I have a revocable trust that is being professionally managed by a team at Wells Fargo Advisors (which acquired Wachovia, where the team originally worked). They've done an excellent job so far, but I set aside about 10% of that fund (about $150K) to invest myself, according to MDP's guidance, to see how my MDP investments would stack up against my professionals.To date, I'm leading the pros ... but that's because I made three non-MDP side bets that have done very well: AAPL @$192; AMT @$51; and RY @$28. These three - about $18K in original investment - have buttressed my MDP portfolio significantly. Overall gain on my original investment in these three companies over the course of the MDP: 68%As for the core MDP, it is lagging my pros. Dragging it down are a few disappointments and some dogs.First up is EXEL. I came within an inch of selling when it hit $12, but had visions of really big bucks if it scores with its cancer drug. It still might, but it's looking a bit more iffy of late. Loss of original investment: 10%Next is LL. The buy around for this in the charter portfolio was too high in the first pass (almost 22% loss on that initial investment). When the shares tanked and a second buy was recommended, I scored more and - at that price - I'm ahead. That keeps the current loss of total investment to only: 5%And now for the dogs:YONG ... I understand the diversification strategy into China and was totally in line with it. But it has not paid off and is dragging down my portfolio against the pros. Current loss of total investment: 48%ZIP ... I love the idea of Zipcar and I love the enthusiasm MDP still has for this company. And perhaps the potential will one day become a success story. But every buy that was recommended meant throwing good money after bad - at least so far. Current loss of total investment: 38%In every portfolio there are winners and losers. I think EXEL might crash and burn, moving it to the "dog" category ... but I might be pleasantly surprised. I think LL will turn out to be a winner, as the new housing recovery gains strength. ZIP might also surprise ... and I am hopefully optimistic. But I think YONG is a lost cause. Still, it's not that much money, so I think I'll ride it all the way into the ground, on the outside chance that it might yet pull out of the dive.Fool on!Rob
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