All Four Stock Portfolios are Beating the Market Averages! — 12/21/12

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All three full-year 2012 portfolios are outperforming their comparable market averages.  The Model Portfolio: Growth Stocks for 2012 is doing best vs. the S&P 500, beating the S&P 500 by 105.4% in the same time frame.  (The Growth Stock portfolio is up 26.78% while the S&P 500 is up 13.04%.)  The Model Portfolio: Growth & Income Stocks for 2012 portfolio is beating the Dow by 43%, and the Model Portfolio: Stocks for Trading and Aggressive Growth in 2012 portfolio is beating the S&P 500 by 70%.

The performance of the Model Portfolio for Second Half 2012, below, is compared to the performance of the S&P 500 stock market index, beginning with closing prices on June 29, 2012.  The Model Portfolio for Second Half 2012 is outperforming the S&P 500 index by 135% since June 29, 2012.  (The Second Half 2012  portfolio is up 11.76% so far, and the S&P 500 index is up 5.00%.)

The Model Portfolio: Growth & Income Stocks for 2012 and the Model Portfolio for Second Half 2012 each owned shares in Kraft Foods Inc. (KFT), which had a spin-off on October 2, 2012.  The portfolios now own shares in Mondelez International Inc. (MDLZ) and Kraft Foods Group Inc. (KRFT).  The previous trading symbol, KFT, is now defunct.

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— Crista Huff

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Model Portfolio: Growth Stocks for 2012 Results 

As of 12/21/12, all nine stocks are up in price.  The total portfolio* is up +26.78%, including dividends earned through 11/30/12.

Comcast (CMCSA) shares are up the most at +56.17%.

Walt Disney (DIS) shares are up +32.63%.

FedEx (TS) shares are up the least at +9.21%.

*Results assume equal dollar amounts purchased in each stock, rounded off to full shares, using the closing share prices on Dec. 23, 2011.

The S&P 500 is up +13.04% from 1265.33 to 1430.29, between Dec. 23, 2011 through Dec. 21, 2012.

 

Model Portfolio:  Stocks for Trading and Aggressive Growth in 2012  Results

As of 12/21/12, all eight stocks are up in price.  The total portfolio* is up +22.21%, including dividends earned through 11/30/12.

Comcast (CMCSA) shares are up the most at +56.17%.

CBS Corp. (CBS) shares are up +38.64%.

Schlumberger (SLB) shares are up the least at +0.80%.

*Results assume equal dollar amounts purchased in each stock, rounded off to full shares, using the closing share prices on Dec. 23, 2011.

The S&P 500 is up +13.04% from 1265.33 to 1430.29, between Dec. 23, 2011 through Dec. 21, 2012.

 

Model Portfolio: Growth & Income Stocks for 2012 ** Results

As of 12/21/12, ten stocks are up in price and one stock is down.  The total portfolio* is up +10.52%, including dividends earned through 11/30/12.

Abbott Laboratories (ABT) shares are up the most at +17.90%.

Kraft Foods Group Inc. (KRFT) shares are up +14.60%.

Air Products and Chemicals (APD) shares are down the most at -2.06%.

*Results assume equal dollar amounts purchased in each stock, rounded off to full shares, beginning with the closing share prices on Dec. 23, 2011.

**The original portfolio shares of Kraft Foods (KFT) were affected by an October 2, 2012 spin-off.  The portfolio now owns shares in Kraft Foods Group Inc. (KRFT) and Mondelez International (MDLZ).

The Dow Jones Industrial Average is up +7.31% from 12,294 to 13,192.61, between Dec. 23, 2011 through Dec. 21, 2012.

 

Model Portfolio for Second Half 2012 — June 29 through December 21

As of 12/21/12, nineteen stocks are up in price and one stock is down.  The total portfolio* is up +11.76% from June 29 through December 21, 2012, including dividends earned through November 30, 2012.

Ann Inc. (ANN) shares are up the most at +32.91%.

Time Warner (TWX) shares are up 23.56%, eBay (EBAY) shares are up +22.23%, and Visa (V) shares are up +21.95%.

Apple Inc. (AAPL) shares are down the most at -11.07%.

*Results assume equal dollar amounts purchased in each stock, rounded off to full shares, using the closing share prices on June 29, 2012.

The S&P 500 is up +5.00%, from 1362.16 to 1430.29, between June 29 and Dec. 21, 2012.

 

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

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