My Winning Value Portfolio for 2013
It's time to reveal my Winning Value Portfolio for 2013. I started this tradition last year when I revealed my 2012 portfolio. The parameters were simple: an equally weighted portfolio of 10 stocks that would be held for the entire year. I will make no changes in the portfolio. The only exception I would make is if a company or its management committed runs afoul of any Securities & Exchange Commission (SEC) violations or other serious violation. A one-year holding period is not a very long amount time and as I've stated before, the frictional costs of trading often go unnoticed by many yet turn out to be quite meaningful when assessing investment return.
In 2012, the Winning Value Portfolio bested the S&P 500 by over 5 percentage points. Indeed while those returns were calculated as of market close Dec. 26, 2012, the outperformance remained intact as of the market close Dec. 31, 2012. Even if you add the reinvestment of dividends into the S&P 500, the Gad Winning Value Portfolio outshined....244 more words left in this article. To read them, just click below and try Real Money FREE for 14 days.
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