Message Font: Serif | Sans-Serif
No. of Recommendations: 0
I'll wrap the year up a little early, since I'll be busy the next couple of days. Shouldn't affect the outcome all that much.

An evenly balanced portfolio of my 2009 picks held all year, including dividends (not reinvested) would have yielded about 60% vs 27% for SPY (S&P500 ETF.) I'd call that a successful year both absolutely and relatively.

JAS +137%
SCHL +124%
LTD +101%
MSFT + 64%
MDT + 45%
DIS + 44%
AMAT + 38%
BKS + 31%
BBOX + 12%
PFE + 9%

SPY + 27%

Only BBOX and PFE trailed the S&P and all were positive. A good year to be fully invested or close to it. BKS & BBOX were up higher but have slumped a bit lately. Most everything else at or year the annual highs. Retail, in general, seems to have done particularly well; Tech & Pharma/Medical not so much.
Print the post  


What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Community Home
Speak Your Mind, Start Your Blog, Rate Your Stocks

Community Team Fools - who are those TMF's?
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.