Model Portfolio Results — Dec. 23, 2011 through March 9, 2012
This week’s portfolio results begin to show the power of dividends for the growth & income investor. For the first time since inception, the growth & income portfolio is outpacing the Dow Jones Industrial Average’s performance. I attribute that more towards the accumulating dividends than towards individual stock performance.
Both the aggressive growth and growth portfolios are outpacing the S&P 500 index, with the growth portfolio growing 89% more than the S&P 500 during the same time period.
There are a variety of stocks in these portfolios which continue to be attractive at current prices based on valuation, projected earnings growth, and charts. I would buy Schlumberger (SLB) under $76 and CBS Corp. (CBS) right away, based on a pending price breakout. (I purchased CBS stock for myself today at $30.82.)
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— Crista Huff
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2012 Model Portfolio Results: Aggressive Growth
As of 03/09/12, seven stocks are up and one stock is down. The total portfolio* is up 13.77%, including dividends earned through 02/29/12.
Comcast (CMCSA) shares are up the most +25.17% from 12/23/11 through 03/09/12; from $23.84 to $29.84 per share.
Macy*s (M) shares are up +23.20% from 12/23/11 through 03/09/12; from $32.30 to $39.67 per share.
Read: 5 Big Stocks to Trade for Gains, theStreet.com, 03/08/12.
Harley Davidson (HOG) shares are up at +19.62% from 12/23/11 through 03/09/12; from $39.19 to $46.88 per share.
Kroger (KR) shares are down -0.65% from 12/23/11 through 03/09/12; from $24.48 to $24.32 per share.
Read: Kroger (KR): Zacks Rank Buy, Zacks, 03/09/12. (I bought Kroger stock on 02/10/12.)
*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
As of 03/09/12, eight stocks are up and one stock is down. The total portfolio* is up 15.78%, including dividends earned through 02/29/12.
Apple (AAPL) shares are up the most +35.17% from 12/23/11 through 03/09/12; from $403.33 to $545.17 per share.
Comcast (CMCSA) shares are up +25.17% from 12/23/11 through 03/09/12; from $23.84 to $29.84 per share.
Macy*s (M) shares are up +23.20% from 12/23/11 through 03/09/12; from $32.20 to $39.67 per share.
Read: 5 Big Stocks to Trade for Gains, TheStreet.com, 03/08/12.
Google (GOOG) shares are down -5.19 from 12/23/11 through 03/09/12; from $633.14 to $600.25 per share.
(I own shares in Google.)
*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 03/09/12, seven stocks are up in price and three stocks are down in price. The total portfolio* is up 5.53%, including dividends earned through 02/29/12.
Prudential (PRU) shares are up the most at +21.70% from 12/23/11 through 03/09/12; from $50.92 to $61.97 per share.
Lorillard (LO) shares are up +13.41% from 12/23/11 through 03/09/12; from $113.67 to $128.91 per share.
(I own shares in Lorillard.)
Kimberly Clark (KMB) shares are down the most at -2.66% from 12/23/11 through 03/09/12; from $73.73 to $71.77 per share.
Read : 10 Ex-Dividend Stocks with Buy Ratings, TheStreet.com, 03/06/12.
*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 +5.11% from 12/23/11 through 03/09/12; from 12,294 to 12,922.
The S&P 500 is up +8.34% from 12/23/11 through 03/09/12; from 1265.33 to 1370.87.
Questions? Contact Crista Huff at research@goodfellowllc.com.
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