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I'd pretty much decided to drop this exercise last year...

...but had to brag on my results for the year. Average return for an equal-weighted portfolio listed in the previous thread would have returned almost 14% (with dividends) compared to just under 2% for SPY.
Best relative performance in years, maybe ever.
Only MSFT suffered a loss for the year and BMY and D performed exceptionally well.

A quick list of my top 10 for 2012, without much comment, since it worked so well last year: AMAT, BBOX, MSFT, MDT, BKR, INTC, AMGN, PFE, DIS, KO.

Mostly tech and Health related, with a couple consumer names tossed in. Most are paying a quite reasonable dividend.
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