Top 20
Benchmark: S&P 500 Index
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Acct Type: |
Cash |
Target Positions: |
20
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Mny Mkt
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2.57 % |
Turnover (%): |
65.00 % |
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Subscription Pricing:
$20.00 per month (all research, position weightings and custom position size)
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Description:
The Top 20 model represents our 20 best long ideas in U.S. equities. The goal is to beat the broad market, as represented by the S&P 500. Names in the portfolio are diversified by economic sector. In terms of style, this model is multicap and core, meaning that the holdings range from Small-Cap to Large-Cap and that it has both "Growth" and "Value" attributes. This portfolio will be fully invested (10% maximum cash) at all times and uses no leverage. Position sizes will generally not exceed 10%. New additions will generally not be less than 3% of the portfolio. Annual turnover should range between 50 and 80%. Tax-efficiency is not a primary goal of this model, though at the expected rate of turnover, there is the opportunity to generate long-term capital gains.
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1 Month:
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-7.67 %
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Total Return:
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-33.87 %
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1 Month: |
-10.98 %
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Total Return: |
-38.15 %
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3 Month:
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-31.32 %
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Annualized:
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-- |
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3 Month: |
-31.48 %
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Annualized |
--
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6 Month:
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-34.62 %
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6 Month: |
-39.04 %
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12 Month:
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--
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Year To Date:
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-- |
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12 Month: |
--
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Year To Date: |
--
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ABCO |
Advisory Board Company (The) |
9/12/2008 |
$31.95
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$21.90 |
-31.46 % |
FREE TRIAL |
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ACF |
AmeriCredit Corp. |
5/27/2008 |
*
$10.54
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$7.23 |
-31.42 % |
FREE TRIAL |
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ASF |
Administaff, Inc. |
5/27/2008 |
$26.56
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$16.00 |
-39.76 % |
FREE TRIAL |
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BBBY |
Bed Bath & Beyond Inc. |
12/1/2008 |
$19.12
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$22.86 |
19.56 % |
FREE TRIAL |
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BMR |
BioMed Realty Trust, Inc. |
10/27/2008 |
$15.60
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$7.55 |
-51.60 % |
FREE TRIAL |
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CHSI |
CATALYST HEALTH |
5/27/2008 |
*
$29.11
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$21.71 |
-25.43 % |
FREE TRIAL |
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CRMT |
America's Car-Mar |
11/10/2008 |
*
$11.14
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$13.01 |
16.79 % |
FREE TRIAL |
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CRS |
Carpenter Technology Corp |
5/27/2008 |
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$43.95
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$15.10 |
-65.64 % |
FREE TRIAL |
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CSCO |
Cisco Systems, Inc. |
7/31/2008 |
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$20.87
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$15.33 |
-26.53 % |
FREE TRIAL |
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CTAS |
Cintas Corporation |
9/9/2008 |
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$30.44
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$24.12 |
-20.75 % |
FREE TRIAL |
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EZPW |
EZCORP, Inc. |
5/27/2008 |
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$12.29
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$15.67 |
27.52 % |
FREE TRIAL |
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FII |
Federated Investors Inc. |
5/27/2008 |
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$34.59
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$19.44 |
-43.80 % |
FREE TRIAL |
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HRL |
Hormel Foods Corporation. |
12/1/2008 |
$25.73
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$26.34 |
2.37 % |
FREE TRIAL |
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MIDD |
Middleby Corporation (The) |
5/27/2008 |
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$57.18
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$27.47 |
-51.96 % |
FREE TRIAL |
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MW |
Men's Wearhouse Inc. |
5/27/2008 |
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$16.47
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$11.27 |
-31.57 % |
FREE TRIAL |
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NATI |
National Instruments Corporation |
5/27/2008 |
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$28.04
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$21.39 |
-23.70 % |
FREE TRIAL |
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NTAP |
Network Appliance, Inc. |
5/27/2008 |
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$21.51
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$12.18 |
-43.38 % |
FREE TRIAL |
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SCVL |
Shoe Carnival, Inc. |
12/1/2008 |
$9.14
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$10.36 |
13.35 % |
FREE TRIAL |
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SSYS |
Stratasys, Inc. |
5/27/2008 |
$21.06
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$10.04 |
-52.33 % |
FREE TRIAL |
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TBL |
Timberland Co. |
5/27/2008 |
$17.64
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$10.41 |
-40.99 % |
FREE TRIAL |
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| CASH |
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Open |
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Pricing Policy
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ASTE |
Astec Industries, Inc. |
5/27/2008 |
12/1/2008 |
$37.84
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$27.90 |
-26.27 % |
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LDSH |
Ladish Co., Inc. |
5/27/2008 |
12/1/2008 |
$27.26
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$15.85 |
-41.87 % |
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BJRI |
BJ'S RESTAURANTS |
9/3/2008 |
12/1/2008 |
$12.40
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$8.96 |
-27.74 % |
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SRDX |
SurModics, Inc. |
5/27/2008 |
10/27/2008 |
$43.45
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$23.42 |
-46.10 % |
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AGN |
Allergan Inc. |
5/27/2008 |
9/12/2008 |
$54.43
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$60.37 |
10.91 % |
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FNM |
Fannie Mae |
5/27/2008 |
9/9/2008 |
$27.13
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$1.01 |
-96.28 % |
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LOW |
Lowe's Companies, Inc. |
5/27/2008 |
9/3/2008 |
$23.57
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$26.59 |
12.81 % |
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LNCR |
Lincare Holdings Inc. |
5/27/2008 |
7/22/2008 |
$25.91
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$31.72 |
22.42 % |
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*Average price of multiple trades