It has been a very tough year in the market. The S&P500 is down about 15% as of Sept. 10. Here we like to review the performances of our model portfolios. Each model portfolio consists of the top 25 stocks top ranked with its criteria. How did the model portfolios do in such a market?
All four model portfolios were rebalanced on Jan. 2, based on the close prices of Dec. 31, 2007 . Although all four model portfolios are down for this year, they all outperformed the S&P500.
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In case you were wondering if there is any stock on all four lists, yes there is one. That stock is SHLD which has gone down from 116.01 to 99.09 (-14.58%) since being bought on 1/2/06. There are two stock on three of the lists. C has gone from 47.87 to 18.61 (-61.12%) since being bought on 1/2/06. CMCSK has gone from 17.3067 to 21.42 (+23.77%) since being bought on 1/1/06. Stocks that are on two of the lists are AXP, BRK.B, BSX, CNQ, HD, KO, LOW, MSFT, PENN, TGT, UNH, WB, WFC, WMT, XOM.
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