Top 20
Vs. S&P 500 Index
($100,000.00 invested on 5/26/2008)
*This portfolio is independently monitored by Hulbert Financial Digest, a Marketwatch Company.
($100,000.00 invested on 5/26/2008)
*This portfolio is independently monitored by Hulbert Financial Digest, a Marketwatch Company.
Trailing Returns as of 2/22/2012(since: 5/26/2008)
| YTD | 3 Month | 6 Month | 12 Month | Inception | Annualized | ||
| Top 20 | 15.18 % | 24.85 % | 28.37 % | 6.25 % | 107.96 % | 21.59 % | |
| S&P 500 | 8.29 % | 14.92 % | 22.19 % | 5.44 % | 7.29 % | 1.90 % | |
| Difference | 6.89 % | 9.93 % | 6.17 % | 0.82 % | 100.67 % | 19.69 % | |
| Year | Top 20 | S&P 500 | Difference |
|---|---|---|---|
| 2008 | -27.31 % | -33.32 % | 6.01 % |
| 2009 | 68.80 % | 26.46 % | 42.34 % |
| 2010 | 51.85 % | 15.06 % | 36.79 % |
| 2011 | -3.10 % | 2.11 % | -5.21 % |
2012
| Qtr | Top 20 | S&P 500 | Difference |
|---|
2011
| Qtr | Top 20 | S&P 500 | Difference |
|---|---|---|---|
| Q1 | 9.57 | 5.92 | 3.65 |
| Q2 | -2.96 | 0.10 | -3.06 |
| Q3 | -17.94 | -13.87 | -4.07 |
| Q4 | 11.05 | 11.82 | -0.76 |
2010
| Qtr | Top 20 | S&P 500 | Difference |
|---|---|---|---|
| Q1 | 16.96 | 5.39 | 11.57 |
| Q2 | -2.83 | -11.43 | 8.60 |
| Q3 | 7.77 | 11.29 | -3.52 |
| Q4 | 23.98 | 10.76 | 13.23 |
2009
| Qtr | Top 20 | S&P 500 | Difference |
|---|---|---|---|
| Q1 | 0.87 | -11.01 | 11.89 |
| Q2 | 32.00 | 15.93 | 16.07 |
| Q3 | 14.74 | 15.61 | -0.86 |
| Q4 | 10.48 | 6.04 | 4.44 |
2008
| Qtr | Top 20 | S&P 500 | Difference |
|---|---|---|---|
| Q3 | 0.80 | -8.37 | 9.17 |
| Q4 | -19.41 | -21.94 | 2.54 |
*This portfolio is independently monitored by Hulbert Financial Digest, a Marketwatch Company.
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 sector.
- In terms of style, this model is multicap and core.
- The holdings range from Small-Cap to Large-Cap.
- The holdings have 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.
- Tax-efficiency is not a primary goal of this model.
* Dollar weighted average price from first buy to last sell
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Current Positions
| Ticker | Company Name | Date Added | Cost | Current | Gain/Loss | Shares Needed |
|---|---|---|---|---|---|---|
| XXXX | Register for FREE TRIAL | 1/23/2012 | $13.53 | $13.43 | -0.76 % |
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| XXXX | Register for FREE TRIAL | 12/23/2010 | $112.29 | $116.34 | 3.60 % |
|
| XXXX | Register for FREE TRIAL | 10/24/2011 | $12.29 | $14.94 | 21.61 % |
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| XXXX | Register for FREE TRIAL | 8/30/2010 | $19.15 | $14.73 | -23.08 % |
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| XXXX | Register for FREE TRIAL | 1/30/2012 | $97.85 | $94.20 | -3.73 % |
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| XXXX | Register for FREE TRIAL | 12/3/2010 | $19.06 | $20.12 | 5.57 % |
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| XXXX | Register for FREE TRIAL | 5/16/2011 | $19.87 | $15.84 | -20.30 % |
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| XXXX | Register for FREE TRIAL | 5/2/2011 | $23.19 | $17.90 | -22.82 % |
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| XXXX | Register for FREE TRIAL | 10/7/2011 | $54.88 | $66.32 | 20.86 % |
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| XXXX | Register for FREE TRIAL | 10/17/2011 | $27.42 | $31.01 | 13.07 % |
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| XXXX | Register for FREE TRIAL | 1/20/2012 | $583.30 | $607.94 | 4.22 % |
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| XXXX | Register for FREE TRIAL | 6/17/2011 | $22.56 | $23.34 | 3.46 % |
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| XXXX | Register for FREE TRIAL | 12/3/2010 | $6.83 | $6.63 | -2.95 % |
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| XXXX | Register for FREE TRIAL | 12/3/2010 | $55.60 | $67.37 | 21.18 % |
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| XXXX | Register for FREE TRIAL | 12/5/2011 | $23.34 | $26.79 | 14.78 % |
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| XXXX | Register for FREE TRIAL | 8/29/2011 | $13.80 | $17.12 | 24.08 % |
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| XXXX | Register for FREE TRIAL | 7/18/2011 | $42.10 | $42.75 | 1.54 % |
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| XXXX | Register for FREE TRIAL | 12/23/2010 | $44.26 | $55.12 | 24.53 % |
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| XXXX | Register for FREE TRIAL | 2/17/2011 | $43.96 | $44.25 | 0.65 % |
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| XXXX | Register for FREE TRIAL | 2/9/2012 | $33.73 | $34.29 | 1.65 % |
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