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So, I built this portfolio in Feb-Mar 2009. But I thought it would be more interesting to check the 3-year performance: 2010-2012 - since not everyone would be smart/lucky enough to buy at the bottom like I did.

So, like 2 dozen names, the usual suspects: ABT, ADP, CLX, KO, ED, DOV, PEP, LLY, EMR, JNJ, MCD, KMB, PG, PFE, PPG, MMM, VFC, etc.
[No banks.]


3 year performance has been 13.9%, almost exactly 300 bps CAGR over the S+P.


Sometimes the simplest ideas really are the best. I haven't measured the vol, but it's clearly going to be less than the market.
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