Model Portfolio Results — Dec. 23, 2011 through Feb. 24, 2012

If you own these and other stocks which have had a big run-up, make sure you are using sell orders or stop loss orders to maximize your profits, and to provide cash for you to buy low during market corrections.  These are strategies that are easy to employ in tax-deferred accounts like IRAs.  These strategies carry tax consequences in taxable accounts.  If you’re a buy & hold investor, you’ll probably get better performance in mutual funds, where a professional is making investment decisions for you.  “Buy & hold” is not an investment strategy. — Crista Huff

2012 Model Portfolio Results:  Aggressive Growth 

As of 02/24/12, seven stocks are up and one stock is down.  The total portfolio* is up 12.18%, including dividends earned through 01/31/12.

Comcast (CMCSA) shares are up the most +22.44% from 12/23/11 through 02/24/12; from $23.84 to $29.19 per share.

Read: Earnings Scorecard: Comcast, Zacks, February 24, 2012

Harley Davidson (HOG) shares are up at +20.03% from 12/23/11 through 02/24/12; from $39.19 to $47.04 per share.

Read:  Hands On Value in Harley Davidson, Seeking Alpha, February 23, 2012

Schlumberger (SLB) and Macy*s (M) are each up over 15%.

Read: 4 Oilfield Service Stars Shining Brightly, Motley Fool, February 24, 2012

Read:  Macy’s Weaves Magic, Motley Fool, February 24, 2012

Kroger (KR) shares are down -3.84% from 12/23/11 through 02/24/12; from $24.48 to $23.54 per share.

Read:  Kroger Co. (KR) Shares Cross 2% Yield Mark, Forbes, February 23, 2012

*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 02/24/12, eight stocks are up and one stock is down.  The total portfolio* is up 13.04%, including dividends earned through 01/31/12.

Apple (AAPL) shares are up the most +29.52% from 12/23/11 through 02/24/12; from $403.33 to $522.41 per share.

Read:  Apple at $500: Is It Time to Double Down–Or Walk Away, The Wall Street Journal, February 24, 2012

Comcast (CMCSA) shares are up +22.44% from 12/23/11 through 02/24/12; from $23.84 to $29.19 per share.

Read: Earnings Scorecard: Comcast, Zacks, February 24, 2012

Google (GOOG) shares are down -3.67% from 12/23/11 through 02/24/12; from $633.14 to $609.90 per share.

Read:  Google Inc. (GOOG): “Accessible and Useful” Information for Growth Investors, Goodfellow LLC, February 22, 2012

*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 02/24/12, seven stocks are up in price and three stocks are down in price.  The total portfolio* is up 4.57%, including dividends earned through 01/31/12.

Prudential (PRU) shares are up the most at +19.97% from 12/23/11 through 02/24/12; from $50.92 to $61.09 per share.

“The 12-month target price for PRU has recently been changed to $66.00 from $54.00,” reports Standard & Poor’s Research, February 18, 2012.

Lorillard (LO) shares are up +14.37% from 12/23/11 through 02/24/12; from $113.67 to $130.01 per share.

Read:  5 Solid, Long-Term Plays With Super Yields, Seeking Alpha, February 24, 2012

Verizon (VZ) shares are down -4.60% from 12/23/11 through 02/24/12; from $39.98 to $38.14 per share.

“Our blended 12-month target price of $37 is based on a multiple of about 15X our 2012 EPS forecast, a premium to the broader market but near peers to reflect our view of VZ’s relatively strong cash flow prospects and the stability of its dividend,” reports Standard & Poor’s Research, February 18, 2012.

*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 +5.60% from 12/23/11 through 02/24/12; from 12,294 to 12,983.

The S&P 500 is up +7.94% from 12/23/11 through 02/24/12; from 1265.33 to 1365.74.

 

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

 

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