This Value Portfolio Is Off to a Flying Start
It's time for the first status update on the 2013 Sham Gad Winning Value Portfolio (corny name I know, but allow me two seconds of self-promotion). In all seriousness, beginning with last year, I created an annual portfolio of 10 stocks, equally weighted, that would be held for that year. No positions would be sold, unless in cases of fraudulent corporate activity.
Last year's portfolio outperformed the S&P 500 by more than 5 percentage points. My ultimate objective is outperformance by 3 percentage points or more, as that effectively would mean we are outperforming 75% to 80% of investment managers....328 more words left in this article. To read them, just click below and try Real Money FREE for 14 days.
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