Model Portfolio Results — Dec. 23, 2011 through Feb. 10, 2012

I received a curious phone call this week from an investor who does not buy individual stocks.  She’s not entirely a numbers person, and after reading last week’s model portfolio results, she couldn’t really make heads or tails of it, and asked me to write it up in paragraph form.

I responded that stock investors are numbers people, and when I say “XYZ Company stock went up 17.6% since 12/23/11”,  they know exactly what I’m talking about.

How about it?  Does a sentence like that speak to you, or do you need investment results reported to you in a different format?  Let me know!

Happy investing!

Crista Huff

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This week’s stock market recap:  Growth stocks continue to significantly outperform growth & income stocks year-to-date.  However, growth & income stocks are holding their own, and not experiencing any significant downturns.  Bargain hunters would do well to purchase the slow performers from the Model Growth and Income Portfolio, and I did just that today, with a purchase of Kroger (KR).

Apple (AAPL) took a big jump this week and closed at $493.42.  It’s time for investors to put in stop-loss orders, so that the next time Apple’s price corrects, you don’t ride it all the way back to the low $400’s.

There were no big price drops in the other model portfolio stocks this week.

Both the Aggressive Growth Portfolio and the Growth Portfolio continue to significantly outperform the S&P 500 Index.  (see below)

 

2012 Model Portfolio Results:  Aggressive Growth 

As of 02/10/12, seven stocks are up and one stock is down.  The total portfolio* is up 9.20%, including dividends earned through 01/31/12.

Harley Davidson (HOG) shares are up the most at +17.61% from 12/23/11 through 02/10/12; from $39.19 to $46.09 per share.

Read:  Harley’s HOGgish Market Valuation, beta.fool.com, 02/05/12

Comcast (CMCSA) shares are up +13.99% from 12/23/11 through 02/10/12; from $23.84 to $27.18 per share.

Read:  Forbes Earnings Preview: Comcast, Forbes.com, 02/10/12

Kroger (KR) shares are down -3.47% from 12/23/11 through 02/10/12; from $24.48 to $23.63 per share.

*Results assume equal dollar amounts purchased in each stock, rounded off to full shares, using the closing share prices on Dec. 23, 2011.

 

2012 Model Portfolio Results: Growth

As of 02/10/12, eight stocks are up and one stock is down.  The total portfolio* is up 10.78%, including dividends earned through 01/31/12.

Apple (AAPL) shares are up the most +22.34% from 12/23/11 through 02/10/12; from $403.33 to $493.42 per share.

Read:  Stocks Fall but Apple Climbs Despite Weak U.S. Data, news.investors.com, 02/10/12

Harley Davidson (HOG) shares are up +17.61% from 12/23/11 through 02/10/12; from $39.19 to $46.09 per share.

Read:  Harley’s HOGgish Market Valuation, beta.fool.com, 02/05/12

Google (GOOG) shares are down -4.30% from 12/23/11 through 02/10/12; from $633.14 to $605.91 per share.

“As of January 2012, Google ranked as the #1 source of traffic for 23 of the top 30 Websites (77%) we tracked…” — Citi Investment Research & Analysis, 02/05/12

*Results assume equal dollar amounts purchased in each stock, rounded off to full shares, using the closing share prices on Dec. 23, 2011.

 

2012 Model Portfolio Results: Growth & Income

As of 02/10/12, six stocks are up in price and four stocks are down in price.  The total portfolio* is up 3.11%, including dividends earned through 01/31/12.

Prudential (PRU) shares are up the most at +15.87% from 12/23/11 through 02/10/12; from $50.92 to $59.00 per share.

Read:  PRU Gains on Recent Acquisitions, Zacks.com, 02/09/12

Verizon (VZ) shares are down -5.73% from 12/23/11 through 02/10/12; from $39.98 to $37.69 per share.

*Results assume equal dollar amounts purchased in each stock, rounded off to full shares, beginning with the closing share prices on Dec. 23, 2011.

 

Comparable Results of Market Averages

The Dow Jones Industrial Average is up +4.12% from 12/23/11 through 02/10/12; from 12,294 to 12,801.

The S&P 500 is up +6.11% from 12/23/11 through 02/10/12; from 1265.33 to 1342.63.

 

Questions?  Contact Crista Huff at research@goodfellowllc.com.

 

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