Goodfellow LLC Stock Portfolio Update — June 16, 2017

 

Goodfellow LLC Portfolio                                 Gain/

& Market Index Performance                          (Loss)

 

2017 Growth Portfolio                                    +14.02%

S&P 500 index                                                   +8.68%

 

2017 Growth & Income Portfolio                     +11.03%

Dow Jones index                                                +8.21%

Portfolio inception dates:  Growth & Income and Growth Portfolios, 01/01/17.

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Goodfellow LLC Growth Stock Portfolio for 2017 Results — June 16, 2017

Nine stocks are up in value and one stock is down in value.  The total portfolio* is up +14.02%.

  • Facebook (FB) is up the most at +30.9%.

  • Expedia (EXPE) is up +29.1%.

  • Eagle Materials (EXP) is down -5.0%.

*Results assume equal dollar amounts purchased in each stock, rounded off to full shares, using the closing share prices on Dec. 30, 2016. Results include accumulated dividends through May 31, 2017.

The S&P 500 is up +8.68% from 2238.83 to 2,433.15, from Dec. 30, 2016 through June 16, 2017.

 

Goodfellow LLC Growth & Income Stock Portfolio for 2017 Results — June 16, 2017

Six stocks are up in value and four stocks are down in value. The total portfolio* is up +11.03%.

  • Broadcom (AVGO) is up the most at 33.4%. 

  • Legg Mason (LM) is up +32.9%

  • Mattel (MAT) is down the most at -24.8%.

*Results assume equal dollar amounts purchased in each stock, rounded off to full shares, using the closing share prices on Dec. 30, 2016. Results include accumulated dividends through May 31, 2017.

The Dow Jones Industrial Average is up +8.21% from 19,762.60 to 21,384.28, from Dec. 30, 2016 through June 16, 2017.

 

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I publish annual stock portfolios that 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!

I no longer offer website subscriptions to investors. If you’d like to follow my stock recommendations, visit www.CabotWealth.com and sign up for my stock market newsletter, Cabot Undervalued Stocks Advisor. (The stocks that are recommended in the Goodfellow LLC model portfolios are not necessarily the same stocks that I recommend in the Cabot newsletter, but they are all chosen using the same investment strategy.)

 

The Goodfellow LLC model equity portfolios have outperformed

the S&P 500 by 393 basis points per year (CAGR)

from 2012 through 2016.

 

Asset managers (hedge funds, mutual funds, pension funds, RIAs, family offices, et. al.) may inquire about my availability for U.S. equity research and/or portfolio management at 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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