500 (DA)(1.77%)(3.17%)(7.16%)(9.57%)202.73%19.21%
NASDAQ(4.04%)(8.98%)(18.23%)(32.29%)282.59%23.73%

Trade Date # Shares Ticker Cost/Share Price Total % Ret *
8/5/944020AOL0.4541.084798.85%
9/9/972640AMZN3.1825.19757.06%
12/16/981160AMGN21.4465.31204.57%
7/2/98470SBUX27.9548.6974.17%
12/17/991260CRA39.7642.005.64%
9/22/00560HGSI80.0558.50(26.92%)
2/26/99600EBAY50.2632.88(34.59%)
12/4/98900ATHM28.047.13(74.59%)

Trade Date # Shares Ticker Total Cost Current Value Total Gain *
8/5/944020AOL1,816.44165,141.60235,917.60
9/9/972640AMZN8,408.4066,495.0083,910.70
12/16/981160AMGN24,875.5075,762.5050,887.00
7/2/98470SBUX13,138.6222,883.139,744.50
12/17/991260CRA50,093.0052,920.002,827.00
2/26/99600EBAY30,158.0019,725.00(10,433.00)
9/22/00560HGSI44,830.5032,760.00(12,070.50)
12/4/98900ATHM25,236.176,412.50(18,823.67)
 
Cash: 
Total: 
67.51
442,167.24
 

* Our long term totals include both our realized and unrealized gains. For instance, we have sold portions of AOL and Amazon in the past, and those realized gains are included in our total returns for these stocks.



Note
The Fool Portfolio was launched on August 5, 1994, with $50,000. It was renamed the Rule Breaker Portfolio in October 1998. The investing strategy began with the first investments of the Fool Port and has evolved with time and experience. In July 2001, the portfolio began adding $12,500 each quarter (We missed Jan. 2002, so we added $25,000 in April 2002). We skip a quarter if we have enough uninvested cash or cash available in stocks we would prefer to sell to make new investments. All transactions are shared and explained publicly before being made, and returns are compared in each week's column to the S&P 500 (including dividends where noted) and the Nasdaq composite. For a history of all transactions, please click here.