Model Portfolio Results — Dec. 23, 2011 through March 2, 2012

“Why do some stocks appear in more than one model portfolio?”

I designed these portfolios to fit different investment styles.  Sometimes a stock can appeal to different types of investors for different reasons.  For example, a big dividend stock with a low PE, no long-term debt, 15%+ annual earnings growth and a very wide trading range could appeal to value investors, growth & income investors, growth investors and traders.

My stock articles will tell you which types of investors each stock could appeal to, and I’ll give you suggestions of good buy and sell prices.

The very modest subscription fee at Goodfellow LLC can be easily recouped on one profitable stock purchase, yet the research can fuel your portfolio growth for an entire year!  Join us today and start improving your stock portfolio returns.  Send questions to research@goodfellowllc.com.  Happy investing!

So far, the growth portfolio is doing the best vs. its comparable market average: it’s up 82.6% more than the S&P 500 during the same time period.

— Crista Huff

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2012 Model Portfolio Results:  Aggressive Growth 

As of 03/02/12, seven stocks are up and one stock is down.  The total portfolio* is up 12.73%, including dividends earned through 02/29/12.

Comcast (CMCSA) shares are up the most +22.65% from 12/23/11 through 03/02/12; from $23.84 to $29.24 per share.

Harley Davidson (HOG) shares are up at +19.57% from 12/23/11 through 03/02/12; from $39.19 to $46.86 per share.

Macy*s (M) shares are up +18.98% from 12/23/11 through 03/02/12; from $32.30 to $38.31 per share.

Kroger (KR) shares are down -1.63% from 12/23/11 through 03/02/12; from $24.48 to $24.08 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 03/02/12, eight stocks are up and one stock is down.  The total portfolio* is up 15.05%, including dividends earned through 02/29/12.

Apple (AAPL) shares are up the most +35.17% from 12/23/11 through 03/02/12; from $403.33 to $545.18 per share.

Comcast (CMCSA) shares are up +22.65% from 12/23/11 through 03/02/12; from $23.84 to $29.24 per share.

Google (GOOG) shares are down -1.88% from 12/23/11 through 03/02/12; from $633.14 to $621.25 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 03/02/12, seven stocks are up in price and three stocks are down in price.  The total portfolio* is up 5.38%, including dividends earned through 02/29/12.

Prudential (PRU) shares are up the most at +20.46% from 12/23/11 through 03/02/12; from $50.92 to $61.34 per share.

Lorillard (LO) shares are up +13.34% from 12/23/11 through 03/02/12; from $113.67 to $128.83 per share.

Verizon (VZ) shares are down -3.28% from 12/23/11 through 03/02/12; from $39.98 to $38.67 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 +5.56% from 12/23/11 through 03/02/12; from 12,294 to 12,978.

The S&P 500 is up +8.24% from 12/23/11 through 03/02/12; from 1265.33 to 1369.63.

 

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

 

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