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2013 In Review:
Sixteen Consecutive Years of Beating the Market

01/09/2014

For the sixteenth year in a row, our Primary Stock Portfolio beat the S&P 500. But it wasn't our best portfolio. That goes to our Speculative Spin-Off Stock Portfolio which was helped by the 330.6% gain of Altisource Asset Management (AAMC). Despite the huge gain, it is looking like we sold AAMC too early. As of this writing, if we had held AAMC, our gain would be +647.4%.

Our second-best portfolio was the Bear Market Portfolio which performed well due to some timely stock-picking.

Below is a table showing the 2013 performance of our recommended portfolios and our top recommendations for the year.

Our Portfolios in 2013:

Portfolio
2013 Total Return

Speculative Spin-Off Stocks +85.2%
Bear Market Portfolio +83.9%
Value Stock Portfolio +44.3%
Beginner +44.3%
Primary Stock Portfolio +43.1%
Index Funds & ETFs +37.3%
Options (annualized return was 67.4%) +33.9%
Highly-Rated No-Load Fund Portfolio +32.7%
One-Stop Shopping No-Load Funds +32.6%
High-Dividend Blue Chip Stock Portfolio +31.9%
Socially Responsible Fund Portfolio +31.2%
International Portfolio +24.1%
High-Yield Value Stock Portfolio +19.4%
Industry/Sector Spotlight +18.5%


***

Our Top 20 Recommendations In 2013:

Company (Ticker) Portfolio
2013 Total Return

Altisource Asset Management (AAMC) Speculative +330.6%
Furiex Pharmaceuticals, Inc. (FURX) Speculative +132.0%
Facebook, Inc. (FB) Value +119.0%
Constellation Brands Inc. (STZ) Bear +104.4%
ITT Corporation (ITT) Primary +91.1%
Hyster-Yale Materials Handling, (HY) Primary +89.4%
Option on AbbVie Inc. (ABBV) Options +87.7%
MGM Resorts International (MGM) Bear +82.2%
Northrop Grumman Corp. (NOC) Primary +76.2%
Applied Materials, Inc. (AMAT) Value +61.1%
Jack Henry & Associates Inc. (JKHY) High-Div +53.6%
Altisource Residential Corp. (RESI) Speculative +53.5%
Marathon Petroleum Corp. (MPC) Primary +53.0%
CSX Corp. (CSX) High-Yield +51.5%
Cintas Corporation (CTAS) High-Div +49.7%
Alexander & Baldwin, Inc. (ALEX) Primary +48.1%
Automatic Data Processing, Inc. (ADP) High-Div +47.0%
WMS Industries (acquired by SGMS) Bear +45.7%
Phillips 66 (PSX) Primary +45.6%
Pentair Ltd. (PNR) Primary +45.2%

***

Annualized Return Of Top Recommendations Held For Less Than The Full Year

Company (Ticker) Portfolio Annualized Gain for 2013
WMS Industries (taken over) held 35 days in 2013 for a 45.7% gain. Including 4 days held in 2012, gain was 44.8% in 39 days. Bear +4,983.8%
Altisource Asset Management (AAMC) held 187 days for 330.6% total return Speculative +1,628.4%
Liberty Media Corporation (LMCA) held 22 days for a 10.6% total return Primary +435.4%
Facebook, Inc. (FB) held 183 days for a 119.0% total return Value +377.7%
CareFusion Corporation (CFN) held 22 days for a 7.7% total return Primary +241.9%
Option on AbbVie Inc. (ABBV) held 207 days for 87.7% total return Options +203.4%
Madison Square Garden (MSG) held 101 days for 31.3% total return Primary +167.3%
AbbVie Inc. (ABBV) held 101 days for 26.7% total return High-Div before being moved to Primary +135.5%
Hyster-Yale Materials Handling, Inc. (HY) held 343 days for 89.4% total return Primary +97.4%
MGM Resorts International (MGM) held 330 days for 82.2% total return Bear +94.2%
SAIC, Inc. (SAI) held 182 days for 37.7% total return Value +89.8%
Altisource Residential Corporation (RESI) held 264 days for a 53.5% total return Speculative +80.8%
Applied Materials, Inc. (AMAT) held 301 days for a 61.1% total return Value +78.2%

***

-Rex M. Jacobsen
Sr. Editor

 





 

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