The Winning Value Portfolio Stays Ahead

It's time for the half-year checkup on the Winning Value Portfolio that I unveiled at the beginning of this year. After the first quarter of 2012, when the portfolio was up 20%, compared with 12% for the S&P 500, I remarked, "I give full credit for the portfolio's outperformance to the 12% market advance ... however, the portfolio's 8% besting ... was a result of undervalued securities springing back nicely."

In the second quarter, the market was not as friendly, but I believe that that is when a portfolio is truly put to the test. A rising tide lifts all boats, but when the tide goes out and stocks are put to the test, that's when an investor earns his stripes....291 more words left in this article. To read them, just click below and try Real Money FREE for 14 days.

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