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Author: AllTooFoolish Two stars, 250 posts Old School Fool CAPS All Star Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 5970  
Subject: Dow30 BI Performance Tracker thru End of 2013 Date: 12/31/2013 5:02 PM
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It’s time to update the tracker. With this update we now have a complete year and it is also time to build a new portfolio for 2014. 
But first we will highlight the past month’s performance. The BI portfolio received a small additional lead over the market in the final month. 
Considering 2013 was one of the best years ever for equities, the fact that BI did even better is very impressive in my view. 
I hope everyone that follows this method found it useful.

Performance Summary: 
Benchmark return year to date = +35.5%
SPY Total return year to date +32.7%
Difference vs. SPY = +2.8 pct pts

DOW BI Selection Process: 
It is time build a new BI portfolio for 2014. However, again, here at the end of Dec 2013 no individual companies in the Dow meet all the BI selection 
criteria in order to be chosen as a Long pick for 2014. Across the entire DOW 30 stocks, only Pfizer and Cisco are trading below their downside 
price targets. However, even these stocks do not meet all other BI selection criterion. In fact, neither choice has positive earnings prospects. 
Staying true to the BI method, all three of the 2013 will be held because each of them still has greater upside than the overall market’s potential. 
Therefore, the 2014 BI portfolio will continue to hold the same stocks as 2013, which are Cisco, DuPont, and Microsoft.


AllTooFoolish's CAPS Portfolio: 
If you are interested in seeing this method applied to a broader universe of stocks, follow my real world actively managed portfolio
in the Fool CAPS section http://caps.fool.com/MyPlayer.aspx?source=ifltnvsnv0000001.  Here I put my money where my mouth is. I have been using 
this methodology for many years with great success. In the Fool CAPS and associated Blog I post my portfolio holdings, thoughts, 
and actual trades http://caps.fool.com/Blogs/ViewBlog.aspx?t=01004738267652001....
Below are all associated activity for the 2013 BI portfolio. This activity will be wiped clean starting next week and the portfolio will be rebalanced for 2014.

DOW Benchmark Portfolio transactions: 
12/26/12 CSCO bought 167 shares @$19.92
12/26/12 DD bought 74 shares @45.04
12/26/12 MSFT bought 124 shares @26.86
2/12/13 DD dividend @0.43/shr
2/19/13 MSFT dividend @0.23/shr
4/3/13 CSCO dividend @0.17/shr
5/14/13 DD dividend @0.45/shr
5/14/13 MSFT dividend @0.23/shr
7/1/13 CSCO dividend @0.17/shr
8/13/13 MSFT dividend @0.23/shr
8/13/13 DD dividend @0.45/shr
10/1/13 CSCO dividend @0.17/shr
11/13/13 DD dividend @0.45/shr
11/19/13 MSFT dividend @0.28/shr

S&P500 transactions: 
S&P500 ETF benchmark (SPY ETF) bought 70 shares on 12/26/12 @141.75
3/15/13 SPY dividend @0.6937/shr
6/21/13 SPY dividend @0.839/shr
9/21/13 SPY dividend @0.838/shr
12/21/13 SPY dividend @0.98/shr
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