Goodfellow LLC 2016 Stock Portfolios — Final Results — December 30, 2016

 

For the fifth straight year, the Goodfellow LLC model equity portfolios

outperformed the S&P 500 and/or the Dow Jones Industrial Average!

 

Goodfellow LLC Portfolio                                 Gain/

& Market Index Performance                          (Loss)

 

2016 Growth Portfolio                                    +15.52%

S&P 500 index                                                    +9.54%

 

2016 Growth & Income Portfolio                     +12.46%

Dow Jones index                                               +13.42%

Portfolio inception dates:  Growth & Income and Growth Portfolios, 12/31/15.  Goodfellow LLC portfolio results include accumulated dividends through 12/31/16.

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Goodfellow LLC Growth Stock Portfolio for 2016 Final Results — December 30, 2016

Seven stocks rose and three stocks fell in value.  The total portfolio* rose +15.52%.

  • Zions Bancorp (ZION) rose the most at +57.7%.

  • Universal Electronics (UEIC ) rose +25.7%.

  • D.R. Horton (DHI) fell the most at -14.7%.

*Results assume equal dollar amounts purchased in each stock, rounded off to full shares, using the closing share prices on Dec. 31, 2015.  Results include accumulated dividends through December 31, 2016.

The S&P 500 rose +9.54% from 2,043.94 to 2,238.83, from Dec. 31, 2015 through December 30, 2016.

 

Goodfellow LLC Growth & Income Stock Portfolio for 2016 Final Results — December 30, 2016

Seven stocks rose and three stocks fell in value.  The total portfolio* rose +12.46%.

  • Nucor Corp. (NUE) rose the most at +47.7%.

  • Morgan Stanley (MS) rose +32.8%.

  • Legg Mason (LM) fell the most at -23.8%.

*Results assume equal dollar amounts purchased in each stock, rounded off to full shares, using the closing share prices on Dec. 31, 2015.  Results include accumulated dividends through December 31, 2016.

The Dow Jones Industrial Average rose +13.42% from 17,425.03 to 19,762.60, from Dec. 31, 2015 through December 30, 2016.

 

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I publish annual stock portfolios which are designed to outperform the S&P 500 and Dow Jones Industrial Average stock market indices. I use a combination of strict fundamental and technical criteria to choose the stocks that go into the Goodfellow LLC portfolios. Each facet of my investment criteria serves to lower the risk associated with stock investing. My investment strategy works — year in and year out.

What’s more, these are untraded portfolios, proving that you don’t have to be very active in the stock market in order to grow your capital!

 

Ten of the fifteen 2012-2016 Goodfellow LLC model portfolios

outperformed the market indexes by margins of 50-100% and more!

 

Institutional asset managers who would like to see my current stock recommendations may contact me here: research@goodfellowllc.com.

Happy investing!

 

Crista Huff

President

Goodfellow LLC

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Goodfellow LLC and its employees are not paid by third parties to promote nor disparage any investment. Recommendations are based on hypothetical situations of what we would do, not advice on what you should do.
Neither Goodfellow LLC nor its employees are licensed investment advisors, tax advisors, nor attorneys. Consult with a licensed investment advisor and a tax advisor to determine the suitability of any investment.
The information provided herein is obtained from sources believed to be reliable but is not guaranteed as to accuracy or completeness. When information is provided herein from third parties — such as financial news outlets, financial websites, investment firms, or any other source of financial information – the reliability or completeness of such financial information cannot be guaranteed.
The information contained on this website is provided for informational purposes only and contains no investment advice or recommendations to buy or sell any specific securities. This is not an offer or solicitation for any particular trading strategy, or confirmation of any transaction. Statements made on the website are based on the authors’ opinions and based on information available at the time this page was published. The creators are not liable for any errors, omissions or misstatements. Any performance data quoted represents past performance and past performance is not a guarantee of future results. Investments always have a degree of risk, including the potential risk of the loss of the investor’s entire principal. There is no guarantee against any loss.

 

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