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 |
|
***
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
|
