Thursday, January 11, 2007

The Robot Portfolio

[1/11/07] After seven consecutive years of beating the market, the Robot Portfolio underperformed the Standard & Poor's 500 Index in 2006. It was close. The Robot, helped by gains in U.S. Steel Corp. (54 percent), Ashland Inc. (43 percent) and Gold Kist Inc. (41 percent), posted a 13 percent return. The S&P 500 was three points better, at 16 percent. All figures are total returns, including capital gains or losses as well as dividends.

This year's ten-stock portfolio contains five homebuilders. The ten stocks for 2007 are Encore Wire, Meritage Homes, Lennar, Ryland Group, MDC Holdings, Champion Enterprises, Building Materials, Georgia Gulf, Overseas Shipholding, Valero Energy.

[1/13/06] Shai passes on this story about the Robot Portfolio that has beaten the S&P 500 for the seventh consecutive year. This year, it outperformed it 29.2% to 4.9%.

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