Stock Portfolio Update — December 6, 2016

 

Goodfellow LLC Portfolio                                 Gain/

& Market Index Performance                          (Loss)

 

2016 Growth Portfolio                                    +16.26%

S&P 500 index                                                    +8.23%

 

2016 Growth & Income Portfolio                     +13.37%

Dow Jones index                                               +10.48%

Portfolio inception dates:  Growth & Income and Growth Portfolios, 12/31/15.  Goodfellow LLC portfolio results include accumulated dividends through 12/28/16.

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Goodfellow LLC Growth Stock Portfolio for 2016 Results — December 6, 2016

Seven stocks are up and three stocks are down in value.  The total portfolio* is up +16.26%.

  • Zions Bancorp (ZION) is up the most at +53.6%.

  • FedEx (FDX) is up +29.8%.

  • D.R. Horton (DHI) is down the most at -12.4%.

*Results assume equal dollar amounts purchased in each stock, rounded off to full shares, using the closing share prices on Dec. 31, 2015.  Results include accumulated dividends through December 28, 2016.

The S&P 500 is up +8.23% from 2043.94 to 2,212.23, from Dec. 31, 2015 through December 6, 2016.

 

Goodfellow LLC Growth & Income Stock Portfolio for 2016 Results — December 6, 2016

Seven stocks are up and three stocks are down in value.  The total portfolio* is up +13.37%.

  • Nucor Corp. (NUE) is up the most at +62.7%.

  • Morgan Stanley (MS) is up +33.6%.

  • Legg Mason (LM) is down the most at -19.0%.

*Results assume equal dollar amounts purchased in each stock, rounded off to full shares, using the closing share prices on Dec. 31, 2015.  Results include accumulated dividends through December 28, 2016.

The Dow Jones Industrial Average is up +10.48% from 17,425.03 to 19,251.78, from Dec. 31, 2015 through December 6, 2016.

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I publish annual stock portfolios which are designed to outperform the S&P 500 and Dow Jones Industrial Average stock market indices. I use a combination of strict fundamental and technical criteria to choose the stocks that go into the Goodfellow LLC portfolios. Each facet of my investment criteria serves to lower the risk associated with stock investing. My investment strategy works — year in and year out.

 

Ten of the fifteen 2012-2016 Goodfellow LLC model portfolios

outperformed the market averages by margins of 50-100% and more!

 

Send questions and comments to research@goodfellowllc.com.

Happy investing!

 

Crista Huff

President

Goodfellow LLC

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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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