Invest By Model


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Top 20
Benchmark: S&P 500 Index
 Model Start Date: 5/27/2008
Acct Type: Cash Target Positions: 20
Mny Mkt 2.26 % Turnover (%): 65.00 %    
Subscription Pricing: $20.00 per month (all research, position weightings and custom position size)
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.
 

 Model Performance as of 1/5/2009  S&P 500 as of 1/5/2009
1 Month: 6.14 %      Total Return: -25.67 %   1 Month: 6.11 %  Total Return:   -31.98 %
3 Month: -9.07 %      Annualized: --   3 Month: -11.56 %   Annualized --
6 Month: -14.87 %          6 Month: -25.57 %    
12 Month: --      Year To Date: 2.25 %   12 Month: -32.71 %  Year To Date:  2.70 %

Current Positions
Ticker Name Date Added Cost Current Gain/Loss Research
ABCO Advisory Board Company (The) 9/12/2008 $31.95 $22.42 -29.83 % FREE TRIAL
ACF AmeriCredit Corp. 5/27/2008 * $10.54 $8.08 -23.35 % FREE TRIAL
ASF Administaff, Inc. 5/27/2008 $26.56 $23.49 -11.56 % FREE TRIAL
BMR BioMed Realty Trust, Inc. 10/27/2008 * $11.70 $12.36 5.62 % FREE TRIAL
CHSI CATALYST HEALTH 5/27/2008 * $29.11 $24.41 -16.15 % FREE TRIAL
CRMT America's Car-Mar 11/10/2008 $12.13 $13.16 8.49 % FREE TRIAL
CRS Carpenter Technology Corp 5/27/2008 * $43.95 $22.02 -49.90 % FREE TRIAL
CSCO Cisco Systems, Inc. 7/31/2008 * $20.87 $17.11 -18.00 % FREE TRIAL
CTAS Cintas Corporation 9/9/2008 * $30.44 $23.66 -22.26 % FREE TRIAL
EZPW EZCORP, Inc. 5/27/2008 * $12.29 $16.09 30.94 % FREE TRIAL
FII Federated Investors Inc. 5/27/2008 * $34.59 $18.45 -46.66 % FREE TRIAL
HRL Hormel Foods Corporation. 12/1/2008 $25.73 $31.46 22.27 % FREE TRIAL
MIDD Middleby Corporation (The) 5/27/2008 * $57.18 $29.42 -48.55 % FREE TRIAL
MW Men's Wearhouse Inc. 5/27/2008 * $16.47 $13.34 -19.00 % FREE TRIAL
NATI National Instruments Corporation 5/27/2008 * $26.21 $22.26 -15.08 % FREE TRIAL
NTAP Network Appliance, Inc. 5/27/2008 * $21.51 $14.39 -33.11 % FREE TRIAL
SCVL Shoe Carnival, Inc. 12/1/2008 $9.14 $9.21 0.77 % FREE TRIAL
SSYS Stratasys, Inc. 5/27/2008 $21.06 $10.80 -48.72 % FREE TRIAL
TBL Timberland Co. 5/27/2008 $17.64 $11.86 -32.77 % FREE TRIAL
THO Thor Industries, Inc. 1/5/2009 $13.54 $13.87 2.44 % FREE TRIAL
CASH Open
 
Pricing Policy


Closed Positions
Ticker Name Date On Date Off Open Close Gain/Loss
BBBY Bed Bath & Beyond Inc. 12/1/2008 1/5/2009 $19.12 $25.53 33.53 %
BJRI BJ'S RESTAURANTS 9/3/2008 12/1/2008 $12.40 $8.96 -27.74 %
ASTE Astec Industries, Inc. 5/27/2008 12/1/2008 $37.84 $27.90 -26.27 %
LDSH Ladish Co., Inc. 5/27/2008 12/1/2008 $27.26 * $15.85 -41.87 %
SCVL Shoe Carnival, Inc. 5/27/2008 11/10/2008 $12.44 $10.73 -13.75 %
SRDX SurModics, Inc. 5/27/2008 10/27/2008 $43.45 $23.42 -46.10 %
AGN Allergan Inc. 5/27/2008 9/12/2008 $54.43 $60.37 10.91 %
FNM Fannie Mae 5/27/2008 9/9/2008 $27.13 $1.01 -96.28 %
LOW Lowe's Companies, Inc. 5/27/2008 9/3/2008 $23.57 $26.59 12.81 %
LNCR Lincare Holdings Inc. 5/27/2008 7/22/2008 $25.91 $31.72 22.42 %
 

*Average price of multiple trades