Model Portfolio Results — Dec. 23, 2011 through March 16, 2012

Welcome to Goodfellow LLC!  We are a website with profitable stock investment ideas.  We do not overwhelm you with 23 stock recommendations per day.  We give you very specific ideas, buy & sell target prices, and we tell you which types of stock investors will benefit most: value, growth & income, growth, aggressive growth, and traders.

This week, the growth portfolio is doing best vs. its comparable market average, beating the S&P 500 by 74.48% in the same time frame.

So you missed out buying the stocks in my most recent model portfolios, they’ve gone up a bunch in value, and you’re afraid to buy the few that didn’t actually go up yet.  (Notice that none of them are down more than 1-5% on any given week.)

Get a grip, stop whining, and get an investment strategy!

Seriously, it all starts with an investment strategy.  You, as a stock portfolio investor, need to have a game plan, stick to it!!!, and refine it as time goes by.  And don’t skip over that part where I said “refine it”.  People who are using the same investment rules today that they’ve been using for decades, yet find themselves grimacing at the performance of most of the stocks they’ve owned, are in denial about their level of expertise.

I know it’s exciting to own stocks.  I LOVE owning stocks.  And I’ve refined my strategy repeatedly, forcing myself to try new things, such as buying stocks that are reaching new highs, buying “high-priced stocks”, shunning low-priced stocks, and putting in the sell order on the day I purchase the stock.

It’s true.  When stocks are in a trading range, like Kroger (KR), I buy the stock near the bottom of the range and immediately place a sell order at the top of the range.  That way, I don’t need to sit here, staring at the computer every day for the 21 days that Kroger gets closer to the selling price, wondering if I should change my mind.

You want to have stocks that go up like Apple — I know you do.  If you haven’t had too much luck finding such stocks AND getting up the nerve to buy them, then subscribe to my website.  Even if it’s only for three months — at $79, that’s less money than you and your spouse and kid will spend at Maggiano’s this Saturday night — you will get to look at all my stock recommendations, review their performance, and see if my particular investment strategy jives with your investment inclinations.  If so, you’ve just made the task of finding good stock investment ideas vastly easy, because I will hand you those ideas on a silver platter.  If you can’t bring yourself to get away from penny stocks, or the emotions of stock market investing are killing you, you’ve spent barely any money to learn more solidly where you belong in the investment world.

Maybe you belong in mutual funds.  Maybe you are a day trader.  But if you are either one of those, and you’re visiting my website, clearly you need to examine where you belong, because you’re not too definite yet.  And with stock market investing, you need a very specific game plan.  If you want to join me with my game plan, I’m happy to have you here.  I invest in stocks with great fundamentals — featuring annual projected earnings growth plus dividends of 15% or more per year — and great charts.  You really can’t shake a stick at that.

For more timely investment ideas, sign up for the subscription to Goodfellow LLC.  Send questions to research@goodfellowllc.com.

— Crista Huff

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2012 Model Portfolio Results:  Aggressive Growth 

As of 03/16/12, seven stocks are up and one stock is down.  The total portfolio* is up 15.49%, including dividends earned through 02/29/12.

Harley Davidson (HOG) shares are up the most +26.03% from 12/23/11 through 03/16/12; from $39.19 to $49.39 per share.

Read:  Demand Revs Up For Harley… — Investor’s Business Daily, 03/13/12

Comcast (CMCSA) shares are up +23.74% from 12/23/11 through 03/16/12; from $23.84 to $29.50 per share.

Macy*s (M) shares are up +23.39% from 12/23/11 through 03/16/12; from $32.30 to $39.73 per share.

Read:  Macy*s Still Has Some Room for GrowthSeeking Alpha, 03/14/12

Kroger (KR) shares are down -0.45% from 12/23/11 through 03/16/12; from $24.48 to $24.37 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 03/16/12, eight stocks are up and one stock is down.  The total portfolio* is up 19.14%, including dividends earned through 02/29/12.

Apple (AAPL) shares are up the most +45.18% from 12/23/11 through 03/16/12; from $403.33 to $585.57 per share.

Read:  Apple cements tablet market dominance with new iPadReuters.com, March 16, 2012

Harley Davidson (HOG) shares are up +26.03% from 12/23/11 through 03/16/12; from $39.19 to $49.39 per share.

Read:  Demand Revs Up For Harley… — Investor’s Business Daily, 03/13/12

Comcast (CMCSA) shares are up +23.74% from 12/23/11 through 03/16/12; from $23.84 to $29.50 per share.

Macy*s (M) shares are up +23.39% from 12/23/11 through 03/16/12; from $32.20 to $39.73 per share.

Read:  Macy*s Still Has Some Room for Growth — Seeking Alpha, 03/14/12

Google (GOOG) shares are down -1.28% from 12/23/11 through 03/16/12; from $633.14 to $625.04 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 & Income

As of 03/16/12, seven stocks are up in price and three stocks are down in price.  The total portfolio* is up 7.22%, including dividends earned through 02/29/12.

Prudential (PRU) shares are up the most +25.12% from 12/23/11 through 03/16/12; from $50.92 to $63.71 per share.

Lorillard (LO) shares are up +14.84% from 12/23/11 through 03/16/12; from $113.67 to $130.54 per share.

Kimberly Clark (KMB) shares are down the most  -1.10% from 12/23/11 through 03/16/12; from $73.73 to $72.92 per share.

Read:  Dividend Aristocrats: The Most Profitable Force in the UniverseSeeking Alpha, 03/15/12

*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 +7.64% from 12/23/11 through 03/16/12; from 12,294 to 13,233.

The S&P 500 is up +10.97% from 12/23/11 through 03/16/12; from 1265.33 to 1404.17.

 

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

 

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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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Goodfellow LLC is a subscription-only stock market website. We strive to identify financially healthy companies in which traders and investors can buy shares and earn dividends and capital gains. See disclaimer for the risks associated with investing in the stock market. See your tax advisor for the tax consequences of investing. See your estate planning attorney to clarify beneficiary and inheritance issues associated with your assets.

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